Name

Dragon Capital

Legal name

Dragon Capital

Website

https://dragoncapital.vc

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Venture Capital / Private Equity

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Venture Capital Fund-of-Funds / Multi-Manager Platforms (FSANAAAJ)

akta.pro secondary industry

Technology & Software Growth Equity (FSANACAA)

Keywords

• Venture capital funding
• Early stage investing
• Technology startup investments
• Portfolio company equity
• Growth capital financing

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Portfolio Returns and Exit Proceeds: Dragon Capital generates returns through equity ownership in portfolio companies. Revenue is realized through successful exits including IPOs and acquisitions. The firm has achieved 7 successful IPOs and 15 total exits.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Dragon Capital is a venture capital firm that provides equity financing to early-stage startups leveraging transformative technology in SpaceTech, AI Infrastructure, and Physical AI & Robotics. The firm invests from a $100M+ AUM pool, offering capital, strategic connections, and operational expertise to help founders build category-defining companies, and realizes returns through equity ownership exits such as IPOs and acquisitions.

Product overview

Dragon Capital operates as a single unified venture capital investment offering, providing funding and strategic support to portfolio companies. The firm does not offer multiple distinct products or modules; rather, it delivers investment services through its core VC fund, with investment focus areas spanning SpaceTech (space launch, propulsion, satellite infrastructure), AI Infrastructure (compute, tooling, platforms), and Physical AI & Robotics (autonomous systems for defense, industrial inspection, logistics).

Differentiator

Problem solved

Functional benefit

Products and services

• Venture Capital Investment Services Early-stage venture capital funding and strategic support for transformative technology startups across SpaceTech, AI Infrastructure, and Physical AI & Robotics sectors. Targets visionary founders building category-defining companies and provides capital, strategic connections, and operational expertise.

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Lux Capital: Deep-tech and frontier-technology investor with concentrated bets in space, AI infrastructure, robotics, and hard-tech. Closest thematic overlap with Dragon Capital's SpaceTech, AI Infrastructure, and Physical AI focus areas.
• Founders Fund: Early-to-growth stage venture capital firm with a frontier-tech thesis spanning space, AI, biotech, and deep tech. Highly comparable mandate, stage focus, and concentrated thematic positioning to Dragon Capital.
• Khosla Ventures: Venture firm investing aggressively across AI, robotics, space, and frontier technology from seed through growth. Highly comparable mission, sector focus, and willingness to back contrarian deep-tech bets.
• DCVC (Data Collective): Deep-tech VC focused on AI infrastructure, computational biology, and physical-world applications. Directly comparable in its AI Infrastructure and Physical AI/Robotics investments.

Broad incumbents

• Bain Capital Ventures: Multi-stage tech-focused VC with active investing in AI infrastructure, fintech, and frontier applications. Comparable stage coverage and overlap in AI Infrastructure deals.
• Andreessen Horowitz (a16z): Mega-fund with dedicated franchises across AI infrastructure, defense/Anduril-style bets, and crypto. Operates broadly across stages and sectors but competes directly with Dragon Capital in the same frontier-tech deal pool.
• General Catalyst: Multi-stage venture firm with thesis coverage across AI, defense, and infrastructure. Has scaled aggressively and overlaps with Dragon Capital's AI Infrastructure and Physical AI sectors.
• Sequoia Capital: Tier-one multi-stage venture firm with deep AI, infrastructure, and frontier-tech exposure (e.g., SpaceX, Anduril, CoreWeave). Competes for the same founders and follow-on rounds as Dragon Capital at much larger scale.
• NEA (New Enterprise Associates): Large multi-stage venture firm investing across enterprise, AI, fintech, and defense/industrial. Competitor for the same broad pool of early-to-growth frontier-tech founders.

Emerging players

• Y Combinator: Seed-stage accelerator generating massive early-stage deal flow, including in AI (OpenAI, Replit lineage) and frontier tech. Dragon Capital has co-invested in YC-adjacent companies (e.g., Malloc via YC) and competes for similar founders.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments61 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dragon Capital