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Overlay Capital

Overlay Capital

Overview

An asset manager and investment platform focused on advancements within the built environment. The firm's investment approach is driven by secular themes including supply chain resilience, energy independence, and sustainability. As a multi-strategy fund manager, it provides investors with exposures across private markets, from innovation to infrastructure.

Portfolio Companies

14

Investments

Overlay Capital investments
CompanyDateStageLead
Cambridge Heavy Industries Inc.Oct 2026SeedCo-investor
RavelSep 2026SeedCo-investor
Thea EnergyAug 2026Series B ExtensionCo-investor
Avalanche EnergyFeb 2026VC RoundCo-investor
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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Portfolio analytics

Caplight clients see full sector, stage and valuation breakdowns for this investor.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Overlay Capital based?

Headquarters information for Overlay Capital is not publicly available.

When was Overlay Capital founded?

Founding year information for Overlay Capital is not publicly available.

How many portfolio companies does Overlay Capital have?

Overlay Capital has 14 portfolio companies in Caplight's dataset.

What are some companies in Overlay Capital's portfolio?

Recent investments visible on Caplight include Cambridge Heavy Industries Inc., Ravel, Thea Energy, Thea Energy, Avalanche Energy.

What was Overlay Capital's most recent investment?

Overlay Capital's most recent investment on Caplight was in Cambridge Heavy Industries Inc. in 2026.

What sectors does Overlay Capital focus on?

Overlay Capital focuses on Energy & Sustainability, Energy & Sustainability, Energy & Sustainability, Energy & Sustainability, Energy & Sustainability, Consumer & Commerce, Energy & Sustainability, Energy & Sustainability, Energy & Sustainability, Energy & Sustainability, Frontier & Industrial Tech, Frontier & Industrial Tech, Energy & Sustainability, Energy & Sustainability, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Energy & Sustainability, Frontier & Industrial Tech, Frontier & Industrial Tech, Energy & Sustainability, Consumer & Commerce, Enterprise Software, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech.

What company stages does Overlay Capital focus on?

Overlay Capital typically invests at the Early stage.

Firmographic Details

Headquarters—
Year FoundedN/A

Institutional Data Access

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