Operator-Driven Access

Prior to forming the fund, Roadster’s strategy was validated through independently structured SPVs in quantum and semiconductor lithography companies.

These investments were sourced through trusted operator networks and produced:
3.79x DPI realized
9.16x MOIC

Significant step-function valuation re-ratings.

Access compounds inside tightly networked technical ecosystems.

Asymmetric Entry Before Institutional Comfort

Capital-intensive deep tech is often mispriced at seed because traditional venture capital hesitates to underwrite engineering risk.

We target inflection points where: Technical validation precedes capital validation, Strategic tailwinds are forming, and Execution velocity is evident

Track Record, Prior Fund Formation

Before formalizing the fund, the strategy was executed through SPVs in: Quantum computing infrastructure and Semiconductor lithography innovation.

One late-stage investment entered at $220M scaled to a $7B valuation with 3.79x DPI realized.

Another early-stage investment entered at $8.5M pre-seed, has since attracted significant institutional and federal participation. Their last round was a $40M Series B and the Series C is in motion with a $150M LOI from the U.S. Department of Commerce

Roadster Capital institutionalizes this pattern at pre-seed and seed stage.