Welcoming Graham Littlehale To Felicis

Please join us in welcoming Graham Littlehale to Felicis as our newest Partner. Graham partners with founders building in hard tech and deep tech: aerospace, defense, energy, manufacturing, and robotics.

Graham has spent his entire career building, backing, and believing in hard tech companies. He comes to us from Point72 Ventures where he was an early member of the national security investing team and helped build the firm’s portfolio, which includes companies like Stoke Space, Starfish Space, Vannevar Labs, Endurance Energy, Smack Technologies, and many others. He began his career at Makena Capital, investing across natural resources and energy infrastructure, deploying $1B+ in the space. He then joined Nuro, a robotics startup, where he got closer to the operating side and saw firsthand what it takes to build inside a company.

Graham doesn't know how to be casually interested in anything. He is relentlessly curious, intensely thoughtful, and at his happiest when he is learning. He digs deep; he is known for spending months inside of an industry doing original research, talking to the engineers who know where the technology is headed, the operators who know what the incumbents get wrong, the founders who have already tried and failed.

Andrew Redd, founder and CEO of Endurance Energy (opens in new tab), said, “Graham has been integral to building my business. From the day we met, I recognized his precise balance of diligence and conviction. He digs deep, asks the right questions, and moves fast, but ultimately understands that he is betting on a person and makes it his job to get to know them. Graham shows up more like a cofounder than an investor and has helped us through challenges just as much as he’s celebrated our wins. I look forward to working with him and having him as a friend for many years to come.”

Lee Robinson, COO of General Matter (opens in new tab), summed it up succinctly: “Graham gets that a VC / company relationship is a partnership built on hard earned trust. I trust Graham.”

Hard tech is who Graham is, not what he does. He grew up surrounded by people who designed, built, and repaired the physical world. He was raised by a carpenter father and silversmith mother, and inspired by a grandfather who helped build the Apollo guidance computer that flew astronauts to the moon. Summers were spent watching Navy ships being constructed and weekends were for exploring industrial sites, cementing in him a lifelong obsession with engineering and infrastructure.

The physical world is entering its own software moment. AI is driving unprecedented investment in compute, energy, and industrial infrastructure. Governments are rebuilding defense capabilities. Manufacturers are reshoring critical supply chains. Labor shortages are accelerating automation. And breakthroughs in robotics, autonomy, and advanced manufacturing are making problems that once required billions of dollars and decades of incumbency newly addressable by startups.

We believe these forces are creating one of the largest tech waves of the next decade. That conviction has shaped our investments across AI infrastructure and compute (Armada, Crusoe, CoreWeave, Radiant), defense and national security (Dedrone, Tera AI, Vannevar Labs, Smack Technologies, Cambridge Terahertz, Distributed Spectrum), robotics and physical AI (Skild AI), industrial and advanced manufacturing, and the broader space economy (Astranis, Revel).

Graham has spent his career backing founders at the forefront of hard tech transformations, making him a natural fit to help deepen Felicis's commitment to the founders redefining the physical economy. If you are a founder building something physical and hard, he'd love to hear from you: graham@felicis.com.

Welcome to Felicis, Graham. We’re so excited to build with you.