I.
One ecosystem, studied for years
We back Y Combinator companies exclusively. A decade inside the network means we know the partners, the patterns, and the founders worth backing before the round is competitive.
Established MMXXIII · Y Combinator only
Investing in the
top 2% of Y Combinator
— an exclusive access vehicle to the world's most valuable startup ecosystem —
Backed by Silicon Valley operators, five family offices,
and two billionaires who bought into the thesis.
— our co-investors —
Y Combinator is the
premier startup ecosystem.
I
6.5%
YC companies become unicorns
($1B+ valuation)
II
25%
YC unicorns exceed $10B in valuation
III
45%
secure Series A funding
(industry avg: 33%)
IV
50+%
still operating after 10 years
(industry avg: 30%)
$1.3T
in combined market value created
Lobster Capital as the new up-and-coming YC fund to watch. Gabriel is exactly the kind of investor we want around our founders: helpful, insightful, and aligned with their long-term success. He is an incredibly valuable member of our investor network.
Garry TanCEO of Y Combinator
Lobster Capital belongs among the small group of top investors in the YC ecosystem.
Tyler BosmenyGeneral Partner at Y Combinator
The thesis
Conviction in one ecosystem, not a hundred bets.
Y Combinator funds the companies most likely to define the next decade. We exist to put serious allocators inside that exact lane, with the discipline to take only the best of it.
II.
The top 2%, not the whole batch
Most capital chases the same demo day list. We concentrate on the rare companies showing real traction, a path to scale, and founders who compound. We pass on everything else.
III.
Access LPs can't get alone
Allocators rarely see the YC deals that matter. As an LP in Lobster, you hold a single, disciplined line into the world's most valuable startup ecosystem.
What we look for.
I.
Traction
Early signs that customers love and need the solution
II.
Scalable
Clear paths to efficient growth and market expansion
III.
Exceptional Founders
Teams with unique insights and relentless execution
Dispatches from
San Francisco.
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From the Lobster Journal.
In the open
Follow the thinking.
We publish in the open: the same research, deal breakdowns, and YC analysis our LPs read first.
For limited partners
Hold the YC line
others never get to see.
Lobster gives a select group of limited partners disciplined exposure to the best of Y Combinator. Introductions are taken on a rolling basis.
I
One line into YC
A single, disciplined allocation into the top 2% of Y Combinator, no sourcing, no batch noise.
II
Operator diligence
Every check is filtered through a decade of pattern recognition inside the network.
III
Real dispatches
Quarterly visibility into the portfolio and the thinking behind each position.
We are
bullish on Y Combinator.
Since MMXX we've backed 100+ YC startups — a total of $40M+. Get the next dispatch in your inbox.
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