DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Lobster Capital, LLC
Lobster Capital, LLC
Investing in the Top 2% of Y Combinator Startups.
venture manager, reported GAV $5.9M across 2 vehicles
Importance
16
moderate
Active deployment
90
high
Emerging
59
elevated
Completeness
75
high
Freshness
100
high
Research priority
39
elevated
Identity and regulatory footprint
- Headquarters
- Paris, Franceadviserinfo.sec.gov
- Office address
- 69 RUE DUNOIS, Paris, 75013adviserinfo.sec.gov
- Business phone
- +33618166448adviserinfo.sec.gov
- Website
- http://Lobstercap.com
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 13, 2026
- Private funds reported
- 2 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $16.3Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- business phone
- 33618166448adviserinfo.sec.govpublished by the subject
- business phone
- +33618166448adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
48 observed deals
Stated (the firm’s website)
- Sectors
- hardware, space
- Stages
- series a
- Geography
- silicon valley
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 48
Funds and vehicles
2 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Lobster Capital Fund II, LP | Fund | 2025 form d first sale | Fundraising | unknown | unknown | $5.5M of $25.0M | May 14, 2026 |
| Lobster Capital Fund I, LP | Fund | 2023 form d first sale | Active deployment | $5.9M Mar 29, 2024 | 47 | $12.3M of $12.3M | Dec 15, 2025 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
1 current, 0 departed
Gabriel Florian Jarrosson
Managing partnerManaging Partner · since Mar 1, 2023
Investments on record
48 edges, 48 companies, 0 partner-attributed
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
29 relationships from shared deals, counted for the whole firm
Y Combinator 3 shared · recurringSterling Road 2 shared · recurringGeneral Catalyst 1 shared · one timeGlynn Capital Management, LLC 1 shared · one timeRA Capital Management, LP 1 shared · one timeEmergence Equity Management, Inc 1 shared · one timeScribble Ventures Management, LLC 1 shared · one timeAmerican Family Ventures 1 shared · one timeLeap Forward Ventures, LLC 1 shared · one timeMatchstick Ventures, LLC 1 shared · one timeAIM Master I (bvi) Ltd. 1 shared · one timeSpero Management Company, LLC 1 shared · one timeUrban Innovation Management LLC 1 shared · one timeSeraphim Space Manager LLP 1 shared · one timeHoxton Ventures 1 shared · one timeHabitat Partners Management LLC 1 shared · one timeAera Funds Management Pte. Ltd. 1 shared · one timeBlackbird Ventures Pty Ltd. 1 shared · one timeBoldstart Ventures Management LLC 1 shared · one timeK50 Ventures 1 shared · one timeSJW Investments, LLC 1 shared · one timeE14 Management, LLC 1 shared · one timeBraemar Energy Ventures 1 shared · one timePioneer Square Investment Advisor, LLC 1 shared · one timeDorm Room Fund 1 shared · one timeA.capital Ventures 1 shared · one timeRetv Management, LLC 1 shared · one timeRepublic 1 shared · one timeMac Venture Capital 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
3 dated events
- Sep 16, 2026pap! no longer listed on Lobster Capital, LLC's portfolio pageRemoved from portfolio pagePortfolioInferencepap!Venture organization websites (about, team, portfolio, thesis, news pages)
- May 25, 2023Lobster Capital, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 25, 2023Lobster Capital Fund I, LP first reported on Form ADV by Lobster Capital, LLC (Venture Capital Fund), GAV $4,323,230Fund first reported on Form ADVFundsFactLobster Capital Fund I, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Micro VC (confirmed, 95%, cls-1)venture manager, reported GAV $5.9M across 2 vehicles
Evidence
41 observations from 3 sources