Bedrock Capital Partners

Geoff Lewis, as Founder and Managing Partner, leads the investment committee. Eric Stromberg was promoted to Partner in September 2023 and shares decision-making authority. The small partnership structure means every investment receives direct principal involvement — there is no analyst-driven sourcing layer that dilutes the contrarian thesis.

Bedrock invests globally. The portfolio includes companies headquartered in both the United States and Asia, with the partnership willing to underwrite narrative violations wherever they surface. The firm's Menlo Park location provides access to Bay Area deal flow, but the mandate is not geographically constrained.

Bedrock's sourcing runs through its published intellectual property — the annual letter and public essays that articulate the narrative-violation framework. This content attracts founders who self-identify as misunderstood by the broader venture market. Lewis and Stromberg also draw on networks formed during their respective tenures at Founders Fund, Oyster, and across the Peter Thiel ecosystem.