Investment Thesis

Five domains where technology decides the outcome.

The free world's military advantage will be rebuilt by startups, not studies. We concentrate our capital in the five theses below — and we go deep, not wide.

/01
Air · Ground · Maritime

Autonomous Systems

Autonomous Systems
What We Back
Attritable Airframes
Uncrewed Surface & Subsurface
Collaborative Swarming
The Thesis

Attritable aircraft, uncrewed vessels, and robotic ground systems that restore mass to the free world's arsenal. The next fight will be won by whoever fields capable autonomy at scale, first.

How We Underwrite

We look for teams that treat autonomy as a manufacturing problem as much as a software problem — designing for automotive cost curves, contested-EW environments, and production lines that scale to thousands of units.

/02
Launch · Sensing · Resilience

Space & ISR

Space & ISR
What We Back
Proliferated LEO Constellations
Responsive Launch
Space Domain Awareness
The Thesis

Proliferated constellations, responsive launch, and persistent sensing that turn orbit into the decisive high ground. Space is no longer a sanctuary — it is contested terrain that must be defended.

How We Underwrite

Our diligence favors architectures that survive attrition: many cheap satellites over few exquisite ones, launch on demand over launch on schedule, and downlink economics that close without subsidy.

/03
C2 · Sensor Fusion · Edge Compute

AI & Decision Systems

AI & Decision Systems
What We Back
AI-Native Command & Control
Multi-Sensor Fusion
Edge Inference
The Thesis

Command-and-control software that closes the kill chain in seconds, not hours. Decision advantage is the modern high ground, and it is won in software.

How We Underwrite

We back AI-native platforms built for accreditation from day one — systems that fuse every sensor into a trusted operating picture and run at the tactical edge, disconnected, under jamming.

/04
Offense-Informed Defense · Spectrum

Cyber & Electronic Warfare

Cyber & Electronic Warfare
What We Back
Critical Infrastructure Defense
Electromagnetic Spectrum Operations
Autonomous Cyber Operations
The Thesis

The invisible domains decide the visible ones. We invest in companies that defend critical networks and win the fight for the electromagnetic spectrum.

How We Underwrite

The best defensive teams think like attackers. We look for founders with operational backgrounds who automate what previously took a cleared expert — and who understand that the spectrum is a weapons system.

/05
Additive · Supply Chain · Industrial Base

Defense Manufacturing

Defense Manufacturing
What We Back
Qualified Additive Production
Software-Defined Factories
Supply Chain Illumination
The Thesis

Deterrence is an industrial problem. Magazines run dry in weeks; rebuilding them takes years. We fund the companies collapsing that timeline.

How We Underwrite

From qualified additive parts to software-defined factories and transparent supply chains, we invest in the picks and shovels of rearmament — businesses that make every prime and every program faster.