Investment thesis
We invest across the spectrum of dual-use DeepTech, backing foundational technologies that can enable an AI-native future and become durable businesses.
Space & Aerospace
Space and aerospace infrastructure move data, navigation, and capability across long distances. We back systems built for real operating conditions, with clear customers and a credible route from demonstration to repeated use.
Reliable links and platforms. Identifiable users. A path to sustained operations.
Artificial Intelligence
An AI-native future depends on trusted data, intelligent software, and the infrastructure beneath them. We back technologies that make artificial intelligence useful across consequential commercial and mission-critical applications.
Technical depth. An identifiable buyer. A credible route from demonstration to deployment.
Cybersecurity & Digital Resilience
As AI and digital systems take on consequential work, data integrity, access control, and resilience matter. We back companies that protect sensitive information and help essential systems operate with confidence.
Protection across data and operations. A clear buyer need. Security that fits real workflows.
Autonomy & Robotics
Autonomous systems can extend human capability across air, space, and other demanding environments. The opportunity depends on dependable performance, clear operator control, and products that integrate with real missions.
Reliability and safety. Human oversight. A credible path to production and use.
Defense & Mission Systems
Defense and mission systems must function under constraints and integrate into operational environments. We look for validated performance, clear procurement pathways, and dual-use applications that strengthen the company’s commercial foundation.
Resilience under constraints. Operational value. A buyer who can act.
Advanced & Critical Technologies
Hardware, communications, sensing, and physical systems underpin the next generation of capability. We invest in enabling technologies whose value grows as the systems around them expand.
Enduring problems deserve ambitious technical answers. Reliability and usefulness come first.
The intersection
We look for differentiated technology, a real customer need, and a credible route to adoption. Commercial viability and mission relevance reinforce our conviction in the business being built.
How we work with foundersPut the thesis into practice
Bring us the technology, the problem it solves, and your vision for what comes next.
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