Portfolio
The portfolio.
A focused set of companies building dual-use technologies at the intersection of defense, autonomy, and critical infrastructure.
Autonomous SystemsSeed
Sentinel Autonomy
Autonomous ground vehicle systems for contested logistics environments.
The next generation of battlefield logistics will be unmanned. Sentinel is building the software stack that makes that possible.
Founded 2023Austin, TX
Dual-Use AIPre-Seed
Vantage AI
AI-powered intelligence analysis tools for defense and commercial applications.
The intelligence community is drowning in data. Vantage turns that data into decisions.
Founded 2024Washington, DC
Critical InfrastructureSeed
Ironclad Networks
Zero-trust network security for critical infrastructure operators.
The attack surface of critical infrastructure has expanded faster than the defenses. Ironclad closes that gap.
Founded 2022Arlington, VA
Space & SensingPre-Seed
Apex Sensing
Persistent low-earth orbit sensing for maritime domain awareness.
Space-based sensing is becoming affordable. Apex is building the applications layer on top of that infrastructure.
Founded 2024San Diego, CA
Defense TechSeed
Forge Defense
Advanced manufacturing software for defense prime contractors.
The defense industrial base is constrained by legacy manufacturing processes. Forge is modernizing the factory floor.
Founded 2023Pittsburgh, PA
Autonomous SystemsPre-Seed
Meridian Systems
Autonomous underwater vehicles for mine countermeasures and ISR.
The undersea domain is the next frontier of autonomous systems. Meridian is building the vehicles that will operate there.
Founded 2024San Diego, CA
Building something that fits?
We invest at the earliest stages — pre-seed and seed. If your technology fits our thesis, we want to hear from you.
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