AI, autonomy, sensing, and space are transforming how nations defend themselves and project power. Our thesis is rooted in identifying these breakthrough technologies early and helping founders deploy them faster than traditional defense pathways allow. We invest where innovation directly advances U.S. and allied strategic advantage.



Our mission is to advance the critical technologies that protect the U.S., its allies, and global stability. We invest in companies developing decisive capabilities and support their integration into national-security missions.
We prioritize technologies and teams that strengthen U.S. and allied national security above all else.
We operate with transparency, discipline, and responsibility—upholding the trust placed in us by founders, investors, and government partners.
We act quickly and decisively, focusing on clear execution and operational excellence in a rapidly evolving threat environment.
We work alongside founders as true partners, providing capital, access, and hands-on support to scale mission-critical technologies.
We commit to deep technical understanding, rigorous evaluation, and high standards for every investment and operational decision.
We measure success by the real-world impact our companies have across U.S. and allied defense missions and global security.