Sht 03 / Portfolio
Backing the physical edge.
Inception-stage positions across defense, energy, space, and manufacturing — every one sourced direct through technical communities, never a syndicate.
Scaling nuclear energy for heavy industry and clean fuel production. Sourced through nuclear engineering communities before institutional coverage.
Space-rated compute for autonomous defense platforms, from CubeSats to stations. Accessed pre-Series A through space-hardware technical networks.
NDAA-compliant programmable drones built for autonomy. Introduced through the portfolio network.
A proprietary metallurgy platform printing metal parts to replace castings for defense, aerospace, and industry. Sourced on-site — the only investor in the room who could read the data.
America's turbine company — rebuilding domestic capacity to manufacture gas turbines at scale for AI datacenters and a reindustrializing grid, with a path to advanced nuclear and geothermal.
A compound-semiconductor company in active diligence. Details under wraps until the round is announced.
A space-systems company in active diligence. Details under wraps until the round is announced.
Sourcing: technical communities · government program pipelines · university spinouts · operating-founder network
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