We invest in companies fortifying the U.S. defense industrial base — high-growth, strategically important defense technologies positioned at the intersection of significant market demand and national security relevance.

We favor technologies developed, tested, or proven in contested environments, where capabilities are shaped by real-world mission requirements and compressed development cycles. Innovation increasingly moves at the speed of the threat — develop, operationalize, adapt — a cycle that drives technological advantage.

We look for differentiated technology, compelling market opportunity, and clear pathways to adoption — backing companies with the potential to scale into enduring capabilities for the United States and its allies.