Geopolitical tailwinds, record government spending, and a new generation of dual-use founders are converging to create a once-in-a-decade opportunity for co-investors.
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We look for companies with strong traction, tier-1 lead investors, clear government or enterprise contracts, and founders who understand the sales cycle of their industry.
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Autonomous platforms — from drones to undersea vehicles — are reshaping how militaries operate. Three portfolio companies are at the forefront of this shift.
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