INSIGHTS AND RESEARCH
We believe the future of defense is being shaped far beyond traditional contractors and bureaucratic procurement. A new wave of full-stack startups is redefining national security by combining deep-tech innovation with agile execution, and venture capital is playing a central role in accelerating this transformation.
In Defense Tech – Industry Insights, we explore how geopolitical urgency, increased military budgets, and a renewed sense of national and technological sovereignty are converging to create one of the most timely and strategic investment opportunities in the market.
We highlight how companies like Anduril, SpaceX, and Saronic are changing the game. These players are building integrated hardware-software systems, delivering faster solutions, and unlocking new categories such as autonomous defense and distributed infrastructure. They are not just disrupting incumbents; they are helping to reshape the entire defense ecosystem from the edge outward.
Backed by market data, policy trends, and real deployment cases, this report outlines how defense tech can fit meaningfully into modern venture portfolios. We map out the most promising areas for investment, from autonomy to strategic infrastructure, and examine the structural changes underway in how military capabilities are developed and scaled.
Defense Tech – Industry Insights is our contribution to a critical and evolving conversation. We invite you to explore how venture capital is enabling a new generation of founders to contribute to global stability and national resilience.
May 11, 2025
Potential for venture returns while changing the world.
