We invest in strategic technologies with commercial and national-security applications, from the earliest rounds through Series B.
Independent judgment. Informed by intelligence.
01Thesis
The capabilities that will decide security and resilience are built by small teams, years before the institutions that rely on them are ready to buy. Most capital waits for the buyer. We back the team, at the speed of the work.
02What we fund
Where the gap between invention and adoption is widest, and where a company founded today can still set the standard for its category. The film above runs through all three.
01Sensing & autonomy
Drones, uncrewed vessels, satellites and field sensors are moving from demonstration to deployment. We back the companies that make them dependable in contested, degraded conditions.
FocusThermalRadarRFSpace-based sensingAutonomyUncrewed systems
02Resilient infrastructure
Energy, manufacturing and supply chains are now strategic targets. We back the technologies that make essential systems harder to disrupt, and rebuild capacity among trusted partners.
FocusBatteriesEnergy storageGridCritical mineralsAdvanced manufacturingBiomanufacturing
03Intelligence & security
Decisions depend on data that is attacked and compute that is scarce. We back the technology that protects information and sharpens judgment under pressure.
FocusChipsAI infrastructureSecure computeQuantumCybersecurity
03Where we invest
Companies in these frontiers are increasingly built across borders: designed in one democracy, made in another, first bought in the third. We invest across all three.
The buyer and the capital
The deepest market for dual-use technology, with the world’s largest defense budget and the capital to carry a company from prototype to scale.
The builders
One of the world’s largest pools of engineering talent, with semiconductors, space and defense manufacturing now national priorities.
The makers
Manufacturing, materials, precision components and robotics: what matters when a difficult thing must be made reliably, at volume.
04How we decide
Moving at the speed of innovation does not mean lowering the bar. Every company answers the same four questions; a score of 75 or above makes a company eligible for a review designed to complete in fourteen days, and our investment team makes the decision.
Capital
Advantage
Market
People
The CAMP frameworkWhy fourteen days
10minutes
Describe your company in Flash Intelligence. The questions adapt to its stage.
75+CAMP score
A score of 75 or above makes the company eligible and enables the investment button in Flash Intelligence.
14days
The clock starts when you click the investment button. We verify your claims, complete diligence and close where the evidence supports investment.
$250K–$500Kinitial investment
We typically invest through a SAFE with a valuation cap. Specific terms are agreed during review and documented before completion.
05Our standard
Speed only helps if the standard holds. At the early stage we do not expect everything to be proven. We expect founders to know exactly what has been proven, what has not, and what this round will change.
None of these is disqualifying. None of them is enough.
06Research
Everything on this page is argued in full in our essays, so founders can prepare against the standard we apply.
Ten minutes to start. Once you are eligible, a review designed to complete in fourteen days, and feedback either way.
Continues on flash.zone, where assessments and applications are handled.
