Portfolio

We back founders building the industrial base of the coming decades.

We invest in frontier technology companies where our operating experience in aerospace, defense, energy and industrial software makes a measurable difference.

We invest directly, on the cap table rather than through SPVs, and work alongside founders on the hardest problems: certification, industrialisation, sovereign customers and international growth.

Investment thesis

What we look for
  1. 01Dual-use by designTechnologies that serve commercial and sovereign customers alike, with defense, security and critical infrastructure as accelerators rather than the only market.
  2. 02Where hardware meets AIPhysical systems made smarter by software, data and autonomy, where value builds in the software layer on top of proven hardware.
  3. 03From prototype to productionCompanies crossing the gap from first units to industrial scale, where certification, supply chains and manufacturing decide the winners.
  4. 04Sovereign and global demandProducts that governments and primes in Europe, the Middle East and Asia want to buy, build and operate locally.

How we invest

Beyond the cheque
Direct on the cap tableWe invest directly, not through SPVs, and keep a clean, founder-friendly cap table.
With experienced co-investorsWe bring international aerospace and industrial angels and funds who know the sector.
Hands-on for growthBoard and advisory roles to open customers, partners and markets, including an Abu Dhabi base covering the Middle East, Africa, Central Asia and Asia-Pacific.

Portfolio companies

2026

Portfolio companies will be announced here.

Pitch us