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$HELSING · Helsing cited as German candidate for novel defense prime
now playing · $HELSING
$BLACKWALLbullish· high· posstanislaw kastory
Expedition GPs call Blackwall a hidden gem growing 2x annually with excellent unit economics
Blackwall's cybersecurity product protecting websites against malicious bot traffic (over 50% of internet traffic) has achieved 2x+ growth for four consecutive years with strong u…
$LABRES-TECHNOLOGIESbullish· high· posstanislaw kastory
Expedition was first backer of Labres Technologies for large-team coordination
Labres Technologies builds a dual-use product for coordination of large teams at scale, starting with defense industry; Expedition was the first institutional backer alongside two…
$NEW-QUANTUMbullish· high· posstanislaw kastory
Expedition led seed round in quantum networking leader New Quantum
New Quantum is the leader in quantum networking and Expedition led its seed round, positioning them early in a critical dual-use technology for defense and secure communications.
$HORIZON-QUANTUMbullish· high· posstanislaw kastory
Horizon Quantum went public at $1B+ valuation after Expedition's early backing
Horizon Quantum, the leader in quantum computing, recently went public and trades at over $1B valuation, validating Expedition's early conviction in quantum computing as a strateg…
$ALPINE-EAGLEbullish· medium· posstanislaw kastory
Alpine Eagle progressing well as Fund I defense tech champion
Alpine Eagle is a Fund I portfolio company in defense tech that is progressing very well, contributing to Expedition's track record that helped raise Fund II.
$ORCAbullish· high· posmikolaj firlej
Orca highlighted as critical European defense company with no Chinese components
Orca (Croatia) is a fastest-growing European defense company that meets strict European sovereignty requirements by avoiding Chinese components, making it fieldable for European m…
$PLTR···neutral· mediummikolaj firlej
Expedition sees need for European alternative to Palantir's data fusion platform
Europe needs a sovereign alternative to Palantir's data fusion platform for defense intelligence, surveillance, and reconnaissance (ISR), identified as a critical capability gap b…
$HELSINGneutral· mediummikolaj firlej
Helsing cited as German candidate for novel defense prime
Helsing is identified as a leading German defense tech company that could become a 'novel prime' contractor competing at the European level, reflecting the trend of countries deve…
$STARKneutral· mediummikolaj firlej
Stark cited as German candidate for novel defense prime
Stark is identified as a leading German defense tech company that could become a 'novel prime' contractor, part of the trend of European countries developing domestic defense cham…
$QUANTUM-SYSTEMSneutral· mediummikolaj firlej
Quantum Systems cited as German candidate for novel defense prime
Quantum Systems is identified as a leading German defense tech company that could become a 'novel prime' contractor, reflecting the domestic champion trend in European defense.
$UFORCEbullish· mediumseb johnson
Uforce among fastest-growing defense companies in Europe
Uforce (Ukrainian/British) is one of the fastest-growing defense companies in Europe, demonstrating the pan-European reach of Expedition's Fund II portfolio.
$CAMBRIDGE-AEROSPACEbullish· mediumseb johnson
Cambridge Aerospace among fastest-growing European defense companies
Cambridge Aerospace (UK) is one of the fastest-growing defense companies in Europe, part of Expedition's Fund II portfolio showing pan-European geographic diversification.