Founder and solo GP of Sisyphus Ventures, a €20M fund backing ambitious European defense founders. Previously invested in defense at First Capital (France) and Northzone (London) since 2022, including angel investment in Helsing. Spent three years building defense portfolio before launching fund in December 2024.
Palantir demonstrates the venture-scale defense model: start with a wedge product (data integration/intelligence), crack government go-to-market, then expand catalog across multi-domain (autonomous fighter jets, maritime) to generate uncapped multi-billion revenue — the blueprint for new primes.
Helsing became France's first defense unicorn by building autonomous drone interception systems that are 10x cheaper, scalable, and smarter than traditional prime contractor offerings like Rheinmetall, proving the 'new prime' model works.
By explicitly targeting kinetic/offensive defense (missiles, explosives) rather than 'resilience' or dual-use, Sisyphus attracts LPs wanting unreserved exposure to the new prime wave and can move fast on categories other VCs filter out — a structural advantage in a category where speed to contract matters.