Partner at the NATO Innovation Fund, a multi-sovereign venture fund backed by 24 NATO allies investing in defense, security, and resilience technologies. Previously at Innovation Industries. Leads investments in dual-use deep tech and works with the fund's mission platform group connecting portfolio companies to MoD demand signals.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Uplift 360's low-energy recycling of glass fiber from end-of-life defense materials and wind turbine blades creates a resilience play by recovering up to 100% virgin-quality material, reducing strategic dependencies with partnerships and prime contracts already in place.
The defense, security and resilience venture ecosystem in Europe has grown 4x over five years, with late-stage rounds proving technology validation and revenue generation, enabling the fund to draw in broader capital stacks including debt and private equity.
ARX's robotics-based autonomous land vehicles have achieved product-market fit with functioning portfolios, live deployment in Ukraine, and initial MoD contracts, positioning them for near-term fundraising and scale in the sensor-to-actuator defense chain.