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sander verbrugge

T3 · host / generalist

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.

4 calls·4 names·100% bull·last heard 6 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$UPLIFT-360Uplift 360position

NIF-backed Uplift 360 recycles defense-grade fiber composites for resilience and circular supply chains

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.

Scaling Europe2026-03episode →
2ndhigh conviction
$NATO-INNOVATION-FUNDNATO Innovation Fundposition

NATO Innovation Fund partner sees DSR ecosystem maturing with 4x VC growth in 5 years

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.

Scaling Europe2026-03episode →
3rdhigh conviction
$ARXARX Roboticsposition

NIF portfolio company ARX deploys autonomous land vehicles in Ukraine with MoD contracts

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.

Scaling Europe2026-03episode →

most discussed · click a bar to filter

  • $UPLIFT-360
  • $NATO-INNOVATION-FUND
  • $IQM
  • $ARX

recurring themes

  • Defense Tech3
  • Critical Minerals & Supply Chain1
  • Venture Capital1
4 total
$UPLIFT-360
Uplift 360
HIGHsander verbrugge·Scaling Europe·6 months ago·Defence, security and resilience funding in Europe grew 4x in 5 years: Sander Verbrugge· position
NIF-backed Uplift 360 recycles defense-grade fiber composites for resilience and circular supply chains
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.
"This is actually a recycling uh company... what they're able to do is to they use fiberbased materials and quite defense has quite a lot of them at the end of life... they can rec…"
18:12
$NATO-INNOVATION-FUND
NATO Innovation Fund
HIGHsander verbrugge·Scaling Europe·6 months ago·Defence, security and resilience funding in Europe grew 4x in 5 years: Sander Verbrugge· position
NATO Innovation Fund partner sees DSR ecosystem maturing with 4x VC growth in 5 years
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.
"We recently reported... the DSR ecosystem has significantly grown from a venture capital investment perspective over 25... compared to over the last 5 years, it has even grown 4x.…"
1:03
$IQM
IQM Quantum Computers
MEDsander verbrugge·Scaling Europe·6 months ago·Defence, security and resilience funding in Europe grew 4x in 5 years: Sander Verbrugge
IQM highlighted as quantum leader driving Finland's rise in European defense tech funding
IQM's large funding round exemplifies the maturing European defense tech ecosystem where early deep-tech companies are now reaching mega-round scale, signaling commercial validation for quantum computing in defense applications.
"here you can think about IQM in the quantum space but definitely also in the drone space we've seen multi uh multiple rounds above hundreds of millions"
6:06
$ARX
ARX Robotics
HIGHsander verbrugge·Scaling Europe·6 months ago·Defence, security and resilience funding in Europe grew 4x in 5 years: Sander Verbrugge· position
NIF portfolio company ARX deploys autonomous land vehicles in Ukraine with MoD contracts
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.
"ARXs is doing really well. They have a robotics based solutions, autonomous or semi-autonomous solution that is a land-based unmanned vehicle... they are getting good first contra…"
19:24
9
Defense Techtailwind
Dual-use strategy deemed optimal for defense investing to sustain manufacturing capacity through peace and conflict
Dual-use technologies allow companies to build robust manufacturing chains and continue development during peacetime via civilian applications, maintaining surge capacity for defense needs — a structurally superior model to pure-play defense which atrophies without constant demand.
8
Defense Techtailwind
European DSR venture funding quadrupled in five years, late-stage rounds signal ecosystem maturity
Defense, security and resilience VC investment in Europe grew 4x over five years to nearly $9B in 2025, with late-stage mega-rounds dominating growth as early companies mature, prove technology, and generate revenue, enabling broader capital stack participation.
7
Defense Techrisk
Sensor and actuator layers on NATO's eastern flank identified as dangerously underfunded scale-up gap
While autonomy and drones attract mega-rounds, the sensor-actuator chain for eastern flank deterrence lacks mature scale-ups; high-quality early-stage companies exist but need multi-round progression to become deployable at volume.
7
Critical Minerals & Supply Chaintailwind
Recycling of strategic fibers and composites emerges as resilience play for European defense autonomy
Recovering high-value materials like glass fiber from end-of-life defense assets and wind turbines reduces import dependency, lowers energy costs, and creates circular supply chains — a critical enabler for sovereign defense manufacturing.
6
Venture Capitaltailwind
European defense VC ecosystem maturing with geographic expansion into Central and Eastern Europe
Beyond traditional UK and Munich hubs, Finland and Central Eastern Europe show rising deal flow and funding, indicating a broadening and deepening venture base capable of supporting defense innovation across the continent.