€50M EIF anchor via InvestEU Defence Equity Facility signals tier-one statusblog
LP syndicate includes NATO Innovation Fund, KfW, and CDP — rare strategic alignmentblog
36 portfolio companies and 5 exits validate decade-long defense-tech track recordblog
Record European defense budgets create strongest institutional tailwind in decadesblog
Co-invested with NATO Fund in Kreios Space seed roundexternal
Active seed deals: ISPTech, enclaive, Kreios Space — 2025/26external
Broad sector coverage: space, quantum, AI, robotics, materialsexternal
ISPTech €5.5M seed — low-cost spacecraft propulsionwebsite
enclaive €4.1M seed — confidential multi-cloud computingwebsite
Six verticals: surveillance, space, quantum, AI, materials, roboticswebsite
Quadsat portfolio bet on contested satcom spectrumwebsite
Fund III active — EIF €50M commitment confirmedwebsite
Kreios Space €8M seed — very low orbit satelliteswebsite
enclaive co-led with Amadeus APEX + Auriga Cyberwebsite
Fund III confirmed March 2026 — EIF €50M lockedexternal
Digital twin tech, next-gen surveillance, debris removal focusexternal
Reusable spacecraft, quantum networking, modular robotics portfolio depthexternal
Fund III closes March 2026 with full €50M EIF commitmentexternal
ISPTech low-cost, less-toxic spacecraft propulsion — production scalingexternal
Kreios Space very-low-orbit satellites — NATO + Join leadexternal
enclaive confidential multi-cloud — Amadeus + Auriga co-leadsexternal
Quadsat contested-satcom-spectrum thesis — strategic positioningexternal
Digital twin, surveillance, debris removal sector focus strengtheningwebsite
Autonomous systems and unmanned vehicles investment thesis activewebsite
Integrated photonic circuits, lightweight materials portfolio expansionwebsite
Fund III closes March 2026 — EIF €50M confirmed lockedwebsite
Defense/Surveillance, Space, Quantum, AI, Materials, Robotics sectorswebsite
Portfolio focus: foundational, not flashy — "lead, scale, last" mandatewebsite
