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Defense Tech
Defense Tech ‧‧ Perspectives
Defense Tech is at an Inflection Point – The Opportunities, Challenges and Innovations Shaping the Sector’s Future
Two years ago, we made the case for defense tech investing. Since then, we believe the world has changed dramatically. From our perspective, geopolitical tensions have intensified, warfare has evolved, defense budgets are growing. Today, we see governments seeking...
Defense Tech ‧‧ Perspectives
Our Investment in CX2
By Chris Morales, Graham Littlehale, and Sarah Hess We are proud to announce our lead investment in the Series A for CX2, a company we think is redefining electronic warfare (“EW”) with software-first systems built for...
Defense Tech ‧‧ Perspectives
Scaling our Commitment – Investing in Apex
By Chris Morales, Sarah Hess, and Kristen Dumbeck We are excited to announce our continued investment in Apex supporting their mission to revolutionize satellite bus manufacturing for the evolving space economy. Spurred by the decline...
Defense Tech ‧‧ Perspectives
Where conflicts are determined by logistics, startups are innovating to win
By Graham Littlehale and Chris Morales When Russia invaded Ukraine in 2022, its massive tank column reached the capital Kyiv in less than one week—then stalled just 30km outside. After days of waiting for resupply, those soldiers...
Defense Tech ‧‧ Perspectives
Our Investment in Overland AI
By Chris Morales We’re proud to announce our investment in Overland AI to support their progress in building intelligent uncrewed ground systems for defense and national security. Autonomy is hard, but ground autonomy can be especially difficult. Terrain...
Defense Tech ‧‧ Portfolio News
STOKE Space featured on TIME Magazine’s America’s Top GreenTech Companies 2024
Defense Tech ‧‧ Press Coverage
America Builds Podcast: Dan Gwak, Managing Partner and Head of Point72 Private Investments
Point72 Private Investments Managing Partner Dan Gwak sat down with the America Builds podcast to share insights on establishing a Defense Tech investment practice, his journey to becoming an investor and the current Defense Tech landscape. Listen to...
Defense Tech ‧‧ Perspectives
Navigating the DoD budget cycle: End-of-year funds present opportunity for Defense Tech startups
It’s hard to build a business focused on selling to the government. Really hard. Whether it’s navigating the multiple stakeholders necessary to make a government sale, long contracting cycles, budgets that get caught in political crossfire –...
Defense Tech ‧‧ Press Coverage
Strictly VC: Dan Gwak of Point72 Ventures on why defense tech is becoming the next big thing for investors
Managing Partner Dan Gwak spoke with Connie Loizos and Alex Gove for the Strictly VC Download podcast to discuss our Defense Tech practice, why it’s top of mind for investors, and how Dan’s unique path to Point72 has...
Defense Tech ‧‧ Perspectives
The Defense Tech Revolution – Why we’re investing behind a unique moment in time
Over the last few years, we have seen innovation and venture capital investments driven largely by consumer demand, leaving customers mostly unaware of use cases beyond their living rooms or office spaces. But behind the scenes, critical technologies – artificial intelligence,...