First In — 2026 Investments
6 investments dated 2026 · listed companies and verified rows first · show all
Fortastra builds low-cost, maneuverable spacecraft designed to defend infrastructure in orbit, combining commercial components with custom engineering.
Deep TechDefense TechSpace TechTorrance, US
Michael G. Smayda(Executive Officer, Director)inMichael Smayda(Founder)Arthur Karell(Director)
BoardNick Kim(Director)in
Board seatArthur Karell· per SEC Form D · $32.6M raise · filed Oct 2026
Co-investorsBloomberg BetaMana VenturesUpfront VenturesWave Function VenturesForward Deployed VCGenerational Partners
Cloneable builds a platform that combines in-field data collection with agentic AI automation to capture and scale expert knowledge for industrial teams managing critical infrastructure such as power grids, telecom networks, and construction projects.
AI & Machine LearningDeep TechEnterprise SoftwareRoboticsRaleigh, US
Lia Reich(Co-Founder & CEO)inPatrick Lohman(Executive Officer)inTyler Collins(Executive Officer, Director)Thomas Haun(Director)
BoardEliza Cushman(Director)in
Co-investorsBull City Venture PartnersCongruent VenturesOverline
Portal Space Systems develops advanced spacecraft, including its flagship Supernova vehicle, designed for high delta-v maneuverability and multi-orbit operations in cislunar space.
Deep TechHardwareSpace TechWashington, US
Jeffery Thornburg(Executive Officer, Director, Promoter)Ian Vorbach(Founder)inPrashaanth Ravindran(Founder)inJeff Thornburg(Founder)
BoardRayfe Gaspar-Asaoka(Director)in
Co-investorsAlleyCorpBooz Allen VenturesFUSEGeodesic CapitalIceNineTFX Capital+7 more
SCATR provides "Zero Trust Transit," a security overlay that protects data in motion by segmenting, camouflaging, and distributing traffic across multiple paths to defeat traffic analysis, metadata fingerprinting, and quantum "harvest now, decrypt later" attacks.
CybersecurityDeep TechDefense TechRichmond Heights, US
Brian O'Keefe(Executive Officer)Matthew Carpenter(Executive Officer, Director)Daniel Lindberg(Executive Officer)inJustin Freeh(Executive Officer)
BoardJames W. MacIntyre IV(Director)Fredrick DiSanto(Director)
Smack builds domain-specific AI models for military decision-making.
AI & Machine LearningDeep TechDefense TechBoston, US
Andy Markoff(Founder & CEO)inClint Alanis(COO & Co-Founder)inDan Gould(Head of Strategy & Co-Founder)Giuseppe Stuto(Executive Officer, Director)Frank Iudiciani(Executive Officer, Director)
Co-investorsCostanoa VenturesFelicis VenturesFulcrum VentureGeodesic CapitalNomi Capital Defense Fund IPalumni VC+8 more
Vanguard Defense operates a modular data labeling platform that turns defense telemetry and RF data into AI-ready datasets, staffed by a network of U.S. military veterans who serve as labelers, model supervisors, and quality assurance experts.
AI & Machine LearningData & InfrastructureDefense TechFullerton, US
Johnny Ni(Executive Officer, Director)Brian Ni(Executive Officer, Director)
BoardArthur Karell(Director)in
Co-investorsGaingelsPerridon VenturesDISCIPULUS VENTURES
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.






























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