stylized image of satellite over earth

Deep tech & Defense

Some of society’s greatest contributions stem from advancements in deep technology—novel scientific breakthroughs that are commercialized into world-changing innovations. These technologies improve lives, build more sustainable businesses, and strengthen security and democratic resilience. Our deep technology portfolio includes Rocket Lab, Xanadu, Sila Nanotechnologies, Halter, and Auterion. For over a decade, we’ve backed world-class teams of scientists and engineers building innovations in autonomous defense systems, decarbonization, space exploration, advanced computing, and beyond.

Our deep tech team

Our companies

Indicates Enduring
Close Info Window

DEFCON AI

DEFCON AI is a modeling, simulation, and analysis (MS&A) company that provides cutting-edge technology solutions for the next generation of logistics and mobility decision making.

Investors

David Cowan

Founded

2022

Partnered

2024

Roadmaps

Close Info Window

Lumachain

Lumachain is a software for the food supply chain that tracks and traces the origin, location, and condition of individual items in a supply chain, in real-time, from farm to fork, enabling the food supply chain industry to reduce waste, increase efficiency, and grow revenues and margins.

Investors

David Cowan

Founded

2018

Partnered

2022
Deep tech
NASDAQ: RKLB
Close Info Window

Rocket Lab

Rocket Lab delivers a range of complete rocket systems and technologies for fast and low-cost payload deployment.

Rocket Lab announced to go public in merger with SPAC Vector Acquisition Corp in March 2021.

Rocket Lab went public in August 2021 (NASDAQ: RKLB).

NASDAQ: RKLB

Investors

David Cowan

Founded

2006

Partnered

2014

Roadmaps

Investment Memo

Read the Rocket Lab memo

AI & ML
NYSE: SPIR
Close Info Window

Spire

Spire is a space to cloud data analytics company utilizing satellites to provide maritime, aviation, and weather tracking. Spire Global went public in August 2021 (NYSE: SPIR).

NYSE: SPIR

Investors

David Cowan

Founded

2012

Partnered

2015

Roadmaps

Investment Memo

Read the Spire memo

Close Info Window

TurbineOne

TurbineOne delivers do-it-yourself Artificial Intelligence & Machine Learning. TurbineOne’s Frontline Perception System (FPS) allows users to build, tune, and deploy computer-powered recognition algorithms without having to code and without requiring a cloud.

Investors

David Cowan

Founded

2021

Partnered

2024

Roadmaps

Our insights