Participated · Series E · Aug 2026

Horizon3.ai develops AI specifically designed to perform autonomous, authorized penetration testing across live infrastructure via its NodeZero platform. The platform is built to test live systems without shutting down operations and to scan entire infrastructures continuously rather than sampling a small percentage. The company reports having run 310,000 production security tests with zero disruptions and serves roughly 7,200–7,300 customers ranging from managed service providers to Fortune 10 enterprises. Horizon3 approached $100 million in annual recurring revenue last year and achieved 120% year-over-year growth. Its founders, who met while serving at Joint Special Operations Command, have reinvested heavily in product development—about $100 million in R&D to date. The company is expanding internationally with new offices and a growing partner network while positioning itself to address accelerating AI-driven attack threats.

Participated · Series A · May 2026

Havoc develops an all-domain collaborative autonomy stack and a software-defined hardware approach that enables heterogeneous autonomous assets to sense, decide, and act together across sea, air, and land. The company reports more than 25,000 hours of autonomous testing and deployments and has collected over 200 billion data points from operations to iterate its field-tested autonomy stack. Havoc has built and deployed 100+ autonomous surface vessels (ASVs) globally, with 40+ mission-ready today and 30+ vessels delivered to the U.S. Department of Defense. It has made strategic acquisitions (Mavrik and Teleo) to expand into air and land domains and maintains partnerships with defense primes such as Leidos, Lockheed Martin, and SAIC as well as shipbuilders and additive manufacturers. Havoc has grown to over 200 employees, opened new offices in Austin and San Diego, and expanded maritime production in Rhode Island. The company highlights award recognition, SBIR awards, and selection to industry challenges as validation while positioning itself to scale deployments and production to meet defense and commercial demand.

Participated · Series B · May 2026

Cowboy Space develops orbital data-center satellites and is also building an in-house rocket program to deliver those payloads to orbit. Founded in 2024 (originally as Aetherflux) by Baiju Bhatt, the company plans rockets whose second stages are purpose-built as data centers. Each satellite is expected to mass 20,000–25,000 kilograms, produce about 1 MW of power, and host just under 800 onboard GPUs. The company has hired space-industry veterans and plans to build its own rocket engine and develop test, manufacturing, and launch facilities. It expects its first launch before the end of 2028 and ultimately aims for a reusable booster. The recent $275 million Series B at a $2 billion post-money valuation provides capital to advance development and scale the program.

Participated · Series A · Jun 2025

Nooks is a veteran-owned company focused on democratizing access to secure, accredited facilities—often referred to as Sensitive Compartmented Information Facilities (SCIFs)—through a Classified-Infrastructure-as-a-Service model. Its ready-to-use spaces allow defense startups, primes, and government teams to collaborate without the cost and time of building bespoke secure infrastructure. The firm has already established footholds in Arlington, VA, Colorado Springs, CO, and El Segundo, CA, with plans to expand to “millions of square feet” of modern SCIF infrastructure nationwide by re-activating under-utilized office buildings. Nooks is also integrating advanced technologies and process streamlining via the U.S. Air Force’s STRATFI program and a DARPA Prospero contract, underscoring government demand for its offering. Backers believe the platform can dramatically reduce cost and accelerate timelines across the national security ecosystem. The newly raised capital positions Nooks to accelerate build-outs, broaden geographic coverage, and deepen partnerships with defense primes and agencies. While no revenue or user metrics were disclosed, the company’s traction with marquee defense customers and investors signals strong market validation.

Participated · Series C · Jun 2025

Infleqtion builds a diversified portfolio of quantum technologies, including neutral-atom quantum computers, quantum optical clocks, RF receivers, inertial sensors, and the Superstaq quantum software platform. Its hardware and software are already in use by customers such as the U.S. Department of War, NASA, the U.K. government, and partners like NVIDIA. The company is expanding its government and commercial engagements, exemplified by multiple ARPA-E contracts aimed at tackling energy-related challenges. Under the new QC3 award, Infleqtion will employ its neutral-atom platform and a proprietary algorithm to search for novel high-temperature superconductors that could enable lossless power transmission. Parallel work under the ENCODE program applies quantum-enhanced methods to optimize the energy grid. Together, these projects position Infleqtion at the forefront of quantum applications in chemistry, materials science, and energy infrastructure. Although the article does not disclose revenue or user counts, the repeated selection for federal contracts highlights growing commercial traction and non-dilutive funding to support R&D.