Participated · Seed · Apr 2026

Hybron Technologies develops proprietary composite manufacturing processes—including a hybrid chopped-fiber polymer approach—that the company says can produce complex parts up to 100 times faster than conventional composite methods while delivering structural performance comparable to continuous carbon-fiber materials. Hybron asserts its components can be up to 90% lighter than many aerospace-grade metals and that its all-U.S. supply chain helps reduce costs. The company’s initial product efforts are focused on composite 155mm artillery shell casings and turbine fan blades, both in advanced prototyping. Hybron was founded in 2022, is headquartered in El Segundo, California, and is a graduate of the Northrop Grumman Technology Accelerator. With the recent $20 million Series Seed, Hybron plans to expand engineering and manufacturing capacity and move toward low-rate initial munitions production and broader commercial deployment.

Participated · Series A · Feb 2026

Founded in 2009 in Durango by Daudi Barnes, Agile Space Industries builds high-performance chemical propulsion systems, using metal additive manufacturing and extensive in-house test facilities. The company supports a broad spectrum of commercial, civil, and national security space missions with its rocket engines and related hardware. In 2023, Agile expanded its Durango-La Plata County Airport footprint to 40,000 square feet and plans further growth in Colorado and Oklahoma. Revenue has more than tripled in the past three years, rising from about $8 million in 2022 to $28 million projected for 2026, and the business has grown over 70% annually since 2020. With the new capital, management intends to scale from developing two to three engines per year to six or more and boost tank and engine delivery capacity nearly tenfold. The company positions itself as a critical domestic supplier at a time when U.S. demand for chemical propulsion is rising.

Participated · Series B · Jan 2026

Cambium fuses artificial intelligence, chemical informatics, and high-performance computing to create entirely new monomers and polymers hundreds of times faster than traditional R&D methods. The company then manufactures, tests, and scales these materials in-house on proprietary, aerospace-qualified production lines located in the U.S., the U.K., and Europe, enabling rapid prototyping and immediate scale-up for supply-chain security. Its product portfolio already includes ultra-high-temperature polymers, carbon-carbon thermal protection systems (ApexShield 1000™), machining-ready composite billets for solid-rocket motors, and metal-to-composite adhesives for air and space structures. A common platform approach allows Cambium to extend into future verticals such as optical and directed-energy protection and high-temperature foams. The recent acquisition of SHD gives Cambium one of the world’s largest qualified prepreg, film, and adhesive capacities, strengthening its global manufacturing footprint. Active contracts on multiple defense Programs of Record and dual-use applications position Cambium as a preferred advanced-materials partner across land, sea, air, and space. Investors describe the business as driving “fast, profitable growth,” though specific revenue or user metrics were not disclosed. The new capital will fund expansion of its distributed, secure manufacturing network and accelerate its product pipeline.

Participated · Series A · Dec 2025

Founded in 2023 in Rhode Island by maritime practitioners and defense engineers, Vatn Systems is building scalable fleets of autonomous underwater vehicles for the U.S. military, allied governments, and civilian customers. Its flagship platforms, the Skelmir S6 and Skelmir S12, combine a plug-and-play payload architecture with INStinct, the company’s proprietary inertial navigation system that provides GPS-denied guidance at a fraction of traditional costs. The vehicles support distributed sensing, ISR, mine countermeasures, electronic warfare, and other emerging undersea missions, and can be re-configured for offshore energy, port security, and environmental monitoring in days rather than months. Throughout 2025 the company delivered AUVs to U.S. government customers, ran successful open-water demonstrations, and ramped production capacity to meet growing demand. Vatn positions itself as a future “underwater defense prime” by offering attritable, mass-deployable systems that align with shifting naval doctrines. Commercially, the same low-cost autonomy unlocks persistent coastal infrastructure monitoring and scientific research opportunities. The recent capital infusion is intended to accelerate production scaling and broaden mission profiles for both defense and civilian markets.

Participated · Series A · Sep 2025

Tidal Cyber offers a Threat-Led Defense platform that helps organizations measure and improve the effectiveness of their security stack against real-world threats and adversary behavior. The platform operationalizes MITRE ATT&CK and delivers independent tools and services to align security efforts to the threats that matter without vendor bias. Tidal Cyber plans to build a comprehensive CTI and adversary behavior–driven platform to shift organizations from managing intel to proactive, threat-informed defense. The company raised $10 million in Series A funding to accelerate product innovation and fuel company growth. Tidal Cyber was founded in 2022 and is based in Reston, Va. It was co-founded by three former MITRE experts — Rick Gordon, Richard Struse, and Frank Duff — who bring extensive experience in threat-informed defense and related standards and programs. Tidal Cyber offers a Threat-Informed Defense SaaS platform (Enterprise Edition) that aggregates MITRE ATT&CK®, third-party threat intelligence, and internal research to produce Tidal Confidence Scores and Coverage Maps. The platform recently integrated Breach and Attack Simulation (BAS) test results to compare tests against existing confidence scores. The company also maintains a freely available Community Edition used by over 3,000 security professionals globally. Tidal Cyber plans to use new investment to accelerate go-to-market activities, expand sales and marketing, and enhance both Community and Enterprise Editions. The company reported customer and financial growth exceeding 10x over the past year. Founded in January 2022 by threat-intelligence veterans with experience at MITRE and the U.S. Department of Homeland Security, Tidal Cyber aims to lead adoption of Threat-Informed Defense across critical infrastructure segments. Tidal Cyber offers a threat-informed defense platform that embeds the MITRE ATT&CK knowledge base to help security operations teams focus on the most relevant adversarial tactics and techniques. The platform includes a threat profile builder to identify and prioritize relevant threats, a prioritized to-do list for daily defensive actions, a map to optimize defensive tooling, and a proprietary confidence score to assess cyber posture. Tidal’s tools aim to align threats with the right defensive capabilities and streamline communication about an organization’s security program. The company is led by CEO Rick Gordon, CTO Richard Struse, and CINO Frank Duff. Tidal plans to use newly raised capital to accelerate growth of its platform. The company is based in Reston, VA. Tidal Cyber offers a SaaS-based threat-informed defense platform that maps an organization’s security capabilities to adversary tactics and techniques, including MITRE ATT&CK and additional intelligence sources. The platform includes a registry of vendor product capabilities mapped to adversary behaviors to produce actionable insight on defensive coverage, gaps, and overlaps. Tidal provides a free Community Edition that was made generally available at Black Hat USA in early August, featuring enriched technique data and the Tidal Product Registry. The company plans an enterprise edition with enhanced features, including reporting driven by a Tidal Confidence Score to help evaluate and communicate cyber risk reduction. Led by CEO Rick Gordon, Tidal intends to use the new funding to expand the platform and ramp up customer acquisition. Financially, the company raised $4M in funding to support these product and go-to-market efforts.