Ensuring Our Warfighter Has the Unfair Advantage in Any Conflict
The first venture fund purpose-built for weaponry, manufacturing, lethality, and defense-scale hardware.
Learn More
The first venture fund purpose-built for weaponry, manufacturing, lethality, and defense-scale hardware.
Learn MoreOur Thesis
America's adversaries are moving faster than our defense industrial base can respond. Decades of underinvestment have hollowed out production capacity. To maintain overmatch, America needs a new class of agile, lethal startups backed by investors who understand the mission.
We are in the most dangerous geopolitical moment since the Cold War. Modern conflict consumes munitions at a rate that industrial-era production cannot sustain.
We cannot produce the weapons we need at the speed and scale modern conflict demands. The defense industrial base was built for the Cold War — large primes, slow procurement, expensive weaponry.
Our adversaries use rapid iteration, commercial-military integration, and massive state-backed scale. America needs a fundamentally different approach to close the gap.
Investment Focus
Space, air, land, sea, and subsea platforms that operate independently at the edge.
Smart munitions, guided and loitering systems built for speed, scale, and affordability.
Anti-satellite, directed energy, and kinetic convergence systems for orbital dominance.
High-power, non-kinetic disruption systems that neutralize threats at the speed of light.
Scale, speed, supply chain resilience, critical minerals, and rare earth independence.
Offensive cyber hardware designed to degrade and destroy adversary weapons systems.
Portfolio
We back founders building the next generation of defense capability — from the factory floor to the front line.
Leadership
Operators and builders who have spent their careers at the intersection of technology, defense, and national security.
Cofounded Rebellion, one of the first DefenseTech unicorns. Founded the Defense Digital Service, transforming defense technology at the Pentagon and UK MoD. Created Hack the Pentagon — the first federal bug bounty program. Reimagined mission computing with JEDI Cloud. Built and fielded the first man-packable counter drone hardware for CENTCOM and INDOPACOM. Served under Secretaries of Defense Ash Carter and Jim Mattis.
Founder & CEO of Capital Factory and STATION. The most active investor in defense tech and dual-use startups globally, with investments in over 1,000 startups. Partnerships across 18 government innovation organizations. One of five DARPA Commercial Accelerators. Entrepreneur in Residence at UT Austin. Henry Crown Fellow at the Aspen Institute and Eisenhower Fellow.
Get in Touch
Arsenal Collective invests at the earliest stages — Pre-Seed through Series A — in founders building the future of defense. If you're working on next-generation weapons systems, autonomous platforms, advanced manufacturing, or critical infrastructure for national security, we want to hear from you.