We source, prepare and structure your Ukrainian defense deals
You bring the mandate. We build the access on the ground — sourcing companies from inside the market, preparing them for a deal and opening them to you under NDA to diligence and close. Deal flow run end to end by the operator on the ground.
A proven industry, barely capitalized
The opportunity is a gap: a large, combat-proven industry that opened to foreign capital in 2026 — and that venture has barely entered.
Defense production capacity in 2025 — up from ~$1B in four years.
Controlled exports opened — the market turned outward.
Defense companies (about 800 private), plus 2,300+ through Brave1.
All venture into the sector in 2025, against a $35B industry — the gap you enter on.
Figures as of 2026, from public sources — Atlantic Council, Brave1, the EU Council and United24.
How access works
There is no shelf of deals to forward. Access is built on the ground, against your mandate — from a call to a closed position.
- 1
Tell us your mandate
Segment, stage, check size, risk limits and structure — on a call, under NDA.
- 2
We source inside the market
Off-market, from clusters, Brave1 and founders we already know — companies matched to your mandate, before a public process.
- 3
We prepare the company
Structure, export path and diligence readiness, built with our legal and finance partners — so what reaches you is deal-ready.
- 4
You look by codename, under NDA
A brief and codename teasers let you evaluate on the numbers before any company is named.
- 5
Diligence, structure and close
A direct introduction to the fit, with the structure and support to take it to a close.
Closed access, and the expertise to use it
What makes access real is where we sit and what we can already reach — inside the market, not outside it.
Inside, closed access
We source off-market, from inside the ecosystem — companies before they run a public process.
Validated from every side
Structure, finance, export and legal are checked before a company reaches you — real proof to diligence.
Operator expertise
We have built, financed and scaled defense in Ukraine ourselves — we read a company the way a buyer does.
A partner ecosystem
Capital, clusters, legal and finance partners on the ground extend our reach and prepare the companies.
Institutional capital, proven companies
We work with capital that can commit at scale and companies already past the proof point — revenue, contracts and real deployment.
- Stage
- Revenue and verified traction, ready for institutional capital.
- Segment
- ISR and drones, EW, C2, autonomy, components and dual-use.
- Ticket
- Serious international check sizes, matched to the round.
- Structure
- Direct, co-investment, syndicate or acquisition — mapped to your model.
See the deal before anyone is named
After the call, access runs through two closed surfaces, both under NDA — so you evaluate on substance before any company is exposed.
The Capital Brief
A private, regularly refreshed read on the market and the pipeline — analysis, sourced data and deal teasers — for investors we are working with.
Company teasers
Individual companies by codename, with the numbers and the thesis. The full name and data room open once there is real, mutual interest.
Everything under NDA
Companies, terms and your interest stay need-to-know. Teasers run by codename; the full picture opens only to the parties who commission a look.
Questions investors ask
Do you have a pipeline ready to send?
No shelf of deals — we build access against your mandate, then bring you the fits under NDA.
Do I see a company before committing?
Yes. You evaluate by codename under NDA first; the name and data room open only on real, mutual interest.
What stage do you work with?
Revenue-stage defense and dual-use with verified traction. Earlier companies are a separate track.
How do you get paid?
On the deal, aligned with you and agreed up front — tied to a close.
Schedule a call
Tell us your mandate — segment, stage, check size. We reply to set up a call, under NDA.
A proven industry, newly open. The way in is a conversation.