Innovation Velocity
Weeks, not years
In Ukraine, defence tech ships in weeks, not years. Deploy, get feedback, iterate, redeploy. The fastest innovation cycle in Europe.
Capitalising on Europe's
Fastest Innovation Cycle
We bridge the gap between Ukraine's operationally validated technology and the European industrial base.
Patient Capital. Cool Technology. Existential Alpha.
Our Thesis
Validated innovation meets scarce capital.
Battle-Tested
TRL 7–9
We only invest in technology that has been operationally deployed. Not field-tested in the marketing sense. Actually used. Under real pressure. If it survived contact with reality, it's worth looking at.
The Capital Gap
70× · $7B vs $100M
European defence venture absorbs over $7B a year. Ukrainian defence venture gets about $100M. Better validation, a fraction of the capital.
From battlefield to industrial base.
Our integration path is specific and terminal. Innovation sourced in Ukraine, structured in Luxembourg, pre-cleared in Brussels, absorbed into the DACH industrial base and its NATO-adjacent supply chain.
01
Kyiv
Source & validate. Access to operationally proven R&D through Ukraine's defence tech ecosystem, Brave1 cluster, and frontline networks. Field-deployed, not demo-ware.
02
Luxembourg
Structure & protect. IP migration into EU-domiciled vehicles. Clean cap tables acquirable by European primes without second-round restructuring.
03
Brussels
Clear & comply. Export control mapping, EU Dual-Use Regulation 2021/821, EU defence programme eligibility screening, and discreet political pre-clearance where required.
04 · Terminal
DACH Base
Integrate & exit. BAAINBw qualification paths, and strategic acquirer access across DACH.
Strategic Verticals
Three domains where defence demand and dual-use commercial markets converge.
Cognitive Security
AI-driven threat detection, cyber attribution, and counter-disinformation. Automated intelligence platforms that distill actionable insight from noisy data environments.
Autonomous Systems
Next-gen UAVs, ground robotics, swarm coordination, and human-machine teaming. Technologies with proven operational deployment and NATO doctrinal relevance.
Critical Infrastructure
Infrastructure hardening, distributed energy, network protection, and supply-chain security. Systems designed to maintain operations under sustained attack conditions.
How We Evaluate
Clear investment process. Explicit no-go criteria.
Every opportunity passes defined criteria before capital is released. Each step has a clear owner, even though the process in question is largely automated. Progression triggers additional deployment. Failure at any gate terminates the process.
Access & Validation
Founder validated via local network. Technology field-deployed and operationally proven. Trusted reference from Brave1 or MoD contact.
Ukraine
No-go: demo-ware, unknown founder, unreachable references
Structure
IP migration feasible into a clean EU vehicle. Resulting cap table acquirable by a German, French, or British prime without restructuring.
Luxembourg
No-go: unsolvable IP burden, uncleanable cap table
EU Compliance
Export control path mapped. ITAR exposure understood. EU defence programme eligibility assessed. Political sensitivity pre-cleared.
Brussels
No-go: unsolvable export controls, politically non-viable
Integration & Exit
Plausible DACH Tier-2 or prime acquirers identified. Warm conversation open with at least one. Integration milestone defined.
DACH
No-go: no credible acquisition path within four years
Decision-Flow · Value Chain.
The takeaway: Every stage has a single named Lead with a credible backup. Deal sourcing and due diligence run continuously on proprietary intelligence infrastructure — signal aggregation, entity resolution, and structured claim extraction across the Ukrainian and European defence-tech landscape — extending the partnership's coverage without inflating headcount. The IC is not a personality-cult function — it is chaired by the Managing Partner for Fund Strategy with two additional partners as voting members. Governance escalation runs to the Board and the third-party AIFM.
1
Origination
Ukrainian & European defence-tech sourcing · Brave1, EUDIS, angel networks.
Uwe
Lead · Ukraine & Deep Tech
Confidential · UA
Ukraine Sourcing · Brave1
2
Due Diligence
Sensor fusion, AI/ML, battlefield validation, dual-use assessment.
Christian
Lead · Tech & AI
Stefan
Financial
3
Structuring
Capital stack design, term sheet, deal documentation, governance.
Alex
Lead · Legal
Stefan
Commercial Terms
4
IC Decision
Investment Committee: thesis fit, risk, strategic access, capital deployment.
Franz
IC Chair
Jørgen · Uwe
IC Members
5
Portfolio & AIFM
Post-investment value-add, regulatory oversight, reporting to third-party AIFM.
Stefan
Lead · Portfolio Ops
Thorsten
Board · AIFM Governance
Cross-Cutting Support
Active across all five stages — institutional access, political clearance, LP narrative.
Wolfgang · EU/NATO affairs
Jørgen · LP relations
Confidential · UA · Military / Cyber / Political
Open-source signals. Operational clarity.
Published weekly, every Tuesday. Defence tech landscape analysis across Ukraine, Europe, and the emerging Kyiv–Brussels corridor. Sourced from 150–230 articles per cycle.
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Build it, buy it, or back it.
Whether you're a founder with field-proven technology, a strategic partner in the DACH industrial base, or an institution exploring the European defence and dual-use technology landscape — we'd like to hear from you.