Capital
Investment & Markets
PE, venture, defence tech investment, macro analysis. Perspectives from the intersection of capital allocation and frontier technology.
Signal · Capital
Three Ukrainian Defence Startups Worth Watching
Field-tested drone autonomy, electronic warfare countermeasures, and logistics optimisation. The next wave of Y7 portfolio candidates.
Analysis · Capital
European Defence Tech: The Acquisition Window That Won't Stay Open
The convergence of EU defence spending mandates, Ukrainian battlefield innovation, and US political uncertainty creates an 18–24 month window for strategic investors.