Right team
Operator-founded, purpose-built for dual-use technology
01Thesis
Three domains, aviation, space and defense, built on a shared layer of enabling technologies. AI/SI belongs to that layer.
02Context
In 2025, Israel's MoD R&D directorate placed NIS 1.08B in orders with 152 defense start-ups. Almost half were at pre-seed or seed, where those orders equal 34% of the total funding volume.
The ministry expects a smaller defense budget in 2026 and points to start-up fundraising as one long-term answer.
In Europe, defense tech's share of VC rose from under 1% before 2021 to 11.1% in 2026.
Sources: Israel MoD DDR&D 2025 year-end report, via Globes (21 Jan 2026) (opens in a new tab); Dealroom, The State of Defence Tech 2026 (Oct 2026) (opens in a new tab); NATO Hague Summit Declaration (June 2025) (opens in a new tab). No affiliation with or endorsement by the Israeli Ministry of Defense is implied.
03Timing
Operator-founded, purpose-built for dual-use technology
Supply chain challenges, OEM diversification, pressure for sustainability and resilience
Convergence of tailwinds: AI/SI and autonomy, aviation growth, and NATO Allies committing 5% of GDP a year to defense and security by 2035, at least 3.5% for core defense
04Coverage
Supersonic, hybrid, eV/STOL, UAV, fuel cell, hydrogen, UAS, UTM, autonomy and avionics.
Satellites, launch, data comm, remote sensing and Earth observation.
Integrated systems, UAV, UAS and counter-UAS, data comm, optical and cybersecurity.
05Focus
One technology, two customers: a government buyer and a commercial one.
Materials, energy, robotics, AI/SI, connectivity, autonomy, propulsion, biotech, simulations and modeling.
Technologies based on substantial scientific or engineering innovation, at the cutting edge of what is possible.
06Approach
Identification and trust
WhatADIV is entrenched in the ecosystem and in the room from the start.
HowThe team's own network, partners and experts, and strategic partners, primarily Starburst and IAI. The feeder platforms ASTRA and INNOVET add early deal flow.
Team, technology, model
WhatTechnical diligence on each company and proof-of-concept testing before the decision.
HowReal, paid pilots with industry partners such as IAI. What they find goes into the yes-or-no decision.
Maturation and expansion
WhatPilot programs, MVP development and business development.
HowThe Managing Partners' global network, including Tier-1s, governments, sovereign wealth funds and A&D primes.
07Support
Co-founders, talent
Validation, TRL
Product, modeling
GTM, brand, operations
Primes, startups
New and follow-on capital
08Founders
For deep tech, dual use, aerospace and defense founders.
Send a short note on what you're building and, if you have one, a deck link.
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