Forward Deployed Venture Capital

🔊 Turn those headphones up... this one hits! Excited to announce that we’ve raised a $45M Fund 2 for mission-critical startups!

OCTOBER RECAP

L.M. Montgomery famously wrote, “I’m so glad I live in a world where there are Octobers.” Well, we have to admit that we are too, as October was one of the most exciting and action-packed months of the year! Check out the highlights:

🆕 We invested in 2 new companies this month.

✈️ We attended the @raiseconference in SF and the @DiscipulusVent Demo Day in LA.

🪖 @anduriltech won an Army contract worth up to $1.8B, to scale Next-Generation Command and Control (NGC2). They also announced Arsenal-2, a $3.7B project to build the next great American Shipyard, and unveiled BlueChip, a new product line dedicated to rebuilding American computer manufacturing.

🛟 @_Andrenam_ delivered 2 of their PEARL buoys to a Navy customer, and announced their partnership with AnySignal, to develop a new generation of underwater acoustic modems.

🔥 @Arda_Industries came out of stealth with a massive $232M in funding, on a mission to accelerate American manufacturing, which is already thriving at Anduril where they are deployed today.

📱 @CapeCellular became an Apple Authorized Reseller, meaning they can sell iPhones directly from Apple, and more seamlessly integrate with their systems via a “carrier bundle.” They also announced that multi-network coverage is now available for all subscribers, meaning better coverage, and that you are harder to track.

🏅 ConductorAI was selected for an award under the Accelerate the Procurement and Fielding of Innovative Technologies (APFIT) program, to support the Defense Intelligence Agency.

🛰️ @Fortastra_Corp announced their $30M Series A, to scale production of their maneuverable, autonomous spacecraft for on-orbit security and national defense.

🤖 @lumaril emerged from stealth and announced their $66M Series A, to help American factories maximize capacity by connecting to existing control systems, analyzing facility performance, and continuously optimizing production for higher throughput, better yield, and less waste.

💡 @method_security was deemed Awardable through the IARPA Solutions Marketplace, which is a platform for intelligence community buyers.

🔆 @oklo advanced their Groves isotope production facility as part of the U.S. Department of Energy’s Nuclear Energy Launch Pad Initiative.

🏆 Resolute Grid was named as Venture Dallas Early Stage Startup of the Year.

🤝 Rune Technologies announced that they’ve signed a definitive agreement for Salesforce to acquire the company. They were also selected by the U.S. Army for an NGC2 production application to deliver sustainment mission command technology.

👏 @stell_space achieved FedRAMP Moderate Equivalency for its requirements management software.

💻 @UltraSecurityHQ came out of stealth and announced their $10M Seed, to secure autonomous systems.

Excited for this team and proud to support their important work. Go @Arda_Industries!

Proud to back @StonePowerUS, America's Turbine Company

Congratulations to @CapeCellular on securing a $100M Series C!

John and Nick spent years at Palantir seeing how cellular networks are exploited by adversaries, and founded a company to fix it. Cape doesn't collect your name, your SSN, or your location.