Skip to content
    Disruptive logo

    Disruptive

    Austin, Texas, United StatesFounded 2012
    www.disruptive.techLinkedIn
    Defense & Space

    Disruptive is a global technology investment firm founded in 2012 by Alex Davis, focused on backing best-in-class private technology companies through primary, secondary, and structured investments. The firm has also launched a mid-stage defense-focused investment fund investing in national security technologies.

    Deal activity increased 33% year-over-year (4 deals in the last 12 months). Average disclosed round size is $332.3M (across 42 rounds with reported amounts).

    Find people at Disruptive on Goldilocks AI

    Portfolio

    35

    Fund Size

    —

    Top Stage

    Seed

    Last 12 Mo

    4

    Team

    IW

    Ian Winer

    Managing Director

    TB

    Thomas Blake

    Managing Director

    JS

    Joseph Selden

    Director of Financial Operations

    BH

    Brody Howatt

    Vice President

    DH

    Dave Horvath

    Vice President

    HA

    Hussein Alharthy

    VP of International Business Development

    MF

    Michael Flood

    Vice President

    NA

    Natasha Ahmed

    Vice President

    WH

    Wyatt Houghton

    VIce President

    AF

    Alexander Fell

    Senior Associate

    BK

    Bram Kohlhausen

    Investor Relations Associate

    BC

    Brandon Coll

    Senior Analyst

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    47 investments
    CompanyRoundAmountDate
    Helsing logoHelsingSeries E$1.8BJul 2026
    Groq logoGroqSeries C$367MJun 2026
    Shield Ai logoShield AiSeries G—Mar 2026
    ZZygSeed$58MJan 2026
    Reflection AI logoReflection AIGrowth$2BOct 2025
    Reflection AI logoReflection AISeries B$2BOct 2025
    Shift5 logoShift5Series C$75MSep 2025
    Vendict logoVendictSeries A—Aug 2025
    Skild AI logoSkild AIGrowth$500MJan 2025
    Groq logoGroqGrowth$600MJan 2025
    Reflection AI logoReflection AISeries B$2BJan 2025
    ZeroEyes logoZeroEyesSeries B$53MJun 2024
    Superlegal logoSuperlegalSeed$5MJan 2024
    Shield Ai logoShield AiSeries F$200MOct 2023
    Ironblocks logoIronblocksSeed$7MFeb 2023
    Shield Ai logoShield AiSeries E$165MJun 2022
    Forto logoFortoSeries D$250MMar 2022
    Spiritt logoSpirittSeed$13.5MJan 2022
    VVerbit.aiSeed$250MNov 2021
    Shield Ai logoShield AiSeries D$210MAug 2021
    Apeel Sciences logoApeel SciencesSeries E$250MAug 2021
    FForto GmbHSeries D$240MJun 2021
    Density logoDensitySeries B$25MApr 2021
    Apeel Sciences logoApeel SciencesSeries E$990MJan 2021
    RResecSeries A$4MNov 2020
    Page 1 of 2

    Top Co-Investors

    Lightspeed Venture Partners9 shared
    Sequoia Capital5 shared
    1789 Capital5 shared
    Citi Ventures4 shared
    NVentures4 shared
    Andreessen Horowitz (a16z) Bio + Health4 shared
    Mirae Asset4 shared
    Kleiner Perkins4 shared
    Bessemer Venture Partners4 shared
    Samsung Next4 shared
    General Catalyst4 shared
    GIC Private Limited3 shared
    DST Global3 shared
    CRV3 shared
    B Capital3 shared
    Snowpoint Ventures3 shared
    Andreessen Horowitz3 shared
    Stardom Ventures3 shared
    Accel3 shared
    Access Industries3 shared

    Last updated: 20 October 2026