Marlinspike is a venture capital firm investing in dual-use technologies with defense and commercial applications, focused on aerospace, AI, robotics, and cybersecurity. The firm invests in early-stage companies operating at the intersection of national security and massive commercial markets.
Deal activity increased 33% year-over-year (4 deals in the last 12 months). Average disclosed round size is $128.3M (across 18 rounds with reported amounts).
Portfolio
14
Fund Size
$127M
Top Stage
Series A
Last 12 Mo
4
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
24 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Volund Manufacturing | Seed | $12M | Jun 2026 |
 Armada | Series B | $230M | May 2026 |
 Chariot Defense | Series A | $34M | Feb 2026 |
 JetZero | Series B | $175M | Jan 2026 |
| Volund Manufacturing | Seed | $12M | Jan 2026 |
| Armada | Series D | $131M | Jul 2025 |
| BBrightAI, Inc. | Series A | — | Jul 2025 |
 Elroy Air | Unknown | — | Jan 2025 |
| Volund Manufacturing | Pre-Seed | — | Jan 2025 |
| BBrightAI, Inc. | Series A | $51M | Jan 2025 |
| Elroy Air | Unknown | — | Oct 2024 |
| Armada | Growth | — | Jan 2024 |
 Kindo | Unknown | $20.6M | Jan 2024 |
 Oursky | Seed | $9.5M | Dec 2023 |
 Cambium | Series A | $19M | Dec 2023 |
| Armada | Series A | — | Jan 2023 |
 Kindo AI | Seed | $7M | Jan 2023 |
| Oursky | Seed | $9.5M | Jan 2023 |
| AAnduril Industries, Inc. | Series E | $1.5B | Jan 2022 |
 Skydweller Aero | Series A | $40M | Sep 2021 |
| Elroy Air | Series A | $40M | Aug 2021 |
 Red 6 | Seed | $7M | Mar 2021 |
| Skydweller Aero | Series A | $8M | Jan 2021 |
| PParavision Ai | Unknown | $23M | — |
Top Co-Investors
Shield Capital8 shared
Lux Capital5 shared
Founders Fund5 shared
8VC4 shared
8090 Industries4 shared
Silent Ventures4 shared
Overmatch Ventures4 shared
Felicis4 shared
Veriten3 shared
Valor Equity Partners3 shared
Lockheed Martin Ventures3 shared
DiamondStream Partners3 shared
Snowpoint Ventures3 shared
First In3 shared
M122 shared
137 Ventures2 shared
Contrary2 shared
Glade Brook Capital Partners2 shared
MVP Ventures2 shared
Levitate Capital2 shared
Last updated: 7 October 2026