| 1 |
2026-06-08T20:54:09.663063+00:00 |
144 |
funding_source |
government |
definitional |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 2 |
2026-06-08T20:54:09.663063+00:00 |
2318 |
funding_source |
corporate |
definitional |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 3 |
2026-06-08T20:54:09.663063+00:00 |
2320 |
funding_source |
corporate |
definitional |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 4 |
2026-06-08T20:54:09.663063+00:00 |
140 |
funding_source |
lp_dependent |
claude_estimate |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 5 |
2026-06-08T20:54:09.663063+00:00 |
517 |
funding_source |
lp_dependent |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 6 |
2026-06-08T20:54:09.663063+00:00 |
15 |
funding_source |
lp_dependent |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 7 |
2026-06-08T20:54:09.663063+00:00 |
207 |
funding_source |
lp_dependent |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 8 |
2026-06-08T20:54:09.663063+00:00 |
600 |
funding_source |
lp_dependent |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 9 |
2026-06-08T20:54:09.663063+00:00 |
192 |
funding_source |
lp_dependent |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 10 |
2026-06-08T20:54:09.663063+00:00 |
1008 |
funding_source |
corporate |
claude_estimate |
low |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 11 |
2026-06-08T20:54:09.663063+00:00 |
328 |
funding_source |
lp_dependent |
claude_estimate |
low |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 12 |
2026-06-08T20:54:09.663063+00:00 |
1393 |
funding_source |
lp_dependent |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 13 |
2026-06-08T20:54:09.663063+00:00 |
683 |
funding_source |
lp_dependent |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 14 |
2026-06-08T20:54:09.663063+00:00 |
2145 |
funding_source |
lp_dependent |
web_search |
high |
prnewswire.com (Fund VI/$3.4B close 2024); growthcapadvisory.com; tracxn.com |
open → |
| 15 |
2026-06-08T20:54:09.663063+00:00 |
1867 |
funding_source |
lp_dependent |
web_search |
medium |
manaventures.vc; vcsheet.com; tracxn.com; pitchbook.com |
open → |
| 16 |
2026-06-08T20:54:09.663063+00:00 |
2315 |
funding_source |
lp_dependent |
web_search |
medium |
tracxn.com; cbinsights.com; crunchbase.com |
open → |
| 17 |
2026-06-08T20:54:09.663063+00:00 |
2316 |
funding_source |
lp_dependent |
web_search |
medium |
fabricaventures.com; tracxn.com; pitchbook.com |
open → |
| 18 |
2026-06-08T20:54:09.663063+00:00 |
2317 |
funding_source |
lp_dependent |
web_search |
medium |
calmvc.com; tracxn.com; cbinsights.com |
open → |
| 19 |
2026-06-08T20:54:09.663063+00:00 |
144 |
gov_revenue_exposure |
high |
definitional |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 20 |
2026-06-08T20:54:09.663063+00:00 |
2318 |
gov_revenue_exposure |
high |
definitional |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 21 |
2026-06-08T20:54:09.663063+00:00 |
2320 |
gov_revenue_exposure |
high |
definitional |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 22 |
2026-06-08T20:54:09.663063+00:00 |
140 |
gov_revenue_exposure |
high |
claude_estimate |
high |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 23 |
2026-06-08T20:54:09.663063+00:00 |
517 |
gov_revenue_exposure |
medium |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 24 |
2026-06-08T20:54:09.663063+00:00 |
15 |
gov_revenue_exposure |
low |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 25 |
2026-06-08T20:54:09.663063+00:00 |
207 |
gov_revenue_exposure |
medium |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 26 |
2026-06-08T20:54:09.663063+00:00 |
600 |
gov_revenue_exposure |
high |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 27 |
2026-06-08T20:54:09.663063+00:00 |
192 |
gov_revenue_exposure |
high |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 28 |
2026-06-08T20:54:09.663063+00:00 |
1008 |
gov_revenue_exposure |
medium |
claude_estimate |
low |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 29 |
2026-06-08T20:54:09.663063+00:00 |
328 |
gov_revenue_exposure |
high |
claude_estimate |
low |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 30 |
2026-06-08T20:54:09.663063+00:00 |
1393 |
gov_revenue_exposure |
low |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 31 |
2026-06-08T20:54:09.663063+00:00 |
683 |
gov_revenue_exposure |
low |
claude_estimate |
medium |
thesis hormuz_2nd_tier 2026-06-07 |
open → |
| 32 |
2026-06-08T20:54:09.663063+00:00 |
2145 |
gov_revenue_exposure |
high |
web_search |
high |
prnewswire.com (Fund VI/$3.4B close 2024); growthcapadvisory.com; tracxn.com |
open → |
| 33 |
2026-06-08T20:54:09.663063+00:00 |
1867 |
gov_revenue_exposure |
medium |
web_search |
medium |
manaventures.vc; vcsheet.com; tracxn.com; pitchbook.com |
open → |
| 34 |
2026-06-08T20:54:09.663063+00:00 |
2315 |
gov_revenue_exposure |
low |
web_search |
medium |
tracxn.com; cbinsights.com; crunchbase.com |
open → |
| 35 |
2026-06-08T20:54:09.663063+00:00 |
2316 |
gov_revenue_exposure |
low |
web_search |
medium |
fabricaventures.com; tracxn.com; pitchbook.com |
open → |
| 36 |
2026-06-08T20:54:09.663063+00:00 |
2317 |
gov_revenue_exposure |
low |
web_search |
medium |
calmvc.com; tracxn.com; cbinsights.com |
open → |
| 37 |
2026-06-08T23:32:51.128317+00:00 |
1008 |
funding_source |
corporate |
web_search |
medium |
web_search 2026-06-08: Hedgeweek (first external VC fund, Deterrence Fund $400M defense, Cohen >=$100M); p72.vc; Wikipedia Point72. Capti... |
open → |
| 38 |
2026-06-08T23:32:51.128317+00:00 |
1008 |
gov_revenue_exposure |
medium |
web_search |
medium |
web_search 2026-06-08: Hedgeweek (Deterrence Fund defense/space/security); p72.vc. Historically fintech/enterprise/AI; defense exposure g... |
open → |
| 39 |
2026-06-08T23:32:51.128317+00:00 |
192 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: 8vc.com; sourcery.vc; f4.fund. Independent LP-funded VC (Joe Lonsdale). |
open → |
| 40 |
2026-06-08T23:32:51.128317+00:00 |
192 |
gov_revenue_exposure |
high |
web_search |
high |
web_search 2026-06-08: 8vc.com/build (GovTech); TechCrunch Epirus $66M Army; Newcomer Saronic. Portfolio Anduril/Epirus/Saronic/Palantir/... |
open → |
| 41 |
2026-06-08T23:32:51.128317+00:00 |
517 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: a16z.com; CNBC 2026-01-09 ($15B raise). Independent multi-practice LP-funded firm. |
open → |
| 42 |
2026-06-08T23:32:51.128317+00:00 |
517 |
gov_revenue_exposure |
medium |
web_search |
high |
web_search 2026-06-08: a16z.com/american-dynamism; CNBC ($1.176B AD practice). Defense/AD is a significant but minority slice of a broad ... |
open → |
| 43 |
2026-06-08T23:32:51.128317+00:00 |
140 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: Wikipedia Founders Fund; foundersfund.com; Fortune 2026-06-05 ($6B fund). |
open → |
| 44 |
2026-06-08T23:32:51.128317+00:00 |
140 |
gov_revenue_exposure |
high |
web_search |
high |
web_search 2026-06-08: Wikipedia/foundersfund.com. Palantir + Anduril (incubated), SpaceX ~10%, Varda — heavy gov-revenue defense/space. |
open → |
| 45 |
2026-06-08T23:32:51.128317+00:00 |
207 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: generalcatalyst.com; Wikipedia GC. Independent LP-funded. |
open → |
| 46 |
2026-06-08T23:32:51.128317+00:00 |
207 |
gov_revenue_exposure |
medium |
web_search |
high |
web_search 2026-06-08: generalcatalyst.com (Anduril seed 2017; Investing in Defense). Defense one vertical alongside large healthcare + g... |
open → |
| 47 |
2026-06-08T23:32:51.128317+00:00 |
15 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: lsvp.com; Wikipedia Lightspeed; PitchBook. ~$35B AUM independent LP-funded. |
open → |
| 48 |
2026-06-08T23:32:51.128317+00:00 |
15 |
gov_revenue_exposure |
low |
web_search |
high |
web_search 2026-06-08: lsvp.com; Wikipedia. Enterprise/consumer/fintech/healthcare focus; no dedicated defense/gov segment. |
open → |
| 49 |
2026-06-08T23:32:51.128317+00:00 |
600 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: luxcapital.com; TechFundingNews (Fund IX $1.5B, $7B AUM). Independent LP-funded. |
open → |
| 50 |
2026-06-08T23:32:51.128317+00:00 |
600 |
gov_revenue_exposure |
high |
web_search |
high |
web_search 2026-06-08: luxcapital.com; PitchBook (dedicated defense fund). Anduril/Hadrian/Saildrone/Echodyne/Planet. |
open → |
| 51 |
2026-06-08T23:32:51.128317+00:00 |
683 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: av.vc; Wikipedia AV. Retail-LP aggregator (850k+ members, $10k checks), non-controlling co-investor. |
open → |
| 52 |
2026-06-08T23:32:51.128317+00:00 |
683 |
gov_revenue_exposure |
low |
web_search |
high |
web_search 2026-06-08: av.vc/portfolio. Broadly diversified (enterprise/AI/fintech/consumer); no defense focus. |
open → |
| 53 |
2026-06-08T23:32:51.128317+00:00 |
1393 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: gaingels.com; PitchBook; Wikipedia. LGBTQ-affiliated member-capital co-invest syndicate. |
open → |
| 54 |
2026-06-08T23:32:51.128317+00:00 |
1393 |
gov_revenue_exposure |
low |
web_search |
medium |
web_search 2026-06-08: gaingels.com (2,400+ cos, sector-agnostic). Defense present but a small slice of a broad generalist book. |
open → |
| 55 |
2026-06-08T23:32:51.128317+00:00 |
328 |
funding_source |
lp_dependent |
web_search |
high |
web_search 2026-06-08: washingtonharbour.com; CB Insights. $4.7B private investment firm. |
open → |
| 56 |
2026-06-08T23:32:51.128317+00:00 |
328 |
gov_revenue_exposure |
high |
web_search |
high |
web_search 2026-06-08: washingtonharbour.com (national security/intel/defense/gov-IT, serves US+allied gov); co-led Epirus Series D. |
open → |