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We are excited to announce the close of our $20M Fund II this morning!
🌱 Pre-Seed
🛰️ Frontier Tech: Space, Defense, Manufacturing & Industrials
💰 $500k-$1M
techcrunch.com/2024/05/22/spa…
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SVC
142 posts
SVC
@TheSpaceVC
venture capital | pre-seed | industrial resilience
Austin, Texas 参加日 Nisan 2021
19 フォロー中1.5K フォロワー
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One of my favorite podcasts since becoming a VC has been @DWeisburd’s “How I Invest”
Jumped behind the mic & joined an episode recently! We discuss:
✅ Why frontier & deep tech are different
✅ Why emerging managers need to be non-consensus
✅ @TheSpaceVC stories & more
David Weisburd 🚀@DWeisburd
𝐁𝐑𝐄𝐀𝐊𝐈𝐍𝐆: 𝐉𝐨𝐧𝐚𝐭𝐡𝐚𝐧 𝐋𝐚𝐜𝐨𝐬𝐭𝐞 𝐨𝐧 𝐖𝐡𝐲 𝐭𝐡𝐞 𝐁𝐞𝐬𝐭 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐈𝐝𝐞𝐚𝐬 𝐒𝐭𝐚𝐫𝐭 𝐚𝐬 𝐍𝐨𝐧-𝐂𝐨𝐧𝐬𝐞𝐧𝐬𝐮𝐬 𝐚𝐧𝐝 𝐇𝐨𝐰 𝐅𝐫𝐨𝐧𝐭𝐢𝐞𝐫 𝐓𝐞𝐜𝐡 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐨𝐦𝐞𝐬 𝐭𝐡𝐞 𝐍𝐞𝐱𝐭 𝐓𝐞𝐜𝐡 Jonathan runs a concentrated pre-seed fund focused on frontier tech backing companies before they become obvious. This episode is a masterclass in spotting inflection points, underwriting founders, and building conviction before consensus arrives. Highlights from my conversation with Jonathan Lacoste (@lacostejonathan) () Introduction () Impact of economic conditions on startup formation and differences between deep tech and frontier tech () Transitioning from deep tech to mainstream with examples () Non-consensus investing and its importance for emerging managers () Understanding the two asset classes within venture capital () The significance of founder migration from top tech companies () Comparing thesis-led and founder-led investment approaches () The role of grit in hard tech entrepreneurship and Jebbit's challenges () Jonathan Lacoste's background and the concept of grit in startups () Mission orientation in founders and its impact on startup success () Effects of large liquidity events on founder motivation () Economic rationale for investing in frontier tech startups () Evolution of investment strategies from fund one to fund two () Communicating strategy and differentiation to LPs and aligning with them long-term () Advice on recognizing excellence and patience in capital deployment () Differences between successful entrepreneurs and VCs () Closing remarks 🎥 Full episode below 👇
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New Stealth Investment Announcement
We recently led the pre-seed for a new defense tech startup at @TheSpaceVC
Founders bring exceptional industry experience from @anduriltech, @SpaceX & @PalantirTech
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Announcing our next portfolio company: @VitalLyfe
Solving the world’s water crisis through modular, desalination
Jonathan Lacoste@lacostejonathan
Congrats to @VitalLyfe for emerging from stealth + announcing $24M in funding! @TheSpaceVC invested at pre-seed alongside Cantos, Also Capital & Generation Partners @VitalLyfe is building modular, desalination tech to solve the world's water crisis 🚿 axios.com/pro/climate-de…
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Congrats to @VitalLyfe for emerging from stealth + announcing $24M in funding!
@TheSpaceVC invested at pre-seed alongside Cantos, Also Capital & Generation Partners
@VitalLyfe is building modular, desalination tech to solve the world's water crisis 🚿
axios.com/pro/climate-de…
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Castelion is profiled in @WSJ by @heathersomervil on our work to close the U.S. hypersonic missile gap, fueled by our $350M Series B funding.
@AltimeterCap @lightspeedvp @LavrockVC @a16z @generalcatalyst @FirstInVentures @TheSpaceVC @cantos @blueyard @Avenir_Growth #ChampionHill #Interlagos
The Wall Street Journal@WSJ
The Pentagon is getting serious about hypersonic weapons, a technology that has eluded the U.S. military for decades, and is looking to startups on.wsj.com/4oDhKzB
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Congrats to our portfolio company @hubble_network on announcing their $70M Series B!
Communicating & asset tracking from space: using Bluetooth 🛜
payloadspace.com/exclusive-hubb…
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Reminder: I am actively investing $1M in founders raising their first round across:
⚡️energy generation & storage
🤖robotics & physical AI
🛰️defense & space tech
📶next-gen comms infrastructure
🏭manufacturing & industrials
DM if you're starting a company & raising soon 🙌
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Our company @EdgescaleAI was given a great shoutout for enabling AI edge deployment for @PalantirTech customers
See 44:50 for their physical AI Edge Node.
TBPN@tbpn
Alex Karp LIVE @ Palantir AIPCon x.com/i/broadcasts/1…
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To bring new life into the world is the ultimate act of faith
A belief that tomorrow is still worth dreaming about.
Offline for paternity leave & fully embracing life as a first-time Dad 💙
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Another big week for @TheSpaceVC portfolio company:
✅$92M in new funding
✅Series B led by Craft Ventures
✅$20M STRATFI
✅Launched Pulsar-0 satellite this week
Congrats to @XonaSpace team! Building the world's commercial PNT/GPS constellation 🛰️
Xona@XonaSpace
We’ve raised $92M in new funding. Backed by Craft Ventures and a coalition of world-class investors, we’re accelerating the future of secure, resilient satellite navigation — built for the speed of today’s world. xonaspace.com/news/series-b
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Love launch days! 🚀
@SpaceX Transporter-14 is another busy one for @TheSpaceVC portfolio
Pulsar-0 from @XonaSpace - commercial PNT!
ForgeStar-1 from @Space_Forge - huge launch for in-space manufacturing & the UK space ecosystem
YAM-10 from @LoftOrbital with @EarthDailyA customer - making space launches routine & easy these days
@hubble_network's next IOT satellite is launching in partnership with @SpireGlobal
Good luck to everyone onboard!
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Thrilled to announce the next @TheSpaceVC investment emerging from stealth today
@VitalLyfe 🚰
Access to clean water is a fundamental human need, and in many ways, it's one of the oldest challenges humanity still hasn't fully mastered
Billions face water scarcity, whether due to natural disasters, humanitarian crises, military operations, or life at sea
@VitalLyfe is developing breakthrough desalination tech to bring clean water to where it's needed most — in a world where water infrastructure is increasingly fragile, aging & unreliable
much more to announce shortly 👀
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Space Security is expanding to Geo & Cislunar
@The_TrueAnomaly announces new missions launching in 2026 👀
trueanomaly.space/newsroom/jacka…
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Congratulations @neros_tech on closing a $35M Series A to re-industrialize the U.S. drone & components ecosystem
@sorenma/neros-raises-35m-series-a-to-accelerate-american-drone-manufacturing-be1aa3e1a4d4" target="_blank" rel="nofollow noopener">medium.com/@sorenma/neros…
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Congrats to @castelion on closing $100M Series A 👏 welcome @ConnorLoveCA & @lightspeedvp!
It's been an absolute privilege to partner with @hargsb & team since day zero
The U.S. needs low cost, mass manufactured hypersonics & Castelion team is delivering on that🇺🇸
Castelion@Castelion
Affordable, mass produced, long-range hypersonic weapons are essential to deterring future conflicts. Today, Castelion is one step closer to addressing this critical national need with the announcement of a $100M financing round with @lightspeedvp, @a16z, and @LavrockVC
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History has been made 🇮🇳🛰️
@PixxelSpace is India's 1st private company to launch a satellite constellation
Incredibly proud of @awaisahmedna & @kshitijgokul's vision & resilience. Now the real fun begins!
Plus, I never get tired of the energy from live launch watch-parties 🙂
Pixxel@PixxelSpace
Firefly is secured on the launch stack, ready for its journey to orbit. See if you can spot it!
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BOOM! 🔥
Congrats to our portfolio company @LoftOrbital on closing their $170M Series C
Loft has signed $500M+ in customer contracts with @NASA, @Microsoft, @esa & @SpaceForceDoD over the past several years
Congrats to founders Alex + Pierre 👏
bloomberg.com/news/articles/…
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Our portfolio company, Karman Industries, announced a new $7.5M Seed Round
Space VC co-led the Pre-Seed alongside Riot Ventures
Jonathan Lacoste@lacostejonathan
Congrats to Karman + @7earse on raising $7.5M Seed Round! 👏 This team launched & closed their Pre-Seed only 4 months ago. Momentum since then has been 🔥 Energy industry sorely needs new industrial heat pumps, Karman is delivering on that promise. Stay tuned for Thermal01 👀
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“Dad, what happens after @TheSpaceVC invests?”
“Well son, you’re gonna raise a ton of money, that’s for sure”
LOTS to announce in coming weeks 👀
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Regardless of who wins tomorrow, we at @TheSpaceVC are prepared to work with either administration🇺🇸
As a country, we have much to do:
✅Rebuild our defense industrial base
✅Reform the legacy DoD procurement process that favors Defense Primes
✅Modernize national space policies & strategy
✅Advocate for emerging energy & storage solutions
✅Leverage more AI tools to drive efficiency within Government
✅Encourage & support any American to start a small business or company
✅Encourage growth, investment and M&A for the capital markets
✅Invest in new solutions & options for families within education, healthcare & social benefits
✅Create a fair, easy to predict tax structure
Our country’s to-do list is too long to wait for “one team” to take power.
We will work with anyone willing to advance these causes for the U.S. 🇺🇸
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