Insights
Defence-tech isn't “VC with drones”.
Defence-tech investing isn't VC and it isn't classic private equity. It is a procurement- and policy-shaped market with its own rules for how technologies reach scale.
3 min read
Insights
Analysis, news
and events.
Perspectives on private-markets investment, procurement, policy and resilience across European and allied markets.
Insights
Defence Technology Investment in Europe | Why Smart Money, Not Fast Money, Will Win.
Capital is moving into European defence and dual-use technology, but speed is not strategy. The investors who understand procurement and policy will define the outcomes.
3 min read
In the News
Preparing for Diplomatic Failure: Why Europe Is Investing in Security and Resilience
Simon Coveney argues that security, resilience and defence-enabling technologies are now essential to protecting economies, infrastructure and democratic systems.
1 min read
In the News
Unstable world means ESG can't bar defence investments
Simon Coveney and Martin Scott speaking at the Irish Funds conference in London on defence investment and ESG.
1 min read
Insights
Canada EU Strategic Partnership: What it Means for Defence Technology Investors.
Canada–EU defence cooperation is moving from dialogue to delivery. Here is what the Security and Defence Partnership changes for investors on both sides of the Atlantic.
3 min read
Insights
The Defence-Tech Investing Blind Spot: Why Regulatory Expertise Trumps Capital.
ITAR, CFIUS and FOCI can strand capital, block exits and disqualify contracts unless regulatory expertise is built in from day one.
5 min read
Insights
SAFE: Europe's €150 Billion Defence Tech Revolution.
SAFE is the EU's €150bn defence loan instrument for joint procurement. Here is what it changes for founders, investors and transatlantic suppliers.
3 min read
Insights
European Defence Technology Investment: Early-Stage Gaps and Growth Opportunities
Europe's defence technology market is accelerating, but early-stage funding, procurement cycles and regulation still constrain scale.
4 min read
Insights
What NATO's 5% Defence Spending Target Means for Ireland
NATO's decision to raise defence spending to 5% of GDP marks a generational shift. Ireland's cables, data centres and Atlantic position make resilience a strategic economic imperative.
3 min read
Events
Fulcrum Briefing '25
A high-level forum focused on strategic dialogue at the intersection of resilience, security, innovation and investment.
2 min read