American
industry,
funded early.
We write the first outside check to founders in manufacturing and defense — and to the logistics, aerospace, healthcare, and education companies the country runs on. Purpose first. Conviction over consensus.
Three chevrons. Three commitments: capital, candor, and staying until it ships.
Manufacturing & Defense first
First checks
for the
industrial base.
We back American founders rebuilding what this country makes, moves, and defends.
78
Backed
7
Am. Dynamism
8
Exited
13
Health & bio
Thesis
The market
is the
mechanism
Capitalism, done honestly, produces the best outcomes for quality of life and opportunity. Founders are how it happens: they create products, jobs, and opportunity, and mold the world into the version they can already see.
We back entrepreneurs on early detection and prevention of rare cancers, and American Dynamism companies rebuilding what the country makes, moves, and defends.
Where we invest
- ManufacturingPrimary
- DefensePrimary
- AerospaceActive
- Supply chain & logisticsActive
- HealthcareRare cancers
- EducationActive
Thesis
The market is
the mechanism
Founders create products, jobs, and opportunity — and mold the world into the version they can already see.
- ManufacturingPrimary
- DefensePrimary
- AerospaceActive
- LogisticsActive
- HealthcareRare cancers
Pitch
Ship it
STEP 01
Send the deck
No warm intro needed. Post-revenue preferred, conviction required.
STEP 02
One real talk
Product, talent, architecture. Straight answers, fast.
STEP 03
Memo drafted
We populate the template. You fill only the gaps we can't.
STEP 04
Check + syndicate
Our check, then accredited investors alongside it.
Pitch
Four steps
- 01Send the deck
- 02One real conversation
- 03Memo drafted for you
- 04Check, then syndicate
Who you’re dealing with
A small firm,
on purpose
Two operators who have built and shipped in the categories we back. No committee and no associate screen — you talk to the people who write the check. Beyond capital we work on product strategy, technical recruiting, fundraising, privacy and legal, and the architecture problems that stall good teams.
Nick Cobb
Founder
Engineering Director at Uber ATG and Aurora, then VP of Engineering and Product at Kyte. Builds software and platforms for the physical world — bits to atoms. Founded AngelStat and HoneyBee, and leads the syndicate on AngelList. Investing and advising for five years and counting, long-term by default.
- Focus
- Platform infrastructure · Developer experience · Product engineering · Hiring & recruiting · Leadership · Mobile
- Previously
- Uber · Uber ATG · Aurora · Kyte · AngelStat
Brian Bailey
Partner
Engineering leader across defense, healthcare and robotics, most recently at PathAI. Deep in infrastructure and DevOps/SRE, with a focus on shipping product inside regulated environments — and the defense procurement and business development that comes with it.
- Focus
- Infrastructure · DevOps / SRE · Regulated product · Defense procurement
- Previously
- Google · Uber · DoorDash · PathAI
- Product strategy
- Technical recruiting
- Fundraising
- Privacy & legal
- Architecture
- Engineering
Syndicate
Invest
alongside us
Accredited investors back the mission deal-by-deal through the Loyalty Ventures syndicate on AngelList.
Join the syndicate →Founders
Get the
first check
If you’re building in manufacturing or defense in the United States, we want to see it before it’s ready.
Pitch us →