Defense Technology Investment

Building the Future of Mission-Critical Technology

August Capital Management connects breakthrough dual-use technologies with defense mission needs, systematically bridging the gap between innovation and operational deployment.

Seed
Stage Focus
20-25
Portfolio Companies
TRL 5+
Technology Readiness
2026
Event Series Launch

Accelerating Mission-Built Innovation

We operate at the intersection of defense modernization and venture capital, creating systematic pathways from emerging technology to operational deployment.

Mission-First Approach

We start with validated operational requirements from the MOD Book, ensuring every investment addresses real mission needs.

Dual-Capital Model

We stack private capital with government funding (SBIR, TACFI/STRATFI, OTAs) to accelerate growth while preserving equity value.

Network Effect

Our ecosystem connects innovators, operators, primes, and investors—creating value through systematic relationship building.

Discovery
Investment
Transition
Feedback

Three Pillars of Mission Innovation

Our integrated platform combines deal intelligence, curated events, and strategic investment to create a self-reinforcing innovation flywheel.

MissionGraph

Network intelligence platform that models the defense innovation ecosystem as a dynamic graph—enabling measurement, optimization, and systematic deal flow for both ACM and portfolio companies.

  • Network health metrics (V = k × n² × p)
  • AI-powered matching with 85% accuracy
  • Flywheel analytics: needs → pilots → contracts
  • Portfolio company visibility & engagement signals
  • Co-investor discovery & syndication intelligence

MissionEdge

A national series of defense innovation events connecting SBIR-validated technologies with operational requirements, investors, and prime contractors.

  • Quarterly innovation summits
  • AATC, AFWERX, SpaceWERX, DIU venues
  • TRL 5+ technology showcases
  • Investor-operator matchmaking
  • Digital sponsor portal access

Mission-Built Fund I

A seed-stage venture capital fund building meaningful ownership in dual-use technology breakouts through disciplined portfolio construction and proprietary deal flow.

  • Seed-stage entry point
  • Ownership concentration strategy
  • Disciplined follow-on reserves
  • Non-dilutive capital stacking
  • Contact us for fund terms

Where Defense Innovation Gets Transitioned

A curated, paid summit series connecting high-TRL technologies with operators, primes, and capital—backed by always-on MissionGraph intelligence.

The "Valley of Death" between Phase II SBIR and production adoption is real. Technologies stall due to limited operator validation, unclear transition pathways, capital gaps at scale, and poor investor readiness. MissionEdge solves this through a repeatable flywheel that compounds adoption and investment across six national innovation hubs.

The MissionEdge Transition Engine

1
Discovery
TRL 5+ intake + MOD Book mapping
2
Alignment
Use cases + operator feedback
3
Readiness
Data room + compliance posture
4
Investment
Introductions + syndication
5
Transition
Pilots + Phase III pathways
6
Feedback
Lessons learned + next cohort

2026 Innovation Hubs

Six summits tailored to specific mission communities, optimized for technology transition

Q1 2026
Tucson, AZ
April 28–29
AATC/ARCWERX Kickoff + MOD Book Alignment
Air National Guard TRL Assessment
Q2 2026
Austin, TX
June 2–3
Dual-Use Innovation + Capital Network
Commercial Pathways VC Network
Q3 2026
Mountain View, CA
July 14–15
DIU + Venture Capital Bridge
DIU Pathways Commercial Transition
Q3 2026
El Segundo, CA
August 25–26
SpaceWERX: Space/ISR Industrialization
Space Force Autonomy
Q4 2026
Warner Robins, GA
November 17–18
AFRC R&D + Sustainment Focus
Air Force Reserve Sustainment

Why Investors Attend MissionEdge

Curated Deal Flow

Access pre-vetted, TRL 5+ companies mapped to real operational requirements—not cold pitch decks.

Operator Due Diligence

Hear directly from end-users about technology fit, adoption blockers, and mission relevance.

MissionGraph Access

Year-round pipeline visibility with diligence artifacts, transition tracking, and engagement signals.

Defense Tech is Venture's New Frontier

The defense technology sector has emerged as one of venture capital's fastest-growing investment categories, with record capital deployment and unprecedented exits.

$31B+
VC Deployed in Defense Tech
2024 global investment
33%
Year-over-Year Growth
Sector funding increase
$30.5B
Anduril Valuation
Leading defense tech exit
1,390+
Active Defense Tech Companies
Global ecosystem

Building Concentrated Ownership in Defense Technology Breakouts

A seed-stage venture capital fund backing dual-use technology companies with validated mission demand—powered by proprietary deal flow and intelligence platforms.

Powered by Two Proprietary Platforms

MissionGraph

Network Intelligence Platform

Proprietary platform that models the defense innovation ecosystem as a dynamic graph. Tracks network health metrics, behavioral signals, and relationship density to identify high-potential deals, optimize portfolio company positioning, and predict successful pilot-to-production transitions. Powers both ACM deal sourcing and portfolio company growth through systematic network intelligence.

MissionEdge Innovation Series

National Technology Transition Platform

A curated summit series connecting TRL 5+ technologies with operators, primes, and capital across six national hubs (AATC, AFWERX, SpaceWERX, DIU, and more). MissionEdge events feed directly into MissionGraph—every interaction, demo, and introduction becomes structured data that enhances deal flow visibility and portfolio company positioning year-round.

Frequently Asked Questions

What is the Mission-Built Seed Fund?

A seed-stage venture capital fund backing dual-use technology companies with validated mission demand. What differentiates us: MissionGraph provides network intelligence for deal sourcing and portfolio company growth, while MissionEdge events create proprietary deal flow through operator-validated curation. Together with systematic non-dilutive capital stacking (SBIR, TACFI/STRATFI, DIU), we help portfolio companies transition from pilot to production faster.

Why focus on seed stage?

Seed entry enables ownership concentration that later-stage entry cannot achieve. By entering at seed and concentrating follow-on capital into breakout winners, we can build meaningful ownership positions through Series B/C—generating significantly higher absolute dollar returns compared to Series A entry strategies.

What return targets are you pursuing?

Our return model is designed around power law dynamics: a small number of massive winners drive the majority of fund returns. Our structure maximizes ownership concentration in those winners through disciplined follow-on and non-dilutive capital strategies. Contact us for specific target metrics.

How does MissionGraph create an advantage?

MissionGraph models the defense innovation ecosystem as a computable graph, tracking six node types (innovators, operators, primes, investors, government, universities) and their relationships. The platform provides real-time network health metrics, AI-powered matching for optimal technology-to-mission pairings, and flywheel analytics tracking the journey from mission need to contract. For ACM, this means earlier deal identification and co-investor discovery. For portfolio companies, it means enhanced visibility, engagement tracking, and systematic connection to operators and primes.

How do portfolio companies benefit?

Portfolio companies gain access to both MissionGraph and MissionEdge. Through MissionGraph, they receive year-round visibility to sponsors, operators, and investors—with structured profiles tracking TRL/MRL status, MOD Book alignment, and transition progress. MissionEdge events provide direct operator validation, prime contractor introductions, and investor matchmaking. Together, these platforms accelerate the journey from pilot to production contract.

What are the primary exit pathways?

Defense technology companies have diversified exit pathways: Strategic acquisitions by primes (Lockheed, Raytheon, Northrop); tech company acquisitions (Palantir, Microsoft, Amazon); IPOs for companies reaching scale; and PE buyouts. Multiple proven liquidity routes create downside protection and upside optionality.

How can I learn more about fund terms?

For detailed information about fund size, economics, minimum investment requirements, and timeline, please contact us directly. Investment is limited to accredited investors as defined by the Securities Act of 1933.

Interested in Learning More?

Contact us for detailed fund terms, economics, and investment requirements.

Request Fund Information

Ecosystem Partners

We collaborate with leading defense innovation organizations, military commands, and strategic partners across the national security ecosystem.

Let's Build the Future of Defense Technology Together

Whether you're a founder with mission-critical technology, an LP interested in defense tech, or an operator seeking innovation partnerships—we want to hear from you.

General Inquiries invest@augustcapmgmt.com
Leadership

Shienne Williams
Jared Herbert
Roland Owens

This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. Investment in venture capital funds involves significant risks including the loss of principal. Past performance is not indicative of future results. Target returns are projections based on assumptions and there is no guarantee that target returns will be achieved.