Defense & National Security

Defense Tech VC Funding by Year

Annual defense-tech VC totals ($B USD), deal counts, and avg deal size 2020-2026. Source: Crunchbase, PitchBook.

Annual defense tech VC funding ($B). Hover for deal counts and key drivers. 2026 is partial-year (through April). Methodology: rounds where primary buyer is military/national-security; pure commercial/SaaS excluded. Sources: Crunchbase, PitchBook.

Major Funding Rounds

Top 20 defense tech funding rounds 2023-2026 — Anduril, Helsing, Saronic, Shield AI, Mach Industries, and more.
CompanyDateRoundAmountPost-moneyLead Investors
Apex Space2026-03Series C$200M$1.6BAndreessen Horowitz, Lux Capital
Mach Industries2026-02Series C$400M$2.5BSequoia, Khosla
Anduril Industries2025-12Series F+$5.00B$40.5BFounders Fund, Sequoia, Fidelity
ShieldRobotics (Sublayer)2025-11Series A$50M$0.3BGreenoaks
Castelion2025-09Series A$100M$0.5BFounders Fund, Lightspeed
Saronic Technologies2025-08Series C$600M$4BGeneral Catalyst, Elad Gil
Helsing2025-07Series D$690M$12.7BPrima Materia (Daniel Ek), General Catalyst, Lightspeed
Tekever2025-06Series A$75M$0.43BVentura Capital
Vannevar Labs2025-05Series C$75M$0.55BFelicis, Costanoa
Shield AI2025-03Series F-3$240M$5.3BHanwha Aerospace, L3Harris (strategic)
Saronic Technologies2025-02Series B$175M$1Ba16z, 8VC
Anduril Industries2024-09Series F$1.50B$14BFounders Fund, Sands Capital
Saronic Technologies2024-08Series A$55M$0.6BCaffeinated Capital, Andreessen Horowitz
True Anomaly2024-08Series B$260M$1.2BEclipse Ventures, Riot Ventures
Mach Industries2024-08Series A$79M$0.34BSequoia
Helsing2024-07Series C$487M$5.4BGeneral Catalyst, Lightspeed
Anduril Industries2023-12Series E$1.50B$8.5BFounders Fund, Andreessen Horowitz, Valor Equity
Skydio2023-11Series E$230M$2.2BLinse Capital, Hercules Capital
Helsing2023-09Series B$209M$1.7BGeneral Catalyst
Shield AI2023-08Series F$200M$2.7BRiot Ventures, ARK Invest

Top 20 defense tech funding rounds 2023-2026. Sorted most recent first. Sources: Crunchbase, PitchBook, company press.

Tech Focus Areas

Cumulative defense-tech VC funding 2020-2025 by category (~$50B total). Source: Crunchbase, PitchBook.
Autonomous Aerial Systems (UAS/drones)$14.2B
AI / Battlefield Software$9.5B
Autonomous Naval Systems (USV/UUV)$4.8B
Hypersonics + Long-Range Strike$3.2B
Space Defense$6.7B
Counter-UAS + Directed Energy$4.5B
Cybersecurity + EW$4.2B
Defense ML/AI Infrastructure$2.5B
Logistics + Sustainment Tech$1.4B

Cumulative defense-tech VC funding 2020-2025 (~$50B). SBIR + non-dilutive contracts excluded. Source: Crunchbase + PitchBook.

Drone Production by Country

Annual military-grade drone production. China 620K/yr; Ukraine 1.5M/yr (FPV-heavy); US 70K. Sources: CSIS, RUSI.

Annual military-grade drone production by country. Methodology caveat: military-grade definition fuzzy; commercial DJI use in combat blurs lines. Sources: CSIS, RUSI, open-source intelligence.

Hypersonic Tests by Country

Hypersonic weapon test flights per year. US 24 tests in 2025 vs China 26. Russia declining (4 tests). Source: CSIS Missile Threat Project.

Hypersonic weapon test flights per year (HGV + HCM combined). DPRK + Russian counts include claimed-but-unverified flights. Sources: CSIS Missile Threat Project, Janes intelligence.

Pentagon Replicator Awards

Replicator initiative awards Aug 2023 – Q1 2026 — Iteration 1 IOC declared Dec 2025. Top winners: Anduril, AeroVironment, Saronic. Sources: DoD press, Breaking Defense.
DateTrancheVendorSystemValueCategory
2026-04Iteration 3 — announcedMulti-vendorIteration 3 announced; focus on logistics + sustainment autonomyInitiative scope
2026-02Iteration 2 Round 4SaronicMarauder USV (50ft)$110MNaval autonomous
2025-12Iteration 1 IOCMulti-vendorHicks declared 'thousands of attritable autonomous systems' deliveredMilestone
2025-11Iteration 2 Round 3AndurilRoadrunner counter-UAS$80MCounter-UAS
2025-09Iteration 2 Round 2True AnomalyJackal orbital vehicle (limited deployment)$60MSpace defense
2025-07Iteration 2 Round 1Mach IndustriesGlide Phase munition$45MLong-range strike
2025-05Iteration 2 — announcedMulti-vendorIteration 2 includes counter-drone + space + underseaInitiative scope
2025-02Iteration 1 Round 5SkydioX10D quadcopter$25MISR
2024-11Iteration 1 Round 4SaronicSpyglass + Cutlass USVs$35MNaval autonomous
2024-09Iteration 1 Round 3Performance Drone WorksC-100 quadcopter$30MTactical UAS
2024-08Iteration 1 Round 2AndurilBolt-M loitering munition$95MLoitering munition
2024-05Iteration 1 Round 1AeroVironmentSwitchblade 600$70MLoitering munition
2023-08AnnouncedMulti-vendorProgram announced by Deputy Secretary HicksInitiative launch

Pentagon Replicator initiative awards Aug 2023 - Q1 2026. Iteration 1 IOC declared Dec 2025 (slipped from Aug 2025). Sources: DoD press, DefenseScoop, Breaking Defense.

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