Things have been busy since the turn of the year. Yes,
@SilentVentures closed an $85M early stage defense and deep tech fund, but we avoided publishing click-bait headlines about being oversubscribed, closing in a matter of weeks, and delivering top-decile returns. Instead, we tripled-down on whatās made us successful: founders, founders, founders. In doing so, weāve led first check investments into exceptional early stage companies like
@IronsteadUSA @Furientis @SupercriticalUS and
@S_Energetics, among others. Weāve also had the privilege of continuing to support the remarkable teams at
@Saronic @ereborbank @armada_ai @AmcaInc @DominionDynamic and
@terraindustries.
Guided by a differentiated ethos - proximity, humility, and service - Silent Ventures was fortunate to attract major investment from
@briansinās GPx. While Iām unable to publicly share much about GPx, their site states they āgive elite GPs an unfair advantage.ā I can personally attest to this. Iāve learned more from Brian and Lee Linden than just about anyone else in this ecosystem. Contrarians supporting contrarians with non-consensus strategies and 5th-dimension thought experiments - this is what makes them tick. Nonstop challenges to my thesis: this is what makes me excited to have them as limited partners. And itās a blessing to share these learnings with founders like
@GaruthAcharya @brody_franzen Simon Shuham, Michael Brown, and others yet to be named. From evaluating the human variable to making highly concentrated bets under pressure, this is how Silent Ventures invests with conviction.
So, if youāre a pre-seed founder building things of consequence for the betterment of the free world, national security, critical systems, and the defense industrial base, we at Silent Ventures want to hear from you. We may very well end up writing your first check, but only if weāve earned the right to be on your cap table.
We arenāt presumptuous. We arenāt entitled. We arenāt the 90%.
We are long-term partners with a track record to prove it (14 unicorns). We are patient capital. We are with you when times are good. More importantly, we stand by your side when times are bad.
*Shoutout to
@barratt_dewey and
@tectonicdefense. If youāre not subscribed to their newsletter, immediately stop what youāre doing and sign up.