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Space / Defense · Series B

Loft Orbital

Space infrastructure company enabling rapid satellite deployment. Offers turnkey satellite-as-a-service for commercial and government customers.

Key metrics

Initial investment
$200K
Current value
$363.6K
Entry valuation
$550M
Latest valuation
$1B
Current MOIC
1.8x
Base case
$500K
Bull case
$1.2M
Conviction
4/10

Key value driver

$135M new bookings FY25; 65%+ rev growth; French military prime; UAE JV upsell; LMT/Leonardo DRS contracts; former DepSecDef on board

Primary risk

Secondary discount (~$609M vs $1B Series C); IPO timing; space sector cyclicality

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