← Portfolio

Defense AI / Robotics · Series A

Scout AI

Defense-focused AI and autonomous robotics platform delivering next-generation capabilities for national security operations.

Key metrics

Initial investment
$200K
Current value
$200K
Entry valuation
$375M
Latest valuation
$375M
Current MOIC
1.0x
Base case
$1M
Bull case
$1.8M
Conviction
4/5

Key value driver

Fury foundation model; $11M Yr-1 contracts (DARPA, Army); $100M Series A Apr 2026 — largest US defense-tech A, Align co-led; Army UxS option up to $150M decides ~Dec 2026

Primary risk

Early-stage; defense procurement cycles; competitive (Anduril $60B)

Latest news

Refreshing…