Fulcrum invests across the industrial and data technologies that are reshaping American national security. Our portfolio companies span hardware and software, inception and growth stages, and everything from advanced manufacturing and supply chain infrastructure to the components, autonomy, and operational software that determine whether critical systems actually work in the field. They operate across defense, dual-use, and defense-enabling markets in aerospace, AI, advanced materials, cyber, data infrastructure, energy, manufacturing, supply chain, and space.
AIRIA captures real-time location and movement data through existing WiFi infrastructure for defense and enterprise operations.
Blank Slate builds cognitive readiness tools to improve decision-making for personnel in zero-fail environments.
Canopy Aerospace is a vertically integrated platform that designs and delivers highly specialized materials for space launch vehicles, hypersonics and propulsion systems.
Code Metal transforms existing codebases into optimized target languages while providing mathematical proof that the translation is flawless, critical for industries including aerospace, defense, manufacturing, automotive, and others.
Critical Materials Group (CMG), founded in 2025 in Texas, is modernizing U.S. energetics production with modular, automation-driven platforms that embed safety, resilience, and scalability—delivering innovation to support national security.
Firestorm builds mission-adaptable drones and the containerized manufacturing systems to produce them in remote locations.
HighGround is the operating system for government markets. Assemble, enter, grow and win.
Holocron uses machine learning to monitor global science and technology development, informing competitive strategy and IP protection.
Larx indexes fragmented multimodal geospatial data into a singular, unified operating picture across organizations, allowing end users to instantly query and visualize fragmented data as a single coherent picture, driving faster, more informed decisions.
Providing an AI-powered communication platform for inter-agency and inter-jurisdiction law enforcement collaboration. The system organizes unstructured data to enable tracking, identification and coordination.
Mythos AI provides AI-driven vessel guidance for maritime operations, bringing autonomous navigation to ports and waterways.
Building the ground segment that powers high-volume, low-latency data flow between satellites and Earth. The system enables reliable, scalable operations across modern satellite constellations.
Permute unifies, cleans and governs data across enterprise systems for analysis, operations and automation at scale.
Pytho builds AI-native software that automates military planning workflows—turning mission planning processes that normally take days into plans generated in minutes while keeping human operators in the loop.
Smack builds purpose-trained AI for military mission planning. Its models learn through reinforcement against war game scenarios, replacing the manual processes that still define how most operations get planned.
Stell turns complex engineering specifications into trackable workflows for aerospace and defense teams.
Remote, forward deployable power and signal.
VXB built the first generalized end-to-end aerospace component design platform. The system uses AI/ML to control physics and manufacturing simulations, creating manufacture-ready designs with production guidelines in days instead of years.
