Market Opportunity
The defense sector is undergoing significant transformation driven by technological advancements, geopolitical shifts, and evolving global threats. Budgets are rising across North America, Europe, the Middle East, and Australia, with increasing allocations toward AI (Artificial Intelligence), ISR (Intelligence, surveillance, target acquisition and reconnaissance platforms), and other advanced systems.
At the same time, energy infrastructure is under pressure from rising computing demands. The Strategem Global Fund is focused on this convergence—backing companies building infrastructure and applications across defense, intelligence, and energy resilience.
The Forefront of Transformation
Our focus is in areas where technology is driving rapid change with significant impact on defense, intelligence, and commercial markets.
Investing at the Convergence of Defense, Technology and Energy
Defense
The defense sector is undergoing significant transformation driven by technological advancements, geopolitical shifts, and evolving global threats.
Technology
AI, drones, robotics, and a host of new technologies are redefining every aspect of our lives, including intelligence and defense.
Energy
Our energy infrastructure is under increasing pressure from rising computing demands. Industry is responding with innovations critical to national defense.
Delivering long-term value creation through active partnership with exceptional founders.
Investment Philosophy
The fund focuses on long-term value creation through active partnership with exceptional founders. Key investment criteria include Seed- and Series A investments in companies solving important problems in our target sectors with a clear and market-validated competitive moat. We intend to work closely with each company in our portfolio to refine business models, validate go-to-market strategies, and identify opportunities for commercial scale across new verticals and geographies.
Strategy
The fund will target fewer investments where we can add operational leverage, deploying capital alongside strategic, sector-specific value creation. Our team brings deep operating experience, strategic acumen, and a proven track record as entrepreneurs and advisors in government and commercial markets.
Strategic Advice
As fellow founders, we seek to provide funding and strategic advice, open doors, and free founders to focus on building long-term value.
We offer founders a broad international network of partners to aid in sourcing deals and developing strategic partnership and opportunities.
Value Add Partnerships
The Best Investors Bring More to the Table than Capital.
ACCESS
Strategem has years of experience developing and selling solutions to law enforcement, defense, and intelligence agencies in the USA and abroad. Our extensive network of global advisors provides their expertise for both investing decisions and guidance for the entrepreneurs we support.
EXPERIENCE
Having founded multiple companies, we have encountered the many challenges and questions that entrepreneurs in this space face. By partnering closely with entrepreneurs to remove obstacles and provide strategic advice and capital, companies are freed up to build world-class businesses.
NETWORK
At Strategem we leverage our global relationships at the highest levels of government and commercial enterprises to solve complex problems and confidently enter new markets and verticals, while also leveraging our technical network to validate strategies and solutions.
The Best Investors Bring More to the Table than Capital.
