venture capital | pre-seed | industrial resilience
Joined April 2021
- Tweets 147
- Following 19
- Followers 1,578
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Pinned Tweet
22 May 2024
We are excited to announce the close of our $20M Fund II this morning!
๐ฑ Pre-Seed
๐ฐ๏ธ Frontier Tech: Space, Defense, Manufacturing & Industrials
๐ฐ $500k-$1M
techcrunch.com/2024/05/22/spโฆ
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SVC retweeted
May 25
This Memorial Day, we honor the brave men and women who gave their lives in service to this great nation
We are all forever indebted to them and their families ๐บ๐ธ
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SVC retweeted
Congratulations to our portfolio company @hawkeye360 on their IPO at the @NYSE this morning!
This represents the first IPO for our firm ๐
Trading under HAWK, we're excited to watch @HawkEye360CEO & team continue to execute moving forward
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SVC retweeted
Apr 28
Big news from the portfolio!
Proud @The_TrueAnomaly investor since Pre-Seed
bloomberg.com/news/articles/โฆ
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SVC retweeted
Apr 16
AI workloads generate unprecedented heat, forcing new architecture of data center thermal systems
Every GW of new compute brings massive incremental cooling demand
Karman built the HPU to solve exactly this. Proud to have backed team from day zero
datacenterdynamics.com/en/anโฆ
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SVC retweeted
Mar 26
Congrats @XonaSpace on the $170M Series C! ๐ฐ๏ธ
Pulsar PNT has rapidly moved from concept to real-world capability over the past few years
Now: scaling manufacturing & deploying the full constellation
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SVC retweeted
30 Dec 2025
One of my favorite podcasts since becoming a VC has been @DWeisburdโs โHow I Investโ
Jumped behind the mic & joined an episode recently! We discuss:
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Why frontier & deep tech are different
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Why emerging managers need to be non-consensus
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@TheSpaceVC stories & more
29 Dec 2025
๐๐๐๐๐๐๐๐: ๐๐จ๐ง๐๐ญ๐ก๐๐ง ๐๐๐๐จ๐ฌ๐ญ๐ ๐จ๐ง ๐๐ก๐ฒ ๐ญ๐ก๐ ๐๐๐ฌ๐ญ ๐๐๐ง๐ญ๐ฎ๐ซ๐ ๐๐๐๐๐ฌ ๐๐ญ๐๐ซ๐ญ ๐๐ฌ ๐๐จ๐ง-๐๐จ๐ง๐ฌ๐๐ง๐ฌ๐ฎ๐ฌ ๐๐ง๐ ๐๐จ๐ฐ ๐
๐ซ๐จ๐ง๐ญ๐ข๐๐ซ ๐๐๐๐ก ๐๐ฎ๐ข๐๐ญ๐ฅ๐ฒ ๐๐๐๐จ๐ฆ๐๐ฌ ๐ญ๐ก๐ ๐๐๐ฑ๐ญ ๐๐๐๐ก
Jonathan runs a concentrated pre-seed fund focused on frontier tech backing companies before they become obvious.
This episode is a masterclass in spotting inflection points, underwriting founders, and building conviction before consensus arrives.
Highlights from my conversation with Jonathan Lacoste (@lacostejonathan)
() Introduction
() Impact of economic conditions on startup formation and differences between deep tech and frontier tech
() Transitioning from deep tech to mainstream with examples
() Non-consensus investing and its importance for emerging managers
() Understanding the two asset classes within venture capital
() The significance of founder migration from top tech companies
() Comparing thesis-led and founder-led investment approaches
() The role of grit in hard tech entrepreneurship and Jebbit's challenges
() Jonathan Lacoste's background and the concept of grit in startups
() Mission orientation in founders and its impact on startup success
() Effects of large liquidity events on founder motivation
() Economic rationale for investing in frontier tech startups
() Evolution of investment strategies from fund one to fund two
() Communicating strategy and differentiation to LPs and aligning with them long-term
() Advice on recognizing excellence and patience in capital deployment
() Differences between successful entrepreneurs and VCs
() Closing remarks
๐ฅ Full episode below ๐
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SVC retweeted
18 Dec 2025
New Stealth Investment Announcement
We recently led the pre-seed for a new defense tech startup at @TheSpaceVC
Founders bring exceptional industry experience from @anduriltech, @SpaceX & @PalantirTech
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16 Dec 2025
Announcing our next portfolio company: @VitalLyfe
Solving the worldโs water crisis through modular, desalination
16 Dec 2025
Congrats to @VitalLyfe for emerging from stealth announcing $24M in funding!
@TheSpaceVC invested at pre-seed alongside Cantos, Also Capital & Generation Partners
@VitalLyfe is building modular, desalination tech to solve the world's water crisis ๐ฟ
axios.com/pro/climate-deals/โฆ
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SVC retweeted
16 Dec 2025
Congrats to @VitalLyfe for emerging from stealth announcing $24M in funding!
@TheSpaceVC invested at pre-seed alongside Cantos, Also Capital & Generation Partners
@VitalLyfe is building modular, desalination tech to solve the world's water crisis ๐ฟ
axios.com/pro/climate-deals/โฆ
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SVC retweeted
5 Dec 2025
Castelion is profiled in @WSJ by @heathersomervil on our work to close the U.S. hypersonic missile gap, fueled by our $350M Series B funding.
@AltimeterCap @lightspeedvp @LavrockVC @a16z @generalcatalyst @FirstInVentures @TheSpaceVC @cantos @blueyard @Avenir_Growth #ChampionHill #Interlagos
5 Dec 2025
The Pentagon is getting serious about hypersonic weapons, a technology that has eluded the U.S. military for decades, and is looking to startups on.wsj.com/4oDhKzB
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SVC retweeted
17 Sep 2025
Congrats to our portfolio company @hubble_network on announcing their $70M Series B!
Communicating & asset tracking from space: using Bluetooth ๐
payloadspace.com/exclusive-hโฆ
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SVC retweeted
9 Sep 2025
Reminder: I am actively investing $1M in founders raising their first round across:
โก๏ธenergy generation & storage
๐คrobotics & physical AI
๐ฐ๏ธdefense & space tech
๐ถnext-gen comms infrastructure
๐ญmanufacturing & industrials
DM if you're starting a company & raising soon ๐
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5 Sep 2025
Our company @EdgescaleAI was given a great shoutout for enabling AI edge deployment for @PalantirTech customers
See 44:50 for their physical AI Edge Node.
Alex Karp LIVE @ Palantir AIPCon x.com/i/broadcasts/1nAJEEXbDโฆ
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26 Jun 2025
Another big week for @TheSpaceVC portfolio company:
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$92M in new funding
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Series B led by Craft Ventures
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$20M STRATFI
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Launched Pulsar-0 satellite this week
Congrats to @XonaSpace team! Building the world's commercial PNT/GPS constellation ๐ฐ๏ธ
26 Jun 2025
Weโve raised $92M in new funding.
Backed by Craft Ventures and a coalition of world-class investors, weโre accelerating the future of secure, resilient satellite navigation โ built for the speed of todayโs world.
xonaspace.com/news/series-b
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SVC retweeted
23 Jun 2025
Love launch days! ๐
@SpaceX Transporter-14 is another busy one for @TheSpaceVC portfolio
Pulsar-0 from @XonaSpace - commercial PNT!
ForgeStar-1 from @Space_Forge - huge launch for in-space manufacturing & the UK space ecosystem
YAM-10 from @LoftOrbital with @EarthDailyA customer - making space launches routine & easy these days
@hubble_network's next IOT satellite is launching in partnership with @SpireGlobal
Good luck to everyone onboard!
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SVC retweeted
2 Jun 2025
Thrilled to announce the next @TheSpaceVC investment emerging from stealth today
@VitalLyfe ๐ฐ
Access to clean water is a fundamental human need, and in many ways, it's one of the oldest challenges humanity still hasn't fully mastered
Billions face water scarcity, whether due to natural disasters, humanitarian crises, military operations, or life at sea
@VitalLyfe is developing breakthrough desalination tech to bring clean water to where it's needed most โ in a world where water infrastructure is increasingly fragile, aging & unreliable
much more to announce shortly ๐
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SVC retweeted
3 Apr 2025
Space Security is expanding to Geo & Cislunar
@The_TrueAnomaly announces new missions launching in 2026 ๐
trueanomaly.space/newsroom/jโฆ
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17 Mar 2025
Congratulations @neros_tech on closing a $35M Series A to re-industrialize the U.S. drone & components ecosystem
medium.com/@sorenma/neros-raโฆ
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29 Jan 2025
Congrats to @castelion on closing $100M Series A ๐ welcome @ConnorLoveCA & @lightspeedvp!
It's been an absolute privilege to partner with @hargsb & team since day zero
The U.S. needs low cost, mass manufactured hypersonics & Castelion team is delivering on that๐บ๐ธ
29 Jan 2025
Affordable, mass produced, long-range hypersonic weapons are essential to deterring future conflicts.
Today, Castelion is one step closer to addressing this critical national need with the announcement of a $100M financing round with @lightspeedvp, @a16z, and @LavrockVC
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14 Jan 2025
History has been made ๐ฎ๐ณ๐ฐ๏ธ
@PixxelSpace is India's 1st private company to launch a satellite constellation
Incredibly proud of @awaisahmedna & @kshitijgokul's vision & resilience. Now the real fun begins!
Plus, I never get tired of the energy from live launch watch-parties ๐
14 Jan 2025
Firefly is secured on the launch stack, ready for its journey to orbit. See if you can spot it!
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