Category-defining companies.

Red Sea Ventures invests in the companies building the frontier of AI, defense, space, and industrial technology — directly, through SPVs, and alongside specialist fund managers with deep domain expertise.

Every investment below reflects a conviction-led process, taken alongside operators and allocators with deep domain expertise.

27
Direct & SPV Investments
10
Fund Commitments
4
Core Sectors
Direct & SPV Investments

Direct equity and special-purpose-vehicle positions in companies building durable advantages in their respective markets — from foundational AI and quantum hardware to defense autonomy, commercial space, and the digital asset economy.

Aalo

Industrial Tech · Energy

Developing modular 10–100 MWe nuclear reactors purpose-built to power data centers, with a focus on the growing energy demands of AI workloads.

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Anduril

Defense

Defense technology company producing autonomous systems — sensor towers, unmanned aerial and underwater vehicles — unified by the Lattice AI-powered command-and-control platform.

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Anthropic

AI

AI safety company and developer of Claude, a frontier assistant built for complex reasoning, coding, vision, and multi-lingual tasks at production scale.

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Arbol

Climate · Fintech

Climate and weather risk insurance marketplace. Combines decentralized transparency with monetized climate data, forecasts, and models to underwrite risk globally.

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Axiom Space

Space

Commercial space station operator building the successor infrastructure to the International Space Station. Also trains astronauts and runs private crewed missions.

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ChalkTalk

EdTech

AI-powered education platform that generates personalized ELA and math curricula for high school students, shown to meaningfully improve state test scores and college entrance exam outcomes.

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Chingari

Web3 · Consumer

India's leading short-form video platform, powered by the native GARI token on Solana. Enables creators to monetize content and engage fans through a Web3-native creator economy.

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CoinDCX

Crypto · Fintech

India-based cryptocurrency exchange offering retail and institutional access to spot, derivatives, and staking products across major digital assets.

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Crusoe

AI · Infrastructure

Vertically integrated AI infrastructure company building energy-first data centers and Crusoe Cloud — GPU compute optimized for large-scale AI training and inference.

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DTF Advisors

Venture

Venture firm investing at the commercialization inflection — where technical risk is resolved, demand is visible, and execution leverage compounds into returns.

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Erebor

Fintech

A new class of financial institution purpose-built to serve the capital needs of the innovation economy — founders, startups, and the operators who fund them.

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Esteep Investments

AI · Defense · Space · Industrial

A jointly-owned SPV deploying capital across four verticals — AI, defense, space, and industrial. Held in partnership with two other principals, with Red Sea Ventures as an equal partner.

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Firefly Aerospace

Space

End-to-end space transportation company building mid-sized launch vehicles, lunar landers, and orbital transfer services. Its Alpha rocket was the first privately developed ground-based launcher to reach orbit on only its second attempt.

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Gecko Robotics

Industrial Tech · Defense

Wall-climbing robots and AI-powered asset intelligence protecting the critical infrastructure — power plants, naval vessels, manufacturing — that underpins the modern economy.

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Groq

AI · Infrastructure

Designs and manufactures custom silicon and software for AI inference, delivering deterministic, ultra-low-latency performance at production scale.

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Gunzilla

Web3 · Gaming

Game studio building blockchain-native titles, including the battle royale Off the Grid, which has generated strong player feedback through its ongoing beta.

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K2 Space

Space · Defense

Manufacturer of super-large satellite platforms built for the heavy-lift launch era, serving science (NASA), defense, and commercial telecommunications customers.

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Kraken

Crypto · Fintech

One of the largest and longest-operating U.S.-based cryptocurrency exchanges, offering spot, futures, and staking services to retail and institutional clients worldwide.

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Lambda

AI · Infrastructure

Superintelligence cloud — GPU infrastructure and managed services that equip research labs, startups, and enterprises to securely build, train, and deploy AI models.

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Merkle Science

Crypto · Compliance

Digital asset compliance and risk platform used by exchanges, financial institutions, and regulatory bodies to monitor transactions and detect illicit activity on-chain.

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Overland AI

Defense · AI

Autonomous off-road navigation software for defense logistics and contested environments — enabling unmanned ground vehicles to operate where GPS and legacy systems fail.

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PsiQuantum

Quantum Computing

Building the world's first commercially useful, fault-tolerant quantum computer using silicon photonics and high-volume semiconductor manufacturing, targeting a million-qubit scale.

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Vanta

Defense · Industrial Tech

Autonomous underwater drones for defense and commercial use, delivered at roughly 100x the cost efficiency of legacy systems. Strong dual-use potential across naval, scientific, and offshore applications.

— Private

Vast Space

Space

Building the world's first commercial space station for long-duration human habitation, designed as a successor habitat for research, manufacturing, and tourism in low Earth orbit.

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xAI

AI

Frontier AI research company and developer of the Grok model family, building foundation models that advance scientific understanding and compete at the leading edge of generative AI.

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Zoo

Industrial Tech · AI

AI-native design tools for mechanical engineers — making hardware development as fast, collaborative, and programmable as modern software development.

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Fund Investments

Commitments to specialist venture and alternative funds led by managers with demonstrated expertise in their target sectors — extending portfolio reach across early-stage deep tech, crypto, healthcare, and data center infrastructure.

640 Oxford Fund I
Early Stage Tech
Early-stage technology fund investing in category-defining companies at seed and Series A.
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640 Oxford Fund II
Industrial Tech · AI · Defense
Invests across five sectors — industrial technology, physical AI, defense, supply chain and logistics, and vertical AI.
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Arsenal+ Fund II
Space · Crypto · Fintech
A Republic Capital fund investing in growth-stage companies on the cusp of commercialization and pre-IPO, focused on space, crypto, and fintech.
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Chi Pacific Founders Fund III
Healthcare
Invests in healthcare services, value-based care, and tech-enabled healthcare companies.
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Crypto Fund I
Crypto · Web3
A Republic Capital fund investing across digital assets including Layer-1s, Layer-2s, automated market makers, and blockchain gaming.
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Deep Tech Fund I
Deep Tech · Defense · Space · AI
Invests in the critical infrastructure vital to U.S. national security and economic leadership — dual-use deep technology across space, defense, AI, and advanced manufacturing, backing companies at the cusp of commercialization.
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First Analysis Fund XIV
B2B Tech
Invests in B2B technology businesses including cybersecurity, e-commerce optimization, enterprise productivity, and healthcare IT.
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Human Element Venture Fund I Onshore
Deep Tech · Space · Web3
Deep tech fund spanning space, decentralized finance, and Web3 ecosystems. Portfolio includes Firefly Aerospace, K2 Space, Reflex Aerospace, Skyryse, Antares, Albedo, GoTenna, and Gunzilla.
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Motivate Ventures QP Fund II
Data · AI · EdTech
Early-stage investments across data, AI, machine learning, and education technology.
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Valor Compute Infrastructure
AI Infrastructure
An opportunistic fund managed by Valor Equity Partners that acquires and leases high-performance data center compute assets, notably NVIDIA GB200 GPUs.
— Private