MITS
Lightning
Fund
Investment criteria & main thesis
If your bet is that the free world will make a comeback to at least hold the line against autocracy, the most out-of-the-money call option is to invest the domestic defense industrial base of Ukraine
Almost no competition for investment, resulting in comparative valuations of about 1/10th of equivalent US companies.
Is there any better opportunity in the world today to “buy the cannons, sell the trumpets” than Ukraine?
Ukraine focused
Pre-seed / Seed / Series A
Sage
7
portfolio companies
Domain
Defense / Dual Use / Deep Tech (cyber, AI, medical, climate, energy, agri-tech)
Portfolio companies
Vermeer
Vision-based GPS alternative solution
Hilion system
UAV communication systems
Pegasus
Unmanned solar balloons
Oko camera
Thermal imaging and UAV detection
Toloka
Unmanned underwated kamikadze vehicle
Aeromotors
UAV motors
Karadag
UAV detection and counteraction
Form & Contacts
