AEYE Capital Partners

Strategic Perspective

AEYE Capital Partners operates at the intersection of technological transformation and global security. As geopolitical tensions reshape the defense landscape, we are committed to fortifying and serving the evolving defense needs of the United States and allied nations by investing in mission-critical defense and dual-use technologies that drive innovation, resilience, and long-term stability.

We take a hands-on, high-conviction approach, empowering our portfolio companies to scale their operations, access new markets, and integrate into national security ecosystems. Our goal is to proactively identify and develop strategic synergies across our investments, building a portfolio of companies capable of both vertical integration, delivering comprehensive defense and security solutions, and horizontal integration, enabling cross-domain collaboration, capability sharing, and market expansion. By creating cross-portfolio value through joint offerings, unified market channels, and integrated system solutions, we enhance operational effectiveness and establish a powerful, cohesive network of complementary technologies.

Mission Statement

AEYE Capital Partners invests in mission-critical defense and dual-use technologies, building a vertically integrated ecosystem to strengthen national security. We bridge capital, innovation, and strategic influence to scale high-impact companies in AI, C4ISR, unmanned systems, cyber, and critical infrastructure. Operating both domestically and internationally, we leverage unparalleled market access and high-level government relationships to drive strategic growth.

More than investors, we are active partners, aligning technology, operations, and market outreach to deliver integrated solutions to disrupt and revolutionize the future of defense and security for the U.S. and allied nations.

Investment Approach & Value Creation

We take a hands-on investment approach, leveraging our extensive network of senior executives, military leaders, policymakers, and industry experts to accelerate growth and market access for our portfolio companies. By offering strategic guidance, capital, and access to key ecosystems, we position companies as industry leaders in the modern defense landscape.

Our investment strategy is built on four key pillars:

Strategic Growth

Targeting high-potential growth-stage companies with next-generation technologies that address critical national security needs.

Operational Excellence

Partnering with management teams to implement value-building strategies that enhance technological sophistication, production capacity, and market expansion.

Long-Term Value Creation

Investing across the full product life cycle of highly technical, mission-critical markets, ensuring enduring impact and sustained returns.

Flexible Capital Deployment

Structuring investments across senior secured debt, mezzanine financing, preferred equity, and control-oriented private equity, adapting to the specific needs of each opportunity.

Investment Focus & Strategic Domains

AEYE Capital Partners invests in growth-stage companies that demonstrate strong leadership, proprietary technologies, and the capacity to scale within mission-critical national security markets. Our investment strategy is centered around five core focus areas, each aligned with clear investment criteria to ensure a strategic fit and long-term value creation.

Advanced Remote Sensing

We target companies developing advanced sensing solutions, including active and passive sensor technologies (radar, EO/IR, acoustics), precision navigation, multi-sensor data fusion, and persistent surveillance platforms. Our focus is on differentiated capabilities, seamless integration potential, exceptional performance, and proven operational effectiveness under challenging real-world conditions.

Advanced Remote Sensing

Aerospace & Defense

We invest in cutting-edge aerospace and defense capabilities, including advanced platforms, robotics and autonomous systems, electronic warfare solutions, next-generation weapon systems, and integrated avionics. Our investments focus on companies with proprietary technologies, high barriers to entry, proven customer adoption, and significant potential to scale across major defense programs.