Insights

Delivering validated insights for confident decision-making

The Field Test Is the Investment 

The Field Test Is the Investment 

What operators see in 10 minutes that analysts miss in 10 weeks. If you’re a tier-one investor coming from SaaS, AI, or cyber, you already know how to run a strong due diligence process. You

Dor Cohen
On April 26, 2026
Read More
Technical Due Diligence Isn’t a Gate. It’s a Competitive Weapon.

Technical Due Diligence Isn’t a Gate. It’s a Competitive Weapon.

The VCs closing the best deals in autonomous systems aren't doing less diligence. They're doing fundamentally better diligence faster, deeper, and with people who've actually been in the environments these systems are built for. The

Dor Cohen
On April 19, 2026
Read More
The Illusion of Dual-Use Startups

The Illusion of Dual-Use Startups

Why Two Markets Usually Means Zero “Serving both civilian and defense markets” has become one of the most attractive narratives in deep tech. It promises: Faster commercialization through civilian markets Asymmetric upside through defense adoption

Dor Cohen
On April 12, 2026
Read More
The Billion-Dollar Bird: The Definitive 2026 Drone Warfare Revolution

The Billion-Dollar Bird: The Definitive 2026 Drone Warfare Revolution

The cost of a wrong procurement choice isn’t just measured in lost capital, it’s measured in compromised national security.

Dor Cohen
On April 6, 2026
Read More