Defense software
Command-and-control, intelligence, logistics, mission and simulation software, and military cyber.
Notes
Why each is here
- Anduril IndustriesLattice is the command-and-control software under the Army enterprise agreement.TechCrunch, Mar 14, 2026
- Applied IntuitionIts defense unit builds the Department of Defense’s autonomy development and test platform.Applied Intuition (company release), Jan 14, 2025
- HelsingAltra, its reconnaissance-and-strike software, and the Centaur air-combat agent flown on the Gripen E.Breaking Defense, Sep 11, 2025
- Rebellion DefenseSells AI software for target recognition, tracking and threat prediction.
- Shield AIHivemind mission autonomy is software under an Air Force production contract.Shield AI (company release), Jun 17, 2026
- True AnomalyMosaic, its mission and command-and-control software, is under a Space Force Kronos advanced battle management award and a $17.4 million space domain awareness contract.True Anomaly (company release), Jul 15, 2026
- Vannevar LabsBuilds AI software for intelligence collection and mission analytics.
Companies in this sector
Sorted by last valuation. Rows with none sort last.
| Company | Tier | Sectors | HQ | Founded | Last round or tender | Last valuation | Venues | Acquisition | Researched |
|---|---|---|---|---|---|---|---|---|---|
| Anduril Industries | Covered | AI defense, Drones and uncrewed aircraft, Sensors, EW and counter-UAS, Defense software | Costa Mesa, CA | 2017 | Series H, May 13, 2026 | $61.00B, May 13, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment Power 20, Augment, Rainmaker Securities, Jarsy | Quiet | Oct 11, 2026 |
| Helsing | Covered | AI defense, Drones and uncrewed aircraft, Defense software, Sensors, EW and counter-UAS, Maritime autonomy | Munich, Germany | 2021 | Series E, Jul 13, 2026 | $18.00B, reported Jul 13, 2026 | Clarity (formerly Hiive), Caplight, Augment, Jarsy | Watch | Oct 11, 2026 |
| Applied Intuition | Covered | AI defense, Defense software, Ground autonomy | Sunnyvale, CA | 2017 | Series F, Jun 17, 2025 | $15.00B, Jun 17, 2025 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment Power 20, Augment | Watch | Oct 11, 2026 |
| Shield AI | Covered | AI defense, Drones and uncrewed aircraft, Defense software | San Diego, CA | 2015 | Series G, Mar 26, 2026 | $12.70B, Mar 26, 2026 | Clarity (formerly Hiive), Caplight, Augment Power 20, Augment, Linqto, Destiny Tech100 | Watch | Oct 11, 2026 |
| True Anomaly | Covered | AI defense, Space defense, Defense software | Centennial, CO | 2022 | Series D, Apr 28, 2026 | $2.20B, reported Apr 28, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight | Quiet | Oct 11, 2026 |
| Rebellion Defense | Covered | AI defense, Defense software | Washington, DC | 2019 | Series B, Sep 15, 2021 | $1.00B, reported Sep 22, 2021 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment | Quiet | Oct 11, 2026 |
| Vannevar Labs | Covered | AI defense, Defense software, Sensors, EW and counter-UAS | Palo Alto, CA | 2019 | Series B, Jan 18, 2023 | No citable valuation | Nasdaq Private Market, Caplight | Watch | Oct 11, 2026 |