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 in 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
Stage
6
portfolio companies
Domain
Defense / Dual Use / Deep Tech (cyber, AI, medical, climate, energy, agri-tech)
Portfolio companies
Visual positioning system
AI drone hardware/software detection
Stratospheric payload carriers
Radio communication systems
UAV motors
Thermal imaging and UAV detection
Form & Contacts
Kyiv
