■ /000/ MANIFESTO

Back founders before the market sees them. ARVC Capitals.

€420M deployed across 47 companies. 3.8× MOIC. We lead, we don't follow.

Venture Capital
PORTFOLIO / ACTIVE
N
Nexus Defense
DEFENSE
+412%
V
Vertex Climate
CLIMATE
+185%
M
Meridian Sys
INFRASTRUCTURE
SERIES B
A
Axon AI
AI / ML
+340%
Q
Quartz Pay
FINTECH
SERIES A
BACKED BY 6 INSTITUTIONAL LPS AVERAGE CHECK €8M–€15M

Strategic LP Network

TEMASEK NORGES BANK BRIDGEPOINT EURAZEO SOFINA AXION TEMASEK NORGES BANK BRIDGEPOINT EURAZEO SOFINA AXION
€420M
Capital deployed
47
Active Portfolio
3.8×
Average MOIC
12%
Acceptance Rate
Our Process

We build unit economics that survive downturns.

Thesis
01 / THESIS

Deep Diligence

We invest in infrastructure and defense—not noise. Every check aligns to a 5-year thesis stress-tested by sector experts.

Network
02 / NETWORK

Operator Access

Direct access to 200+ operating partners who unblock customer acquisition and technical hiring at peak velocity.

Capital
03 / CAPITAL

Follow-on Reserve

We reserve 30% of our fund for follow-on rounds, ensuring our founders scale without constant fundraising pressure.

Founder Voice

Institutional trust. Early-stage speed.

"ARVC led our Series A when we had zero revenue. Eighteen months later, we hit €8.4M ARR. Their operator network unlocked three enterprise pilots that defined our trajectory."

HB
Helena Bergström
CEO, Meridian Systems

Ready to move fast.

We review applications weekly. Founders typically hear back within 10 business days.

■ /001/ Portfolio

Backing the architects of tomorrow's infrastructure.

We concentrate capital into high-conviction positions. Our portfolio represents a disciplined selection of founders solving hard problems across deep tech, defense, and sovereign fintech.

Selection

Active Positions

[ ALL SECTORS ] [ HIGH GROWTH ]
V

Vanguard Defense

Applied Robotics / Defense

STAGE Series B
ENTRY 2021
K

Krypton OS

Cloud Infrastructure

STAGE Seed
ENTRY 2023
A

Aethel Energy

Sovereign Grid / Climate

STAGE Series A
ENTRY 2022
■ Investment Thesis

Concentrated conviction over broad diversification.

We don't play the numbers game. We lead rounds in companies where we have a unique technological or geopolitical edge. Our portfolio is intentionally lean, allowing us to deploy massive operational support to every founder we back.

National Security

Protecting sovereign interests through dual-use technology and supply chain resilience.

Energy Independence

Decentralizing power generation and storage for a post-carbon economy.

Tech Infrastructure
REAL ASSETS

Industrial Automation

Satellite Data
AEROSPACE

Orbital Logistics

Building the foundation of the next century?

We review proposals on a rolling basis. ARVC Capitals is looking for technical founders with a bias toward action.

/ 001 / Investment Thesis

Investing in the Asymmetric edge of technical founders.

We believe the next decade of value creation belongs to those solving hard engineering problems at the intersection of sovereign infrastructure and intelligence.

Core Principles

The ARVC Framework

01. Technical Moats

We prioritize companies where the primary advantage is a breakthrough in engineering or science, not just a superior go-to-market strategy.

02. Sovereign Systems

We back founders building defense, energy, and financial rails that ensure institutional autonomy and resilience.

03. High Conviction, Low Volume

We only lead 4-6 deals per year. When we commit, we provide the full weight of our operational and capital network.

3.8× Average MOIC

[ PERFORMANCE DATA Q4 2023 ]

Verticals of Interest

Where we deploy capital.

Applied Defense

Dual-use technology that bridges the gap between commercial innovation and national security requirements.

CHECK SIZE: €10M+

Energy Transition

Next-generation grid software, modular fission, and high-density storage solutions for industrial scale.

CHECK SIZE: €8M+

Core AI Infra

Foundational models and orchestration layers that prioritize data privacy and compute efficiency.

CHECK SIZE: €5M+

Building the future is a lonely pursuit.
Let's change that.

ARVC_CAPITALS_VER_4.0
EST. 2018 / LONDON / BERLIN
■ /002/ Methodology

Precision over volume.
The ARVC selection engine.

We don't play the spray-and-pray game. Our deployment process is built on deep technical due diligence, macroeconomic forecasting, and a relentless focus on MOIC.

How we deploy capital.

Our investment committee operates with the speed of a startup and the rigor of an institution. Every deal passes through four distinct gates of verification.

01

Thesis Alignment

Initial screening against our current fund focus: Deep Tech, Defense, and Sovereign Infrastructure. We ignore trends; we follow physics.

02

Technical Audit

Our internal engineering team stress-tests the stack. We look for defensible IP and architectural resilience that scales to 100M+ users.

03

Market Logic

Quantitative modeling of the TAM and competitive landscape. We calculate the path to a 10x return before the first check is cut.

[ IC PROTOCOL ]
Average Diligence Period 14 DAYS
Pass Rate from Series A 0.42%
Follow-on Commitment 85%
LP Reporting Frequency QUARTERLY

"The ARVC process is designed to eliminate bias. We prioritize hard data and technical viability over the pedigree of the founding team."

■ Post-Investment Support

The ARVC Platform.

Network Access

Direct lines to Fortune 500 CTOs and government procurement officers. We open doors that are usually locked.

Talent Pipeline

Access our proprietary database of pre-vetted engineers and operators ready for the 0-to-1 phase.

Capital Strategy

Expert guidance on Series B/C structuring, secondary markets, and IPO readiness from our late-stage partners.

Ready for the next stage?

If your technology challenges the status quo, we want to see the data. Our team reviews every submission within 48 hours.

■ /003/ OPERATORS

The architecture of capital.

We are not career financiers. We are former founders, engineers, and clinical researchers who understand that the hardest problems aren't solved on spreadsheets, but in the trenches of scale.

MK

[ MANAGING PARTNER ]

Marcus Kahl

Former CTO at Valance. 15 years in distributed systems. Lead architect for our Infrastructure and Defense thesis.

ES

[ GENERAL PARTNER ]

Elena Solovy

Ex-Goldman Principal. Specialist in late-stage liquidity and cross-border M&A. Orchestrated €1.2B in exits.

JD

[ OPERATING PARTNER ]

Julian Drane

Founding Engineer at Hyperion. Scales technical organizations from 10 to 500. Head of ARVC Platform.

■ THE ARVC NETWORK

Unfair advantages for our founders.

Capital is a commodity. Expertise is not. Every founder we back gains immediate access to our Venture Partners—a global network of C-suite advisors and technical specialists.

01 Regulatory Navigation & Lobbying
02 GTM Strategy & Enterprise Sales
03 Talent Acquisition (Series A/B)

12

Venture Partners

140+

Years Experience

€2.1B

Total Exit Value

TOP 1%

Performance Tier

Build with the elite.

We review pitch decks on a rolling basis. If you are solving a hard technical problem with a clear GTM path, we want to hear from you.

■ /004/ INQUIRIES

High conviction requires direct access.

We operate at the speed of the market. Whether you are an institutional LP or a founder building the next category leader, our response is decisive.

Connect with the partnership.

Our offices are strategically positioned in global financial hubs to ensure 24/7 coverage of our portfolio’s expansion.

Electronic Correspondence

partnership@arvc-capitals.com

Global Headquarters

Mayfair, London
W1J 5JD, United Kingdom

Direct Line

+44 (0) 20 7946 0128

Ready to scale?

We are currently reviewing Series A and B opportunities for the Q4 deployment cycle.