Investing in What Matters
Critical Tech Ventures covers deep tech / defense tech venture capital, strategic investment. We publish original analysis, frameworks, and commentary for practitioners and decision-makers.
Why heavy reliance on a single government customer is the silent deal-killer in defense tech due diligence, and what founders can do about it.
S. VanceWhy standard seed-stage valuation methods systematically mislead defense tech investors, and what metrics actually matter before the first DoD contract.
S. VanceSecurity clearance requirements can quietly invalidate your cap table. Here's what defense startups and their investors need to understand before it's too late.
S. VanceDefense tech VCs obsess over IP and CFIUS but routinely miss supply chain security risks that can kill a portfolio company before Series B.
S. VanceThe Pentagon's kill chain is too slow for modern conflict. Here's why that bottleneck is one of the most compelling investment theses in defense tech right now.
S. VanceSkipping CFIUS review isn't a shortcut, it's a time bomb. Here's what actually happens to defense startups that get caught.
S. Vance