THE VQ ADVANTAGE
Cyber Intelligence
While adversaries operate with integrated agility, Western cyber capabilities remain trapped in silos. VQ Capital’s "Golden Dome" for Cyber Intelligence thesis invests in the technology layer that bridges these isolated tools, transforming a fragmented landscape into a unified, interoperable shield.
Global-to-US
pipeline
A streamlined entry point for global technology to penetrate the U.S. federal market
Network and
strategic exits
Deep expertise in structuring liquidation events within the defense and intelligence sectors, powered by a global network of investors that spans from incubation to IPOs
Our Cyber Intelligence strategy is led by Managing Partner Yotam Avrahami, a former Partner at New Vista Capital and Deloitte with operational experience from the Israeli Special Forces, executing hybrid cyber and kinetic missions. This rare combination of elite military intelligence and institutional investment expertise positions us to identify and validate technologies that most investors simply cannot access or properly evaluate. Our advisory board represents the apex of both military cyber operations and private equity execution:
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Lt. Gen. Charlie "Tuna" Moore (Ret.), former Deputy Commander of U.S. Cyber Command, provides unparalleled insight into national defense priorities
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Joseph Black bridges Special Operations signal intelligence with commercial scalability across 30+ years
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Avidor Bartov, an alumnus of Israel's elite Unit 8200, anchors our technical due diligence with real-world threat validation
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Arik Arad brings three decades of private equity experience from Stonecourt and Pegasus, optimizing our portfolio for rapid scaling and high value exits
Together, this team creates a proprietary advantage in sourcing deals, validating complex technologies, and driving exceptional returns in the cyber intelligence sector.
Understanding the investment imperative
In the shift to "defend forward," the U.S. has fundamentally altered its doctrine from reactive defense to persistent engagement.
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From nuisance to kinetic precursor
Cyber activity now precedes physical conflict, as seen in the Viasat hack prior to the invasion of Ukraine.
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Policy and budget realignment
With $27.5B allocated for FY2025 cyber activities and explicit funding for offensive operations, the U.S. is signaling a clear shift: proactive disruption is now infrastructure, not just intelligence.
The Capability Gap. Government agencies cannot move quickly enough to build these tools internally.
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The innovation deficit
Bureaucratic procurement cycles and talent scarcity prevent the public sector from keeping pace with hardening cyber ecosystems.
Structural market alpha. The market favors consolidation around a limited set of Western-aligned compliance-vetted providers.
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High moats, high margins
Stringent compliance frameworks (Immutable audit trails, Executive Orders) create natural barriers to entry.
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Durable returns
Companies that can navigate these regulatory perimeters enjoy limited competition, recurring government revenue streams, and premium pricing power driven by the scarcity of elite technical talent.
Cyber dominance represents an existential imperative for the U.S. and allied nations. There is a massive, time-sensitive opportunity to build a trusted cyber defense "prime" that allied governments rely on to deliver lifesaving and nation-saving capabilities.
We believe the market will consolidate around only a handful of players with the combination of world-class technical capability and governance frameworks to give allied nations persistent advantage in the evolving cyber warfare landscape. VQ Capital is uniquely positioned to identify, support, and scale these category-defining companies at the intersection of technical excellence, regulatory compliance, and strategic necessity.
Investment criteria
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Firm type:
Hybrid private/growth equity
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Stage
Series A+
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Company profile:
$5M - $100M revenue; mission-critical B2B / defense-adjacent
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Geography:
Worldwide
Our investments are driven by rigorous analysis of the evolving landscape. Learn more about our foundational thesis and access our latest reports on the convergence of technology and national security.