Every critical system in America — defense logistics, power grids, autonomous platforms, manufacturing — is being rebuilt with AI as the core operating logic. Not optimized. Rebuilt. The companies building these systems will become the next generation of essential American infrastructure companies. The window to invest in them is measured in years, not decades.

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RavenRock invests in dual-use AI infrastructure where national security meets industrial transformation. We back founders building AI-native systems for defense and autonomy, critical infrastructure, manufacturing, and construction — sectors where regulatory complexity creates durable moats and compliance separates serious companies from science projects.

Three converging forces define the opportunity: an adversarial AI timeline that demands American acceleration, critical infrastructure straining under complexity, and a push for technological sovereignty that requires AI-enabled automation. Government deadlines, massive infrastructure buildouts, and defense modernization spending are creating deployment timelines that won't wait.

We combine defense and industrial expertise with deep research networks. Our partners have spent careers at the intersection of technology and national security, and in the research institutions shaping industrial automation. We find companies early through relationships most investors don't have — then help them navigate the regulatory pathways that become their competitive moats.