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Defence Technology Investment in Europe | Why Smart Money, Not Fast Money, Will Win.
Defence technology investment in Europe is being reshaped by informed, disciplined capital and policy-aligned investors Europe is in the middle of a defence technology awakening, but most investors are still treating it like just another trend to chase. Yes, over €5.2 billion flowed into European defence and dual-use ventures in 2025 alone. Capital is moving. But here's the thing: speed isn't the same as strategy. The real winners won't be the first through the door; instead,
John Clark
Oct 223 min read


The Defence-Tech Investing Blind Spot: Why Regulatory Expertise Trumps Capital
Defence-tech investing has exploded into venture consciousness. From London to Toronto, investors are scrambling to rebrand themselves as...
John Clark
Sep 55 min read


SAFE: Europe's €150 Billion Defence Tech Revolution.
The EU’s new SAFE programme will channel up to €150 billion into defence and dual-use technology over the next decade — and, for the first time, it’s open to Canadian partners. SAFE lowers risk for founders, signals political will for investors, and marks a turning point for Europe’s resilience and transatlantic collaboration.
John Clark
Aug 273 min read


Canada EU Strategic Partnership: What it Means for Defence Technology Investors
On 23 June 2025, Canada and the EU signed a new Strategic Partnership that brings Canada into Europe’s defence and security ecosystem. For investors, this agreement opens major opportunities in defence technology, procurement, and innovation across the Atlantic.
John Clark
Aug 193 min read


The Decisive Decade for European Defence Technology Innovation
Europe’s defence technology sector is entering a decisive decade, driven by record venture funding, EU-backed innovation, and the urgent need for strategic autonomy. While early and growth-stage startups are thriving, funding gaps and the need for experienced, sector-savvy capital remain critical challenges.
John Clark
Jul 224 min read


Understanding NATO's 5% Defence Spending and Its Strategic Implications for Ireland
Ireland has the talent and technology to lead in dual-use innovation. As NATO ramps defence spending to 5% of GDP, Ireland’s strategic location and digital infrastructure make investment in resilience and security not just necessary but a national opportunity.
John Clark
Jun 273 min read
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