UxV, Supply Chain, SpaceTech, Robots
Empowering American Autonomy Leaders in the Age of Physical AI.
Long100 Capital pairs growth capital with real manufacturing capacity — supply chain access, production partnerships, and an ecosystem built specifically for hardware founders — so the companies building America's autonomy industry have what they need to go from breakthrough to scale.
Investment Thesis
The United States is undergoing a once-in-a-generation shift in autonomous systems and space infrastructure. Long100 Capital invests at this inflection point — targeting companies building the physical hardware, software stacks, and supply chains that underpin American autonomy in air, sea, space, and ground domains.
Why Now — Four Converging Forces
Four simultaneous macro forces are creating an unprecedented investment window for growth-stage companies. Long100 Capital is positioned at the intersection of all four.
AI Inflection in Physical Systems
Foundation models trained on sensor, radar, and physical-world data are crossing commercial viability thresholds — enabling a generation of autonomous systems that were technically impossible just three years ago. The physical AI era is arriving now.
Supply Chain Sovereignty
The global fragility of unmanned systems supply chains — exposed through conflicts in Ukraine and the Middle East — is driving urgent domestic demand for resilient, ITAR-compliant component and platform supply chains that only domestically structured funds can access.
Dual Use with Defense Modernization
The U.S. Department of Defense is accelerating adoption of autonomous systems, drone swarms, and space-based intelligence — creating a multi-billion dollar procurement runway for proven UxV platforms and dual-use technology companies with established performance records.
Made in USA and USMCA
The CHIPS Act, National Defense Authorization Act (NDAA), and near-shoring macro trends are redirecting manufacturing investment toward domestic and USMCA-corridor production. Long100 portfolio companies benefit directly from these structural tailwinds.
Market Opportunity
Long100 Capital targets four verticals at the intersection of physical AI and autonomous systems — all experiencing simultaneous growth driven by geopolitical urgency, AI-driven capability expansion, and domestic reshoring mandates.
Total Addressable Market
Combined across all four Long100 target verticals
Unmanned Systems (UxV)
UAV platforms, UGV, USV, UUV, counter-drone, swarm systems
UxV & Robotics Supply Chain
Components, propulsion, sensors, ITAR-compliant manufacturing
Space Technology
Satellites, launch vehicles, Earth observation, defense space
Industrial & Service Robotics
AMRs, collaborative robots, factory automation, field robots
Why Long100 —
An Unmatched Position
Long100 Capital occupies a unique position in the UxV venture landscape — combining operator-level team credibility and ecosystem depth that generalist funds and corporate CVCs simply cannot replicate. The combination of domain expertise and proprietary deal flow creates structural barriers to competition that compound with every investment cycle.
Ecosystem Partners
Long100 Capital is backed by an integrated ecosystem of community, intelligence, and acceleration platforms — providing proprietary deal flow, operator networks, and supply chain infrastructure that traditional VCs cannot access or replicate.
Physical AI Builders
20,000+ Members
North America's largest dedicated robotics and embodied AI community.
Entrepreneurs and Startup
Community as service, Silicon Valley, Austin, and online.
F50 Nexus
AI-Powered Investment Intelligence Supply Chain Platform | Physical AI Summit Connecting portfolio companies with suppliers, manufacturing partners, and procurement pathways.
The Long100 Flywheel
Long100 Capital owns the full stack venture: deep-roots sourcing + AI-powered diligence + operator credibility + domestic capital structure. Each component reinforces the others, creating a compounding competitive moat that strengthens with every investment cycle.
The flywheel effect is self-reinforcing: superior deal flow enables better diligence; operator credibility unlocks access to defense-restricted opportunities; and clean domestic capital structure opens doors that remain permanently closed to foreign-capitalized competitors.
What We Are Looking For
Validated Product in Market
Your product ships. Customers pay. The technology risk is substantially de-risked, and you have real-world deployment data.
Meaningful Hardware Component
Physical systems, manufacturing complexity, or deep supply chain integration are core to your competitive advantage.
Strong Institutional Backing
You are supported by credible lead investors. We co-invest alongside partners who share our conviction in hardware's long cycle.
Demonstrable Commercial Traction
Revenue, signed contracts, or enterprise pilots that signal repeatable demand — not just a promising pipeline.
A Manufacturing Consortium Built for Hardware
Anchored by strategic partners who are operators — not just allocators. They bring manufacturing scale, global distribution, and deep hardware credibility to every deal.
USA · Taiwan
Strategic partner regions with on-the-ground manufacturing presence
Operators, Not Allocators
Partners who have built and scaled hardware businesses — not just written checks
Manufacturing Scale
Global distribution networks and deep supply chain integration at every deal
Portfolio Company Value-Add — Beyond Capital
Long100 Capital brings differentiated operational value to every portfolio company — available as needed, never imposed. Capital is the entry point; the Long100 platform delivers structural advantages.
Supply Chain As a Service
Direct connections to ITAR-compliant domestic suppliers, component manufacturers, and DoD-approved production facilities. Portfolio companies gain supply chain resilience and procurement positioning that takes years to build independently.
Manufacturing Support
Through our industrial partners for OEM, ODM, etc.
Global Corporate Expansion
Structured pathways to large corporate partnerships across allied nations through the Global Investor Network. Market access to government procurement and international distribution channels.
Community & Media Amplification
Feature placement in the Physical AI Newsletter (3,000+ readers), Physical AI Podcast, and summits. Portfolio founders gain visibility across Physical AI Builders members and the broader tech community.
Follow-On Capital & Syndication
Access to 3,000+ institutional co-investor relationships for future rounds. Portfolio companies gain additional capital and strategic partner access in subsequent financing rounds.
Partner with Long100 Capital
Long100 Capital · Austin, TX · Silicon Valley, CA
Unmanned Systems · Space · Supply Chain · Dual-Use Technology
Long 100 Capital