Morgan Hitzig's path into venture capital traces back to 9/11, which pushed her from NYPD counterterrorism work to Navy intelligence and eventually into startups and investing, and she now frames her work at Overmatch Ventures as investing in the public interest, focusing on national security, public safety, and the single points of failure in supply chains and the industrial base—arguing that production itself is a form of deterrence and that rebuilding factories, materials, energy, and microelectronics matters as much as backing software. Drawing on her earlier roles leading growth at Peregrine Technologies and working in operations and partnerships at Dataminr, she pushes government-facing startups to pursue a pincer strategy that wins over both frontline operators and budget holders, while treating trust—not just financial performance—as the real risk in this space, pointing to companies like GenLogs, which she highlights for helping track freight and support law enforcement efforts against human and narcotics trafficking.
Video Interview
On why you should confirm venture is even the right capital before you start outreach
On what to send before the first meeting if you will not send a full deck
On why pushing FOMO too far can kill a deal they were excited about
On stiff-arming investors for six months after you close so you can build
On why it only takes one true believer
About their Fund
Overmatch Ventures brands its investment focus as America's sovereign stack, centering on foundational technologies like AI, energy, space, robotics, and defense, with particular attention to upstream manufacturing bottlenecks such as energetics, robotic production, and rare earth supply chains, while directly connecting founders to government buyers through events like Endless Frontiers and the Demand Signal Forum. Founded by ICON co-founder Evan Loomis, Marine veteran Jordan Blashek, and Navy veteran Morgan Hitzig, the firm grew quickly from a $70 million first fund to an oversubscribed $250 million second fund, backing early unicorns like xAI and Saronic, while also using co-investment and SPV structures that have pushed its total assets under management past $500 million.
















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