Neil Keegan's path—from Naval Academy graduate and Surface Warfare Officer, to post-9/11 equities work at Goldman Sachs, to eleven years running a single-family office—led him to invest in companies like SpaceX and Palantir directly, an experience that helped inspire Marlinspike itself. At the firm, he keeps the portfolio small on purpose, aiming for around 20 to 25 companies split between early-stage bets and select pre-IPO opportunities, with a particular focus on low-cost, attritable drones and fast-moving advanced manufacturing.
About their Fund
Sectors
Defense, AI, Robotics, Cybersecurity, Space
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Notable Investments
Marlinspike is a Washington, D.C.-based venture fund focused on defense technology that helps its portfolio companies navigate the Pentagon and the broader D.C. policy world, based on the belief that industries are shifting from human-run systems to more autonomous ones over the next one to two decades. Unlike many funds, it invests heavily once it's confident in an idea, aims to stay small so its team can move quickly, hires people coming out of military transition programs, and backs companies following in the footsteps of Anduril and Palantir.
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