Strategic. Disruptive.
Founder Focused.
Investing in SMALL BUSINESSES
with CRITICAL TECHNOLOGIES
in SUPPORT OF NATIONAL DEFENSE
“It is imperative for the Department to focus on small business. These innovative companies account for 43 percent of all high-tech jobs in the U.S. and generate 16 times more patents than large firms.
Small businesses spur innovation, represent most new entrants into the Defense Industrial Base (DIB), and through their growth represent the next generation of suppliers with increasingly diverse capabilities. Small businesses are agile and often can implement change more quickly than larger firms …the number of small business participating in the defense industrial base has declined by over 40 percent in the past decade. Over time, a decline in the number of small businesses participating in defense acquisitions will lead to a reduction of innovative concepts, capabilities, quality of service and increased acquisition costs.”
– Department of Defense
- Small Businesses
DOD Market Penetration | Consortium Approach
ONE Funds establishes a consortium of portfolio companies which, combined with the access to customers and resources available at the Catalyst Campus for Technology & Innovation, gives portfolio companies access to a broad array of functional expertise as well as customer connection and teaming opportunities. The consortium is managed with quarterly events to facilitate collaboration between portfolio companies as well as ONE Funds Principals.
DOD Market Penetration | Consortium Approach
ONE Funds establishes a consortium of portfolio companies which, combined with the access to customers and resources available at the Catalyst Campus for Technology & Innovation, gives portfolio companies access to a broad array of functional expertise as well as customer connection and teaming opportunities. The consortium is managed with quarterly events to facilitate collaboration between portfolio companies as well as ONE Funds Principals.
The United States is in a global competition to be the world’s leader in emerging critical technologies. These technologies are vital to creating enduring national security advantages and increasing economic prosperity.
…the number of small business participating in the defense industrial base has declined by over 40 percent
– Department of Defense
Case Study: Braxton
Performance
Partners in ONE Funds managed the investment in Braxton Technologies and, following relocation to Colorado, grew the investment through value-add services, DoD market penetration through participation in the Catalyst Campus ecosystem, R&D to support addition of license-based revenues and an eventual $300M exit to Parsons.
Colorado Springs defense contractor sold for $300 million – Gazette Telegraph Article
1
Competed Awards
$
200
K
Value
1
Direct Awards
$
1
M
Value
1
Direct Awards
$
200
M
Million Initial Investment
Case Study: Bluestaq
Performance
As active investors, partners at ONE Funds invested in Bluestaq, a company directly aligned with our target profile.
Bluestaq’s dual-use technology, developed at Catalyst Campus, is a key component of the Department of Air Force Data Fabric. The success of Bluestaq is enhanced by aligning and leveraging growth companies ISSAC and Cymantix.
$
50
K
Phase 1 Value
$
1
M
Phase 2 Value
$
180
M
Phase 3 Value
$
50
K
Phase 1 Value
$
1
M
Phase 2 Value
$
180
M
Phase 3 Value
- Critical Technologies
Focus | Shape and Scale Investment Opportunities
The U.S. Department of Defense, Office of Strategic Capital, was established to facilitate and target investment from both the federal government and private capital into the hands of small businesses with technologies categorized as critical to national defense.
Focus | Shape and Scale Investment Opportunities
The U.S. Department of Defense, Office of Strategic Capital, was established to facilitate and target investment from both the federal government and private capital into the hands of small businesses with technologies categorized as critical to national defense.
SPACE TECHNOLOGY
TRUSTED AI & AUTONOMY
QUANTUM SCIENCE
INTEGRATED SENSING & CYBER
ADVANCED COMPUTING & SOFTWARE
HUMAN MACHINE
INTERFACES
Impact: Dragon Army/JCO Lab
Small Business & Government Labs Collaboration
A prime example of government labs and small business collaboration at the Catalyst Campus is the Dragon Army and Joint Task Force for Space Defense lab. This government lab, dedicated to space domain awareness, utilizes Bluestaq’s Unified Data Library as its data fabric layer. The lab’s success prompted the U.S. Space Force to recognize China’s advancements in space capabilities, ultimately leading to a report by the Government Accountability Office (GAO) recommending the adoption of the Unified Data Library for accessing and managing all data related to space situational awareness within the U.S. Space Force.
- Support of National Defense
Focus | Enduring Urgency
The U.S. Department of Defense, Office of Strategic Capital, was established to facilitate and target investment from both the federal government and private capital into the hands of small businesses with technologies categorized as critical to national defense.
Focus | Enduring Urgency
The U.S. Department of Defense, Office of Strategic Capital, was established to facilitate and target investment from both the federal government and private capital into the hands of small businesses with technologies categorized as critical to national defense.
Sourcing
Screening
Integration
Seasoning
Exit
Sourcing
Our passion for innovation in support of national defense is exemplified by the Catalyst Campus for Technology & Innovation. ONE Funds Principals founded the Catalyst Campus and have visibility into the continuous flow of small businesses brought in to fill technology needs of various DoD agencies and programs. This visibility supercharges deal flow and significantly reduces risk in evaluating companies due to our ability to see the companies in action, observe the technology, interact with the founders and get feedback from government customers about the companies, their technology and their competition.
Screening
The Catalyst Accelerator is one of many programs operated at the Catalyst Campus where the visibility enjoyed by Principals of ONE Funds. Through 11 cohorts, the Catalyst Accelerator has generated significant deal flow, made up of companies aligned to the targeted profile to be invested in. The selection process of the Catalyst Accelerator leads to successful screening and qualification of companies as evidenced by the significant government funding of contracts and investor private capital deployed into the selected companies as a result of the program.
Integration
ONE Funds establishes a consortium of portfolio companies which, combined with the access to customers and resources available at the Catalyst Campus for Technology & Innovation, gives portfolio companies access to a broad array of functional expertise as well as customer connection and teaming opportunities. The consortium is managed with quarterly events to facilitate collaboration between portfolio companies as well as ONE Funds Principals.
Seasoning
ONE Funds Principals provide support to portfolio companies, enabling them to achieve significant organic growth through improved business models and increased market capitalization. Our non-affiliation exemption allows portfolio companies to remain classified as small, while our consortium approach grants them access to a wide range of functional expertise and customer connections, creating numerous opportunities for increased revenue.
Exit
ONE Funds Principals have full autonomy to decide whether, when and how to roll up companies during the exit process.
