欧洲的国防、韧性和安全

Direct investmentsLeading $1B+ fund investing in Deep Tech forDefence, Security, Resilience.A standalone venture capital fund backed by 24 NATO allies deploying €1+ billion indeep tech. The NATO Innovation Fund empowers founders to address challenges inDefence, Security, and Resilience, and secure the future of the Allianceʼs citizens. Itfocuses both on direct investments in startups and fund investments.Key focus areasThe NATO Innovation Fund invests in emerging disruptive technology areas includingartificial intelligence (AI), autonomy, quantum, biotechnology, hypersonic systems,space, novel materials and manufacturing, energy and propulsion, andnext-generation communications.Funds supported Global startup & venture capital intelligence platform.Dealroom.co is a global intelligence platform for discovering and tracking the mostpromising companies, technologies and ecosystems. Clients include many of theworldʼs foremost organizations such as Sequoia, Accel, Index Ventures, NATOInnovation Fund, NATO Diana, European Defence Fund, ESA, McKinsey, BCG,Deloitte, Google, AWS, Microsoft, Stripe.Dealroom partners closely with local tech ecosystem development agencies andenablers, to create a comprehensive multi-dimensional blueprint of the techecosystem, including capital, talent, innovation, entrepreneurship and overalleconomic dynamism. Page/ 3Key TakeawaysSource:Dealroom.co.Defence, Security and Resilience funding is on therise in Europe.VC funding in European Deep TechDefence, Security andResilience (DSR)is at an all time high, reaching $5.2B in 2024.Funding is up 24% from last year and is up nearly 5x over the pastsix years. Early and breakout stages in particular are driving thisgrowth, showing a strong pipeline for scaling in the coming years.Defence, Security and Resilienceis growing much faster thanmost VC sectors in Europe. It has seen the strongest growth in thelast two years (+30%), while the overall VC market declined 45%.In 2024,Defence, Security and Resiliencerepresented anall-time high 10% of all VC funding, up 2.5x over the past twoyears. It also represented 1/3rd of all Deep Tech funding.VC funding in European Deep Tech Defence, Securityand Resilience startups▊$0–1m (pre-seed)▊$1–4m (seed)▊$4–15m (series A)▊$15–40m (series B)▊$40–100m (series C)▊$100–250m (mega rounds)▊$250m+ (mega+) Defence drove most of the growth in the sector,but growth also in segments of security andresilience.Most of the growth has come from startups focusing onaddressing challenges in Defence, such as Awareness,Understanding and Decision Making. VC funding in this sub-areareached a record $1B in 2024, up 5x since 2020 and nearly 2x fromlast year.VC funding in Energy security and climate change rebounded in2024 to over $900M, a bit shy of 2022 peak but still over 4x morethan 4 years ago, driven by mostly by nuclear fission and fusion,and batteries.Quantum and AI chips pushed funding in Protection of CriticalInfrastructure startups to nearly $1B in 2024, a record high on parwith 2023.VC funding in European Deep Tech Defence, Securityand Resilience startups by challenge areas▊Awareness, understanding and decision-making▊Freedom of operations andmobility▊Energy security and climate change▊Protection of criticalinfrastructure▊Supply chain resilience▊Health crisis preparedness UK leads with Germany on the rise. Munich is nowthe top hub in Europe.The UK attracted the most VC funding since 2019, butGermany attracted the most in 2024. France ranks 2nd overalland 3rd in 2024.Switzerland and the Netherlands have the highest share of VCfunding going toDefence, Security and Resiliencesince 2019 atover 7%.Munich has risen as the top hubin Europe for VC funding inDefence, Security and Resiliencein 2024.Oxford, Paris and Munichare the top hubs in Europe for VCfunding inDefence, Security and Resiliencesince 2019.The UK has 5 of the top 10 hubs(Oxford, London, Cambridge,Bristol, and Reading)followed by Germany with 2(Munich,Berlin).Defence, Security and Resilience Deep Tech VCfunding in Europe by region Energy security andclimate changeE.g. energy storage solutions,nuclear energy, and watermanagement.Protectionof criticalinfrastructureE.g. quantum technologies, AIand compute hardwareinfrastructure ResilienceSupply chainresilienceE.g. novel manufacturing,high-quality semiconductormaterials, critical materialsupplyHealth crisispreparednessE.g. biotechnologies, wateraccess and food supply NIF, Dealroom.coSubsegments mentioned are not exhaustive but just some examples ofAwareness,understanding anddecision makingE.g. novel solutions tooperating in complexenvironments, land and airsituational awareness andthreat detectionFreedom ofoperations andmobilityE.g. novel and autonomouscapabilities on the battlefield,space sovereigntyinfrastructure, novel maritimeautonomy. Page/ 4Source:This report focuseson Deep Tech forDefence, Securityand Resilience,addressing six majorchallenges for Alliednationsa broader set of relevant areas in the sector P