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Performance
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Firestorm is building the future of modular open-source architecture supporting the Department of Defense requirements to create "Low-Cost Affordable Mass". Firestorm will redefine military expectations for onsite modularity to support the widest array of mission areas.
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Highlights
This is our 3rd time investing in Firestorm, and we've closely witnessed their incredible growth into one of the world's most exciting defense companies.
Firestorm Labs is rebuilding the American defense industrial base by addressing critical supply chain fragility and the massive production gap through a federated, distributed manufacturing model. While adversaries like China produce over 2.9M UAS annually, Firestorm utilizes its xCell micro-factory, a mobile, containerized 3D-printing cell, to enable point-of-need production that is 10x faster and 5x cheaper than legacy methods. Their vertically integrated stack includes the Tempest UAS, modular hardware, and the Firestorm OS open-architecture software, which removes vendor lock-in and allows for mission reconfiguration in minutes.
Led by a team of serial exited, defense entrepreneurs and Special Operations veterans, the company has secured $172M in contract wins including a $30M APFIT, $15M STRATFI, $41.5M in FY25+26 appropriations; and a $100M IDIQ, while also managing a $2.4B total pipeline. With strategic backing from Lockheed Martin and NEA, Firestorm is scaling to capture an immediate $40B UAS market while positioning its AI-powered infrastructure to lead a $20T global manufacturing transformation.
The current $75M Series B raise will accelerate R&D, expand manufacturing lines & xCell inventory, open international showrooms and scale the engineering team to ensure that every military base can function as a resilient, self-sustaining factory.
Traditional defense manufacturing relies on centralized factories that are easily targeted in the opening hours of major conflicts. The U.S. currently lacks the capacity to field the millions of low-cost, "attritable" systems required for modern peer-level warfare, with current output measured only in the thousands. The current unmanned aerial systems manufacturing paradigm faces fundamental challenges that create significant vulnerabilities for military operations and defense readiness: pulse2
Supply Chain Fragility: Fixed production lines are high-priority targets; their destruction halts sustainment. Traditional drone manufacturing relies on centralized production facilities and complex global supply chains vulnerable to disruption. Recent conflicts, particularly the Russia-Ukraine war, have highlighted the critical need for rapid drone replenishment in contested environments where supply lines are compromised. prnewswire
Cost and Speed Constraints: China and Russia can each produce well over 2M UAS annually, dwarfing the current U.S. output of ~25k. Conventional aerospace manufacturing requires weeks to months for production, with high tooling costs and limited flexibility for mission-specific customization. Legacy procurement processes cannot keep pace with the rapid evolution of modern warfare requirements. launchfirestorm
Foreign Dependency: The U.S. defense establishment has recognized dangerous over-reliance on foreign suppliers, particularly from China, which dominates global drone production with over 70% market share. Executive Order 14307 "Unleashing American Drone Dominance" explicitly addresses this strategic vulnerability. gtlaw
Limited Adaptability: Traditional supply chains take 4–10 months to deliver critical components like impellers or overflow tanks. Current systems lack modularity, requiring separate platforms for different mission sets (ISR, electronic warfare, kinetic strikes). This creates logistical complexity and increases total cost of ownership for military operators. designdevelopmenttoday
Battlefield Sustainability: In high-intensity conflicts, the ability to rapidly replace losses and adapt to evolving threats becomes critical. Traditional manufacturing cannot support the "affordable mass" concept essential for modern military doctrine. morningstar
Firestorm Labs has developed a comprehensive solution addressing these challenges through three core innovations: metrology
Expeditionary Manufacturing Platform (xCell): Housed in mobile containers, xCell enables localized supply chains at forward operating bases or disaster zones. Systems and parts can be printed and flight-ready in 9–24 hours. A containerized factory-in-a-box that enables point-of-need production. Two 20-foot containers can produce up to 50 Group 2 UAS per month, with the capability to manufacture complete airframes, mission-specific payloads, and replacement components directly in operational environments. pulse2
Modular Architecture System: Patent-pending quick-connect/disconnect assembly methods paired with software-first, open integration, allow warfighters to reconfigure propulsion systems, payloads, and mission software in minutes rather than months. This modularity extends beyond payloads to the airframe itself, creating unprecedented operational flexibility. pulse2
Integrated Software Platform (OCTRA + FirestormOS): A unified flight controller, mission computer, and vehicle management system that controls all Firestorm vehicles from 10-1000+ lbs. The system provides substantial computing resources for complex algorithms while simplifying third-party integrations and removing vendor lock-in. pulse2
Open Architecture Approach: A modular, open-architecture software stack allows for rapid field-level reconfiguration without vendor lock-in. Built on MOSA (Modular Open System Architecture) and GRA (Government Reference Architecture) principles, enabling seamless integration with existing military systems and future-proofing procurement investments. pulse2
This integrated approach delivers production times 10x faster than traditional methods, costs 1/5 of conventional systems, and enables distributed manufacturing anywhere in the world. voxelmatters
Firestorm's product portfolio addresses multiple mission requirements across the military drone spectrum: pulse
Firestorm has moved from prototype to major contracts in under three years.
Firestorm addresses an immediate $40B UAS market but is positioned for a $20T global manufacturing transformation. Target Sites: Capturing just two xCells per major U.S. Department of War base represents a 1,156-unit opportunity.
The market opportunity for Firestorm spans multiple high-growth segments within the broader unmanned systems market:
Government Policy Support: Executive Order 14307 mandates prioritization of American-made drones and rapid field production capabilities. The Pentagon's Replicator program allocates $500M annually for fast-track drone production. paulhastings
Defense Budget Growth: NATO combined defense spending reached $1.34 trillion in 2023, with the U.S. contributing $916 billion. Military drone procurement represents a rapidly growing segment of this spending. straitsresearch
Operational Validation: Ukraine conflict has demonstrated the critical importance of drone mass production and battlefield sustainment, validating Firestorm's core value proposition. dronelife
Technology Convergence: Advances in 3D printing materials, AI/ML integration, and modular architectures are creating new possibilities for distributed manufacturing. market
Several converging factors create an optimal timing for Firestorm's market entry and scaling:
Executive Order 14307 "Unleashing American Drone Dominance" (June 2025) creates unprecedented government support for domestic drone manufacturing, prioritizing American-made systems and streamlining procurement processes. The Federal Acquisition Security Council has published covered foreign entity lists, effectively restricting Chinese drone suppliers. gtlaw
The Pentagon's focus on "affordable mass" and distributed operations requires new manufacturing paradigms. The Replicator program specifically seeks to deploy thousands of autonomous systems rapidly, aligning perfectly with Firestorm's capabilities. morningstar
3D printing technology has matured to enable production-quality aerospace components. Advanced materials like carbon fiber composites and specialized polymers now support demanding military applications. marketsandmarkets
Recent global disruptions have highlighted risks in centralized manufacturing. Military planners increasingly prioritize supply chain resilience and point-of-need production capabilities. 3yourmind
The Ukraine conflict has provided real-world validation of drone-centric warfare, demonstrating the need for rapid production, modular design, and battlefield adaptability that Firestorm uniquely provides. dronelife
While established players like Lockheed Martin and Boeing focus on large, expensive platforms, and Chinese manufacturers dominate low-cost consumer drones, Firestorm occupies the critical middle ground of tactical military systems with distributed manufacturing capabilities. cbinsights
Firestorm's leadership team combines deep defense industry experience, technical expertise, and entrepreneurial track records:
Experienced defense entrepreneur with proven track record of successful exits. Previously founded Citadel Defense Company (acquired by Blue Halo for 9 figures). Additional experience includes co-founding Fanpics (acquired), serving as Intelligence and Strategy Analyst at Langley Intelligence Group, and various advisory roles. Education from London School of Economics and UCLA. socal2024.techconglobal
Brings 26+ years of special operations experience as former Air Force Pararescueman, including participation in high-profile operations like the Captain Phillips rescue. Previously served as Director of the Doolittle Institute supporting Air Force Research Laboratory's Munitions Directorate. uschamber
Former head of aerospace at Origin (acquired by Stratasys); holder of 20+ 3D printing patents. Aerospace engineer specializing in 3D printing and additive manufacturing technologies. Leads technical development of Firestorm's manufacturing platforms and drone systems. Deep expertise in production processes and materials science. invest.microventures
Key Hires: Recruited top talent from Shield AI, Anduril, Kratos, Raytheon, General Atomics, Lockheed Martin, Northrop Grumman.
The founding team's combination of military operational experience, defense industry knowledge, and technical expertise provides credibility with both customers and investors in the defense technology sector. milwritersguild.substack
The competitive landscape includes established defense contractors, emerging defense tech companies, and foreign manufacturers:
Lockheed Martin, Boeing, Northrop Grumman, Raytheon: These incumbents focus on large, expensive platforms (Group 4/5 UAS) with traditional manufacturing approaches. While they have established customer relationships and program experience, they lack Firestorm's agility and distributed manufacturing capabilities. pwkinternational
Strengths: Deep government relationships, program management expertise, financial resources
Weaknesses: Slow innovation cycles, high costs, centralized manufacturing, limited modularity
Anduril Industries: Recently raised $2.5B at $30B valuation, focusing on autonomous defense systems including counter-drone capabilities. Secured $642M Marine Corps contract for anti-drone systems. businessinsider
Shield AI: Specializes in AI-piloted UAVs with $198M Coast Guard contract for V-BAT systems. Strong in autonomous mission systems but limited manufacturing innovation. shield
AeroVironment: Produces small UAS and tactical missile systems with established military customer base. Traditional manufacturing approaches limit scalability. cbinsights
Skydio: Autonomous drone technology with defense applications, but primarily focused on commercial markets with limited military-specific capabilities. cbinsights
While Anduril and Shield AI sell advanced platforms, Firestorm is the only player supporting distributed manufacturing at scale.
Firestorm's key differentiation lies in the convergence of distributed manufacturing, modular architecture, and open systems approach:
Firestorm occupies a unique position addressing the "affordable mass" requirement that established contractors cannot economically serve, while offering military-grade capabilities that commercial drone companies cannot match. The company's distributed manufacturing model creates a defensible competitive moat that would be difficult for competitors to replicate quickly. oodaloop
NEA, Craft, Lockheed Martin, Washington Harbour, Harpoon, 645 Ventures, Cubit Capital, Decisive Point, Silent ventures, Getty Capital
Proceeds from the Series B will be used to:
Round
$75M Series B @$550M
Investors
Date
Feb 14
Questions
team@joinbeyond.coMemo
This is our 3rd time investing in Firestorm, and we've closely witnessed their incredible growth into one of the world's most exciting defense companies.
Firestorm Labs is rebuilding the American defense industrial base by addressing critical supply chain fragility and the massive production gap through a federated, distributed manufacturing model. While adversaries like China produce over 2.9M UAS annually, Firestorm utilizes its xCell micro-factory, a mobile, containerized 3D-printing cell, to enable point-of-need production that is 10x faster and 5x cheaper than legacy methods. Their vertically integrated stack includes the Tempest UAS, modular hardware, and the Firestorm OS open-architecture software, which removes vendor lock-in and allows for mission reconfiguration in minutes.
Led by a team of serial exited, defense entrepreneurs and Special Operations veterans, the company has secured $172M in contract wins including a $30M APFIT, $15M STRATFI, $41.5M in FY25+26 appropriations; and a $100M IDIQ, while also managing a $2.4B total pipeline. With strategic backing from Lockheed Martin and NEA, Firestorm is scaling to capture an immediate $40B UAS market while positioning its AI-powered infrastructure to lead a $20T global manufacturing transformation.
The current $75M Series B raise will accelerate R&D, expand manufacturing lines & xCell inventory, open international showrooms and scale the engineering team to ensure that every military base can function as a resilient, self-sustaining factory.
Traditional defense manufacturing relies on centralized factories that are easily targeted in the opening hours of major conflicts. The U.S. currently lacks the capacity to field the millions of low-cost, "attritable" systems required for modern peer-level warfare, with current output measured only in the thousands. The current unmanned aerial systems manufacturing paradigm faces fundamental challenges that create significant vulnerabilities for military operations and defense readiness: pulse2
Supply Chain Fragility: Fixed production lines are high-priority targets; their destruction halts sustainment. Traditional drone manufacturing relies on centralized production facilities and complex global supply chains vulnerable to disruption. Recent conflicts, particularly the Russia-Ukraine war, have highlighted the critical need for rapid drone replenishment in contested environments where supply lines are compromised. prnewswire
Cost and Speed Constraints: China and Russia can each produce well over 2M UAS annually, dwarfing the current U.S. output of ~25k. Conventional aerospace manufacturing requires weeks to months for production, with high tooling costs and limited flexibility for mission-specific customization. Legacy procurement processes cannot keep pace with the rapid evolution of modern warfare requirements. launchfirestorm
Foreign Dependency: The U.S. defense establishment has recognized dangerous over-reliance on foreign suppliers, particularly from China, which dominates global drone production with over 70% market share. Executive Order 14307 "Unleashing American Drone Dominance" explicitly addresses this strategic vulnerability. gtlaw
Limited Adaptability: Traditional supply chains take 4–10 months to deliver critical components like impellers or overflow tanks. Current systems lack modularity, requiring separate platforms for different mission sets (ISR, electronic warfare, kinetic strikes). This creates logistical complexity and increases total cost of ownership for military operators. designdevelopmenttoday
Battlefield Sustainability: In high-intensity conflicts, the ability to rapidly replace losses and adapt to evolving threats becomes critical. Traditional manufacturing cannot support the "affordable mass" concept essential for modern military doctrine. morningstar
Firestorm Labs has developed a comprehensive solution addressing these challenges through three core innovations: metrology
Expeditionary Manufacturing Platform (xCell): Housed in mobile containers, xCell enables localized supply chains at forward operating bases or disaster zones. Systems and parts can be printed and flight-ready in 9–24 hours. A containerized factory-in-a-box that enables point-of-need production. Two 20-foot containers can produce up to 50 Group 2 UAS per month, with the capability to manufacture complete airframes, mission-specific payloads, and replacement components directly in operational environments. pulse2
Modular Architecture System: Patent-pending quick-connect/disconnect assembly methods paired with software-first, open integration, allow warfighters to reconfigure propulsion systems, payloads, and mission software in minutes rather than months. This modularity extends beyond payloads to the airframe itself, creating unprecedented operational flexibility. pulse2
Integrated Software Platform (OCTRA + FirestormOS): A unified flight controller, mission computer, and vehicle management system that controls all Firestorm vehicles from 10-1000+ lbs. The system provides substantial computing resources for complex algorithms while simplifying third-party integrations and removing vendor lock-in. pulse2
Open Architecture Approach: A modular, open-architecture software stack allows for rapid field-level reconfiguration without vendor lock-in. Built on MOSA (Modular Open System Architecture) and GRA (Government Reference Architecture) principles, enabling seamless integration with existing military systems and future-proofing procurement investments. pulse2
This integrated approach delivers production times 10x faster than traditional methods, costs 1/5 of conventional systems, and enables distributed manufacturing anywhere in the world. voxelmatters
Firestorm's product portfolio addresses multiple mission requirements across the military drone spectrum: pulse
Firestorm has moved from prototype to major contracts in under three years.
Firestorm addresses an immediate $40B UAS market but is positioned for a $20T global manufacturing transformation. Target Sites: Capturing just two xCells per major U.S. Department of War base represents a 1,156-unit opportunity.
The market opportunity for Firestorm spans multiple high-growth segments within the broader unmanned systems market:
Government Policy Support: Executive Order 14307 mandates prioritization of American-made drones and rapid field production capabilities. The Pentagon's Replicator program allocates $500M annually for fast-track drone production. paulhastings
Defense Budget Growth: NATO combined defense spending reached $1.34 trillion in 2023, with the U.S. contributing $916 billion. Military drone procurement represents a rapidly growing segment of this spending. straitsresearch
Operational Validation: Ukraine conflict has demonstrated the critical importance of drone mass production and battlefield sustainment, validating Firestorm's core value proposition. dronelife
Technology Convergence: Advances in 3D printing materials, AI/ML integration, and modular architectures are creating new possibilities for distributed manufacturing. market
Several converging factors create an optimal timing for Firestorm's market entry and scaling:
Executive Order 14307 "Unleashing American Drone Dominance" (June 2025) creates unprecedented government support for domestic drone manufacturing, prioritizing American-made systems and streamlining procurement processes. The Federal Acquisition Security Council has published covered foreign entity lists, effectively restricting Chinese drone suppliers. gtlaw
The Pentagon's focus on "affordable mass" and distributed operations requires new manufacturing paradigms. The Replicator program specifically seeks to deploy thousands of autonomous systems rapidly, aligning perfectly with Firestorm's capabilities. morningstar
3D printing technology has matured to enable production-quality aerospace components. Advanced materials like carbon fiber composites and specialized polymers now support demanding military applications. marketsandmarkets
Recent global disruptions have highlighted risks in centralized manufacturing. Military planners increasingly prioritize supply chain resilience and point-of-need production capabilities. 3yourmind
The Ukraine conflict has provided real-world validation of drone-centric warfare, demonstrating the need for rapid production, modular design, and battlefield adaptability that Firestorm uniquely provides. dronelife
While established players like Lockheed Martin and Boeing focus on large, expensive platforms, and Chinese manufacturers dominate low-cost consumer drones, Firestorm occupies the critical middle ground of tactical military systems with distributed manufacturing capabilities. cbinsights
Firestorm's leadership team combines deep defense industry experience, technical expertise, and entrepreneurial track records:
Experienced defense entrepreneur with proven track record of successful exits. Previously founded Citadel Defense Company (acquired by Blue Halo for 9 figures). Additional experience includes co-founding Fanpics (acquired), serving as Intelligence and Strategy Analyst at Langley Intelligence Group, and various advisory roles. Education from London School of Economics and UCLA. socal2024.techconglobal
Brings 26+ years of special operations experience as former Air Force Pararescueman, including participation in high-profile operations like the Captain Phillips rescue. Previously served as Director of the Doolittle Institute supporting Air Force Research Laboratory's Munitions Directorate. uschamber
Former head of aerospace at Origin (acquired by Stratasys); holder of 20+ 3D printing patents. Aerospace engineer specializing in 3D printing and additive manufacturing technologies. Leads technical development of Firestorm's manufacturing platforms and drone systems. Deep expertise in production processes and materials science. invest.microventures
Key Hires: Recruited top talent from Shield AI, Anduril, Kratos, Raytheon, General Atomics, Lockheed Martin, Northrop Grumman.
The founding team's combination of military operational experience, defense industry knowledge, and technical expertise provides credibility with both customers and investors in the defense technology sector. milwritersguild.substack
The competitive landscape includes established defense contractors, emerging defense tech companies, and foreign manufacturers:
Lockheed Martin, Boeing, Northrop Grumman, Raytheon: These incumbents focus on large, expensive platforms (Group 4/5 UAS) with traditional manufacturing approaches. While they have established customer relationships and program experience, they lack Firestorm's agility and distributed manufacturing capabilities. pwkinternational
Strengths: Deep government relationships, program management expertise, financial resources
Weaknesses: Slow innovation cycles, high costs, centralized manufacturing, limited modularity
Anduril Industries: Recently raised $2.5B at $30B valuation, focusing on autonomous defense systems including counter-drone capabilities. Secured $642M Marine Corps contract for anti-drone systems. businessinsider
Shield AI: Specializes in AI-piloted UAVs with $198M Coast Guard contract for V-BAT systems. Strong in autonomous mission systems but limited manufacturing innovation. shield
AeroVironment: Produces small UAS and tactical missile systems with established military customer base. Traditional manufacturing approaches limit scalability. cbinsights
Skydio: Autonomous drone technology with defense applications, but primarily focused on commercial markets with limited military-specific capabilities. cbinsights
While Anduril and Shield AI sell advanced platforms, Firestorm is the only player supporting distributed manufacturing at scale.
Firestorm's key differentiation lies in the convergence of distributed manufacturing, modular architecture, and open systems approach:
Firestorm occupies a unique position addressing the "affordable mass" requirement that established contractors cannot economically serve, while offering military-grade capabilities that commercial drone companies cannot match. The company's distributed manufacturing model creates a defensible competitive moat that would be difficult for competitors to replicate quickly. oodaloop
NEA, Craft, Lockheed Martin, Washington Harbour, Harpoon, 645 Ventures, Cubit Capital, Decisive Point, Silent ventures, Getty Capital
Proceeds from the Series B will be used to: