Companies · Defense

Arkenstone Defense, Inc.

MENLO PARK · Defense · refined from filed group “Other Technology

Diligence memoA one-page analyst read on Arkenstone Defense, Inc. — recommendation, valuation, rhythm, risks.
$8.6M
Total raised · real
2
Rounds
0.1×
Latest step-up
Top 27%
Sector rank · raised
Series A
Latest stage · inferred · Fri Jul 25 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Arkenstone Defense, Inc. has raised $8.6M over 2 rounds; too few niche peers to rank its valuation yet.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the defense sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Active
  • Last raise 11 mo ago; this sector typically re-raises about every 11 months.
  • Raising on or ahead of the sector's normal rhythm.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Defense

Arkenstone Defense, Inc. is one of 61 Defense companies tracked from MENLO PARK. By capital raised it ranks in the upper tier (ahead of 74% of sector peers), and mid-pack by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
2
Investors (latest)
2025
Year incorporated
2025-07-25
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$13M$25M$38M$50MSeries A · 2025-04-28 Raised $8.0M (real) Modeled valuation $33M (est)$8.0M$33MSeries A2025Series A · 2025-07-25 Raised $600K (real) Modeled valuation $2.3M (est)$600K$2.3MSeries A2025+$600KCumulative $8.6M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series A$8.0M · 2025
Series A extension$600K · 2025

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 33%.

Modeled valuation trajectory
$2.3M
Base estimate est.
$851K
Conservative case
$3.8M
Upside case
$2.7M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Aa $4.0M–$15M round). Valuation is modeled from stage benchmarks scaled by the defense sector profile. Directional, not a quoted figure.

Series A · modeled $33.1M · 2025-04-282025Series A · modeled $2.3M · 2025-07-252025
Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
57%
Survival probability
31% low · 78% high
1.49×/yr
Annual markup
1.87×/yr upside case
0.9 yr
Elapsed time used
0.9 yr actual, capped for stale marks
defense
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
3 mo
Avg between rounds
Capital velocity
1.2 yr
On record since
2025
First round
2
Rounds on file
How it compares to the market

Benchmarked against 61 companies in Defense. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 1.3× above median
This company$8.6M
Sector median$6.5M
Latest round — vs other Series A rounds in sector (real $, this stage) 0.1× of median
This company$600K
Sector median$7.0M
Modeled value — vs sector median (estimate, all stages) 0.0× of median
This company$2.3M
Sector median$49.7M

Raised more than 74% of sector peers (real $). Modeled value above 51% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series A) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful.

This companyCohort peer
$1.0M$10.0M$100.0M$1.0M$10.0M$100.0MCapital raised (log)Terra Industries · Series A Raised $11.8M · modeled $36.7M (est)Vanguard Defense, Inc. · Series A Raised $6.3M · modeled $19.3M (est)Defense Metals Corp. · Series A Raised $11.4M · modeled $5.6M (est)Arkenstone Defense, Inc. (this company) Raised $8.6M · modeled $2.3M (est)Arkenstone Defense, Inc.
CompanyStageRaised · realValue · estvs peer med.
Terra IndustriesSeries A$11.8M$36.7M2.94×
Vanguard Defense, Inc.Series A$6.3M$19.3M1.55×
Defense Metals Corp.Series A$11.4M$5.6M0.45×
Arkenstone Defense, Inc. this companySeries A$8.6M$2.3M0.18×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series A$8.0M2025-04-28$36.4M$33.1M90%
Series A$600K2025-07-25$2.7M$2.3M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series A$8.0M2025-04-28
    • First recorded raise — entered as Series A.
    • 5 investors on this round.
  2. Series A$600K2025-07-25
    • Came back fast: 3 mo vs the ~11 mo sector norm.
    • Round 13.3× smaller than the prior — bridge or down round.
    • 2 investors on this round.
Intelligence
2025 ~Q4
Modeled next raise · ~3mo cadence
$600K
Modeled next size est.range $600K$960K
0.1×
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Peter Dixon1 other2025-04
Rachel Olney1 other2025-04
William Treseder2025-04
Registry & provenance

Arkenstone Defense, Inc. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
2069187
SEC CIK
2025
Incorporated
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
WE Alliance Tactical Holdings, LLCDefenseSeries A$10.0M$278.8Msame sector · same stage
Gambit Defense, Inc.DefenseSeries A$6.5M$63.3Msame sector · same stage
Defense Metals Corp.DefenseSeries A$11.4M$5.6Msame sector · same stage
Terra IndustriesDefenseSeries A$11.8M$36.7Msame sector · same stage
Vanguard Defense, Inc.DefenseSeries A$6.3M$19.3Msame sector · same stage
CITADEL DEFENSE CoDefenseSeries A$13.8M$334.6Msame sector · same stage
Cyber Defense Labs, LLCDefenseSeries A$22.6M$96.8Msame sector · same stage
Physical Web Defense 7, Inc.DefenseSeed$5.6M$2.8Msame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Kirkwall Defense Inc.DefensePre-Seed$1.0M87%
Vanguard Defense, Inc.DefenseSeries A$19.3M86%
Vector Defense, Inc.DefenseSeries C$369.1M86%
Chariot Defense, Inc.DefenseSeries B$148.8M86%
CITADEL DEFENSE CoDefenseSeries A$334.6M85%
Liberty Defense Holdings, Ltd.DefensePre-Seed$653K85%
Deterrence Defense, Inc.DefenseSeed$11.7M84%
Capital Defense Technologies LLCDefenseSeed$4.9M84%
Frequently asked
How much funding has Arkenstone Defense, Inc. raised?
Arkenstone Defense, Inc. has raised approximately $8.6M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Arkenstone Defense, Inc.'s estimated valuation?
Provath's modeled valuation for Arkenstone Defense, Inc. is approximately $2.3M (modeled range $851K–$3.8M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Arkenstone Defense, Inc. at?
Arkenstone Defense, Inc.'s latest modeled financing stage is Series A. Its most recent recorded round closed around Fri Jul 25.
What does Arkenstone Defense, Inc. do and where is it based?
Arkenstone Defense, Inc. operates in the Defense sector, based in MENLO PARK.
Explore related

See where Arkenstone Defense, Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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