Companies · Defense

Arlo IndustriesSpring 2026Active

San Francisco · CA, USA · Defense · founded 2026 · https://arlo1.com/

Diligence memoA one-page analyst read on Arlo Industries — recommendation, valuation, rhythm, risks.
Total raised · real
0
Rounds
Latest step-up
Top 58%
Sector rank · raised
Latest stage · inferred

Arlo Industries: limited disclosed financing to assess.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Where it sits in Defense

Arlo Industries is one of 61 Defense companies tracked from San Francisco, CA, USA, on record since 2026. By capital raised it ranks mid-pack (ahead of 43% 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.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

Track drones and missiles without radars - Accurate, Passive, Scalable

Arlo Industries is building a network of sensors that precisely tracks stealthy drones and aerial threats better than radars. This capability does not exist yet because traditional radars are built on past war doctrines designed to protect single, centralised assets. Modern warfare, however, demands wide-area, persistent coverage that is both passive and economically scalable. By utilising a mesh architecture, Arlo Industries unlocks unprecedented asymmetric economics. The network is fundamentally built to scale: the cost of adding sensors grows linearly, but the tracking accuracy increases exponentially, delivering highly resilient, persistent coverage for a fraction of the cost of legacy systems. Deo founded Arlo Industries after spending over 6 years in the Israeli defence ecosystem, where he lived through multiple conflicts and experienced the Iron Dome and other systems in action against ICBMs and the infamous Shahed drones. Learning exactly how these defence systems could be improved after a Shahed exploded close to his apartment, he built Arlo Industries around the core philosophy that conflict should be concise & precise. The people behind Arlo1 includes a PhD in drones and autonomy and military experts. Arlo Industries has actively showcased this technology directly to Ukrainian militaries on the frontlines, as well as to operators across Europe and the USA.

DefenseHard TechHardware
Find Arlo Industries online

As reported in public records reported — not modeled.

US
Jurisdiction
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.

No round amounts on record to chart.

Financing ladder & sequence gaps

No staged rounds to sequence.

Modeled valuation trajectory
Base estimate est.
Conservative case
Upside case
Modeled post-money

Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Financing rhythm
Avg between rounds
Capital velocity
On record since
First round
0
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)
This company
Sector median$6.5M
Modeled value — vs sector median (estimate, all stages)
This company
Sector median$49.6M

Raised more than 43% of sector peers (real $). Modeled value above 43% of peers (estimate).

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.
No rounds recorded.
Intelligence
Modeled next raise
Modeled next size est.
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.

Registry & provenance

Arlo Industries 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
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
88 Tactical, LLCDefensePre-Seed$100K$492Ksame sector
9 MothersDefensesame sector
AICEDefensesame sector
Albacore Inc.Defensesame sector
AlchemyDefensesame sector
ApolloShieldDefensesame sector
Arkenstone Defense, Inc.DefenseSeries A$8.6M$2.3Msame sector
Askari Defense, Inc.DefenseSeed$1.5M$4.7Msame 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
Milliray
Technology to detect and track small drones
76%
Tenet Industries
Low-cost, mass-producible defense systems
Defense73%
Guardian RF
Drone detection for US defense and national security
Public Safety & Security73%
Aro Technology, Inc.Software / TechSeed$7.3M72%
Surtr Defense Systems
The hardware-agnostic operating system for drone defense
Defense72%
Albacore Inc.
Drone submarines
Defense72%
Kalo Industries Inc.Manufacturing / IndustrialSeries B$246.1M70%
Ornadyne
We're building robot birds for surveillance.
Defense70%
Frequently asked
What does Arlo Industries do and where is it based?
Arlo Industries operates in the Defense sector, based in San Francisco, CA, USA. Track drones and missiles without radars - Accurate, Passive, Scalable
Explore related

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

Is this your company?

If you work at Arlo Industries, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.