Companies · Defense
San Francisco · CA, USA · Defense · founded 2026 · https://arlo1.com/
Diligence memoA one-page analyst read on Arlo Industries — recommendation, valuation, rhythm, risks.→Arlo Industries: limited disclosed financing to assess.
Synthesized from the figures below est. — every claim rests on a number shown on this page.
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.
As reported in public records reported — not modeled.
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.
No staged rounds to sequence.
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.
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.
Raised more than 43% of sector peers (real $). Modeled value above 43% of peers (estimate).
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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| No rounds recorded. | |||||
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.
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.
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.
| Company | Sector | Stage | Raised · real | Value · est | Why similar |
|---|---|---|---|---|---|
| 88 Tactical, LLC | Defense | Pre-Seed | $100K | $492K | same sector |
| 9 Mothers | Defense | — | — | — | same sector |
| AICE | Defense | — | — | — | same sector |
| Albacore Inc. | Defense | — | — | — | same sector |
| Alchemy | Defense | — | — | — | same sector |
| ApolloShield | Defense | — | — | — | same sector |
| Arkenstone Defense, Inc. | Defense | Series A | $8.6M | $2.3M | same sector |
| Askari Defense, Inc. | Defense | Seed | $1.5M | $4.7M | same sector |
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.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| Milliray Technology to detect and track small drones | — | — | — | 76% |
| Tenet Industries Low-cost, mass-producible defense systems | Defense | — | — | 73% |
| Guardian RF Drone detection for US defense and national security | Public Safety & Security | — | — | 73% |
| Aro Technology, Inc. | Software / Tech | Seed | $7.3M | 72% |
| Surtr Defense Systems The hardware-agnostic operating system for drone defense | Defense | — | — | 72% |
| Albacore Inc. Drone submarines | Defense | — | — | 72% |
| Kalo Industries Inc. | Manufacturing / Industrial | Series B | $246.1M | 70% |
| Ornadyne We're building robot birds for surveillance. | Defense | — | — | 70% |
See where Arlo Industries sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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