Companies · Defense

Demand CurveSummer 2019Active

San Francisco · CA, USA; Remote · Defense · founded 2019 · https://www.demandcurve.com

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

Demand Curve: 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

Demand Curve is one of 61 Defense companies tracked from San Francisco, CA, USA; Remote, on record since 2019. 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

Learn how to build a scalable growth engine

Demand Curve is your startup's growth operating system, the lowest risk, fastest path to getting traction and growing your company. 🚀 Growth Program: A membership/course designed for startup operators who want to learn and execute growth without hiring a full team yet. Powered by our premium content library, expert guidance, and AI growth co-pilot, it's a step-by-step guide to building a growth engine that actually works. Trusted by 3,000+ startups (including over 500 YC companies). 📰 Newsletter: We also publish the Growth Newsletter, reaching 100,000+ founders and marketers every week with strategic and tactical growth advice. It's one of the most-read startup growth newsletters with 46-50% open rates. 🦄 Agency: For companies ready to scale, our agency team provides full-service execution across growth strategy, paid acquisition, and funnel optimization. We've helped scale Microsoft, Framer, Pilot, Ancestry, and hundreds of other companies and YC startups. 💸 Newsletter sponsorships: Get your brand in front of 100,000+ engaged founders and growth operators. Learn more at demandcurve.com

B2BEducationMarketingMediaai/mldefense
Find Demand Curve 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

Demand Curve 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
Arlo IndustriesDefensesame 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.

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Frequently asked
What does Demand Curve do and where is it based?
Demand Curve operates in the Defense sector, based in San Francisco, CA, USA; Remote. Learn how to build a scalable growth engine
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