Private investment company
Long-horizon capital for autonomous systems and the industries they change.
Moat Capital is a private investment company. We invest our own capital in early-stage companies building uncrewed systems, industrial autonomy, and the hardware, software, and services around them.
01 / Focus
Where we spend our time
Uncrewed systems. Airframes, payloads, ground control, and the components underneath them. We pay particular attention to NDAA-compliant supply chains and to manufacturers who have solved sourcing rather than deferred it.
Autonomy and data. Flight autonomy, detect-and-avoid, fleet operations, and the software that turns sensor output into a decision — in infrastructure, energy, agriculture, mining, and public safety.
Operating businesses. Inspection, survey, and services companies that already have customers and could grow faster with capital and better systems. These are rarely fashionable and frequently good.
02 / How we work
The terms, plainly
We invest our own money. There is no fund, no outside investors, and no investment committee. That means we can decide in days and we can say no in one call.
We are comfortable being the first outside money into a company with real revenue and no venture history.
We do not take board seats by default and we do not ask for control. We prefer to be useful on supply chain and the commercial side of getting a first large customer.
03 / Current
August 2026
We are spending this year on commercial UAV. Specifically: what changes for operators and manufacturers as Part 108 moves from waiver-by-waiver exceptions to standardised practice; where domestic component supply is still thin enough to be worth financing; and which service businesses are worth building up rather than starting from zero.
If you are building in this space, we would like to hear from you.