Investable Startups, Emerging Defense Technologies, and Shield Capital with David Rothzeid

Step into the future of defense technology and venture capitalism as David Rothzeid, a seasoned Air Force veteran with 13 years of experience, guides us through an illuminating exploration. Delve into the realm of low Earth orbit satellites, cutting-edge venture funding, and remarkable advancements in defense technology. Gain insights into the dynamic intersection of defense tech and venture capital that is reshaping industries and discover how this episode serves as a catalyst for innovation and progress. David shares his passion for national security technology and the exciting traction companies are gaining in this space.

Topic Highlights:

00:00 - Venture Capital and Defense Tech 
David and Callye discuss the challenges and potential returns of investing in defense tech. David explains Shield Capital's approach to investing and the importance of commercial applications for the success of a company. They also discuss the challenges startups face in targeting both defense and non-defense markets simultaneously.

05:48 - Investment Strategy
David shares insights on how his background in the Air Force informs his investment decisions and how Shield Capital helps its portfolio companies navigate the complexities of the defense ecosystem. He also talks about the importance of understanding the acquisition process and the value of partnerships.

12:01 - Making Strategic Decisions as a Startup
Rothzeid talks about the challenges startups face when approached by entities like the Air Force for demonstrations and how those exercises might not lead to the type of traction. He mentions the importance of understanding the decision-makers involved and whether it will lead to something worthwhile.

00:15:04 - Highlighting Albedo: Game-Changing Satellite Imagery
Rothzeid highlights Albedo, a company that is putting up satellites in very low earth orbit with exquisite sensors that will be a game-changer for both the national security mission and commercial industries.

23:48 - The Exciting Journey of a VC
David shares his insights on the excitement and challenges faced by venture capitalists, emphasizing the need for strategic portfolio construction and the importance of having conviction in the founders they choose to invest in.

25:24 - Criteria for an Investable Startup
David discusses the key criteria that Shield Capital looks for in a startup, including the applicability of the technology to both commercial and national security, the stage of the business, and the market potential. He also highlights the importance of the founder's vision and the ability to build a billion-dollar business.

Callye Keen - Kform
https://kform.com/ 
https://www.linkedin.com/in/callyekeen/ 
https://youtube.com/@kforminc  
https://twitter.com/CallyeKeen 

David Rothzeid - Shield Capital 
https://shieldcap.com 
https://twitter.com/ShieldCapVC 
https://www.linkedin.com/company/shieldcap/ 

About David Rothzeid
David Rothzeid is a Vice President of Investments for Shield Capital, a venture capital firm with over $170 million in assets under management based out of San Francisco, CA. David is responsible for sourcing, diligencing, and supporting cutting edge start-ups across multiple technology verticals operating at the nexus of commercial innovation and national security. 

David separated as a Major from the United States Air Force after thirteen years on active duty. With assignments at the Pentagon, Defense Innovation Unit, Air Force Materiel Command, Special Operations Command, and Air Force Space Command, David earned distinction as an innovative acquisition officer pioneering the Commercial Solutions Opening (CSO) and promoting other transaction (OT) authority among other