Unclassified // open-source data on US defense tech // 14 NOV 2026
16 companies

Defense tech startups in the San Francisco Bay Area

16 defense and dual-use startups headquartered in the San Francisco Bay Area (San Francisco, Mountain View, Alameda and San Mateo), working across Autonomy & AI, Counter-Drone, Drones, Electronic Warfare, Maritime, Sensors & Comms and Space & ISR. Together they have disclosed $2.5B in funding, led by Applied Intuition (~$1.2B). The newest round on record is Muon Space's Series C (Aug 2026).

Latest rounds

DateCompanyRoundAmountHQSector
Aug 2026Muon Space Series C$250MMountain View, CASpace & ISR
Aug 2026Mara Pre-seed$7MSan Francisco, CACounter-Drone
Aug 2026Aurelius Systems Series A$40MSan Francisco, CAElectronic Warfare
Jul 2026Surtr Defense Systems Seed$4.8MSan Francisco, CACounter-Drone
Apr 2026Ulysses Series A$38MSan Francisco, CAMaritime
Apr 2026Skydio Series F$110MSan Mateo, CADrones
Apr 2026Scout AI Series A$100MSunnyvale, CAAutonomy & AI
Oct 2025Saildrone Corporate round$50MAlameda, CAMaritime
Jun 2025Scale AI Strategic$14BSan Francisco, CAAutonomy & AI
Jun 2025Applied Intuition Series F$600MMountain View, CAAutonomy & AI
May 2025TurbineOne Series B$36MSan Francisco, CAAutonomy & AI
Apr 2025Theseus Seed$4.3MSan Francisco, CASensors & Comms
Feb 2025Deepnight Seed$5.5MSan Francisco, CASensors & Comms

All companies

Full directory

Muon Space

Mountain View, California

Designs and operates LEO satellite constellations on its Halo platform for Earth observation, wildfire detection and national security missions.

Space & ISRSeries C / Aug 2026

Mara

San Francisco, California

Builds Spike, a counter-drone system pairing a Spotter sensor with Seeker, a 250-gram tube-launched interceptor drone for small FPV threats.

Counter-DronePre-seed / Aug 2026

Aurelius Systems

San Francisco, California

Builds Archimedes, a lightweight high-energy laser turret combining machine vision and radar to shoot down drones, with operations in San Francisco and Detroit.

Electronic WarfareSeries A / Aug 2026

Surtr Defense Systems

San Francisco, California

Builds ParallaxOS, hardware-agnostic software that fuses radars, RF detectors, cameras and effectors into one counter-drone picture.

Counter-DroneSeed / Jul 2026

Ulysses

San Francisco, California

Builds low-cost Mako underwater drones, the Leviathan surface mothership and the Kraken recovery system for ocean ISR and seabed missions.

MaritimeSeries A / Apr 2026

Skydio

San Mateo, California

Builds autonomous small drones such as the X10D for defense, public safety and infrastructure, with production at a factory in Hayward, California.

DronesSeries F / Apr 2026

Scout AI

Sunnyvale, California

Trains Fury, a defense vision-language-action foundation model that lets operators command fleets of drones and ground robots in natural language.

Autonomy & AISeries A / Apr 2026

Saildrone

Alameda, California

Builds wind and solar powered uncrewed surface vehicles, from the Explorer to the larger Surveyor and Voyager, for maritime surveillance and ocean data.

MaritimeCorporate round / Oct 2025

Scale AI

San Francisco, California

Provides AI training data, model evaluation and generative AI platforms for commercial customers and governments, including the US Department of Defense.

Autonomy & AIStrategic / Jun 2025

Applied Intuition

Mountain View, California

Supplies vehicle software, simulation and autonomy stacks for automotive, trucking and defense, including uncrewed ground, air and maritime systems.

Autonomy & AISeries F / Jun 2025

TurbineOne

San Francisco, California

Makes the Frontline Perception System, edge machine learning software that lets soldiers build and run target recognition models on local sensor data.

Autonomy & AISeries B / May 2025

Theseus

San Francisco, California

Makes a visual navigation system, hardware and software, that gives any military drone position and heading without GPS by matching camera views to map data.

Sensors & CommsSeed / Apr 2025

Deepnight

San Francisco, California

Develops AI models that turn ordinary low-light cameras into digital night vision, as a cheaper alternative to image-intensifier goggles.

Sensors & CommsSeed / Feb 2025

Vannevar Labs

Palo Alto, California

Builds AI software that collects and analyzes foreign-language open source and other data to give military and intelligence users battlefield and strategic insight.

Autonomy & AIRound n/d

LeoLabs

Menlo Park, California

Operates a global network of ground-based phased array radars that track objects in low Earth orbit for space domain awareness and missile defense.

Space & ISRRound n/d

Astra

Alameda, California

Founder-owned launch company developing Rocket 4 and a mobile launch system for responsive national security launch, plus spacecraft engines.

Space & ISRRound n/d

Questions

How many defense tech startups are in San Francisco?

We track 16 defense and dual-use startups in the San Francisco Bay Area, as of November 14, 2026.

Which defense tech startup in San Francisco has raised the most?

Applied Intuition, with ~$1.2B in disclosed funding.