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Antenna

Defense · New York, NY · Founded 2022 · Raised $35M · Early stage

Kaizen

Review noteFounded 2022 in New York by Nikhil Reddy and KJ Shah; $21M Series A announced Oct 30, 2025 led by NEA with a16z, 776, Accel and Carpenter Capital, $35M raised in total. Source ↗

Edge

15#122 · ▲2 in 7d

3 of 8 families

Why now

  1. 6 of 20 open roles posted in the last 30 days, against 10 in the 30 days before

    Hiring · Oct 15

  2. Won $15M prototype OT from the Army, 22 months after SAM registration

    Capital · May 8

  3. Appeared on the Tranco web ranking on Oct 7 and now ranks 4,424,087, unranked 30 and 90 days earlier

    Traffic · Oct 7

Score

Momentum32

 

Capital, hiring, traffic

Thesis fit76

× 0.82

Matched on army, counter-drone, dod, drone

Earliness47

× 0.68

Already visible: funding stage, company age

Team–

× 0.85

No people identified yet

32 × 0.82 × 0.68 × 0.85 = 15

Edge, 12 weeks

Signals

  1. Oct 15Hiring6 of 20 open roles posted in the last 30 days, against 10 in the 30 days before↗
  2. Oct 7TrafficAppeared on the Tranco web ranking on Oct 7 and now ranks 4,424,087, unranked 30 and 90 days earlier↗
  3. May 8CapitalWon $15M prototype OT from the Army, 22 months after SAM registration↗

Undated

  1. TrafficDNS records name 1 vendor tool: Stripe↗