OVI Ventures backs seed-stage founders building the next generation of unmanned systems: the aircraft, the autonomy and mission software, the components, and the defense and public-safety missions they fly. Run by a drone-industry operator. Bridged to Korea.
Most early-stage capital in physical AI is spread across robotics, autonomy, and industrial AI. We go narrow on purpose. Drones are the one category where the demand signal, the procurement shift, and the supply-chain rebuild are all happening at once, and where a seed investor who has actually built inside the industry can tell the difference between a demo and a deployable system, in the software as much as the hardware.
Police departments, fire services, utilities, and defense customers are buying and operating drones at scale today. The question is no longer whether, but whose.
Trusted-supplier and domestic-sourcing requirements are reshaping who can sell to US government customers. That opens the door for new platform and component companies and closes it for incumbents.
Motors, batteries, radios, flight controllers, airframes: the industry needs allied, non-adversarial sources for nearly everything. That is a once-a-decade opening for founders and for the partners who can connect them to it.
Seed-stage companies anywhere in the drone stack, US-based or US-bound, with a product already in a customer's hands.
Airframes from FPV-class expendables to long-endurance ISR, and the flight autonomy, GPS-denied navigation, and swarm orchestration that turn an aircraft into a mission.
Motors, power, communications, sensors, and manufacturing: the trusted, allied-sourced building blocks the industry is short of.
Systems built for the new procurement reality, attritable, mass-produced, and software-defined, for allied defense and base security, plus the counter-UAS layer that has to answer them.
Drone-as-first-responder, fleet orchestration, and the AI and operations software that turn aircraft into a deployable program for cities and utilities.
Our founding partner joined Brinc Drones as one of its first three business leaders, alongside the CEO and the head of sales in a company that was otherwise all engineers, and spent more than four years as VP of Strategy & Design working directly with the CEO on vision, strategy, and product as the company grew from early prototypes into a scaled public-safety drone platform. That vantage point covers the whole stack: autonomy and mission software, fleet orchestration, hardware and supply chain, and the US defense market from autonomous mission systems to FPV-class expendables. We know what a drone company looks like from the inside at seed, and what it has to become by Series B.
Korea is one of the most capable allied sources of drone components and manufacturing, and one of the hardest for US founders to reach. We work on both sides. For founders: trusted suppliers, manufacturing partners, and the certification pathways that make them usable in US programs. For Korean industry: direct access to the US drone market, guided by an operator who has bought and integrated these components himself.
Deal by deal today. Fund I to follow. Hands on only where we have actually done the work.
We invest through special purpose vehicles: one company, one decision, one group of aligned co-investors. Fast for founders, transparent for partners.
Product and industrial design, autonomy and mission-software strategy, public-safety and defense go-to-market, supplier and manufacturing introductions, and Korea market entry. We do the things we have actually done, and we stay out of the rest.
The SPV track builds a shared record with our partners before a blind-pool fund. Founders get capital now; partners see how we pick before they commit to a fund.
Investment opportunities are available to accredited investors by introduction only.
Our founding partner writes the column The Drone Hegemony War for The Miilk, the Silicon Valley-based subscription outlet that Korea's executives and investors read for US tech, roughly Korea's answer to The Information.
The Miilk · Column
YouTube · Physical AI
KOTRA · Op-ed
LinkedInBuilding in drones? Send a short note and a deck. We reply to everything in our focus, usually within a week.
Co-investment, strategic partnership, supplier introductions, or press:
info@ovi.vc