Space Capital

Founded in 2012, Space Capital is a VC firm with over $1B AUM investing in space technology and global markets, backed by deep operator expertise.

[Space Capital @SpaceCapital]

$22.2B invested in Q3. $92.5B year to date.

The space economy is on track for its first $100B year. Europe raised a record $6.3B in Q3, while launch shortages are funding new providers and sovereign demand is setting the pace.

Read the Q3 Space IQ report: https://t.co/OThhkJ50q7

[Space Capital @SpaceCapital]

Today, we honor all who have served in the U.S. Armed Forces. Thank you for your service.

[Space Capital @SpaceCapital]

Government demand is only as reliable as the funding behind it.

Space infrastructure raised $11.5B in Q3. @jud_ball explains how investors assess whether a company can survive the wait and deliver when funding arrives.

More in our Q3 Space IQ report: https://t.co/97qyy3PCr2

[Space Capital @SpaceCapital]

Governments want control of the networks they depend on.

@iceye_global and Nokia signed a letter of intent with Ukraine’s Ministry of Defence to explore sovereign satellite communications.

Their planned systems would put the full network in national hands: satellites, ground infrastructure and terminals.
https://t.co/pylM6HUFkf

[Space Capital @SpaceCapital]

3/ Helsing, Quantum Systems and TEKEVER illustrate the capital flowing into European defense autonomy.

Urgent government requirements are helping shape the commercial opportunity.

Explore the Q3 Space IQ report:
https://t.co/97qyy3PCr2

[Space Capital @SpaceCapital]

1/ Europe’s record quarter is part of a broader shift in the space economy.

The region attracted $13.5B through Q3 2026, already exceeding every prior full year. Government demand for sovereign capabilities is helping create a larger commercial market.
https://t.co/xz90cznYzQ

[Space Capital @SpaceCapital]

Europe now has what built the U.S. space economy: a government customer in a hurry.

@jud_ball explains how sovereign demand is helping European space companies grow.

Explore our Q3 Space IQ report:
https://t.co/97qyy3QagA

[Space Capital @SpaceCapital]

2/ In Applications alone, Europe raised $3.9B in Q3, nearly matching North America’s $4.1B.

These businesses use space-based capabilities, including satellite data, positioning and connectivity, to deliver services on Earth.

[Space Capital @SpaceCapital]

@SpaceX’s launch advantage helped it build Starlink. Now it’s going after the mobile carriers.

Qualcomm will supply technology for Starlink Mobile’s ground-based 5G network, with rollout planned to start in 2027.

Value moves up the stack: Starlink accounted for 36% of SpaceX’s revenue but 85% of its operating profit last quarter. Mobile would give that business another way to grow. https://t.co/tZXGzY1Up1

[Space Capital @SpaceCapital]

@RocketLab @QPS_Inc Congrats on flight 99, team! On to 100. 🫡

[Space Capital @SpaceCapital]

Europe now has what built the U.S. space economy: a government customer in a hurry.

@jud_ball explains how sovereign demand is helping European space companies grow.

Explore our Q3 Space IQ report:
https://t.co/97qyy3QagA

[Space Capital @SpaceCapital]

@hawkeye360 secured $36M in contracts across 10+ allied and partner nations.

Governments are turning to commercial space companies for defense intelligence. HawkEye 360’s contracts show how that demand is creating business across multiple countries. https://t.co/1CGdzpHJch

[Space Capital @SpaceCapital]

5/ Funding is one milestone. Putting customer payloads in orbit on schedule is the test.

Our Q3 Space IQ report examines the shortage, the providers being funded to address it, and the markets that access to orbit can unlock.

Get the full report at https://t.co/97qyy3QagA

[Space Capital @SpaceCapital]

1/ Launch scarcity is becoming a business constraint for satellite operators. Delays in reaching orbit can push back deployment schedules and the start of commercial services.

That pressure is creating an opening for new launch providers.

[Space Capital @SpaceCapital]

“It’s really the reason why we exist.” - Canada Rocket Company CEO Hugh Kolias on the launch shortage.

Customer demand has already led the company to upsize its rocket multiple times.

See how launch scarcity is driving investment in new providers in our Q3 Space IQ report: https://t.co/OThhkJ50q7

[Space Capital @SpaceCapital]

4/ Canada Rocket Company is developing R-2, a reusable medium-lift rocket designed to launch from Canada.

Additional providers could give satellite operators more launch options while building sovereign capability.

[Space Capital @SpaceCapital]

@AnthonyOnSpace Next up is the return leg. Varda’s vehicles in orbit are slated to land in South Australia before Christmas. Then 2027 is the cadence test: 2 missions in Q1, 2 in Q2, 3 in Q3. Hitting that schedule is what turns missions into a service.

[Space Capital @SpaceCapital]

Scaling orbital manufacturing means giving customers a repeatable way to process materials in space and bring them home.

@WillBruey says Varda has launches lined up through 2029, with spacecraft designed to fly on different rockets.

With seven missions planned for 2027, @VardaSpace is moving toward fleet operations to make that round trip a regular service for industries on Earth. https://t.co/JSkws6kONr

[Space Capital @SpaceCapital]

“It’s really the reason why we exist.” - Canada Rocket Company CEO Hugh Kolias on the launch shortage.

Customer demand has already led the company to upsize its rocket multiple times.

See how launch scarcity is driving investment in new providers in our Q3 Space IQ report: https://t.co/OThhkJ50q7

[Space Capital @SpaceCapital]

What happens between astronaut missions?

Lunar mobility can support ongoing construction, logistics, science, and power. @LunarOutpostInc CEO Justin Cyrus (@StarlordCyrus) explains how commercial mobility can support a broader lunar economy.

Read his perspective: https://t.co/zghwRZO24V

[Space Capital @SpaceCapital]

.@LunarOutpostInc’s Pegasus made @FastCompany’s 2026 Next Big Things in Tech list.

NASA can anchor demand for lunar mobility. The commercial opportunity grows when that same infrastructure serves more customers, from science to construction. https://t.co/QtwfgpYCdi