Investment Thesis
Three domains. One security imperative.
Biotechnology × Microelectronics × Robotics
One convergence defining national security — and a platform positioned ahead of the market. Each domain is strategic on its own; together they are inseparable.
Market Scale
Security and growth are the same bet.
These are not defense niches. They are the industrial base that grows GDP — and the same base a nation’s security ultimately rests on.
/ 01
$2.3T
Combined global market today across microelectronics, biotechnology, and robotics — commercial demand, not a defense line item.
/ 02
~$5T
The same three markets by 2030 on current forecasts — roughly double in five years, driven by AI, biologics, and automation.
/ 03
5.1%
Of U.S. GDP from the bioeconomy alone — larger than the construction industry and on par with the information sector.
/ 04
26M
U.S. workers in the 300+ downstream sectors that depend on semiconductors. Every direct chip job supports 5.7 more.
Our Focus
Three converging domains. One national security lens.
MICRO
The spectrum, silicon and compute that decide who sees and acts first.
Advanced semiconductors & packaging, photonics, MEMS & sensing, trusted & radiation-hardened electronics.
- EW & spectrumElectromagnetic warfare, sensing
- Edge computeProcessing at the point of need
- QuantumSensing, timing, cryptography
BIO
Domestic capacity to design, test and manufacture biology at scale.
Biomanufacturing platforms, biosecurity & rapid diagnostics, synthetic biology & bio-materials.
- BiomanufacturingOnshore production capacity
- PlatformsCRO / CDMO infrastructure
- Drug developmentTherapeutics & countermeasures
ROBOTICS
Autonomous systems, and the modern factories that build them.
Autonomous ground, air & maritime systems, human-machine teaming & mission AI, unmanned platforms & edge autonomy.
- AI & autonomyDecision and control layers
- DronesUncrewed air, ground, maritime
- Manufacturing 4.0Automated industrial production
The Intersection
The intersection is our lens — not a limit.
We back disruptive technology across all three arenas; the convergence is how we read government priorities and where our edge compounds. Modern capabilities do not operate in isolation: biosensors depend on advanced chips, autonomous systems combine sensing, computation, and action, and biomanufacturing increasingly relies on robotics, data, and intelligent systems.
- Biosensing & bio-integrated chips
- Neuro- & physiological interfaces
- Autonomous biomanufacturing
- Distributed sensing for biosurveillance
- Lab automation & AI-driven discovery
- Dual-use platforms with program-of-record pull
Sourcing Advantage
From ecosystem to curated pipeline.
Step / 01
ARI hub network
CHIPS Act and federal program networks spanning microelectronics, biotech, and autonomy.
Step / 02
Research validation
Applied research programs technically de-risk companies before capital ever arrives.
Step / 03
Proving Ground Capital (PGC) advisory
Paid engagements build ground-truth operating insight into each company.
Step / 04
Curated pipeline
The highest-conviction convergence deals, packaged vehicle by vehicle.
Get in Touch
Building at the intersection?
Proving Ground Capital (PGC) works with companies advancing the technologies that will shape the next generation of national security and commercial capability.