Nomi Capital is a boutique investment firm focused on late-stage venture capital, combining the entrepreneurial spirit of Silicon Valley with the discipline of over a decade of experience investing in private markets. Founded in 2024 and based in New York, the firm targets defense and dual-use technology companies at their inflection point, moving from the R&D phase to real revenue generation. With the close of Fund I, Nomi Capital surpasses $100 million in AUM across 24 investments, almost exactly two years after its founding.
Nomi focuses on five core domains: Autonomy & Unmanned Systems, AI & Communications, Manufacturing & Supply Chain, Space Technologies, and Energy & Power. Manufacturing is the area the firm is most focused on and expects to have the largest exposure to. The firm occupies a specific niche, Series B and beyond, sitting between early-stage defense VCs and large traditional growth investors who only step in at the mega-round level.
Nomi Defense Fund I closed at $50 million, raised in under six months from November 2025, and is oversubscribed. Over $20 million has already been deployed into a concentrated portfolio of six companies, with another four investments targeted before year-end, for a total of approximately ten positions. Check sizes range from $2 million to $10 million, with the ability to flex up or down meaningfully on high-conviction deals.
The LP base comprises around 150 high-net-worth investors, family offices, and Registered Investment Advisors, a base built from Jason Zins' decade at SkyBridge Capital. The firm characterizes this as a feature: LPs move fast on co-investments, hold for the long term, and don't require committee approval to act.
Leadership
Jason Zins is Founder and Managing Partner, bringing 12+ years of private markets expertise and a track record of deploying over $450M in private technology deals. As former Partner and Portfolio Manager at SkyBridge Capital, he built and led a venture and growth equity practice. Prior experience includes First Trust and Bloomberg.
Brent Gerundo is Partner, having served four years as a logistician in U.S. Army Special Operations with multiple deployments to the Middle East. He subsequently worked as an investment banker at Goldman Sachs in the Global Industrials Group covering Aerospace & Defense, and has over five years of senior operating experience at venture-backed technology companies, having collectively raised $110M in venture capital.
Investment Strategy
Nomi does not invest at the early stage, pre-product, or pre-revenue. The firm targets companies at their inflection point , Series B onward, where capital can accelerate a transition from R&D to revenue generation. The portfolio is intentionally concentrated, targeting around ten positions per fund. Founders deal directly with the two partners who make investment decisions.
Notable Investments
Anduril, Armada, Castelion, CoreWeave, Epirus, Firehawk Aerospace, Forterra, Gecko Robotics, Groq, Saronic, Shield AI, Standard Nuclear, Starfish Space, xAI.
Other
Nomi targets over $50 million in total platform deployments for the current year. The firm publishes research and market perspectives through its Substack, Nomi Notes.
United States
