Swiss Aerospace Ventures

Free · Weekly · Aerospace & Defence

The intelligence brief

Every week, Waypoints surfaces the regulatory developments, funding signals, market moves, and technology shifts that matter for aerospace and defence ventures.

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Contents

What is in each issue

Every Waypoints issue covers four domains. Not as a template, as a discipline. Each domain is covered only when there is something worth covering. When nothing significant happened in a domain that week, it is not padded.

Regulation

Regulatory and policy developments

Rulemaking activity from EASA, FAA, European Commission, and national authorities. Dual-use classification changes. Defence procurement policy shifts. NATO and EDA signals. Framed for founders, what changed, which authority, what the effective date is, and what it means for a venture operating in that domain.

Startups

Startup and funding intelligence

Funding rounds closed in the past seven days across aerospace and defence. New entrants. Corporate venture moves. EIC, ESA BIC, and Horizon Europe awards. Not a press release summary, a structured read on what is getting funded, at what stage, by whom, and what it signals about investor thesis evolution.

Technology

Technology constraints and advances

The material, propulsion, sensor, software, and manufacturing developments that affect what aerospace ventures can build and when. Framed around constraint and capability, not hype. What is now possible that was not six months ago, and what is still the binding constraint for founders working in a given domain.

Market

Market and procurement signals

Contract awards, procurement tender publications, budget announcements, and prime contractor strategic moves that reveal where real buyer demand is. The gap between what aerospace customers say they want and what they actually buy is wide. Waypoints tracks the latter.


Why

Why specific intelligence matters

Generic aerospace news is easy to find. What is hard to find is intelligence specific enough to change a decision, a regulatory development that affects your certification timeline, a funding signal that tells you an investor is actively looking in your domain, a procurement award that reveals a buyer's real budget logic.

Waypoints is built for founders who need to make decisions, not for readers who want to stay informed. The difference is specificity. A brief that covers everything covers nothing. Waypoints is deliberately narrow, aerospace and defence, filtered for founder relevance, written for action.

It is also the proof of concept for SAV's synthetic positions. Every issue is produced by the same source set, relevance logic, and quality gate that powers the Synthetic Market Analyst, Regulatory Watcher, and Investor Scout. Reading Waypoints is the fastest way to assess whether the synthetic positions would be useful for your venture.


Archive

Recent issues

Every issue is published and permanently archived. Read before you subscribe.

12 October 2026

Waypoints, Week of 6 October 2026: SALTO slips, DANAE narrows, Omnidea buys Orbex

Europe's reusable launch timeline slipped again as the EU extended the SALTO deadline to 31 December 2026, while ArianeGroup logged a second cryogenic rehearsal of Themis at Esrange. France narrowed its DANAE armed surface drone competition to three teams with a late-2027 downselect. In small-launch, Portugal's Omnidea closed on Orbex's UK assets, and The Exploration Company set a 2027 UAE hop test for its ONEIROS lunar demonstrator. Earth observation operators Open Cosmos and ICEYE also signalled a strategic pivot into satcom.

5 October 2026

Waypoints, week of 29 Sept to 5 Oct 2026: capital triples, Berlin backs Ukraine drones, Europe scopes post-ISS

European defencetech funding has nearly tripled year to date to $7.4 billion, and the week's news tells founders where that capital is being pulled. Berlin is now underwriting Ukrainian-built interceptor drones at scale inside a €1.3 billion winter package, Dublin has signed a Thales radar deal that opens a long-closed sovereign capability gap, and ESA has formally commissioned Airbus and OHB to scope a European-led post-ISS station capped at €1 billion per three-year period. The through-line: procurement, not pilots, is driving the agenda.

28 September 2026

Waypoints, week of 21 to 28 September 2026: European C2, Ariane cadence, and battlefield AI open up

A quieter procurement week masks three signals worth pricing in. Thales is turning HexaForce into a NATO sales campaign, Arianespace is quietly capping 2026 at fewer flights than promised, and Ukraine has just handed a first foreign partner keys to its combat-data vault. Italy's Moon money and a fresh ESA cheque to RFA round out the picture for founders selling into European sovereignty budgets.

21 September 2026

Waypoints, week of 14 to 21 September 2026: European space capital breaks records as Ariane 6 stumbles

European NewSpace crossed the €1 billion mark in a single month, driven by Open Cosmos and EnduroSat closing the two largest rounds of the September flurry. ESA opened a Low-LEO industrial track under IRIS2 that spreads €20 million across nearly 80 companies. Two Danish defence-tech GPs merged to raise a €100 million Fund II for the Nordics and Ukraine. And an Ariane 6 turbopump anomaly has capped Arianespace's 2026 manifest, reshuffling launch capacity right as demand from SpaceX-displaced customers rises.

14 September 2026

Waypoints, week of 8 September 2026: IRIS2 primes named, ESA hands ALADDIN to a startup, Berlin courts new missile vendor

The week's flow tilted sharply toward European sovereignty plays. Brussels and Eutelsat locked in the industrial base for IRIS2, ESA turned a four-year-old French startup into its cargo prime, and Warsaw formalised a Polish MILSATCOM effort with ICEYE. Berlin, meanwhile, is negotiating with a US-Israeli newcomer for mass-produced cruise missiles, while ESA's debris office told operators that in-orbit sustainability just got an order of magnitude worse.

7 September 2026

Waypoints, week of 1 September 2026: Isar reaches orbit, Kyiv taps €90bn loan, HyImpulse extends Series A

A landmark week for European aerospace and defence. Isar Aerospace put the continent on the orbital map from Andøya on 5 September, Kyiv formally asked Brussels to bend the €90 billion loan rules to buy US-made PAC-3s, and capital continued flowing into sovereign launch and defence AI plays from HyImpulse, Project-S and Creoir. For founders, procurement, funding and technology gates are moving in the same direction at once.


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