INVESTING IN THE CUTTING EDGE

Seattle Space Week
Join us during Seattle Space Week. Actuate ventures will hosting and supporting several events.
Asian Leaders in Space Tech - Oct 8th
Space Happy Hour - Oct 8th
NASA Space Apps Challenge - Oct 3rd-5th
Feature Story
OrbitsEdge - Build additional compute!

Company: OrbitsEdge, Inc.
Founded: 2018
Headquarters: Cocoa Beach, Florida (Space Coast)
Funding: Pre-revenue, bootstrap phase
Team: 2-10 employees
OrbitsEdge is building the infrastructure for "data centers in space", orbital edge computing platforms that process vast amounts of satellite data in real-time rather than downlinking everything to Earth. Their long-term goal is to establish Low Earth Orbit (LEO) micro-data centers that enable organizations to economically access and analyze space-generated data where it's created, fundamentally changing the economics of space-based information processing
Why They Matter
As satellite constellations grow and applications like Earth observation, AI, and autonomous robotics proliferate, the bottleneck of space-to-ground data transmission is worsening. OrbitsEdge’s technology enables satellites and orbital platforms to analyze, filter, and act on massive datasets on-site, reducing bandwidth requirements and unlocking new missions; from live disaster monitoring to in-space manufacturing control. Edge-native computing will be a necessity as space commerce, defense, and earth science missions scale.
Traction
OrbitsEdge is set for its first orbital demonstration in 2026, partnering with Syntilay and Hewlett Packard Enterprise for AI-enabled space experiments. Their Edge1 platform packs 15 TOPS of processing into a compact 0.5U unit with cutting-edge radiation shielding and low power consumption. Strategic deals include a multi-year LOI with Rogue Space Systems for satellite servicing and inspection, establishing OrbitsEdge in the center of the evolving in-orbit infrastructure ecosystem.
Investment Thesis
OrbitsEdge is addressing a multi-billion-dollar gap in the orbital "data value chain." Their use of Commercial Off-The-Shelf (COTS) hardware, paired with proprietary shielding and cooling, promises dramatic cost and performance leaps over legacy space computers. With clear commercial partnerships and a credible roadmap to scale from experimental demos to large orbital data centers, OrbitsEdge stands out as a critical infrastructure enabler for the next era of the space economy. For investors, they offer exposure to an essential, defensible layer with outsized growth potential as both commercial and agency markets demand onboard data analytics.
Learn more: https://orbitsedge.com/
Quote of the Week
Innovation is taking two things that already exist and putting them together in a new way
What’s Happening in the Market
CAPITAL OBSERVATORY 🔭
Mega funds pay 2x-3x higher prices. New and emerging managers need to be disciplined, clearly differentiated, and value-driven. They cannot win by price, but they can win by specialization, agility, and supporting the founders and opportunities passed over by the mega-fund herd

Ilya StrebulaevIlya Strebulaev
Unicorn hit rate
Firebolt Ventures leads VC firms with a 10.1% unicorn hit rate since 2020, followed by Greenoaks at 9.4% and IVP at 9.2%, highlighting those most successful at backing unicorns relative to their deal volume

2025 US Seed Stage
Emerging mangers by TVPI
Peter Walker highlights that in today’s venture market, many emerging VC funds face negative median net IRRs, with the 2021 vintage especially struggling to return to positive territory, reflecting macro pressures and a scarcity of outlier returns
Forward Deployed has completed raise of a $45m fund II, after completing a previous $10m fund I. Backed by the ‘Palantir Mafia’ and several other notable LPs, Forward Deployed will support ‘mission critical’ early-stage defense and security-focused startups.
California regulators unanimously rejected Elon Musk’s SpaceX proposal to double rocket launches from Vandenberg Space Force Base, citing unanswered questions about wildlife and community impacts and lack of engagement from SpaceX and military officials
HOW WE CAN HELP
Questions about space-tech or deep-tech investments?
Need expert-led Due Diligence?
Looking for talent for your team?
Want to implement internal venture-building capabilities?
Contact our team at Actuate Ventures for official investment advisory, exclusive deal flow, market insights, and world-class venture building support from us, and our network of experts and repository of resources. Email us at: [email protected] and read more about it on our site.
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"Insights from the Cutting Edge" is published by Actuate Ventures. Visit actuateventures.co to learn more.
Disclaimer: This newsletter is for informational purposes only and does not constitute investment advice.
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