This is the third of four episodes in a special series dedicated to the 2025 NVCA Award Recipients. To learn more about the NVCA and their work in crafting the future of Venture Capital, visit their website at https://nvca.org/.
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with David Rothzeid, principal at Shield Capital and a recent NVCA award recipient.
They explore Shield Capital’s unique investment focus at the intersection of national security and commercial innovation, emphasizing dual-use technologies such as AI, autonomy, cybersecurity, and space.
David shares his career journey from Air Force acquisition officer to venture capitalist, highlighting how his experience with the Defense Innovation Unit shaped Shield Capital’s approach to bridging startups with the Department of Defense.
The conversation covers the evolving government procurement landscape, the role of SBIR contracts, and the increasing importance of startups that can serve both military and commercial markets.
David also discusses notable portfolio companies like Albedo, which is advancing satellite technology with high-resolution imaging capabilities. Listeners will gain a comprehensive understanding of the challenges and opportunities involved in defense tech investing, the strategic value of government customers, and how entrepreneurs are adapting to geopolitical shifts and market demands.
The episode concludes with personal reflections on career growth, mentorship, and community connections, offering a well-rounded view of innovation and investment in the national security ecosystem.
Learn more about David's work at https://shieldcap.com/
Learn more about Sen. Ernst's INNOVATE Act at https://www.ernst.senate.gov/news/press-releases/ernst-unveils-innovate-act-to-usher-in-golden-age-of-american-innovation
Connect with David on LinkedIn at https://www.linkedin.com/in/david-rothzeid-7a116961/
Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/
Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com
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