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โ† Value Add PulseFUNDING$80M at $400M

Defense Startup Singularity Raises $80M at $400M

Defense-tech startup Singularity raised an $80M Series A at a $400M valuation led by Khosla Ventures and Felicis, adding to a wave of LA-based defense startups drawing venture capital once reserved for software.

$80M Series A
Round size
$400M
Valuation
Khosla Ventures, Felicis
Lead investors
Los Angeles
HQ
TC
Trace Cohen
Early-stage VC & angel ยท Founder, New York Venture Partners
July 17, 2026
1 min read
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THE RUNDOWN
1

Singularity raised an $80 million Series A at a $400 million valuation led by Khosla Ventures and Felicis, per Crunchbase News' weekly funding roundup published July 17, based in Los Angeles

2

The round continues a defense-tech funding wave anchored by Anduril and SpaceX, both also headquartered in the greater LA area, that has turned Southern California into a genuine second hub for venture-backed national-security technology

3

A $400 million Series A valuation is aggressive even by 2026 defense-tech standards, reflecting how competitive the category has become as traditional consumer and enterprise-software investors rotate capital toward government-backed revenue

4

Khosla Ventures and Felicis co-leading signals continued crossover between growth-stage generalist funds and dedicated defense-tech specialists, a pattern that's accelerated since Anduril's valuation run past $30 billion

TC
The VC Read ยท Trace's TakeTrace Cohen

A $400M Series A is a valuation that used to require years of revenue proof, and defense tech is now handing it out on Anduril-adjacent pattern-matching alone -- Khosla and Felicis co-leading tells you generalist growth capital has fully arrived in this category, which is good for founders raising right now and a real risk for LPs underwriting the eventual down-round wave when procurement timelines don't match venture return timelines.

Singularity, a Los Angeles-based defense-technology startup, raised an $80 million Series A at a $400 million valuation led by Khosla Ventures and Felicis, according to Crunchbase News' weekly funding roundup published July 17. The round adds to a defense-tech funding wave anchored by Anduril and SpaceX, both also headquartered in greater Los Angeles, that has made Southern California a genuine second hub for venture-backed national-security technology alongside the traditional Bay Area software cluster.

A $400 million valuation on a Series A is aggressive even by 2026's frothy defense-tech standards, reflecting how competitive the category has become as generalist growth investors rotate capital toward government-backed revenue streams that look more durable than consumer or even enterprise-software demand right now. Khosla Ventures and Felicis co-leading is itself notable: both are growth-stage generalist funds increasingly crossing over into dedicated defense-tech territory, a pattern that's accelerated sharply since Anduril's valuation run past $30 billion made the category impossible for generalist LPs to ignore.

The round lands the same week Founders Fund and other venture firms have been recruiting frontier-lab operators, and the same week Valar Atomics -- backed by Anduril's Palmer Luckey -- is in talks to triple its own valuation to $6 billion, part of a broader pattern of defense-adjacent and dual-use hardware companies commanding software-level valuation multiples on the strength of government contract potential rather than current revenue.

The bear case: a $400 million Series A valuation assumes Singularity converts early government interest into actual multi-year contracts, and the defense-tech category has already produced several high-profile down rounds and shutdowns among earlier-generation startups that raised aggressively but couldn't clear procurement hurdles. What to watch next: Singularity's first disclosed government contract, and whether Khosla and Felicis's crossover into defense tech continues into additional deals this year.

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Originally reported by Crunchbase News. Analysis and editorial commentary by Value Add Pulse.

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@Trace_Cohenยทt@nyvp.com