We built the networks. Now we're funding what comes next.
Backing the infrastructure, software, and intelligence layers of the connected world.
Our Focus
Most funds pick a lane. We mapped the entire ecosystem.
Mobility & Wireless Technologies
Devices, services and infrastructure that enable users to access, share, and manage information without being tethered to a specific location, fostering greater connectivity and flexibility in their environments.
Networking
Integrated systems and protocols that enable the secure and efficient exchange of data across interconnected devices, facilitating both localized and wide-area communication services, including private networks and SIM technology.
IoT Devices
Interconnected objects (consumer and industrial) and sensors that communicate over the internet, enabling the collection, exchange, and analysis of data to enhance automation and efficiency in various aspects of daily life and industry.
Telematics & Transportation
Technology used to remotely monitor and manage vehicles and equipment, gathering and transmitting data on usage, location, and diagnostics to optimize performance, safety, and efficiency.
Edge Compute & Distributed Infrastructure
Computing and storage resources deployed at or near the point of data generation — reducing latency, enabling real-time intelligence, and shifting processing power from centralized clouds to the distributed endpoints where connectivity meets the physical world.
Private Networks & Open RAN
Software-defined network architectures that replace proprietary hardware with open, interoperable systems — enabling enterprises, carriers, and government to deploy dedicated wireless infrastructure with greater flexibility, lower cost, and faster innovation cycles.
AI-Native Connectivity
Machine learning and AI systems purpose-built for the connected ecosystem — optimizing network performance, automating infrastructure operations, and enabling intelligent applications across wireless, edge, and industrial environments.
Industrial Connectivity
Automation, sensing, and connectivity technologies that bring American industrial infrastructure into the software-defined era — enabling factories, supply chains, and critical infrastructure to operate with the intelligence, resilience, and efficiency required to compete globally.
Our Perspective
Built by the people who built the networks.
Carrier capex spent on 5G infrastructure globally since 2020. The software layer to monetize it is still being built.
The connectivity revolution is just beginning. The next decade will fundamentally reshape how people, places, and things interact.
The next $100B in telecom value won't be built by AT&T or Ericsson. It will be built by the startups they need to acquire.
The carriers spent a decade and hundreds of billions on 5G infrastructure. Now they need software, AI, and edge intelligence to monetize it — and they lack the organizational agility to build it internally. That creates a narrow window for early-stage companies with the right domain access and distribution relationships.
Stormbreaker was built for exactly this window. Our GPs ran the networks, led the divisions, and signed the enterprise contracts. We don't study this market. We built it.
No one sees this market the way we do. No one is better positioned to back the companies reshaping it.
The Stormbreaker Difference
We don't just write checks. We open doors.
Proprietary Access
We see deals before they're on the market — because our GPs are the people founders in this space most want to know.
Operator Pattern Recognition
We've been the customer, the partner, and the acquirer. We know exactly what it takes to win enterprise telco deals — because we're the ones who used to sign them.
Built-In Exit Pathways
Our GP network includes the C-suite relationships at the carriers and enterprise buyers most likely to acquire our portfolio companies. We don't just help founders grow — we know who will buy them.
