Will Bruey

We visited Varda Space Industries at their El Segundo facility with co-founder Delian Asparouhov. They're manufacturing pharmaceuticals in microgravity and returning them to Earth. Goanna Capital Management is a proud investor and we got a first-hand look at the operation - reentry capsules, in-orbit drug production, hypersonic reentry vehicles. This is what frontier technology looks like up close. Full company spotlight on YouTube. Link in the comments. #SpaceManufacturing #DeepTech #VardaSpace #GoannaCapital #FrontierTech

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Varda Space Industries Raises $251 Million in Series D Funding. Varda Space Industries has raised $251 million in a Series D round led by Lux Capital and Natural Capital, with participation from Founders Fund, Khosla Ventures, Caffeinated Capital, General Catalyst, 8090 Industries, Giant Step Capital and Also Capital. The round brings Varda's total capital raised to $598 million. Founded in 2021 by Will Bruey and Delian Asparouhov, the El Segundo-based company develops infrastructure for processing materials in low Earth orbit and returning them to Earth. Its work includes space-based pharmaceutical processing using its W-Series spacecraft. Varda said the funding will support increased flight cadence and deeper pharmaceutical partnerships. The company has completed six successful reentry missions since its first mission launched in 2023. Read more on Bipsiq: https://lnkd.in/dX_Mp-e2

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SpaceX’s IPO is driving meaningful conversation across the space and investment ecosystem.     James Parker, Co-Founder at Leonid Capital Partners, joined Bulent Altan of Alpine Space Ventures and Rita Pignacca of Seraphim Space for a webinar moderated by Antoine Grenier of Analysys Mason to discuss what this moment could mean for the industry.     With a potential valuation exceeding $1 trillion, the discussion focused on how this event could expand opportunities for space entrepreneurs and drive increased investment across key segments of the market.  Watch the webinar here: https://lnkd.in/gfr8mPEY

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If the reported SpaceX IPO lands, it won't just be an IPO. It will be the first real public price-discovery event for the space economy. For decades, space was priced mission-by-mission, contract-by-contract, fundraise-by-fundraise. The next decade will be priced differently: -Launch cadence -Starship payload deployment -Satellite bandwidth -Orbital compute -Reentry logistics -Lunar resources These are not sci-fi categories anymore. They are economic primitives. The problem: the space economy still does not have a real benchmark. That's why we are building the Space Markets Index, a way to track the market-implied growth of orbital infrastructure, not just one stock. #SpaceX #SpaceEconomy #NewSpace #SpaceMarkets #SpaceIndex

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Varda Space Industries processes pharmaceuticals and advanced materials in orbit and returns them to Earth—manufacturing things that gravity makes physically impossible to create anywhere else Watch Balerion's Emerson Garnett and Aidan Daoussis tour the company's incredible facility with Co-Founder, President, and Chairman Delian Asparouhov. 🔗 View here: https://lnkd.in/gTjrchEz #Varda #VardaSpaceIndustries #Space #VentureCapital #VC #DeepTech

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🌌 Varda Space Industries has raised $251 million in a Series D funding round. Lux Capital and Natural Capital led the round, which values Varda at $1.6 billion. Founders Fund, Khosla Ventures, Caffeinated Capital, General Catalyst, 8090 Industries, Giant Steps Capital, and Also Capital also joined. Read more 👉 https://lnkd.in/gf7nQM3H Delian Asparouhov Will Bruey Shahin Farshchi Olivia Kramarsky Jon Barr #ustech #spacetech #funding #investment #innovation #vcfunding #technology #unicorns #valuation

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30 days of Hard Tech: Day 3 🚀 Varda Space Industries announced their $250m Series D I break it down with Mike Annunziata (Mike is your favorite VC's favorite VC) He was the first check in Varda and now a board member "At its core, Varda is a company doing in-space manufacturing and reentry and that capability unlocks very cool business models across defense, pharmaceuticals, and semiconductors" "We'll be generating significant revenue off of those missions and it's not all R&D. Every mission we launch, we learn. All that we learn goes into the next vehicle and into the next series of vehicles" "We will know we've been successful when reentry is as boring as launch"

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Three launches in one month. 🚀 Today Varda Space Industries launched W-7, its fourth mission of 2026. That comes less than three weeks after W-8 and W-9 flew together on a single SpaceX rideshare. This mission is aimed directly at patients. W-7 is crystallizing a PROTAC compound in orbit. PROTACs are a promising class of cancer drugs. Instead of simply blocking disease-causing proteins, they recruit the cell’s own disposal system to destroy them. The problem is that they’re large, complex molecules that dissolve poorly, which makes them hard to turn into medicines the body can absorb. Congrats to the whole Varda team. 🔗 in the comments. #SpaceEconomy #InSpaceManufacturing #Biotech #DrugDevelopment #VentureCapital

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The SpaceX IPO trade may already be taking off. With SpaceX’s listing potentially just weeks away, retail investors appear to be positioning early, and they are not waiting for the opening print. VandaTrack data shows that on Tuesday alone, retail investors bought a combined ~$10.2M across space-linked ETFs, including NASA, UFO, and MARS. That matters. For investors unable to access the IPO directly, space ETFs are emerging as the natural proxy trade: liquid, thematic, and easy to scale into ahead of one of the most anticipated listings in market history. We are also seeing retail rotate into the broader “picks-and-shovels” space trade, with names like RDW attracting significant inflows as investors look beyond the obvious launch-exposed plays. The IPO may not have launched yet. Retail positioning has. With VandaTrack’s real-time retail flow data, we can see where momentum is building before it becomes consensus. Request access at: https://lnkd.in/diqSHmWe #VandaTrack #RetailFlows #SpaceX #IPO #ETFs #SpaceEconomy #AlternativeData #RetailInvesting

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