Venture Capital Investor Rob Lacher: Why Defence Tech Investments Are Intriguing, Complex, and Exciting

Venture capital has always been a game of predicting the unpredictable, but Rob Lacher, the founding partner of Visionaries Club, has kicked it up a notch. Dismissing long-cherished investment hypotheses, he deems AI and SaaS investments to be practically passé. Instead, his sights are set on a rich, challenging new horizon - the defence sector, where he finds an intricate landscape that is as complex as it is interesting.

Lacher is no stranger to high stakes. His portfolio includes stakes in the AI startup Lovable and the SaaS unicorn Personio, thus his disposition for discarding the conventional. Lacher’s venture into defence tech is an insightful extension of his maverick course. Defence procurement is a multifaceted space, a cryptic puzzle where you don’t just sell a product or a service. You have to be an integral part of a broader defence infrastructure system.

Defence investments may not make flashy headlines; in fact, most of the companies in Visionaries Club’s defence portfolio exert immense influence silently on the battlefield, valuing discretion and effectiveness over media cacophony. But for Lacher, the whisper of tactical innovation and pivotal victories is a thrilling symphony far more enticing than the blare of conventionality.