EQT Leads, Batch 12026-08-03

Stendr

Oslo defence-tech by Sky Mavis co-founder Aleksander Leonard Larsen: AI counter-drone systems, $5.4M oversubscribed pre-seed (Rainfall, ACME, Skyfall), 'Nordics' next defence prime' ambition.
Outlier-founder seed ← All leads
Founded
2024/25Oslo, Norway
Pre-seed
$5.4Moversubscribed, 2026
CEO
A. L. Larsenco-founded Sky Mavis (unicorn)
Sector
Defence / C-UASAI drone detection & tracking
Seed/A
Not raisedpre-seed stage
Why this fits the sweetspotOutlier founder plus explosive TAM in one deal: Larsen co-founded blockchain-gaming unicorn Sky Mavis (Axie Infinity), and European counter-drone is the most urgently repriced procurement line since Ukraine. A $5.4M oversubscribed pre-seed with US capital entering Norwegian defence tech signals investor competition already forming; seed entry now is the last cheap look.
01

What the company does

Stendr develops AI-driven systems to detect, track and respond to autonomous drone threats (counter-UAS), stating an ambition to become "the Nordics' next defence prime". Thesis in the founder's words: "Drones are cheap, autonomous, and everywhere." Software-first, AI-native counter-drone capability at a fraction of legacy-prime cost structures, sold into NATO-aligned Nordic procurement.

02

Founders & leadership

Aleksander Leonard Larsen: co-founder and CEO; previously co-founded Sky Mavis, the Norwegian-founded blockchain gaming company behind Axie Infinity that reached unicorn valuation, where he led it through hypergrowth and through recovering from a $620M bridge exploit, crisis-tested operating experience few seed founders have. Corroborated across the company's own announcement, TNW and Dealroom.

03

Funding & signal

$5.4M oversubscribed pre-seed co-led by Rainfall Ventures, ACME and Skyfall (2026). An oversubscribed pre-seed at this size, with US capital entering Norwegian defence tech, marks the deal as contested early, the archetype where waiting for the seed costs 3x.

04

Market, why now

European defence spending is repricing structurally (NATO commitments trending toward 3.5%+ of GDP), drone/counter-drone is the fastest-reprioritized line item after Ukraine, and national procurement increasingly favors regional suppliers, a regulatory+geopolitical catalyst stack that is measured in years, not quarters.

05

What the public record does not disclose

Contract pipeline, pilot customers and export-control posture are undisclosed (the company is weeks past stealth). US comparable Leonidas holds a $66M Army contract, showing where category budgets are heading. Defence vertical requires a mandate check on the fund side (exclusion policies).