WATCH THIS SPACE INTERVIEW SERIES
We are thrilled to announce the launch of our new interview series, ‘Watch This Space,’ led by our Aerospace London Partner Randeep Bubbra. In this series, Randeep engages with leading industry figures within the aerospace and satellite market to bring you exclusive insights and expert perspectives. Join us as we explore the latest trends, innovations, and challenges shaping the future of this dynamic industry. Stay tuned for thought-provoking conversations and invaluable knowledge that will keep you ahead of the curve.
This series is designed to demystify the space sector and give colour to the projects and trends occurring right now. The space market is often seen as a market with huge growth expectations and potential. This series brings you on the journey and looks to cover the roadmap of how we unlock and achieve such growth across a diverse market and diverse assets from earth observation to LEO broadband, and from Geo stationary satellites to ground infrastructure.
Episode 1: Jan Grøndrup, Kratos Defense
In this episode, we are joined by Jan Grøndrup, Vice President of Business Development at Kratos Defense. We discuss the recent and upcoming changes within the aerospace and satellite industry, including technological advancements and shifts in the industry players. Jan also touches on his thoughts on the importance of cybersecurity and why clients are focussed on integrating this into the core of their business.
Key takeaways:
- positive changes and continued growth within the space market;
- satellites are becoming part of the mainstream telecommunications network; and
- importance of cybersecurity.
Episode 2: Darryck Luiz, Portland Advisers
In our second episode, we are joined by Darryck Luiz, Head of Telecoms at Portland Advisers. Darryck gives us an overview of the market’s growth, positive trends and the challenges the industry faces particularly on the financing and equity side.
Key takeaways:
- rapid growth within the market including from new entrants and innovators;
- relative to communications constellations, earth observation projects costs are typically significantly lower making it easier for projects to get funded and get to revenue service;
- there is a balance to be found between the requirements of financiers and the appetite of equity investors, particularly with respect to project risks; and
- the key to a successful project is to get expert advisers on board at an early stage!
Episode 3: Mark Boggett, Seraphim
In this episode, we’re joined by Mark Boggett, CEO and Co-Founder of Seraphim Space, the world’s leading investment group focussed on the trillion-dollar SpaceTech opportunity. Mark discusses how Seraphim has revolutionised the space sector by launching the first private and public SpaceTech-focussed VC funds, providing crucial support to SpaceTech entrepreneurs across all stages. Founded in 2016, Seraphim Space is the most prolific investor in SpaceTech globally, with a portfolio of over 150 companies across 25+ countries.
Key takeaways:
- the rapidly growing space market, where investors are backing companies with real revenues today;
- how an information advantage is key to choosing successful companies;
- the trillion-dollar opportunity in digital infrastructure in the sky;
- Seraphim’s investment strategy spans current, near-term, and future market opportunities; and
- Seraphim’s success in finding and backing growth stage companies.
Tune in to hear how Seraphim is shaping the future of space exploration and innovation.
Stay tuned for future episodes in this series, released every two weeks.
