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UK Startups and Innovation
21SEP

Open Cosmos raises €300m, no US name

2 min read
16:52UTC

Open Cosmos announced a €300 million round on 14 September drawn from a European syndicate with British state money inside it, and named no American investor anywhere in the release.

TechnologyDeveloping
Key takeaway

A profitable British satellite maker raised nine figures from a syndicate with no American name on it.

Open Cosmos, the satellite manufacturer at Harwell Campus in Didcot, announced a €300 million growth round on 14 September 1. The syndicate includes the UK government's National Security Strategic Investment Fund (NSSIF), the state's venture vehicle for national-security technology, alongside Lightrock, ETF Partners, Institut Catala de Finances, Entrepreneurs First, Convex Group, Phoenix Court, Claret Capital Partners and two unnamed international pension funds. No American investor appears anywhere in the release.

The company employs close to 400 people across the UK, Spain, Portugal and Greece, and reports five consecutive years of profitable growth. Money at this scale, written against a profit history rather than a forecast, has long been the cheque British founders said required a flight to Menlo Park. It arrived from Europe instead, with British state money inside it.

NSSIF carries a defence remit rather than a view on capital markets. It took a position in Greenjets alongside the NATO Innovation Fund in July on the same national-security logic , so its presence here says more about what the state counts as strategic than about the depth of European growth capital.

One caution belongs with the headline. A company release is a marketing document and not a share register, so the absence of an American name records what Open Cosmos chose to publish rather than who holds the stock. Read against the Form S-1 that Nscale filed four days later, the pairing shows what each pool of capital will buy: Europe priced five years of profit, and New York is being asked to price a contracted book its revenue has barely begun to touch.

Deep Analysis

In plain English

Open Cosmos, a British company that builds and operates satellites, raised €300m. Unlike many big funding rounds, none of the money came from an American investor. That is unusual and probably deliberate. Companies that build technology governments care about, like satellites, sometimes avoid US investors because US rules can restrict who a company is allowed to sell to once American money or components are involved.

Deep Analysis
Root Causes

Dual-use space and defence technology sits under US International Traffic in Arms Regulations when American investors or components are involved, which can restrict export and re-export even for a foreign-built product. A syndicate with no American name keeps Open Cosmos clear of that entanglement.

That matters because NSSIF and the syndicate's other institutions are underwriting a company whose customers likely include UK and allied government bodies; ITAR exposure through the cap table can complicate exactly those contracts.

What could happen next?
  • Precedent

    An all-European, NSSIF-anchored syndicate at this size offers a template other UK dual-use space and defence-tech companies may follow to avoid ITAR exposure while still raising growth capital.

First Reported In

Update #15 · Nscale takes $103.4bn of contracts to NYSE

Open Cosmos· 21 Sept 2026
Read original
Causes and effects
Different Perspectives
Nscale and Open Cosmos
Nscale and Open Cosmos
Nscale chose the New York Stock Exchange for its listing on 18 September, putting Britain's largest AI infrastructure bet to American public investors rather than British ones. Open Cosmos took the opposite route four days earlier, raising nine figures from an all-domestic syndicate on five years of profit, evidence that staying is possible when the balance sheet allows it.
Dame Chi Onwurah and the Science, Innovation and Technology Committee
Dame Chi Onwurah and the Science, Innovation and Technology Committee
Committee chair Dame Chi Onwurah wrote to government on 7 September asking how Matt Clifford's conflict at ARIA arose and what safeguards protect its governance, and expects a detailed response. Her question has not yet been put to the Sovereign AI Unit, whose own chair sits at a venture capital firm while overseeing state AI equity.
The Entrepreneurs Network
The Entrepreneurs Network
The Entrepreneurs Network's founder survey found 65% say Britain is easy to start a business in but only 14% say it is easy to scale one, with 82% negative on tax and 74% finding investment hard to access. On this reading the constraint is regulation and tax, not the capital-vehicle design the state keeps adjusting.
New Economics Foundation
New Economics Foundation
The New Economics Foundation argues fiscal accounting rules, not political will, cap what Britain's state capital vehicles can do. Matching the KfW and Bpifrance benchmark of 1% of GDP would need the National Wealth Fund to deploy roughly GBP21bn a year by 2028-29, about four times its current capacity.
Competition and Markets Authority
Competition and Markets Authority
The CMA's 8 September report on public procurement asked whether Britain's roughly GBP400bn state-spending system is built to grow high-potential firms rather than simply widen SME participation. Its Recommendation 5 calls for a dedicated frontier-technology procurement framework, an official acknowledgement that today's design may serve the wrong target.
Highland Europe
Highland Europe
Highland Europe, the growth-equity firm behind a €1bn-plus fund, took €65m from the British Business Bank into its Technology Growth Fund VI on 30 July via British Patient Capital. For a Geneva-based growth investor, the Bank's cheque is routine cornerstone capital, unrelated to which Whitehall department currently claims to sponsor UKRI.