The next ten years will redefine Europe’s defence and security—not only through political decisions, but through the technologies and structures that will protect the continent’s borders and values. At the center of this transformation stands Ukraine. Not as a victim, but as Europe’s most dynamic technological frontline. For professional investors, this is not just an opportunity—it is a historic window to invest in the Ukrainian defence industry and shape the future of security.

Ukraine: Europe’s technological frontline

In record time, Ukraine has evolved from a peripheral player to Europe’s most innovative defence ecosystem. Under the pressure of full-scale war, the country has created an environment where innovation is not a choice, but a necessity. Ukrainian engineers, entrepreneurs, and soldiers work closely together to develop and implement solutions that make a daily difference on the battlefield. Here, drones, sensor systems, electronic warfare, and advanced logistics solutions are not just tested in laboratories, but validated under the most extreme conditions.

This innovative strength has made Ukraine the world’s fastest-growing defence technology hub. It is here that the next generations of autonomous systems, cyber defence, and advanced weapons platforms are being developed, tested, and deployed. For investors, this means access to technologies that have already proven their value—and are now poised for massive scaling and international demand.

The market: a unique investment opportunity

The European defence market is currently undergoing an unprecedented transformation. Geopolitical tensions, increased threats, and an acute need for modernization have led EU countries to allocate over €800 billion to defence and security. Yet, while demand for new solutions is exploding, supply remains limited. Traditional suppliers cannot keep up, and innovation systems are often too slow and cumbersome to deliver the solutions needed here and now.

This is where Ukraine stands out. The country has already proven it can deliver technologies that work in practice—quickly, efficiently, and with a flexibility that few other nations can match. For investors looking to invest in the Ukrainian defence industry, this is a rare window to enter before the market becomes saturated and multiples rise.

Why invest now?

• First-mover advantage:  The next 12–24 months are crucial. Institutional investors are entering, but the market is still open to those who want to take the lead and secure significant stakes in ventures with proven impact.
• Capital protection:  With state-backed schemes like EIFO, you as an investor can have up to 70% of your investment secured, significantly reducing risk and enabling earlier engagement than traditional venture models.
• Direct access to innovation:  Through partnerships with local players, technical universities, and defence clusters, you gain access to companies that have already proven their worth in the field—but lack the capital and structure to scale internationally.
• Strategic significance:  By investing in the Ukrainian defence industry, you help strengthen Europe’s security, technological autonomy, and resilience against future threats.

NODIH: the bridge between capital and technology

Northern Defence Investment Horizon (NODIH) is your gateway to the Ukrainian defence ecosystem. We are not a traditional fund, but a venture platform that combines local presence in Ukraine with Nordic venture experience, technical validation, and access to a portfolio of companies that have already proven their value.

We work closely with founders, military stakeholders, and technical institutions to identify, validate, and scale the most promising technologies. Our model is based on milestone-based capital allocation, where investments are only released when companies achieve concrete, validated progress. At the same time, we ensure that all investments meet the highest standards for compliance, export control, and governance.

Six technological pillars—where innovation meets need

NODIH focuses on six core areas, all of which are critical for the future of defence:

• UAVs (drones):  ISR, kamikaze, deep strike, and repeater drones.
• UGVs (ground robots):  Evacuation, mine operations, and armed platforms.
• Maritime drones  Kamikaze and logistics systems for maritime environments.
• EW and counter-UAS:  Radio signal disruption, GPS jamming, and FPV protection.
• Critical components:  AI modules, flight controllers, batteries, and optics.
• Production and supply chain resilience:  Local production, modular systems, and logistics infrastructure.

Your role in the future of defence

Investing in the Ukrainian defence industry is not just a financial decision—it is a strategic choice that shapes Europe’s future. You help ensure that groundbreaking technologies do not remain local experiments, but become European assets that strengthen the continent’s security and resilience.

NODIH is the bridge between capital and technology.

Be part of Europe’s next major growth adventure. Invest in the Ukrainian defence industry — and help shape the future of security and technology.