2 octobre 2019 | International, Sécurité

Ces startups du renseignement poussées dans les bras étrangers

Par Anne Drif

Comme Linkurious et Earthcube, plusieurs entreprises innovantes du renseignement et de la défense sont sollicitées par des investisseurs étrangers, dont le fonds de la CIA In-Q-Tel. En France, elles n'ont pas ou peu d'alternatives de financement.

"Il faut arrêter Hollywood !" l'che, amer, un entrepreneur français devant le déluge d'images sur l'innovation des armées qui anime la communication du ministère de la Défense depuis quelques semaines. Le "Flyboard Air" de Franky Zapata a failli battre pavillon américain . D'autres projets moins cathodiques sont poussés à prendre un drapeau étranger, faute de trouver les financements adéquats en France.

La faille est désormais bien identifiée par les investisseurs étrangers, qui ont ciblé ouvertement ces derniers mois les startup françaises du secteur de la défense et de la sécurité. Le fonds de la CIA, In-Q-Tel, s'est intéressé de près à Linkurious, la startup qui a aidé dans l'affaire des "Panama Papers" en détectant les interconnexions entre personnes à partir de signaux faibles pour les banques, l'armée ou Bercy.

Investisseurs américains ou qataris

Le fonds d'investissement américain , qui vient de s'installer en Europe, a également approché Earthcube . Cette solution d'intelligence artificielle qui permet d'identifier en quelques secondes des micro pixels sur des images satellites est utilisée par la Direction du renseignement militaire. La société Elika, qui innove dans la linguistique opérationnelle pour permettre aux forces armées de communiquer dans un langage interallié a elle aussi reçu des propositions de fonds américains et qataris.

Certaines - par exemple Dataiku, qui travaille pour Tracfin -, ont déjà basculé. La startup d'intelligence artificielle a bouclé un quatrième tour de table de 101 millions de dollars auprès de fonds anglo-saxons de premier ordre, comme Iconiq Capital, proche du CEO de Facebook, Mark Zuckerberg.

Des startup trop connotées

De fait, les startup de la défense et du renseignement se lancent gr'ce aux subventions et aux contrats industriels noués avec la Direction générale de l'armement ou la nouvelle Agence d'innovation de la défense, mais peinent très vite à grandir avec des solutions de financement hexagonales. "Si on veut conserver un ADN tricolore, l'écosystème de financement reste à inventer. Les investisseurs français sont hésitants à l'idée de mettre de l'argent dans notre secteur", témoigne Arnaud Guérin, le cofondateur d'Earthcube.

Chez Numalis, où l'on gère une méthode de calcul capable de corriger les systèmes critiques des missiles, des fusées ou des centrales nucléaires, on cherche aussi de l'agent frais. La startup, qui mobilise des subventions de BPI et reçoit l'aide d'un fonds régional, a tenté de convaincre des fonds de capital-risque et d'amorçage. En vain.

Désintérêts

"Nous n'y sommes pas arrivés, explique Arnault Ioualalen, le fondateur. Si l'on ne trouve pas d'acteur français, nous nous efforcerons de nous tourner vers des Européens. Mais les fonds classiques réfléchissent à cinq ans, un horizon beaucoup trop court pour la deep-tech."

Les grands fonds français expliquent leur appréhension. "Nous ne pouvons pas investir dans ce qui touche de près ou de loin au commerce d'armes, explique Jean-Marc Patouillaud, managing partner de Partech. Le nombre limité d'acteurs, de clients, la nature des cycles et des processus de vente sont des facteurs de risques, sans compter le droit de regard des pouvoirs publics sur toute transaction."

Coup de fil du ministère des armées

Même constat de Benoist Grossmann, le directeur général d'Idinvest. "La cybersécurité et la géosurveillance sont peu matures, et il existe plein d'autres opportunités dans d'autres secteurs. Aux Etats Unis, c'est différent, le marché de la défense est beaucoup plus profond", ajoute-t-il.

Quand les fonds français osent quand même s'intéresser au secteur, "la première chose qu'ils sondent est Bercy au titre du contrôle des investissements... Dans l'heure, ils reçoivent un coup de fil de la DGA !" témoigne un entrepreneur.

En réalité, ce problème n'est pas nouveau. En témoigne la création de Definvest, le fonds de 50 millions d'euros monté l'an dernier par bpifrance pour le compte du ministère des Armées. Mais ce dernier ne répond que partiellement aux besoins, car il intervient uniquement... aux côtés de fonds privés, et ne prend jamais la main. Par le passé, d'autres tentatives semi-publiques avaient déjà échoué .

Pré-carré des industriels

La défiance est la même du côté des banques. "Nous avons fait le choix de ne pas lever de fonds étrangers, mais nous ne trouvons pas de financement bancaire, même pour 500.000 euros. Nous tentons donc de fonctionner avec des prêts d'honneur de Total, Airbus et Michelin. C'est forcément limité", déplore Karine Joyeux, la présidente d'Elika.

Pour les startup, les verrous ne sont pas que financiers. "Ce que nous font comprendre en creux les institutions de la Défense, c'est qu'elles ne veulent pas voir l'émergence de startups qui viendraient concurrencer les grands groupes installés, s'agace un entrepreneur du secteur. L'armée pousse à ce que nous intégrions nos technologies dans ces grands groupes, mais nous voulons garder notre indépendance. Et ce n'est pas ce qui va pousser à créer des technologies de rupture !"

Du coup, certaines startup préfèrent l'autofinancement, comme Linkurious. "Nous avons fait le choix de ne pas lever de fonds pour garder notre indépendance", explique le président exécutif Sébastien Heymann.

Vers un abandon du secteur défense pour le civil

D'autres jeunes pousses renoncent et se réorientent purement et simplement vers la seule clientèle civile. C'est le "pivot" opéré par Flaminem, pourtant présenté comme le futur concurrent français de la société américaine d'analyse de données Palantir. "Nous restons attentifs au marché régalien, mais ce n'est pas un domaine qui réagit suffisamment vite à notre échelle", explique Antoine Rizk, le CEO de Flaminem. La startup s'est donc entièrement tournée vers le vaste marché de la lutte contre la fraude et le blanchiment des banques. Moins sulfureux, mais plus "bankable".

https://start.lesechos.fr/startups/actu-startups/ces-startups-du-renseignement-poussees-dans-les-bras-etrangers-16216.php

Sur le même sujet

  • Airbus Calls For Europe To Strengthen Defense Budgets Post-COVID-19

    29 juillet 2020 | International, Aérospatial, Naval, Terrestre, C4ISR, Sécurité

    Airbus Calls For Europe To Strengthen Defense Budgets Post-COVID-19

    Tony Osborne July 10, 2020 While Airbus' commercial business faces strong headwinds from the novel coronavirus pandemic, the company's military capability is still very much in demand. But can Europe's big defense initiatives—many of which involve Airbus-—be sustained with burdened budgets post-COVID-19? London Bureau Chief Tony Osborne put those questions to Airbus Defense and Space CEO Dirk Hoke. AW&ST: What does the defense environment look like post-COVID-19? Will we face more spending cuts, or will spending plans be maintained? And are you confident big defense programs can survive? A health and economic crisis doesn't erase the necessity of being able to defend your territory. NATO missions are continuing, and the extensive use of our A400Ms and [A330 Multi-Role Tanker Transports] MRTTs during the COVID-19 crisis is a perfect example of how much value military assets can bring in humanitarian missions, when nations are in need. In addition, spending in defense procurement, if you do it right, is always an investment in your own economy and therefore now twice as important. The defense business was undertaking some restructuring and cost cutting at the beginning of 2020 after a difficult 2019. Where are those plans; will they have to be reconsidered? We have had to slightly adapt our restructuring due to the COVID-19 impact, but the rationale stays the same. In our defense business, many important contracts had been postponed or came later than expected, which has of course had an impact on operational planning. In our space business, we currently see an extremely flat market for telecommunication satellites. We are [the] market leader and confident that the situation will change again. But for the time being we must take the appropriate measures. How has COVID-19 affected production and output in the various countries, and how have you overcome or are overcoming those hurdles? I would say we were early adapters. Given the experience we had at our commercial sites in China, on which we could build, it took us around a week to clear all production facilities for working under COVID-19 work restrictions. On the defense side, we also delivered aircraft in the lockdown phase and provided our services to the military crews on mission. It was, rather, the space part, where we had to reschedule satellite launches due to the temporary closure of the launch site in Kourou [in French Guiana]. And for the desk jobs, many were working from home during the lockdowns in order to avoid [having] too many meetings at the offices at the same time. They are now coming back to their desks. We could demonstrate that also in crisis times we are a trustful partner for our customers. Airbus proposed a compromise deal for the Eurofighter following Germany's decision on a Tornado replacement. Is Berlin showing interest in your proposals; could we see some of these Eurofighters on contract soon? Let me state that we are very proud of being part of the Eurofighter family. There are some good opportunities ahead. Recently we signed the contract for equipping 115 [German and Spanish] Eurofighters with brand-new Captor-E radars. In the autumn, we are confident [we will] sign a contract for 38 Eurofighters to replace the German Tranche 1 fleet. Additionally, we are in discussions for planning a Tranche 5 [implementation of] the Long-Term Evolution Program. What the final decision on Tornado will be, we will see only after the elections in Germany [at the] end of 2021. In the meantime, there are further opportunities in Spain, Switzerland and Finland. The Eurofighter clearly is the backbone of European air defense. What progress is being made on the Future Combat Air System (FCAS)? Can you talk about some of the technological hurdles, where there needs to be or has been progress to reach the next phase? There is a tremendous drive in the project. All parties, on both the political and industrial sides, are pushing for progress and can be proud of what has been achieved in less than three years after being mentioned the first time in the French-German declaration on July 13, 2017. We need to keep this spirit up to achieve our ambitious timelines. In terms of technologies, we are at the early stage of a long journey. Overall, we are looking into a wide range of technologies in the areas of combat aircraft capabilities, digitalization and data analysis, as well as connectivity and communication. Airbus is the only company in Europe that has extensive know-how in all three areas. Nevertheless, as we are talking about requirements needed in 2040, we are far away from having definite answers yet. The FCAS is very much an incremental journey with an open end—that's what makes the program so challenging, but also so exciting. You made representations to Madrid regarding the involvement with Indra on the FCAS. Is there any sign of that changing? Is there a point when you begin working together and sideline the differences? Spain is a very welcome partner in the FCAS program and is one of our Airbus home nations. I really believe that the FCAS project is large enough for the whole European defense industry. To make it a success, it is important that everybody contributes where he has the largest experience. In terms of system integration, it is undoubtedly Airbus—especially in Spain, where we have a large industrial footprint, are producing the Eurofighter, A400M, tankers and the light and medium transport aircraft. I think it is understandable that we expressed our incomprehension to the Spanish government. Are you any closer to securing a contract for the Eurodrone development? Are you concerned that France could still be swayed down the U.S. route? In June we handed over our best and final offer and are expecting a decision by the nations after the summer break. Germany, France, Spain and Italy worked with us on the capabilities from the onset, so the complete design is according to their wishes. Therefore, in terms of performance, capability and European sovereignty there is no serious competitor on the market. What is clear is, the later the order comes, the more the delivery dates are slipping. I don't think that's in anybody's interest. Are you making any proposals for Germany's Pegasus signals--intelligence (sigint) platform since Berlin withdrew from using Triton? Will you offer the Integrated Standby Instrument Systems (ISIS) system on a manned platform? That's now in the hands of the German government. Over the years of the project we developed many skills and capabilities in Germany that are required in any sigint platform. That applies especially for the ground control station, which we also deliver for NATO's [Alliance Ground Surveillance] project. Therefore, we stand ready [for] implementing our know-how once the decision has been taken. Nonetheless, I am still convinced that Triton would have been the most capable platform for the envisaged missions. On MRTT, where do you see the next market for that platform? How many more orders could come from the European Multinational Multi-Role Tanker Transport Fleet/Unit (MMF/MMU)? Is the agreement with Lockheed on MRTT making progress on marketing for U.S. needs? What is your hope for that? Only weeks ago, we delivered the first MRTT to the joint NATO fleet. I don't want to speculate about numbers, but pooling resources as is already the case with military transport capacities is a blueprint for the future. The U.S. surely is the largest accessible market for military tankers. We have the best aircraft in this class. And besides our own Airbus footprint, we have Lockheed Martin as an equal partner in the country. We stand ready. In the end the question will be whether the U.S. is ready for this, too. Regarding A400M tactical capabilities and exports, any progress on both? The A400M has meanwhile proven to be a real workhorse in the services, and flight testing again has made good progress in recent months. Simultaneous paratrooper jumps out of the side doors are now certified, and the helicopter air-to-air refueling is advancing well. The aircraft is simply best-in-class. Other nations recognize this very well, but it is currently a difficult environment to predict when the next exports are coming in. Given that space has been declared a warfighting domain by several nations, are you seeing an uptake in defense interest in space, or is that something still warming? When we see how dependent mankind is on assets in space, it is high time to act and find ways to protect them. Some countries are making progress already. Others are still undecided on their strategy. As Europe's largest space company, we can make suggestions. But what is valid for the world applies also in space: You can't defend space or your assets there as a single country. What we need is a common approach. And it is needed sooner rather than later. https://aviationweek.com/ad-week/airbus-calls-europe-strengthen-defense-budgets-post-covid-19

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  • Navy Awards Sikorsky $1.13B for Next 12 CH-53K Heavy-Lift Helicopters

    22 mai 2019 | International, Aérospatial, Naval

    Navy Awards Sikorsky $1.13B for Next 12 CH-53K Heavy-Lift Helicopters

    By: Megan Eckstein The Department of the Navy awarded Sikorsky a $1.13-billion contract for 12 CH-53K King Stallion heavy-lift helicopters, the Defense Department announced on Friday. The contract to the Lockheed Martin-owned company covers Lots 2 and 3 of the helicopter, which will replace the aging CH-53E Super Stallion. The Navy plans to buy 200 CH-53Ks over the life of the program. This award comes after an overhaul of the helicopter's test program, which had fallen behind due to inefficiencies in the test plan and technical problems in the design of the aircraft. Those problems included an exhaust gas reingestion problem in the helo's three-engine design. A recent Pentagon Selected Acquisition Report noted 126 design deficiencies, Bloomberg has reported, and the Department of the Navy has since worked with Sikorsky to restructure the remaining test program. After cost growth in the Lot 1 contract for the helicopters, the Navy and Marine Corps reduced this contract to 12, compared to a previous plan to buy 14 under Lots 2 and 3. “The aircraft quantity was negotiated for 12 vice 14 aircraft due to cost growth identified during Lot 1 production as well as the cost of incorporating the correction of known technical deficiencies that have resulted from developmental flight test to date,” Navy spokesman Capt. Danny Hernandez told USNI News. “The lower quantity will allow the program to afford the aircraft while preserving planned support efforts within the budget and program schedule.” In a Friday news release, Navy and Marine Corps leadership expressed confidence in the program despite the challenges it has faced over the past year or so. “The Marine Corps is very appreciative of the efforts by the Navy and our industry partners to be able to award the LRIP 2/3 contract,” Lt. Gen. Steven Rudder, the deputy commandant for aviation, said in a news release. “This is a win for the Marine Corps and will secure the heavy-lift capability we need to meet future operational requirements and support the National Defense Strategy. I'm very confident in the success of the CH-53K program and look forward to fielding this critical capability.” “This contract award reflects close cooperation and risk sharing between the Government and industry teams to deliver critical capabilities to the Marine Corps,” James Geurts, assistant secretary of the Navy for research, development and acquisition, said in the release. “Working with our industry partners, the team ensured that solutions for technical challenges are incorporated into these production aircraft. This reflects the urgency to ensure we deliver capabilities necessary to support the Marine Corps and the Department of Navy's mission, while continuing to drive affordability and accountability into the program.” In a House Armed Services Committee hearing earlier this spring, Daniel Nega, the deputy assistant secretary of the Navy for air programs, told lawmakers on the tactical air and land forces subcommittee that the upcoming contract would put the onus on Sikorsky to address remaining design flaws and fix any other problems that come up during the remainder of testing. “The flight envelope's been tested to the corners; Gen. Rudder talked about how we've sort of wrung it out,” he said at the hearing. “There's a relatively low risk that anything major will be found. However, if nuisance issues come along, we are not going to give those nuisance issues to the Marines, and the Navy and Marine Corps team is not going to accept the full risk of that. So the risk concurrency between the development and the production, that overlap is going to be taken care of.” Asked how the contract awarded today would do that, Hernandez told USNI News that “the production contract is structured to ensure a deployable configuration is delivered for fleet use. All known issues are included in the contract, additionally the contract provides provisions for any new issues discovered during flight testing. This will ensure appropriate shared risk between the government and industry.” Sikorsky's Path Forward Despite the ongoing technical challenges with the helicopter design and the delays in the test program – which has set back the planned start of initial operational test and evaluation but does not appear to threaten the planned first deployment of the helicopter in 2023 or 2024 – Sikorsky officials remain confident that the aircraft is on the right path following last year's restructure. “The majority of the technical issues that we've discovered over the 1,400 hours of flight test, nothing too terribly different than we would expect to find on a development program,” Bill Falk, Sikorsky's program director for CH-53K, told USNI News in an interview earlier this month. “The majority of them are already resolved, already proven and demonstrated in aircraft. We do have a set of issues that we still are in the process of resolving and demonstrating, but we've got a plan in place, parts installing in the aircraft and flight test plans to demonstrate that.” Falk said the company has dedicated one of its six test aircraft to tackle the exhaust gas reingestion issue, spending the last four or five months using computer-aided modeling and data from test flights to develop prototype solutions and test them out on the aircraft. “We have enough data that we now understand what solution we need to install on the aircraft, demonstrate and validate, which will become part of the production solution,” Falk said. “So we are at a completely different spot: where there was uncertainty four to five months ago, we have complete confidence now.” The new test plan is also more focused than the original one, tying each flight test to the delivery of a specific capability rather than just flying for flying's sake, Falk told USNI News. The helicopter has already demonstrated that it meets or exceeds all requirements for speed, range, altitude, lift capacity and more. Sikorsky and the Navy/Marine Corps team have also conducted hot weather and brownout condition testing in Arizona, and they have certified the helicopter can be transported via C-5 and C-17 cargo planes. A key upcoming test will be sea trials, where the CH-53K will have to prove it can fly on and off a flight deck and that Marines can maintain it at sea. Falk said the Navy is looking at a window of late February or early March through May of 2020 for sea trials, and that the tests will take place aboard a yet-to-be-decided amphibious assault ship. Initial operational test and evaluation is set to begin in early 2021, which would allow the Marine Corps to declare initial operational capability in time for the first deployment in 2023 or 2024. Though work still remains to be done, Paul Fortunato, director of Marine Corps business development at Sikorsky, and John Rucci, the company's senior experimental test pilot for the CH-53K, said the new helicopter has already proven it is easier to operate and maintain than its predecessor and that its warfighting capability surpasses the requirements for the aircraft. Rucci said pilots have total trust in the fly-by-wire cockpit, which essentially lands the helicopter on its own – meaning the pilots can focus on the mission at hand or evading a threat, or can safely land in a sandstorm or other degraded conditions. And Fortunado said the helo was built with easy maintenance in mind: fewer tools are required, the all-electronic maintenance documents include graphics that maintainers can zoom in on and rotate to help them maintain or repair parts, the logistics footprint is smaller and easier for deployments aboard amphibious ships. The design even includes putting electronic components in “backwards,” meaning the connections are facing outwards and easily accessible when maintainers take off a panel, instead of the wiring being in the back like usual and requiring a Marine to use a mirror to see what is going on behind the component. At Marine Corps Air Station New River in North Carolina, Falk said, Marines are using one of the system demonstration test article (SDTA) helicopters to work out any remaining issues in the maintenance manuals and to start learning more about how to fix and sustain the new helo. “There's Marines crawling around that aircraft, taking it apart, putting it back together again, running the maintenance procedures, and basically using what we developed in order for them to be able to maintain the aircraft,” Falk said. “So the opportunity for us before we start delivering production aircraft, we can learn from that, we can feed all that back, we can improve our maintenance procedures and basically when the aircraft is deployed deliver a much higher-quality, more efficient set of maintenance instructions. Plus, you've got Marines that have already used it, done it, learned.” https://news.usni.org/2019/05/17/navy-awards-sikorsky-1-13b-for-next-12-ch-53k-heavy-lift-helicopters

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