GOVERNMENT DATA FOR DEFENSE & AEROSPACE

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Government markets are a black box. HighGround shows investors and operators where the money is going, who's positioned to capture it, and what's about to change.

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THAAD interceptor funding, June 2025 to June 2026

Lockheed Martin · NYSE: LMT

Funding in budget documents

Award value as announced

Sources: MDA FY26 justification book; FY26 NDAA and appropriations conference reports; Lockheed Martin release, Jan 29, 2026; Army FY27 justification book, Apr 21, 2026; MDA award, Jun 24, 2026. $842.87M obligated at award: 2.4% of the ceiling. Full case →

Investors

Underwrite the federal book behind the company.

Hedge funds, private equity and credit, banks, research →

Operators

Choose the pursuits worth winning.

BD, capture, strategy, corp dev, government affairs →

12–24 mo

From budget line to award notice

Petabytes

Of unstructured public records, made structured

5,000+

Sources reconciled into one graph

20+ yrs

Of history behind every read, refreshed daily

Why institutions buy HighGround

Three things change.

You reach a defensible view in an afternoon instead of a week.

Budget books, committee reports and contract actions are already joined to the company, the period and the source.

You stop underwriting revenue that was never funded.

Ceiling, requested, enacted and obligated are held apart. The headline number stops standing in for backlog.

You make the call with the source already attached.

Every figure opens to the document behind it, with its period and scope. The committee reviews the evidence, not a summary of it.

In practice

A mark lands. Minutes later, you know the impact.

Congress adjusts a program's funding in committee. Minutes later you know which of your names that line funds, how much of their federal book sits on it, and when the incumbent's contract comes up. The market finds out at the award, a year or more later.

Always current. Never overwhelming. Refreshed daily and scoped to your watchlist, so only the lines that fund your names reach you.

Complexity in real time. From a budget line out to every company exposed to it, or from a ticker back to the budget line.

Signal as it is breaking. Marks, awards and modifications arrive as they print, each with its document, period and scope.

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The platform layer

Defense spending from the budget request to the obligation, linked in one sourced record.

Government spending data sits across dozens of disconnected systems. Budgets, awards, agency spending patterns, vendor histories. Each uses its own identifiers, so the same program or company rarely lines up from one to the next.

A model can summarize a record. HighGround resolves identity, time, semantics, and lineage before the model reasons over it.

One connection

The same sourced record for your models, analysts and agents.

HighGround ingests budget, award, obligation and vendor data from 5,000+ public sources, resolves the companies and programs across them, and computes the measures on top. Your models, analysts and agents connect to the same record.

Your Models · structured API & MCP endpoint

Your Analysts · AI chat & research interface

Your Agents · alerts, digests & workflows

Research

Intelligence notes on the government market.

All research →

Sep '26

7 min read

Five Thousand Sources, One API, and the Problem That Starts After Integration

Every platform can unify government data sources now. The open problem is getting a general model to reason correctly over the result, and defense finance breaks them.

Read the note →

five-thousand-sources-problem-after-integration

Sep '26

3 min read

Eighty-Five Percent of the Golden Dome Fund Is a Bill That Hasn't Passed

Everyone quotes the $1.7 trillion number. The real FY2026 ask is $20.1 billion, and 85 percent of it still depends on a bill that has not passed.

Read the note →

golden-dome-fund-85-percent-reconciliation-bill

Sep '26

3 min read

For AI Plugins, Access Was the Easy Problem

Every model can connect to your data now. Getting it to do the arithmetic right over federal contract records is the part nobody has actually solved yet.

Read the note →

ai-plugins-access-was-the-easy-problem

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