Reports
Taylor, your government spending expert.
One company, one program, one market or one buying office, written up from the platform on a stated data vintage and delivered in one business day.
Taylor
Government spending analyst · reports in one business day
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You
You
Hey Taylor, build me a market report on C-UAS.
Taylor
On it. Market overview on counter-UAS: TAM/SAM with sources, the program elements that fund it, FY26 marks, buying offices, incumbents and challengers. Delivered by tomorrow.
PE 0604121A
SAC-D FY26
14 offices
Four reports. Sourced the same way.
Market · for investors sizing a market
Market overview
Define the market, size it credibly, show where the federal money sits.
TAM / SAM with sources and CAGRs
Budget lines and congressional alignment
Customers, competitors, compliance gates
Company · for allocators and operators
Company diligence
Assess the company as an investment: team, traction, moat, federal pipeline, risk.
Funding history, leadership, product and moat
Federal contracts and budget-aligned pipeline
Competitive matrix, risks, catalysts
Program · for investors and operators tracking one
Program outlook
Explain the program, trace the money through the budget books, forecast where it is headed.
Schedule, milestones, acquisition strategy
Budget detail, out-year forecast, marks, reprogrammings
Contracts, protests, incumbents, opportunities
Office · for allocators and BD teams
Pipeline
Profile a buying office: its money, what it has bought, and what is coming.
Programs owned and FY activity
Contracts and incumbents in place
Upcoming opportunities, behavior, key personnel
Reports are included on the Enterprise plan. For a single report, we confirm scope and pricing by email.
What's inside
Every report follows a fixed table of contents, so two reports compare.
Audience
An investor evaluating a market, for example quantum sensing and navigation.
Goal
Define the market, size it credibly, and show where the federal money sits.
Request a market overview →Contents · Market overview
8 sections
01
Executive summary and market thesis what it is, why now, direction of travel
02
Market sizing (TAM / SAM) third-party forecasts with sources and CAGRs; why estimates diverge; defense vs commercial
03
Market definition and drivers program elements and line items rolled into a TAM; reprogrammings and transfers
04
Congressional alignment hearings and marks that move the market
05
Customers the government offices inside the market
06
Competitive landscape incumbents, challengers, who wins which segment
07
Regulatory and compliance gates ITAR/EAR, CMMC/NIST, DFARS
08
Opportunities and outlook upcoming solicitations; where a new entrant can play
Audience
A capital allocator or an operator doing competitive analysis.
Goal
Assess the company as an investment: team, traction, moat, federal pipeline, risk.
Request a company diligence →Contents · Company diligence
14 sections
01
Executive summary stage, raise to date, thesis bullets
02
Core investment thesis
03
Company overview and registration legal entity, UEI/CAGE, SAM status
04
Funding history and capitalization round-by-round, syndicate, burn
05
Leadership and governance key-person risk
06
Product and technology TRL and validation milestones
07
Technical differentiators and moat
08
Market landscape and opportunity
09
Current federal contracts number, agency, value, PoP
10
Federal budget and sales pipeline programs of record and aligned budget
11
Competitive landscape and positioning
12
Intellectual property
13
Key risks risk, severity, mitigant
14
Strategic catalysts timing and impact
Audience
An investor or operator tracking a specific program, for example CCA, HADES or T-7A.
Goal
Explain the program, trace the money through the budget books, and forecast where it is headed.
Request a program outlook →Contents · Program outlook
9 sections
01
Program overview mission, system, acquisition phase
02
Strategic context the operational problem, acquisition strategy, variants and suppliers
03
Schedule and milestones
04
Budget and procurement detail funding, quantities, unit-cost curve, RDT&E taper, TOA through the FYDP
05
Congressional marks adjustments with stated rationale
06
Reprogrammings and transfers execution-stability signal
07
Government offices the primary customers
08
Contracts, protests and incumbents
09
Contract opportunities follow-on phases, RFIs and RFPs, est. value
How it works
Produced from the platform, not written around it.
01
You name the subject and the vintage
A company, program or segment, and the date you want the record as of.
02
The platform produces the figures
Definitions fixed in code; the same calculation as the application and the API.
03
An analyst writes the read
Interpretation, risks and what to watch, in the analyst voice: number first, adjectives never.
04
Every figure opens to its source
Document, period and scope on each number. Coverage limits stated in the appendix.
Name the company. We'll send the report.
Tell us the company, program or segment and the data vintage you want it as of.
Request a report