Research, briefings, and field notes on federal capital movement, defense procurement, and what the data actually says. From the HighGround team.
Conference trimmed some of the most aggressive commercial reforms out of the FY26 NDAA. Here's a clear read on what passed, what died, and what it changes.
Most PE firms still diligence federal contractors the way they did in 2010. A walkthrough of what the modern version looks like, phase by phase.
Government market research spent two decades as a service. The next decade, it becomes infrastructure. What changes when federal intelligence behaves like a platform.
Commercial diligence runs on data and AI. Government diligence still runs on spreadsheets and Rolodexes. The methodology gap is now the largest source of mispriced deals.
Veteran founders just raised over $1.4 billion across eight rounds. The pattern isn't about narrative or patriotism. It's about where defense tech alpha actually lives.
No cadence. No fluff. Original analysis on government demand, defense procurement, and federal capital movement, sent when we have something worth reading.
For PE, VC, sell-side, BD, capture, and strategy teams covering defense.
