Research, briefings, and field notes on federal capital movement, defense procurement, and what the data actually says. From the HighGround team.
John Price joins Tyler Sweatt to break down how government demand actually shows up, where investors and operators misread it, and how to identify where real programs and real money sit.
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.