Private#2 of 13 in this industry2 markets

Air

air.ai

defence acquisitionsupply-chain and sustainment analytics (Ark / Enterprise Readiness); formerly Govini
Raised$150m+ · Bain Capital $150M led by Bain Capital at $1.25B valuation (Oct 2025); earlier rounds incl. $20M Series C (2015) not re-opened; renamed from Govini per air.ai sourcetier B Arlington, Virginia, US
Revenue—not disclosed
Markets named in2across this research
Incumbent in0the one to displace
Rank in industry2 / 13by revenue
Backed byLerer Hippeau funding →
From each investor’s own published portfolio.
01

Where it competes

Every market in this research that names Air. Where it is the named incumbent it leads the list. The entry signal is the market’s, not the company’s — it says how open that market is to someone new.

MarketRoleShareEntry signal
Creative Proofing & Digital Asset Management
5414 Specialized design services
Competitor — 45% entry signal
Defence Mission Command & C5ISR Software — Command and Control, ISR Data Fusion and Battle Management
9111 Defence services
Competitor — 32% entry signal
02

Others in Defence services

Ranked by revenue. Companies that disclose none follow, ordered by how many markets name them.

1 BigBear.ai Private $128M
2 Air Private —
3 Anduril Private —
4 Deltek Costpoint Private —
5 Elbit Systems NASDAQ:ESLT —
6 Exostar Private —
7 JAMIS Private —
8 Palantir NYSE:PLTR —
9 PROCAS Private —
10 Second Front Systems Private —
11 Systematic Private —
12 Unanet Private —
13 Vannevar Labs Private —

Company details are from the search.cos database (snapshot 2026-10-18); market roles, shares and sourced revenue are from the research records linked above. Filed under the industry it serves — a software vendor sits with the industry that buys from it. Ranks convert currencies at approximate rates to put companies in order; every figure shown is in the currency it was reported in.