The "Rule of 40" makes it difficult for even the largest software publishers to make the investments required to meet the rigorous security requirements that responsible critical infrastructure providers and Government agencies demand. For thousands of SaaS companies with less than $50-100M in ARR, it is virtually impossible. As a result, 99% of small, innovative SaaS companies are neither FedRAMP Authorized or listed on GSA (and they certainly do not have the unique Government partner ecosystem or legal infrastructure) required to sell in these markets.
Trust in the US Government has been on a stead decline since WW2, and our critical infrastructure is improving fast enough to maintain the United States' position as the world's pre-eminent economy. By opening up critical US markets to the best, most innovative commercial technology companies in the world, we hope to do our part to help the United States remain the largest, most secure economy in the world.
We are a group of retired commercial CXOs and VPs, Government Senior Executives and Military Officers that co-invest in both foreign and domestic COTS SaaS companies that want to sell to United States Government agencies and regulated industries, but are otherwise deterred by the high up front investment requirements and long sales cycles.