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Air

Category: AI in Analytics & BI

Air (formerly Govini) delivers an AI-native Enterprise Readiness platform that closes the U.S. defense readiness gap by continuously coordinating development, production, sustainment, and delivery across the national security enterprise. Air was founded in 2011. The company is led by Tara Murphy Dougherty. Based in Arlington, Virginia, USA. Team size: 300. Total funding raised: $174.5 million. Latest round: Growth Round - October 2025. Key investors include Bain Capital, Accel, Salesforce Ventures, Symphony Technology Group.

Founded
2011
Headquarters
Arlington, Virginia, USA
Team size
300
Total funding
$174.5 million

Value proposition

Close the Readiness Gap by making readiness a real-time, continuously achieved condition—coordinating suppliers, primes, operators, and agencies through an AI-native platform so the frontline gets what it needs at mission speed

Products and solutions

Air Enterprise Readiness platform - AI-native system with Activation (Readiness Graph fusing commercial/gov/operational data), Orchestration (AI workflows, agents, adaptive automation), and Execution layers/Execution Centers spanning development, production, sustainment, and delivery; Ark remains the customer-facing applications suite under the rebrand

Unique value

Only AI-native Enterprise Readiness platform purpose-built to continuously coordinate the full defense industrial and operational enterprise—Readiness Graph + orchestration agents + execution centers—with >$140B in programs managed and unicorn-scale national-security footprint

Target customer

U.S. Department of Defense, individual services (Army, Navy, Air Force, Space Force), U.S. intelligence agencies, and other federal entities requiring defense-industrial-base analytics

Industries served

Defense, National Security, Government

Technology advantage

AI-native three-layer Enterprise Readiness architecture (Activation/Readiness Graph, Orchestration with mobilized agents, Execution Centers), fusion of commercial/government/operational data, FedRAMP High heritage, and deployment across major DoD programs (Patriot, F-35, Minuteman, B-52, F-16, etc.)

How they differentiate

Positions beyond acquisition analytics as continuous Enterprise Readiness—coordinating industrial suppliers, operators, depots, and agencies in one AI-native execution system rather than isolated SCRM or BI tools, with unicorn validation and deep multi-service program footprint

Main competitors

Palantir Technologies, Anduril Industries, Shield AI

Key partnerships

BAE Systems - extended partnership for Minuteman III nuclear deterrence program, U.S. Army - core partner for Next Generation Command and Control (NGC2) program, General Services Administration - government-wide contract vehicle for Supply Chain Risk Illumination (SCRIPTS blanket purchase agreement, $919M, April 2025), Office of the Undersecretary of Defense for Acquisition and Sustainment

Notable customers

U.S. Department of Defense (DoD), U.S. Army, U.S. Navy, U.S. Air Force, U.S. Space Force, U.S. Intelligence Community, General Services Administration (GSA)

Major milestones

October 2025 - $150M growth investment from Bain Capital (unicorn valuation), October 2025 - $100M ARR milestone reached, April 2025 - $919M SCRIPTS blanket purchase agreement with GSA, 2025 - 5-year DoD-wide contract for Ark platform deployment, 2025 - $50M award from Office of the Under Secretary of War for Acquisition & Sustainment, November 2025 - Board terminates founder Eric Gillespie from organization and board, May 2026 - Named #18 on 2026 NatSec100 (largest upward advancement), June 16, 2026 - Rebrands from Govini to Air; launches Enterprise Readiness category at Reindustrialize Summit, July 6, 2026 - Appoints David Kensick as Chief Operating Officer

Growth metrics

ARR surpassed $100 million (October 2025); valuation > $1 billion unicorn; continued ~100% YoY growth cited mid-2026; LinkedIn company size 201-500; multiple multi-year DoD contracts including $919M SCRIPTS BPA; >$140B defense programs managed on platform; NatSec100 #18 (2026)

Market positioning

Defense-tech unicorn (Air, formerly Govini) and #18 on 2026 NatSec100, positioned as the leader in AI-native Enterprise Readiness for U.S. national security

Geographic focus

United States / U.S. government

Patents and IP

No publicly listed patents; Govini relies on proprietary algorithms and trade-secret protection

About Tara Murphy Dougherty

Previously held leadership roles at Palantir Technologies and served as Chief of Staff for Global Strategic Affairs in the Office of the Secretary of Defense. Was President of National Security at Govini before becoming CEO.

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