Sovereign capital is reshaping space on a scale the world has never seen. The institute builds the analytic discipline to distinguish investment that compounds from investment that strands — and works directly with the people whose decisions determine which it becomes.
Each figure is a finding the institute publishes. Each finding is load-bearing on a number, and each number has a source.
A structural decomposition of a $203 billion economy. Three categories — traditional mission, commercially-procured government, genuine commercial — applied to the global space-sustaining economy 2015–2025.
The first application of the Market Maturity Index. Launch is the most visible missions-to-market transition in the space economy — and one of the only ones that has fully cleared the threshold.
The most deliberate example of the waystation strategy in the field: standardizing the platform substrate while leaving delivery flexible enough for sovereign missions to be purchased as products.
A demand-first framework for understanding where value is actually created — and why the current definitions fall short.
The first commercial space markets did not emerge from demand — they emerged from a narrow set of conditions that happen to look like demand in retrospect.
Why one company crossed the boundary between missions and markets — and why most others, then and now, structurally could not.
The institute publishes frameworks, market signals, segment diagnostics, and cases — analytic infrastructure for understanding where space markets are actually forming and what it takes to cross the threshold. It also works directly with founders and procurement leaders to build toward genuine commercial discipline and programs that create markets rather than capability silos.
The three-way decomposition of the space-sustaining economy: traditional mission spending, commercially-procured government services, genuine commercial revenue.
The diagnostic for whether a segment is forming a market or remains stuck in mission procurement. Two observable axes — supplier productization, buyer commerciality — produce four quadrants.
How a segment crosses from mission to market: the natural waystation through productized/mission, the commercial-pull path that bypasses mission-buyer discipline, and the dead-end where free government provision caps the commercial ceiling.
The pocket diagnostic. Six observable questions that distinguish commercial behavior from a commercial label. Designed to fit on a single page so a procurement officer or investor can apply it from a deal memo.
The founding patron circle is being constituted in 2026. Patrons provide the sustaining support that keeps the institute’s findings free from commercial capture — three years of operating independence. In return: pre-publication briefings, the quarterly patron letter, and direct founder access during the founding period.