Investor Roadmap 2030
Capital requirements, milestones, and market opportunity for ABS Core's path to Pentagon-grade AI governance. Architecture is complete. What remains is certification and market entry.
Investor Roadmap: Path to Pentagon & 2030 Leadership
The Situation (2026)
The engineering is done. ABS Core v4.5.0 has a verified architecture score of 10/10 — every technical capability required for DoD IL4 and NSS compliance is implemented and tested.
What separates ABS Core from a defense contract is not technology. It is process and capital:
- FIPS 140-3 CMVP certificate (18 months, USD 150k)
- Common Criteria EAL4+ (36 months, USD 1.8M)
- Authorization to Operate (ATO) from a DoD Authorizing Official
- Personnel security clearances
- Federal BD infrastructure
The Claude Mythos disclosure (April 2026) validated the market thesis: organizations deploying frontier AI models have no governance layer adequate for the threat. ABS Core is the answer.
Round A: USD 8M — IL2 ATO + First Contract
Timeline: 18 months | Target ARR at milestone: USD 3M
| Use of Funds | Amount |
|---|---|
| FIPS 140-3 CMVP validation | USD 150k |
| ISSO + RMF documentation + ATO legal | USD 200k |
| Penetration test (credentialed, SAR-ready) | USD 35k |
| System integrator partnership (Booz Allen / SAIC) | USD 200k |
| Personnel (CISO, Federal Sales Lead, Solutions Architect) | USD 1.2M |
| Federal BD infrastructure (DCSA, SAM.gov, clearances) | USD 345k |
| Operating capital (18 months) | USD 5.87M |
| Total | USD 8M |
Outcome: IL2 ATO + access to USD 2.4B NIPRNET AI governance market.
Round B: USD 25M — IL4 ATO + NSA APL
Timeline: 36 months | Target ARR at milestone: USD 28M
| Use of Funds | Amount |
|---|---|
| Common Criteria EAL4+ evaluation | USD 1.8M |
| TS/SCI cleared engineering team | USD 3M |
| HSM fleet (Thales Luna 7, hardware root of trust) | USD 350k |
| SPIFFE/SPIRE workload identity | USD 200k |
| Quantum-safe hardware acceleration (PQC HSM) | USD 500k |
| Federal BD expansion (DHS, DoE, IC) | USD 1.5M |
| Operating capital (24 months) | USD 17.65M |
| Total | USD 25M |
Outcome: IL4 ATO + NSA NIAP APL listing + access to USD 48B NSS market.
Round C: USD 80M — Full-Spectrum Defense + International
Timeline: 60 months | Target ARR at milestone: USD 240M
International expansion (Five Eyes), IL6 facility, Cross Domain Solution, full CNSA 2.0 compliance fleet.
Competitive Moat
By Round B close, ABS Core will have:
- FIPS 140-3 CMVP certificate — 18 months lead over any competitor who starts today
- Common Criteria EAL4+ — 36 months lead
- IL4 ATO — cannot be accelerated with money alone (process requires time)
- Post-Quantum Cryptography (ML-DSA-65) — operational while competitors plan
- Volt Typhoon / APT detection — 42 patterns, MITRE ATT&CK aligned
The moat compounds: every month of delay for a competitor is a month they are not on DoD contract vehicles.
Technical Proof
All claims are verifiable in the public repository. For due diligence access:
- IMPLEMENTATION_LOG.md — complete log of 12,000+ lines of code implemented
- security/rmf/SYSTEM_SECURITY_PLAN.md — draft SSP ready for AO submission
- 55 automated tests — run
make testto verify - Architecture audit report available upon NDA execution
Contact: [email protected] | [email protected]