KnightSwan intends to find a target at the leading edge of technological innovation in three key sectors: cloud, cyber, and mission intelligence.
KnightSwan’s team has extensive experience in identifying and growing technology companies, positioning it to capitalize on this growing market segment. KnightSwan intends to explore companies that offer attractive long-term and risk adjusted returns to stockholders that have proven market success and customer traction. The cloud, cyber and mission intelligence sectors are ripe for investment as public and private sectors are increasingly investing in each of these areas since they are critical to security, continuity, and aid in advancing innovation.
The broader adoption of these applications is integral to driving innovation and advancing the use of technology throughout.
Adversarial threats in software, network and infrastructure are rapidly evolving and quickly advancing the need for innovation in these areas. Investment in battling cyber warfare is also swiftly driving new technology adoption to combat such threats.
The shift of infrastructure and software to the cloud has enabled more rapid computing, processing, analytics and computational efficacy. While legacy systems providers remain tethered to on-site processing resources and local insights, the opportunity of cloud enables exponential expansion of inputs and delivered outputs. Worldwide cloud spending is expected to reach $1.3 trillion by 2025.
Due to increasingly complex IT estates, growing attack surfaces coupled with the scarcity of IT security professionals and the proliferation of highly motivated, sophisticated and aggressive cybercriminals, the already-robust market for cybersecurity solutions has grown exponentially since the onset of the COVID-19 pandemic across both commercial and government sectors. The global cybercrime market is projected to cost the world $10.5 trillion annually by 2025.
As the global threat level persists and near peers adversaries threaten our nation and allies, mission intelligence is a necessity. The ability to ingest, interpret and analyze critical signals and insights remains a competitive advantage on the military battlefield. Joining the opportunity of boots-on-the-ground effectiveness with real-time data and mission insights provides a substantial market opportunity for investors. Federal cloud spending is expected to grow to $11.4 billion by 2023.