Our Thesis

We build companies at the unprecedented intersection of trillion-dollar government investments and transformative technology shifts.

The Worldview

The relationship between government and industry has fundamentally shifted. After decades of tension between regulators and the regulated, we're witnessing a new era of industrial policy—one where the U.S. government is actively shaping industries and deploying capital at an unprecedented scale.

"The most powerful country in the world, accounting for almost a third of global GDP, is marshaling its might to push and scale the industries it desires."

The Catalyst: COVID-19 and Beyond

The pandemic permanently altered the government-business relationship. Within weeks, the American government took charge of the economy, moving from pure regulation to active industrial development. This shift accelerated existing trends from the Obama, Trump, and Biden administrations, creating a new paradigm of public-private partnership.

The Scale of Opportunity

Consider the numbers: $871 billion for clean energy through the IRA. $280 billion for semiconductor manufacturing. $200 billion in defense spending for Ukraine and Israel. $500 billion for AI development through Stargate. This isn't just spending—it's strategic industrial development on a scale not seen since the post-war era.

Learning from History

We see parallels with South Korea's "Miracle on the Han River"—a country that climbed from poverty to prosperity through strategic government-industry partnerships. Today, the United States is implementing a similar playbook, but with AI, clean energy, defense technology, and healthcare as the focus areas.

"Government can print dollars but they can't print execution."

This is where Inauguration Group enters. We build the companies that execute on national priorities, combining the agility of startups with the strategic backing of industrial policy. We're not just riding trends—we're building the infrastructure for America's next century of growth.

Read Our Complete Vision

To understand our complete vision for building companies in the national interest, including our investment thesis, team philosophy, and strategic approach, read our founding manifesto.

Read the Manifesto →

The Evolution of Industrial Policy

2020

CARES Act

$2.2 trillion in pandemic relief fundamentally changes government's role in the economy. We launch Nitra to digitize healthcare payments.

2022

Inflation Reduction Act

$891 billion for clean energy and electrification. We create Amber, the first vertically integrated EV insurance and repair company.

2022-2024

Defense Modernization

$200 billion in military aid drives defense innovation. We build Jericho Security for AI-driven cyber warfare.

2025

AI Infrastructure

$500 billion Stargate program accelerates AI development. We launch Vibranium Labs for AI reliability infrastructure.

The Method

Through deep market research and policy analysis, we build technology companies dramatically accelerated by government industrial policy.

1

Policy Intelligence

We analyze legislation, spending bills, and regulatory shifts to identify massive market opportunities before they become obvious. Our team reads the 900-page bills that others ignore.

2

Deep Validation

Months of research, hundreds of customer interviews, and rigorous market testing. We validate demand, timing, and business model before writing a line of code.

3

Ground-Up Incubation

We recruit exceptional CEOs, provide initial capital, and work side-by-side for 6-12 months. From incorporation to first customers to scaling past $10M ARR.

4

Platform Acceleration

Companies benefit from shared resources: government GTM expertise, regulatory counsel, engineering teams in Asia, and a network of Fortune 500 advisors.

5

Strategic Exits

We build for long-term value with multiple exit paths: strategic acquisitions, PE rollups, or public markets. Every company is built to be a platform for future growth.

6

Reinvestment

Success fuels more innovation. We recycle exits into new incubations, creating a permanent capital vehicle for building companies in the national interest.

Ready to Build Something That Matters?

We're always looking for exceptional entrepreneurs and partners who share our vision.