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Raft: The OS for the Modern Warfare Stack
How a $66M company is building the software foundation for the joint fight
While Silicon Valley obsesses over consumer AI, Raft is quietly building the infrastructure that wins wars. They're not selling tools—they're delivering decision superiority at the edge.
"They're not selling SaaS—they're selling survival. In modern warfare, data latency is death."
The Mission Clarity Thesis
Raft's core insight is brutally simple: the Pentagon doesn't need more dashboards—it needs a unified software fabric that turns sensor data into lethal decisions. Their platform weaves together AI, data integration, and resilience into what they call 'the software foundation of modern warfare.' This isn't vendor-speak; it's a recognition that in multi-domain operations, the side that decides faster wins. They're building the connective tissue between JADC2, autonomous systems, and human commanders.
The Revenue Reality
$66M with 366 employees suggests a company that's either: (1) deeply penetrated defense contracts, or (2) ruthlessly efficient. At ~$181K revenue per head, they're punching above most B2B startups while staying lean enough to move at startup speed. This is the scale where you have real operational leverage but haven't yet drowned in bureaucracy. The fact that funding is listed as N/A is fascinating—are they bootstrapped through revenue, or is their cap table classified?
Their leadership team reveals the playbook: a Chief Data Engineer sits alongside a Chief People Officer and Director of UX. This isn't a pure defense contractor—it's a product company that understands software wins through adoption, not just procurement. The presence of a UX Director in defense is itself a statement: even warfighters deserve intuitive interfaces.
- Technical moat: They own the full stack from data integration to edge AI
- Market timing: JADC2 and autonomous systems require exactly what they're building
- Talent strategy: 366 people means they're hiring aggressively while maintaining quality
- Brand positioning: 'Software Foundation' frames them as infrastructure, not a tool
The Unspoken Truth
Raft is either the most stealthy unicorn in defense or a revenue mirage. But their technical stack and team composition suggest they're building the Linux of military AI—and that could be worth billions.
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Raft | The Software Foundation of Modern Warfare
Raft delivers scalable AI, data integration, and resilience, enhancing mission clarity and operational success.
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About goraft.tech
Raft delivers scalable AI, data integration, and resilience, enhancing mission clarity and operational success.
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