GOVERNMENT PROCUREMENT
Federal IT Contract Intelligence
Ticker-mapped US federal government spending on enterprise software. See which vendors win before the street does.
See the data
Representative records in the exact shape we deliver. Real provenance and full slices are shared under license.
Reseller-attributed contract (the moat in one row)
Representative, modeled on the public-record shape. The prime is a reseller; the description is keyword-matched to the software ticker; publication_date is the point-in-time field.
{
"record_id": "CONT_AWD_2033H624F00068_...",
"ticker": "CRWD",
"vendor": "CrowdStrike",
"product_category": "endpoint_security",
"prime_contractor": "FCN, INC.",
"prime_is_reseller": true,
"awarding_agency": "Department of the Treasury",
"obligated_amount": 4752615.89,
"award_date": "2024-02-01",
"publication_date": "2024-02-15",
"is_modification": true,
"fiscal_quarter": 2
}Direct-vendor award, ceiling exceeds obligated
Representative. The prime is the vendor; potential_total_value (the ceiling) exceeds the dollars obligated so far.
{
"ticker": "PLTR",
"vendor": "Palantir",
"product_category": "data_analytics",
"prime_contractor": "PALANTIR USG INC",
"prime_is_reseller": false,
"obligated_amount": 292680689.24,
"potential_total_value": 480000000.00,
"is_new_award": true,
"fiscal_quarter": 3
}Record shape
Every field, its type, whether it can be null, and a representative value.
| Field | Type | Constraint | Description |
|---|---|---|---|
| record_id | string | required | Unique award or action id from the federal record. e.g. CONT_AWD_2033H624F00068_... |
| ticker | string | required | Public ticker the spend is attributed to. e.g. CRWD |
| vendor | string | required | Software vendor behind the contract. e.g. CrowdStrike |
| product_category | string | required | One of 12 investment-relevant categories. e.g. endpoint_security |
| prime_contractor | string | required | Awardee of record, often a reseller rather than the vendor. e.g. CARAHSOFT TECHNOLOGY CORP |
| prime_is_reseller | bool | required | Whether the prime is a value-added reseller vs the vendor itself. e.g. true |
| awarding_agency | string | required | Agency placing the award. e.g. Department of the Treasury |
| obligated_amount | float · USD | required | Dollars obligated on the action. e.g. 4752615.89 |
| potential_total_value | float · USD | required | Ceiling value; can exceed obligated. e.g. 480000000.00 |
| award_date | date | required | Obligation / award date. e.g. 2024-02-01 |
| publication_date | date | required | First appearance in the federal feed - the point-in-time field for backtesting (lags award 3 to 30 days). e.g. 2024-02-15 |
| is_modification | bool | required | Whether the action is a modification vs a new award or option exercise. e.g. true |
| fiscal_quarter | int | required | Federal fiscal quarter. e.g. 2 |
Contract-Level Records
Individual contract awards with vendor, agency, amount, period, and product categorization.
Ticker Aggregation
Quarterly revenue attribution by ticker with market share calculations and competitive positioning.
Pipeline Tracker
Track upcoming contract expirations and recompetes as forward-looking revenue signals.
How it is built
- 01
Public-source ingestion
Automated daily ingestion via the USASpending.gov API over FPDS-NG, the official US system of record for federal contract actions above the micro-purchase threshold. No web scraping, no manual entry.
- 02
Ticker and reseller attribution
The moat: most federal software flows through resellers (Carahsoft, Thundercat, FCN), not directly to vendors. A 500+ entity-to-ticker map with keyword matching on contract descriptions attributes spend to the correct software ticker.
- 03
Product categorization
Generic federal product codes are mapped to 12 investment-relevant categories aligned to how analysts model these companies.
- 04
Action-type classification
New awards, modifications, option exercises, and de-obligations are flagged and tracked separately; modifications are linked to their base award.
- 05
Point-in-time construction
Every record carries a publication_date - its first appearance in the feed - so backtests use publication_date, not award_date, to avoid look-ahead. Typical lag is 3 to 30 days.
- 06
Quality checks
Ticker mapping is validated against the SEC EDGAR registry, IDIQ ceiling modifications are de-duplicated from new obligations, contractor names are cross-referenced against the federal entity registry, and new entity mappings are reviewed weekly.
How we validate
What each evaluation measures and how it is run. Where no benchmark is published, we show the methodology and say so.
Award-to-earnings lead
Measures
Whether quarter-over-quarter changes in obligations predict government-revenue beats and misses.
Method
Aggregate obligations per ticker per fiscal quarter using publication_date, then compare to subsequently reported revenue and consensus. Typical signal horizon is 30 to 90 days because awards publish ahead of the quarterly report.
Result
Methodology-stage. A backtest covering several large vendors is available on request; no headline number is published here.
Competitive displacement detection
Measures
Catching vendor switches in agency accounts before either company reports.
Method
Track market-share and year-over-year share change in the competitive view and the migration of agencies between vendors.
Result
Methodology-stage. No published metric.
Ground truth
What correct means for this data, and how it is established.
Ground truth
Two anchors: the public federal record itself (the award is ground truth that the contract happened), validated against the SEC EDGAR and federal entity registries; and, for the investment signal, the vendor subsequently reported quarterly government revenue.
How it is established
Ticker-mapping correctness is graded against the EDGAR CIK registry and the federal entity registry, with new entity mappings reviewed weekly. Signal correctness would be graded against realized earnings.
Agreement
No inter-rater figure; the mapping is validated against authoritative government registries rather than human raters.
Government Revenue Signal
Federal IT spending mapped to public company tickers provides a direct, non-consensus view of enterprise software revenue before earnings.
Competitive Market Share
Track vendor displacement in government accounts. When CrowdStrike wins a contract from legacy vendors, see it months before the quarterly call.
Sector Allocation
Government cybersecurity and cloud spending trends as a leading indicator for sector rotation in enterprise software.
How you load it
Delivery
S3, REST API, SFTP on request
Formats
JSON, CSV, Parquet
Auth
The underlying data is US-government public record under FOIA and FFATA, with no use restrictions on the source. Gerra mapping, categorization, and aggregation layer is the proprietary value-add. No PII or MNPI.
Cadence
Daily ingestion with weekly delivery. Full history is roughly 500 MB compressed.
Request access.
Restricted-scope evaluation access for qualified teams. We share real samples, full schema, and provenance under a mutual NDA.