The Aegis opportunity is not three verticals. It is every regulated organization legally barred from sending confidential data to cloud AI.
$2 Billion from 0.17% Penetration
Aegis reaches a $2+ billion valuation with roughly 5,500 installations in the United States — only 0.17% market penetration across three initial verticals. That is how small the win needs to be.
Software-Only, Partner-Deployed Scale
Aegis licenses the software layer. Hardware is sourced, installed, and maintained by a certified MSP/VAR channel and the technician network from AI TAC-OPS and ASC AI System Center. We keep 60% to 75% high-margin licensing revenue while partners handle logistics.
Three Entry Verticals
Legal
Mid-to-large firms need privilege protection and court-admissible evidence. 5-agent clusters start at $150,000; boutique triads at $30,000 per agent.
Medical
Mid-size facilities deploy 8-node clusters at $90,000; small clinics and POLs start at $30,000. The US has 380,000 small labs and over 10,600 mid-size facilities.
Government
Cities and counties face strict privacy laws. A $35,000–$40,000 package amortized over five years lands under $700/month.
Beyond the First Three
The same pressure applies to financial services, defense, clinical research, critical infrastructure, and any enterprise handling confidential IP. The common thread: these organizations cannot use cloud AI for the work that matters most.
The 80/20 Tailwind
Specialized 12B parameter models handle 80% of enterprise AI tasks without sending a token off-premise. The market is every organization that wants cloud-grade intelligence without cloud-grade risk.