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Private Markets Inf

Space Economy &
Commercial
Space.

Strategic intelligence across launch services, satellite manufacturing, earth observation, satellite communications, in-space services, and space tourism — for launch providers, satellite operators, space technology companies, and deep-tech investors building the commercial infrastructure of humanity's next frontier.

50+
Space engagements
9yr
Sector experience
8
Markets covered
$740M
Decisions supported
Coverage Areas

Every orbit of the
commercial space market.

01 · Launch Services

Commercial Launch & Rideshare

Launch provider competitive landscape, rideshare pricing dynamics, small satellite launch demand, and market entry intelligence for launch vehicle companies evaluating India's post-IN-SPACe commercial launch market.

Launch competitiveRideshare pricingSmall sat demand
02 · Satellite Manufacturing

Bus, Payload & Integration

Smallsat manufacturing competitive landscape, component supply chain intelligence, manufacturing cost benchmarking, and market sizing for satellite manufacturers targeting the constellation boom.

Bus competitiveComponent supplyManufacturing cost
03 · Earth Observation

Commercial EO Data & Analytics

Commercial EO demand by vertical, analytics platform competitive landscape, revisit rate preference, and intelligence for EO data companies targeting agriculture, defence, infrastructure, and insurance.

EO data demandAnalytics competitiveRevisit preference
04 · Satellite Communications

LEO Broadband, VSAT & Direct-to-Device

LEO broadband adoption dynamics, VSAT competitive landscape, direct-to-device connectivity demand, and market sizing for satcom operators competing in the rapidly evolving satellite connectivity market.

LEO broadbandVSAT competitiveD2D connectivity
05 · In-Space Services

On-Orbit Servicing, Debris & Space Logistics

On-orbit servicing market sizing, space debris removal investment landscape, in-space transportation demand, and competitive intelligence for in-space services companies targeting the growing commercial in-space economy.

On-orbit sizingDebris removalIn-space transport
06 · Space Tourism

Suborbital, Orbital & UHNWI Experiences

Consumer and UHNWI demand for space tourism, suborbital vs orbital market sizing, and investment intelligence for space tourism operators targeting high-net-worth experiential travel demand.

UHNWI demandSuborbital sizingSpace WTP

Questions we've answered for
space economy clients.

These are actual questions clients bring to us — answered multiple times, across multiple geographies.

What is India's realistic commercial launch market opportunity post-IN-SPACe — and which payload categories and competitive advantages define the addressable market for an Indian commercial launch vehicle in 2028?
We are a satellite constellation operator evaluating manufacturing strategy. Should we build in-house, contract manufacture, or acquire a smallsat manufacturer — and which gives the lowest cost-per-satellite at 200-bird scale?
Our earth observation company has strong government revenue but zero commercial traction after 2 years. Tell us whether commercial buyers do not value our data, our analytics is inadequate, our pricing is wrong, or the commercial EO market simply does not yet exist at our resolution class.
We are a sovereign wealth fund evaluating $300M in a LEO broadband constellation. Tell us which orbital shells have viable market positions, what customer acquisition economics look like, and whether the technology differentiation from Starlink sustains a pricing premium.
Who will own India's satellite broadband market in 2028 — Starlink, domestic VSAT incumbents upgrading to LEO, telcos deploying satellite backhaul, or a new Indian constellation — and what regulatory position controls market access?
Our space tourism venture has 800 deposit holders at $250,000 per seat. Tell us the real conversion rate, what regulatory hurdles will delay the timeline, and how we retain customers through a 4-year wait without refunds becoming a crisis.
Space Economy Case Studies

Evidence of
decisions made better.

SP.01 · Commercial Launch · India

India Commercial Launch Market Sizing

Global satellite operator evaluating India as launch market. NEO ran launch demand research, IN-SPACe regulatory mapping, and competitive benchmarking against Arianespace and SpaceX rideshare.

Market sized · 3 payload categories prioritised
Read Case Study
SP.02 · EO Data · India

Commercial EO: India Enterprise Demand Research

US EO company mapping India commercial data demand. Procurement intent research across agriculture, infrastructure, and insurance, and pricing sensitivity analysis.

Enterprise demand mapped · Agri and infra prioritised
Read Case Study
SP.03 · LEO Broadband · DD

$200M LEO Broadband Investment DD

Infrastructure fund evaluating LEO broadband constellation. Market sizing, customer acquisition economics, and competitive differentiation assessment against Starlink.

Market position assessed · Investment conditions set
Read Case Study
Space Economy Intelligence

Latest space economy
thinking.

Market Report

India's Commercial Space Economy Post-IN-SPACe: Launch Market Intelligence, Satellite Manufacturing Opportunity, and Global Competitive Dynamics

March 2026
Strategy Brief

LEO Broadband Investment Reality: Market Sizing, Customer Acquisition Economics, and the Competitive Moat Question Every Constellation Investor Must Answer

February 2026
Due Diligence Note

Commercial EO M&A DD: Data Demand Verification, Analytics Platform Quality, and the Government vs Commercial Revenue Mix That Determines Long-Term Value

December 2025
Space Economy Practice Leadership

The team behind
the intelligence.

RG
Partner & Space Economy Practice Lead
Rajan Gopalan

15 years in space industry strategy. Led 30+ market entry, commercial intelligence, and investment mandates across launch, EO, satcom, and space tourism for commercial space companies and sovereign wealth funds.

AK
Director — Launch & Satellite Manufacturing
Aditi Kumar

11 years of launch demand research, manufacturing benchmarking, and IN-SPACe regulatory landscape analysis for commercial space companies targeting India's liberalised space sector.

VS
Director — EO & Satcom
Vikram Seshadri

10 years in earth observation and satellite communications market intelligence. Specialist in commercial EO demand and LEO broadband competitive analysis.

A space economy decision
you need to get right.
Brief the Space Economy Practice →

Licensing Options

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5% or 16 hours customisation
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US $8,450
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Rights to print / edit
40 hours of post-sales assistance by Market Analyst
20% or 70 hours customisation
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