Army Strategic Capital Initiative — Consortium Brief

The Army opened its industrial base to private capital. This is the consortium to answer it.

A first-of-its-kind program invites private investment into Army depots and installations — a deliberate break from traditional contracting. The window is open now, and no single firm can deliver it alone.

$50B
Modernization backlog appropriations can’t reach
8 / 9
Army depots below a healthy workload level
23
Installations named in the Initiative

First time here? This page is the brief. The tabs up top open the Opportunity Finder (149 lanes to claim), the People, the Map, and the RFI.

The Opportunity

An industrial base that appropriations can’t fix fast enough

The Army’s organic industrial base — the depots and arsenals that sustain the force — is carrying a modernization backlog the budget process was never going to close. The Strategic Capital Initiative is the answer: invite private capital to co-invest in modernizing those installations, with the Army as anchor customer and landlord. Corpus Christi Army Depot and rotary-wing sustainment is the lead lane.

How it’s funded today

Traditional contracting

Appropriations-funded — capped by the budget cycle Multi-year procurement timelines Single prime, single balance sheet A backlog the budget was never going to close
What the Initiative opens

Strategic Capital Initiative

Private capital co-invests in modernization Moves on the deal timeline, not the budget’s A consortium spreads the delivery Army stays anchor customer and landlord

Two Tracks

One proves it at a depot. The other scales it across the network

We run both in parallel — a focused, fundable pilot that lands now, and the larger thesis it opens the door to.

Track 01 · Depot Sustainment

The Corpus Christi pilot

Respond to the SCI solicitation with a 60–90 day governance pilot at Corpus Christi Army Depot: AI-enabled quality and compliance governance applied to rotary-wing sustainment, anchored by deep Army aviation maintenance experience. The depot is the proving ground; the governance layer is the product that travels.

Lead lane · advanced manufacturing & co-production
Track 02 · Distributed Nodes

The activation network

Beyond the depots: convert underused Army installations and adjacent commercial sites into pre-governed micro-production nodes — distributed, redundant, and built for the contested-supply-chain reality the Army is now planning around. The larger play, pursued through the Office of Strategic Capital.

Strategic thesis · distributed activation

How It Makes Money

A stack you sell once and operate for years

The pilot is the front door. The recurring revenue lives in the governance stack and the programs built on top of it.

DefenseNodeHardware

A sovereign, air-gapped local-AI appliance — compliance-ready out of the box, so a supplier can run AI on controlled data without ever sending it to the cloud.

Control LayerSoftware

The governance software: quality and compliance, instrumented and auditable. The recurring spine that turns a single pilot into a platform.

Prime EnablementProgram

A program that lets primes onboard and trust quality subcontractors at scale — every sub arrives pre-governed on the same stack, which they can't stand up themselves.

Managed FundOptional

If the Army wants a managed public-private partnership vehicle, the consortium can stand one up — structured, not assumed.

Who You'd Be Getting

A consortium no single firm can replicate

Capital, materials, defense-grade engineering, and go-to-market — each piece owned by an operator who has done it before.

Federal Capital · Submitter

CarryPoint Advisory

The submitting entity and capital structure. Private-equity and institutional fund leadership (former KKR), with public-private deal structuring across enhanced-use leases and other transactions.

Materials · MILCON

Cohere Construction / GreenStone

Advanced structural masonry. The GreenStone geopolymer system is recognized in the FY27 MILCON-VA appropriations report under advanced structural materials. Veteran-owned, with utility-grade operations and safety leadership.

Defense Engineering

Terasynth

A DoD and national-security systems integrator — AI, autonomous systems, and immersive technology — with a delivery record across the armed services.

Go-to-Market · Coordination

Priority Concepts

Enterprise go-to-market, M&A buyer-sourcing, and the convening to get the right people in the room. The coordination spine of the consortium.

Depot Operations · CCAD Lane

Scott Beech

Nine years U.S. Army aviation — Apache fleet management and rotary-wing sustainment leadership, with large-scale facilities and program-management depth. The domain owner for the Corpus Christi lane.

Advisor

JJ Snow

Former AFWERX Chief Technology Officer and SOCOM innovation officer — defense-innovation credibility and access at the edge of the Department.

The Clock

The window is open now

Three dates stand between this brief and a funded pilot. We move on the first one.

Now → Early July

The solicitation posts

A Commercial Solutions Opening from the SCI is expected on SAM.gov. The posting carries the apply-by deadline — we move the day it drops.

June 18

2026 Army Summit

Government, military, and industry in one room on Army modernization. The visibility and relationship event — not an application, but the next hard date.

60–90 Days After Award

Corpus Christi pilot

Stand up the governance pilot at the lead lane, and turn a proof into a platform.

The Ask

Three things, and a worksheet

The pieces are in place. What turns this from a brief into a bid is alignment.

01 · People

Lock the named people — confirm the consortium is committed.

02 · Primes

Land the prime contacts — the specific person at the specific prime.

03 · Lanes

Tell us which lanes you own — and which you don’t.

Opens the Opportunity Finder — all 149 lanes: filter to your world, flag what’s yours, send your picks back.

Opportunity Explorer

149 lanes. Start with your area.

Every income stream and every essential lane the initiative needs — the obvious revenue and the connective middle work that quietly sinks deals when no one owns it. Pick an area below, or search — then open a lane to claim it, suggest an owner, or leave a note.

Paul — how this works

This is the live coverage map of the initiative: 149 lanes (every income stream and every essential support lane), grouped into 19 areas. 25 are ● Critical — if no one owns them, the deal stalls.

To show you the mechanic, we’ve pre-seeded suggestions: ★ Richard’s picks (committed participants) and ◆ AI’s picks (likely brand/owner). They’re a starting point, not a decision — the lanes are yours to assign.

  1. Claim a lane you or your network will own.
  2. Suggest an owner — add who you’d pencil in (your call sits alongside Richard’s and AI’s).
  3. Note anything — a question, a name, a caveat.
How to read this index

Each lane carries a nomination stack — who’s suggested to own it, from up to four sources. The pre-seeded picks demonstrate the pattern; you add yours on top.

★ Richard — committed-participant pick (Scope §3) ◆ AI — likely brand/owner (master menu) ● Paul — your suggestion ✓ Claimed — a member volunteered

Terms. Lane — one job, role, or income stream. Critical ● — if no one owns it, the timeline stalls or the deal dies. Non-obvious — connective middle work that’s easy to forget. Claim vs Suggest — claim = you’ll own it; suggest = you’re naming who should.

Pick an area above to see its lanes — or use search and filters to jump straight in.

    Confidential · Consortium use only · named recipient

    Consortium Dossier — Army Strategic Capital Initiative

    The named consortium and its bench — who's who, and the talking points to discuss them.

    Grouped by role. The bench (Stakeholders) is the talent Paul fits to the 149 lanes in the Opportunity Explorer — lanes are his to assign, not pre-set here.

    Operators 5
    Richard T. Lloyd
    CarryPoint Advisory · Control Layer · DefenseNode
    Command, governance software, and the hardware boundary. Structures the fund, contracts with the Army, runs the platform.
    Paul Coulter
    Priority Concepts
    Relationship & GTM, consortium coordination, the Army Summit. The channel — and the ground lead.
    Scott Beech
    Beech · SDVOSB
    Sourcing, wholesale, kitting & sustainment at CCAD. 23-yr Army aviation maintenance leader (AH-64E Apache). The depot operating partner.
    Ali Mahvan
    Terasynth
    Defense systems integrator; CSO submission co-lead; OTA experience; Y Combinator. Ties physical + cyber + ops into one system.
    Roger Palomino
    Cohere Construction · GreenStone · SDVOSB
    Geopolymer construction + materials. Circular-energy and carbon-capture expert; ex-USMC. Builds with GreenStone.
    Advisors 1
    Jen “JJ” Snow
    Advisor
    Defense-innovation advisor; independent red-team. Ex-USAF / USSOCOM; Yale SOM. Kills credibility-destroying claims before the Army sees them.
    Legal 1
    Matt Pearce
    Counsel
    Litigator: government investigations / prosecutions, complex commercial, employment (FLSA, covenants). Corporate + standards-of-conduct counsel.
    Partners 2
    Eric Casares
    GreenStone
    Geopolymer materials + ops & compliance. Ex-SoCalGas pipeline transmission — regulatory & compliance at scale.
    Alex Palomino
    GreenStone
    Digital marketing + web (Palomino Marketing). GreenStone go-to-market and web presence.
    Stakeholders 9
    David Villiotti, CPA
    Fractional CFO
    CPA + fractional CFO; founder-led companies to ~$200M revenue; CMU Tepper. Financial leadership, GovCon accounting, treasury.
    Caleb Paull
    Talent / recruiting
    Fractional talent acquisition for SMBs. Sources and places people; builds the workforce pipeline.
    Ajay Kaki
    AI / ML engineering
    10+ yrs large-scale ML / optimization; built Disney's WDW reservation recommender (+2% revenue). Deep technical bench.
    David Brenner
    Program / advisory
    Ex-CCO PureCycle (NASDAQ, first employee); Deloitte Federal (DoD / Treasury); PMP, ITIL. Program management + integration.
    Jeff Z. Johnson
    Product / AI transformation
    Fractional product + AI-transformation lead; SaaS product strategy across funded startups.
    Luis Romo
    Capital · M&A · IP
    Built and sold healthcare-tech (PurpleSun); M&A, raised capital, 30+ patents. Capital stack + IP strategy.
    Spencer Elliott
    Venture / capital
    VC + angel investor; Plug and Play smart-cities; new-business development. Capital formation, structuring, tax credits.
    Hakar Torres
    Leadership / training
    Dale Carnegie leadership / human-performance; business-aviation; author. Operator training + credentialing.
    Freddy Flynn
    Sales / events / workforce
    25 yrs leading sales + performance teams at Universal Orlando. Workforce performance, events, demand activation.
    Confidential — prepared for the named recipient. Do not forward. 18 people.

    The opportunity at a glance

    This is the working index for standing up and operating a Defense Support Node for the U.S. Army. The build breaks into 149 distinct lanes across 19 functional areas; 25 are Critical — must-fill, or the timeline stalls. Below is the area-by-area count. Use Brief & Lanes for the full filterable index, People for who fits each lane, and Map for the visual.

    Cold-start overview of the consortium opportunity index: 149 lanes across 19 functional areas, 25 of them critical and must-fill.

    Total lanes
    149
    Functional areas
    19
    Critical · must-fill
    25
    rose marks the areas that hold Critical lanes — the ones that must be filled
    THE SOLICITATION

    What we’re responding to

    The U.S. Army’s Strategic Capital Initiative (SCI) is a call for private capital to co-invest in enterprise modernization — a shift away from traditional contracting toward long-term leases, joint ventures, and anchor-customer offtake on Army land and across the Organic Industrial Base. The Army issued a formal Request for Information on SAM.gov; the initial response window closed April 2, 2026, and the Army has stated it will run multiple follow-on rounds. Submissions are treated as Contract Sensitive (protected under FOIA Exemption 4).

    6investment pillars
    23depots · arsenals · plants
    Rd 1closed Apr 2 · more rounds expected

    The Army SCI is the direct signal: the Army is inviting private capital and industry partners into modernization of its 23 depots, arsenals, and ammunition plants, alongside energy, logistics, advanced manufacturing, real assets, and critical minerals. The broader DoD context is similar — infrastructure backlogs, sustainment pressure, acquisition reform, and private-capital leverage are recurring themes across defense modernization.

    The six investment pillars

    The initial RFI materials — 7 documents

    All seven attachments live on the official SAM.gov solicitation — the links below open the authoritative source.

    Appendix E — installation developable-land maps

    The full developable-land inventory, rendered in-page — 59 installation maps. Click any to enlarge; use ‹ › or arrow keys to page through. Source: Appendix E of the official SAM.gov solicitation.

    Appendix E.1 — 30 maps
    Appendix E.2 — 29 maps

    Official source & latest

    RFI on SAM.gov — all attachments →army.mil/sci — hub, FAQ & News →RFI rollout one-pager (PDF) →

    Latest signal: in May 2026 the Army awarded Deloitte a $249M five-year contract (Army Contracting Command, Redstone Arsenal) to lead Organic Industrial Base modernization — the program is funded and moving. Official updates post to the army.mil/sci News section.