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 opportunity is real, the window is open now, and no single firm can deliver it alone. Here's the opportunity, the two tracks we'd run, and who you'd be getting.

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 (SCI) 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.

$50B
Modernization backlog across the organic industrial base that appropriations cannot reach.
8 of 9
Army depots operating below a healthy workload level.
23
Installations named in the Army's Strategic Capital Initiative.

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

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.

  • Lock the named people — confirm the consortium is committed.
  • Land the prime contacts — the specific person at the specific prime.
  • 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. Filter to your world

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. Search, filter, and flag the lanes you own, then send your picks back.

How to read this index

This is the full map of the initiative — every income stream (revenue) and every essential lane (the support and vendor work that has to happen). Each row shows the lane and, where we have a view, a suggested owner — a person, brand, or partner we think fits. The suggestion is a starting point, not a decision.

How to use it: filter by type, group, location, or suggested owner — or search. Click any row to open it: what it delivers, who it serves, how long it runs, and what breaks if no one owns it. Tick This is my lane on the ones you'd take, then Copy or Email your picks back.

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. Suggested owner — who we'd pencil in (Vendor / Partner / M13 / a named person or brand). “Find your lane” — not “can you do this?” but “which of these sits squarely inside your domain?”

    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

    Where the work concentrates

    Standing up and running a Defense Support Node for the Army isn't one job — it's 149 distinct lanes across 19 functional areas, and 25 are Critical (the timeline stalls if no one owns them). This map shows where the work clusters: the bigger the node, the more lanes; gold marks every functional area, with a rose ring on the ones that hold 2+ Critical lanes. For the detail, use Brief & Lanes (the full filterable index) and People (who fits where).

    149lanes
    19functional areas
    25Critical · must-fill
    DSN consortium index as a hub-and-spoke map A central core of 149 lanes fanning out to 19 functional areas; node size shows lane count, gold marks every functional area and a rose ring flags areas with 2+ critical must-fill lanes. DSN149lanes 8 12 9 9 8 6 6 9 8 9 9 8 8 7 7 8 6 5 7 Income · products Income · services Submission Capital Legal Real estate Environmental Design / Eng Construction Hardware / IT Cyber Supply chain Operations Workforce Finance Insurance Gov affairs Public proof PMO ring = 2+ Criticalgold = functional area bigger node = more lanes · number = lane count
    Hub = the Defense Support Node. Each spoke is a functional area; bigger node = more lanes; gold = functional area; a rose ring marks areas with 2+ Critical (must-fill) lanes.
    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.

    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.