The National Security Fund

 

The National Security Fund scales proven solutions at the intersection of climate and national security. We deploy philanthropic capital as non-dilutive, strategic financing to help projects cross the final mile to institutional investment. Our goal: mobilize billions to accelerate infrastructure, energy, and supply chain resilience—without relying on public budgets.

​

America's security no longer depends on weapons alone. It depends on grid resilience, energy capacity, and industrial strength. Total U.S. electricity consumption is projected to rise 15% by 2030, driven in part by AI and data centers, which alone could require an additional 47 gigawatts of new capacity. The U.S. processes less than 5% of the world's critical minerals domestically, leaving energy, manufacturing, and industrial sectors vulnerable to supply disruptions and foreign control. Revitalizing domestic capacity is a security imperative.

Yet many of these projects—whether commercial, government, or dual-use—don't fit traditional capital models. These opportunities often fall outside typical investment categories—either perceived as too low-tech or too deep-tech—or investors perceive themselves as lacking sector-specific expertise. These investments sit in a blind spot: beyond the scope of government grants and often fall short of the standards for institutional investment. That's where we come in.

​

We fund technically validated, commercially operating solutions that are ready for institutional investment but blocked by one final deployment. Our capital is impatient, short-term, milestone-based, and designed to be repaid and recycled. We don't fund R&D or prototypes—we fund the project that proves the model at scale. Each project must be able to demonstrate its performance, its climate benefit, and why this deployment unlocks the next five or ten. We typically invest in projects, not companies, and structure repayment within 36 months.

Our team moves fast and works directly with federal agencies, institutional investors, and technical experts to structure deals that scale.

​

Our current focus includes nuclear energy. Vogtle Units 3 and 4 are the first newly constructed nuclear reactors in the United States to be built and brought online in more than 30 years. Roughly 50 brownfield nuclear sites across the United States sit ready with existing permits, regulatory approval, and infrastructure already in place—they're ready to be completed. We are designing financial products that repower these sites, in coordination with institutional investors. Our goal is to standardize nuclear site development. If brownfield sites are repowered, they can provide roughly half of America's future energy needs by 2040.

​

These are not small interventions—this is institutional philanthropy deployed at the scale of national security. Each project is structured for return and reinvestment, with no profit requirement. This recycling of capital is fundamental to our model. It maximizes impact by allowing every dollar to support multiple projects, drives self-sustainability by reducing dependence on new funding, and enables continuous scaling. The more capital we recover, the more we can deploy—again and again—to address urgent national security priorities. By 2040, our model could help prevent over 1 gigaton of CO₂ emissions while unlocking billions in institutional capital toward national security infrastructure.

​

How to Learn More

We continue to source and structure projects that enhance national resilience. To learn more about our work or explore opportunities for collaboration, attend the National Security Salon—a private forum for institutional investors, agencies, and innovators shaping this space.

​

​

​