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STARTUP DoD

Ross Facione

Researched intelligence for defense startups and companies: Market analysis, budget insights, federal opportunities, and actionable procurement strategies.

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Substack
PricingOnly free issuesPublishesWeekly
Issues30Foundeda year agoLast Issuea month ago
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Latest Issues

FILE 29: INSIDE MY DEFENSE MARKET PROCESS

How I’m Mapping the Defense Market

This edition steps back from the usual capability deep dives to walk through the process behind every report I publish. The three-layer system below is what I continue to build on and refine, but the fr...

a month ago
4

FILE 28: FY2027 DEFENSE BUDGET PLAYBOOK

SNAPSHOT OVERVIEW

THE OPPORTUNITY

The FY2027 President’s Budget requests approximately $1.5 trillion in combined defense authority, the largest since World War II. Total RDT&E: $343.7 billion. Total O&M: $382.6 billion discretio...

2 months ago
7

FILE 27: ARSENAL OF FREEDOM - $6.4B, 10 FRAMEWORKS, 60 DAYS

Snapshot Overview

THE OPPORTUNITY

The Department of War has signed ten framework agreements since January 2026 with four prime and Tier 1 contractors, Lockheed Martin, RTX, BAE Systems, and Honeywell Aerospace, committing to quadrupl...

2 months ago
3

FILE 26: THE ARMY'S $150B INVITATION TO PRIVATE CAPITAL

Snapshot Overview

THE OPPORTUNITY: The U.S. Army published a formal Request for Information on February 28, 2026, inviting private industry to co-invest in its installations, industrial base, energy infrastructure, and supply chains....

3 months ago
6

FILE 25: THE SHIELD PURSUIT MANUAL

Snapshot Overview

THE OPPORTUNITY: MDA’s SHIELD IDIQ carries a $151 billion ceiling through December 2035. As of January 15, 2026, MDA awarded positions to 2,440 contractors across three tranches. This is the largest multiple-award co...

4 months ago
6

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