EconDefense
Authority / instrument

Investment & capital

Match an industrial bottleneck to demand commitments, credit, third-party investment support, facility expansion or coordination tools.

6 records in this family–mechanism intersection. These editorial groups do not expand legal scope.

What this group is not: This group includes coordination and third-party awards; the tag does not confer a general direct government stock-purchase power.

Basis: IND-11, IND-13, IND-18, INT-10

IND-09 · Technology credit

Guarantee private loans for OSC-eligible investments

OSC can guarantee loans for eligible investments with established private-lender rates, stated guaranteed principal percentage and credit controls.

What this is not / limit: Guarantee is not purchase of stock

Executing role: OSC Director and credit transaction team

Authority holder

OSC Director, within Secretary of Defense program authority

Eligibility gate

  • Eligible dual-use technology and entity
  • Loan guarantee agreement and credit assessment
  • Congressional notification within 30 days of use

Funding condition

  • Specific credit subsidy and principal authority in appropriations; DoD Credit Program Account and Federal Credit Reform Act.
  • Enacted FY26 credit appropriation $97.770M no-year with $4.390B principal ceiling. FY25 reconciliation separately supplied $500M minerals-focused and $1B general capital-assistance funding through Sep.30,2029, each with $100B principal ceiling. These are statutory amounts, not remaining balances; do not simply add ceilings into deployable cash.

All recorded limits

  • No new guarantees after Oct. 1, 2028 absent extension
  • §149(d) 80% rule is expressly written for direct-loan investments, not a blanket guarantee percentage rule
  • Guarantee is not purchase of stock
Loans & guaranteesInvestment & capital
Legal basisSources linked
RequirementsGates recorded
Public fundingScale documented
Assigned rolesRemit sourced
Actor sources & routing basis

Institutional routing from the recorded executing role. See the office profile for its published responsibilities and engagement routes.

IND-11 · Capital coordination

Convene public/private capital and vet agency investment transactions

A National Security Capital Forum connects financiers, firms, partner nations and agencies and acts as a clearinghouse for potential loan/equity transactions by agencies with their own authorities.

What this is not / limit: Forum coordination is not itself authority to buy equity or obligate another agency’s money

Executing role: OSC Director and credit transaction team

Authority holder

Secretary of Defense; OSC Director chairs

Eligibility gate

  • Participant vetting, conflicts procedures and required operating guidance
  • Include Industrial Base Policy, DLA Director and DoD General Counsel

Funding condition

  • Administrative appropriations; each transaction must carry its own substantive authority and funds.

All recorded limits

  • Forum coordination is not itself authority to buy equity or obligate another agency’s money
  • Expanded clearinghouse provisions sunset Dec.31,2035
Investment & capital
Legal basisSources linked
RequirementsGates recorded
Public fundingScale documented
Assigned rolesRemit sourced
Actor sources & routing basis

Institutional routing from the recorded executing role. See the office profile for its published responsibilities and engagement routes.

IND-13 · Intermediated industrial investment

Award funding to third-party investment entities for small and medium firms

Make awards to intermediaries supporting investments in small/medium entities working in defense-interest areas that benefit DoD missions.

What this is not / limit: This text expressly authorizes third-party investment awards; it does not expressly enumerate a general direct government equity portfolio

Executing role: WIRE/IBAS program and assigned warranted contracting or agreements officer

Authority holder

Secretary of Defense

Eligibility gate

  • Enumerated §4817(g)(1) defense supply-chain purposes; other purposes require essentiality/timeliness findings and 30-day report
  • No activity in the six covered countries under §4817(m)
  • Applicable approval and award instrument

Funding condition

  • Industrial Base Fund appropriations; Pub. L.119-60 §867(b) bars using funds made available BEFORE Dec.18,2025 for newly added §4817(g)–(j) activities. FY27 CR limitations independently apply to its funds.

All recorded limits

  • Authority runs only for five years beginning Dec.18,2025
  • This text expressly authorizes third-party investment awards; it does not expressly enumerate a general direct government equity portfolio
Investment & capital
Legal basisSources linked
RequirementsGates recorded
Public fundingRules recorded
Assigned rolesRoles recorded
EngagementRole recorded
Actor sources & routing basis

Recorded executing role; this record-specific route is not an additional institutional office.

IND-18 · Industrial innovation pilot

Use a time-limited industrial innovation pilot for credit and third-party debt/equity investment

An uncodified pilot expressly lists loans, guarantees, purchase commitments, cost-sharing and third-party awards supporting debt/equity investment in small/medium manufacturers.

What this is not / limit: Express third-party equity support does not establish unlimited direct Treasury equity acquisition

Executing role: WIRE/IBAS program and assigned warranted contracting or agreements officer

Authority holder

Secretary of Defense

Eligibility gate

  • Pilot supports military manufacturing or emerging defense/commercial technologies
  • Use applicable underlying contracting, OT or other lawful authorities and credit appropriations

Funding condition

  • No inferred appropriation or revolving authority; credit assistance requires credit-law analysis.

All recorded limits

  • Pilot terminates Dec.31,2026
  • Express third-party equity support does not establish unlimited direct Treasury equity acquisition
  • Existing credit subsidy/principal authority must be identified
Investment & capital

Editorial cross-list: the recorded pilot summary also names credit and purchase commitments. An operating program and new awards are not verified.

Legal basisSources linked
RequirementsGates recorded
Public fundingRules recorded
Assigned rolesRoles recorded
Actor sources & routing basis

Recorded executing role; this record-specific route is not an additional institutional office.

OEC-03 · Investment funding

Fund investments in critical technologies and assets

Fund investments in the critical technologies and assets identified for the Joint Force, including supply-chain technologies not always supported through direct investment.

What this is not / limit: This is an express investment-funding duty, not merely coordination; the subsection does not specify an unrestricted direct-equity portfolio or particular financing instrument.

Executing role: Office of Expanded Competition Director

Authority holder

Office of Expanded Competition within the Office of the Secretary of the Air Force; headed by the OEC Director

Eligibility gate

  • Connect the investment to the technologies and assets described in §9025(c)(2).
  • Identify the transaction form, applicable requirements, lawful funds, and authorized signatory before execution.

Funding condition

  • §9025 does not specify a dedicated appropriation or available balance. Identify legally available funds and the fiscal conditions of the proposed action.

All recorded limits

  • This is an express investment-funding duty, not merely coordination; the subsection does not specify an unrestricted direct-equity portfolio or particular financing instrument.
  • No dedicated appropriation, available balance, or individual transaction delegation is established by this record.
Investment & capital
Legal basisSources linked
RequirementsGates recorded
Public fundingScope documented
Assigned rolesRemit sourced
EngagementRole recorded
Actor sources & routing basis

Institutional routing from the recorded executing role. See the office profile for its published responsibilities and engagement routes.

OEC-04 · Scouting and investment coordination

Coordinate technology scouting and acquisition investment decisions

Support outreach and coordination by DoD scouting and acquisition elements so their investment decisions can counter adversarial capital flows, including use of relevant authorities vested elsewhere in DoD or the Federal Government.

What this is not / limit: Coordination does not automatically transfer another component's authority or authorize OEC to sign its awards.

Executing role: Office of Expanded Competition Director

Authority holder

Office of Expanded Competition within the Office of the Secretary of the Air Force; headed by the OEC Director

Eligibility gate

  • Connect the support to DoD scouting or acquisition elements and adversarial capital flows described in §9025(c)(1).
  • Confirm the holder and applicable conditions of any other component's authority used.

Funding condition

  • §9025 does not specify a dedicated appropriation or available balance. Identify legally available funds and the fiscal conditions of the proposed action.

All recorded limits

  • Coordination does not automatically transfer another component's authority or authorize OEC to sign its awards.
Investment & capital
Legal basisSources linked
RequirementsGates recorded
Public fundingScope documented
Assigned rolesRemit sourced
EngagementRole recorded
Actor sources & routing basis

Institutional routing from the recorded executing role. See the office profile for its published responsibilities and engagement routes.

Public evidence describes the institution and instrument; it is not approval of an individual transaction.