Industrial Base Alpha

The Newsletter

Weekly intelligence on defense investment, technology, and the companies building the future of national security

Join thousands of defense investors, founders, and operators
Deals, financing, and technology — every week, straight to your inbox. Free to read.
Subscribe on Substack →
What You'll Get
Deal Flow
VC, M&A & Investment Tracking
Every significant funding round, acquisition, and facility investment across the defense and national security sector — with context on what it means.
Technology
Emerging Technology Briefings
Deep dives on the technologies reshaping the defense industrial base — from autonomy and AI to directed energy, hypersonics, and advanced manufacturing.
Companies
Startup & Company Profiles
Who is building what, who is funding them, and why it matters for the broader defense ecosystem. Focused on the companies you need to know.
Policy
Policy & Procurement Analysis
How shifts in DoD procurement, congressional priorities, and allied defense spending are creating opportunities — and headwinds — for the industrial base.
Recent Issues
View the full archive on Substack

Free to read. No paywalls on the newsletter.

Open Substack →