1. Critical Infrastructure Investment Inc (CII) intends to invest in technology innovation projects internationally that substantially improve the physical and cyber resilience of critical infrastructure per the US Department of Homeland Security. 

2. Critical Infrastructure Investment (CII) will provide its subsidiary companies and/or applicable portfolio companies with advanced training in US/multilateral government contracting, systems and value engineering, disciplined entrepreneurship and project management, and will participate as Prime or Sub in pursuit of US/multilateral government contracts to grow its Intellectual Property portfolio.  

3. Critical Infrastructure Investment (CII) will seek to generate $ 100M in yearly operating revenue by EOY 2025.

4. Critical Infrastructure Investment (CII) will be the Managing General Partner of the Critical Infrastructure Investment Fund, with special focus on projects and portfolio companies owning/developing Intellectual Property in the technology areas of:   

1. Artificial Intelligence and Machine Learning/Neural Networks 

2. Advanced Photonics and Optoelectronics 

3. Advanced Materials (especially RAMTDR-Rotationally Anisotropic Materials with Tunable Dielectric Range)

4. Advanced Sensors 

5. Energy Storage in support of the Energy/Food/Water Nexus 

6. Carbon Sequestration 

7. Sustainable Mining of Critical Minerals 

8. Cyber Resilient Trusted Engineering 

9. Autonomous Systems 

10. Robotics 

11. Smart Infrastructure 

5. The Critical Infrastructure Investment Fund is empowered to invest funds as follows: 

1. Tier 1: Equity Stocks and Bonds of the Fortune Global 500 stock exchange listed companies 

2. Tier 2: Equity Stocks and Bonds in privately held growth companies managed in a Patient Private Equity/Venture Capital approach

3. Tier 3: Land, Capital Equipment, Facilities and supporting infrastructure  

4. Tier 4: Intellectual Property critical to the success of portfolio companies in a/b/c

6. The Critical Infrastructure Investment Fund’s revenue will consist of an incentive fee of eight (8) percent of gross (before tax and other distributions) profit from the use of the Fund’s portfolio company investments. The Fund will pay Critical Infrastructure Investment Inc n administrative fee of two (2) percent of the Fund’s revenue on a quarterly basis, and an incentive fee of eight (8) percent of the Fund’s revenue. The Fund targets to have approximately $ 250 Million in Assets Under Management by EOY 2025. 

7. Critical Infrastructure Investment’s Investment Committee Chair is Alex Dely.

STRATEGY, PARTNERS AND TECHNOLOGY SECTORS

1. Critical Infrastructure Investment (CII) will offer its Investment Fund Portfolio companies the following 8 complementary services: 

1. Technology development, incubation, commercialization and intellectual property monetization 

2. Project structuring, patient capital financing, and operation 

3. Government contracting

4. Demonstration projects and associated workforce development

5. Sustainable Infrastructure conference and awards

6. Quadruple bottom line success definition: financial, social, environmental and cultural

7. Intrapreneurial Academy: 128 hours of management team training in disciplined entrepreneurship, systems and value engineering, project management, project investment management

8. Close coordination with major universities, national and multilateral agencies and investment firms  

2. In the Sustainable Food & Agriculture Arena, Critical Infrastructure Investment (CII) will consider being a Syndicate member on (Inter)National Projects meeting CII Project Investment Guidelines in the following categories: 

1. Industrial Park Development

2. Plantation Development

3. Precision Agriculture (including but not limited to Cube Satellites, Drone/UAS, Advanced Sensors, Big Data Analytics, Operations Center) 

4. Computational Biology/Epidemiology

5. Advanced Greenhouse and Vertical Farming 

6. Advanced Soil Carbon Sequestration 

7. Advanced Seed Technologies 

8. Perennial Grains Development 

9. Animal Health Technologies 

10. No-Till Permaculture

11. Cattle & Meat processing 

12. Dairy & Milk processing 

13. Aquaculture & Fish processing

14. Cold Storage Facilities

15. Biofuels and Waster to Energy Technologies 

16. Supporting Water & Electricity Infrastructure

17. Supporting Logistics Capabilities

18. Supporting Entrepreneurship Education Capabilities 

19. Supporting Credit & Trade Finance Capabilities

20. Agroforestry 

     In the Sustainable Energy Arena, Critical Infrastructure Investment (CII) will consider being a          

     Syndicate member on (Inter)National Projects meeting CII Project Investment Guidelines with 

     Companies who have received funding from one/more of the US Department of Energy’s ARPA-E 

     (Advanced Research Projects Agency-Energy):  

1. ADEPT: Agile Delivery of Electrical Power Technology (14)

2. ALPHA: Accelerating Low Cost Plasma Heating and Assembly (9)

3. AMPED: Advanced Management and Protection of Energy Storage Devices (15)

4. ARID: Advanced Research in Dry Cooling (15)

5. ATLANTIS: Aerodynamic Turbines Lighter and Afloat with Nautical Technologies and Integrated Servo-Control (12)

6. BEEST: Batteries for Electrical Energy Storage in Transportation (12)

7. BEETIT: Building Energy Efficiency Through Innovative Thermo-devices (17) 

8. BETHE: Breakthroughs Enabling Thermonuclear Fusion Energy (7) 

9. BREAKERS: Building Reliable Electronics to Achieve Kilovolt Effective Ratings Safely 

10. CHARGES: Cycling Hardware to Analyze and Ready Grade-Scale Electricity Storage (2)

11. CIRCUITS: Creating Innovative Reliable Circuits Using Inventive Topologies and Semiconductors (22) 

12. DAYS: Duration Addition to Electricity Storage (10)

13. DELTA: Delivering Efficient Local Thermal Amenities (11) 

14. DIFFERENTIATE: Design Intelligence Fostering Formidable Energy Reduction and Enabling Novel Totally Impactful Advanced Technology Enhancements (22)

15. ELECTROFUELS

16. ENLITENED: Energy-efficient Lightwave Integrated Technology Enabling Networks that Enhance Data Processing (9)

17. FLECCS: Flexible Carbon Capture and Storage

18. FOCUS: Full-Spectrum Optimized Conversion and Utilization of Sunlight (14) 

19. GENI: Green Electricity Network Integration (15)

20. GENSETS: Generators for Small Electrical and Thermal Systems (14)

21. GO: Grid Optimization Competition

22. GRIDDTA: Generating Realistic Information for the Development of Distribution and Transmission Algorithms (8)

23. GRIDS: Grid-Scale Rampable Intermittent Dispatchable Storage (16)

24. HEATS: High Energy Advanced Thermal Storage (15)

25. HITEMMP: High Intensity Thermal Exchange Through Materials and Manufacturing Processes (14)

26. IDEAS: Innovative Development in Energy-Related Applied Science (59)

27. IMPACCT: Innovative Materials and Processes for Advanced Carbon Capture Technologies (15)

28. INTEGRATE: Innovative Natural-Gas Technologies for Efficiency Gain in Reliable and Affordable Thermochemical Electricity Generation (8)

29. IONICS: Integration and Optimization of Novel Ion-Conducting Solids (16)

30. MARINER: Macroalgae Research Inspiring Novel Energy Resources (21)

31. MEITNER: Modeling Enhanced Innovations Trailblazing Nuclear Energy Reinvigoration (9)

32. METALS: Modern Electro/Thermochemical Advances in Light Metal Systems (19)

33. MONITOR: Methane Observation Networks with Innovative Technology to Obtain Reductions (12) 

34. MOSAIC: Micro-Scale Optimized Solar-Cell Arrays with Integrated Concentration (11)

35. MOVE: Methane Opportunities for Vehicular Energy (13)

36. NEXTCAR: Next-Generation Energy Technologies, Connected and Automated On-Road Vehicles (11)

37. NODES: Network Optimized Distributed Energy Systems (12)

38. OPEN: Open Funding Solicitations 1, 2, 3 and 4 (41, 66, 39, 79)

39. PERFORM: Performance-Based Energy Resource Feedback, Optimization, Risk Management (1)

40. PETRO: Plants Engineered to Replace Oil (10)

41. PNDIODES: Power Nitride Doping Innovation Offers Devices Enabling SWITCHES (Strategies for Wide-Bandgap, Inexpensive Transistors for Controlling High-Efficiency Systems): 8/14

42. RANGE: Robust Affordable Next Generation Energy Storage Systems: 22

43. REACT: Rare Earth Alternatives in Critical Technologies: 14

44. REBELS: Reliable Electricity Based on Electrochemical Systems: 13

45. REEACH: Range Extenders for Electric Aviation with Low Carbon and High Efficiency

46. REFUEL: Renewable Energy to Fuels Through Utilization of Energy-Dense Liquids: 17

47. REMOTE: Reducing Emissions Using Methanotrophic Organisms for Transportation Energy: 16

48. REPAIR: Rapid Encapsulation of Pipelines Avoiding Intensive Replacement

49. ROOTS: Rhizosphere Observations Optimizing Terrestrial Sequestration: 10

50. SENSOR: Saving Energy Nationwide in Structures with Occupancy Recognition: 16

51. SHARKS: Submarine Hydrokinetic and Riverine Kilo-Megawatt Systems:

52. SHIELD: Single-Pane Highly Insulating Efficient Lucid Designs: 14

53. SMARTFARM: Systems for Monitoring and Analytics for Renewable Transportation Fuels from              Agricultural Resources and Management

54. SOLAR ADEPT: Solar Agile Delivery of Electrical Power Technology: 7

55. TERRA: Transportation Energy Resources from Renewable Agriculture: 6

56. TRANSNET: Traveler Response Architecture Using Novel Signaling for Network Efficiency in Transportation: 5

57. ULTIMATE: Ultrahigh Temperature Impervious Materials Advancing Turbine Efficiency

3. Critical Infrastructure Investment intends to generate $ 100 Million in operating revenue by EOY 2025 timeframe, from sources including but not limited to: 

1. 8% Incentive/Profit Share and 2% Administrative Fee from the CII Investment Fund 

2. Government and Private Sector Contracts and Grants 

3. Technology License Fees & Royalties

4. Commodity Exchange Fees & Royalties 

5. Partnership & Retainer Fees

6. Real Estate Rents & Fees

7. Training Course Fees

8. Conference Attendance Fees

9. Product & Services Sales 

10. Performance Contracts Shared Savings 

11. Value Added Reseller Agreements 

12. Joint Venture Agreements 

13. Block Chain De-intermediation 

14. Dynamic Pricing/Arbitrage 

4. Critical Infrastructure Investment Inc and CII Fund Limited Partners will exhibit most, if not all, of the following characteristics: 

1. Meets US Securities & Exchange Commission Qualified Investor criteria

2. Private Sector Program or Functional Management experience in Prime or Tier 1/2/3 Supplier

3. Public Sector Program or Functional Management experience on major US Government Programs of Record 

4. Private Equity or Venture Capital Investment Experience 

5. Startup Founders who have taken at least 1 firm through pre-IPO or IPO status

6. Research and Development Leaders with US Patent portfolio 

         Interested Investors may request the Critical Infrastructure Investment Inc Offering Memorandum. All 

         investment decisions shall be made only per the rules & regulations governing the Offering Memorandum. 

5. Critical Infrastructure Investment Industrial Sector Partner and Investment Services Retainer Agreements:

Critical Infrastructure Investment values long-term relationships with public- and private-sector entities interested in structuring, financing, and operating substantive projects.  It invests significant upfront management time, expertise and funds in the project due diligence process, and in return it charges a one-time $ 5,000 retainer or partnership fee for its services, which entitles the CII portfolio company a seat on the CII Board of Directors. The Partnership/Retainer Agreement serves to separate the proverbial wheat from the chaff, eliminating any party uncommitted to a serious business relationship.  Experience indicates that in Year 1 of working with a new prospective portfolio company management team, Critical Infrastructure Investment must devote hundreds of hours to guide the investment project successfully through its Project Investment Guidelines process. 

Entities interested in working with Critical Infrastructure Investment can select from two agreement options, ie Industrial Sector Partnership Agreement (non-profit entities) or Investment Services Retainer Agreement (for-profit)   

The Partnership/Retainer Agreement Value Proposition includes: 

• 100+ hours of senior staff time devoted to maturing the project business plan for market entry.

• Submission of the project business plan to internal and external investor syndicates, 

• Promotion of the project business plan on Critical Infrastructure Investment website and professional contact networks

• Access to Critical Infrastructure Investment’s proprietary technologies, including its energy, agro processing, construction & facilities Intellectual Property

• Access to customized client training courses to optimize the project business plan and its  

     implementation. 

• Expansion in mutually-agreed global markets beyond North America, and development or maturation of contact networks to include high-tech, incubator/accelerator, academic, finance, and regulatory decision-makers within affiliated sectors and regions.

• Development or maturation of expansion investment plans, including, but not limited to, draft offering memoranda, prospectus and pitch documents, etc. in coordination with client companies’ legal advisors to implement expansion within affiliated sectors and regions. 

• Guidance during pursuit of US/Multilateral government contracts or grants consistent with US federal acquisition guidelines and/or international equivalents; as needed, representation of clients with mutually-agreed US or other government agencies.

• Alignment of the Critical Infrastructure Investment management and prospective portfolio company’s intellectual property strategy and business plan with the technical/business roadmaps of Global 500 sector firms capable of quickly moving products and services to market; and assisting prospective portfolio firms to establish the required business systems/processes to qualify as a potential supplier to the US/multilateral government agencies and/or vendor to the Global 500 firms’ supply chain 

• Potential investment from the CII Fund, if a project business plan crosses a threshold predetermined by its Project Investment Guidelines.

Upon execution of an agreement, Critical Infrastructure Investment will initiate a rigorous due diligence process to attempt to raise, as quickly as practicable, the prospective portfolio company’s draft business plan to investment-grade level:

• Initial project business plan documentation review against Project Investment Guidelines (Estimated duration: 3 calendar weeks)

• The client self-scores its investment-readiness, completing 62 Project Investment Guidelines questions, and tallying its point total (with 2,400 points as the target), as Critical Infrastructure Investment staff independently score the opportunity, based upon a detailed reading of all provided project documentation (business plan, etc.)

• Critical Infrastructure Investment management and the prospective portfolio company engage in discussion over their respective findings.

• Upgrading of project documentation: MIT Disciplined Entrepreneurship 24 Steps (Estimated duration: typically 36-48 calendar weeks)

• Critical Infrastructure Investment staff lead the prospective portfolio company management team through the MIT process, with each step generating a specific deliverable and actionable document designed to increase the chances of project success.

• During each step, Critical Infrastructure Investment staff and prospective portfolio company take up all or part of one or more of the relevant CII specialized Training Courses

• Final project documentation review against the Project Investment Guidelines (Estimated duration: 3 calendar weeks)

• Upon completion of the client’s 100+ hours of allotted time, Critical Infrastructure Investment staff and prospective portfolio company  again independently review the updated business plan using the Project Investment Guidelines.

• Capital investment (Estimated duration: 3 calendar weeks)

• If the business plan has reached the minimum threshold of 2,400 points, then Critical Infrastructure Investment management decides its investment allocation into the project.

• Ventures that achieve investment-grade status are not obligated to seek or receive investment from Critical Infrastructure Investment, or from Critical Infrastructure Investment alone. Depending on a venture’s specific goals, structure, and value proposition, Critical Infrastructure Investment management may seek additional outside investment partners to reduce individual risk, or secure growth funds available through government or institutional grant, loan, and other funding programs. 

6. Critical Infrastructure Investment Proprietary Training Courses:

1. Systems & Value engineering 

2. Small Business Innovation Research contracting 

3. MIT Disciplined Entrepreneurship 

4. Critical Infrastructure Investment Project Investment Guidelines Due Diligence 

5. DHS Critical Infrastructure Protection Industrial Control & SCADA Systems Cyber Security

6. FAR US Government and UCC Commercial Contracting and Proposals

7. Intellectual Property Valuation and Commercialization 

8. Technology Incubation and Commercialization 

9.  Project Management Body of Knowledge 

10.  Harvard Problem Driven Iterative Adaptation methodology

11.  Remote Sensing (hardware, software, firmware and data analytics

12.  Advanced Electrical Microgrids 

13.  Smart Infrastructure Artificial Intelligence/Machine Learning applications 

7. Sustainable Critical Infrastructure Conference and Awards 

Critical Infrastructure Investment is designing an annual North America Smart Critical Infrastructure Conference (slated to launch in Fall 2023), through which sector thought leaders can present new technology and application concepts and financing strategies. The conference capstone will be an awards ceremony honoring significant achievements by investors, entrepreneurs, research institutions, private sector firms, media advocates, non-profits, and legislators and policymakers at all levels of government. 

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