Prospectus · Pre-launchWaitlist open
The Sovereign Fund
Dispatch № 001 — Prospectus

America's military runs on minerals China controls. For the first time, you can help take them back.

The first citizen-backed strategic fund for defense, space, logistics, and critical minerals. Patient capital. Permanent mission.

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The Stakes

This is a fight. It's being fought right now.

Every F-35, submarine, and precision missile depends on materials mined and refined by our chief geopolitical adversary. Not tomorrow. Today.

Executive OrderThe White House · February 3, 2025
It is the policy of the United States to maximize the stewardship of our national wealth for the sole benefit of American citizens… the Federal Government shall establish a sovereign wealth fund to promote fiscal sustainability, establish economic security for future generations, and promote United States economic and strategic leadership internationally.
A Plan For Establishing A United States Sovereign Wealth Fund, §1Read the full order at whitehouse.gov ↗

The federal fund is a top-down instrument. The Sovereign Fund is the citizen-side counterpart — the same mission, opened to the Americans whose taxes, service, and savings built the arsenal in the first place.

~70%

of the world's rare earths are mined in China.

~90%

of rare earth processing capacity is Chinese-controlled.

95%

collapse in yttrium shipments to the US in 2025.

1

F-35 needs ~920 lbs of rare-earth materials to fly.

Primary source

The February 3, 2025 executive order directs the Secretary of the Treasury and the Secretary of Commerce to submit a plan for a United States Sovereign Wealth Fund — covering funding mechanisms, investment strategies, fund structure, and governance. Full text on whitehouse.gov:

whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund/
II.A Public In-Q-Tel

We buy and hold the arsenal of democracy.

Patient. Permanent. Berkshire-style ownership of the companies America can't afford to lose. We do not chase quarters — we compound decades.

§ 01

Identify

We hunt the founders building the arsenal of democracy — from rare-earth refiners in Nevada to hypersonic startups in Alabama.

§ 02

Back

We deploy patient, permanent capital — never quarterly, never rushed. Strategic conviction over speculation.

§ 03

Compound

We hold. Decades, not months. Berkshire-style ownership of the companies America can't afford to lose.

III.What we back

Four sectors. One mission.

Ledger of intended holdings
Sector 01

Critical Minerals & REEs

Rare earths, lithium, cobalt, gallium, germanium. The bottleneck of the 21st century — and our edge over the incumbents.

Our edge
Sector 02

Defense Tech

Autonomy, hypersonics, electronic warfare, next-gen munitions. The kinetic and non-kinetic layer.

Under review
Sector 03

Space Tech

Launch, satellites, in-orbit servicing, space situational awareness. The high ground of the century.

Under review
Sector 04

Logistics Tech

Sealift, port automation, drone resupply, contested logistics. Wars are won by the side that can move.

Under review
Why now · Why you

This used to be reserved for the CIA and the Pentagon. Now it's yours.

Strategic capital was the exclusive tool of the national-security state. We're opening the arsenal to the citizens whose freedom it defends. If you believe the West is worth compounding — you belong on this list.

IV.Reserve your place

Two ways to enlist.

Capital or contribution — both help take the arsenal back.

Back the Mission

Reserve your place

Express interest. No obligation. Founding cohort first.

Not an offer to sell securities. Waitlist only.

No referrals yet — be the first patriot on the leaderboard.
Founding cohort perks
  • Refer 3 · Priority notification + Charter Member badge
  • Refer 10 · Invitation to early briefing call
  • Refer 25 · Name on the Founding Patriots wall

Perks are recognition-only. Not securities, not financial promises.

V.FAQ

Plain answers.

Is this affiliated with the CIA, DoD, or US government?

No. The Sovereign Fund is an independent, private company. We are not affiliated with, endorsed by, or connected to In-Q-Tel, the CIA, the Department of Defense, or any US government agency.

Is this an investment offer?

No. Joining the waitlist is an expression of interest only. It creates no obligation and no investment. Any future securities offering would be made only through official offering documents filed with or qualified by the SEC.

Who can join?

Anyone can express interest. We prioritize US-based patriots for the earliest cohort. Future participation, if and when offered, may be limited by applicable securities law and jurisdiction.

When does it launch?

We're building. Waitlist members will be the first to know — and referrers move to the front of the line.

Why patient capital?

The technologies that keep a nation free — refineries, shipyards, hypersonics — take decades to build. Chasing quarters kills them. We buy and hold the arsenal of democracy.

The Sovereign Fund

Patient capital. Permanent mission.

Contact
Important legal notice. The Sovereign Fund is a private, independent company. It is NOT affiliated with, endorsed by, or connected to In-Q-Tel, the Central Intelligence Agency, the Department of Defense, or any U.S. government agency. This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. Joining the waitlist is an expression of interest only and creates no obligation and no investment. Any future securities offering will be made only through official offering documents filed with or qualified by the U.S. Securities and Exchange Commission, and only where lawful. Investing in early-stage and private companies involves substantial risk, including total loss of capital.
© 2026 The Sovereign Fund. All rights reserved.Independent · Private · Not affiliated with the US government.