Investment Science LLC is a federally registered government contractor (CAGE 9XRG1, UEI SG62K78TLHY1) operating at the intersection of public-sector advisory, sustainable infrastructure finance, and AI-driven investment research through its SageFusion platform. Our active pipeline includes a Department of Defense contract with the U.S. Air Force, a pending DARPA Defense Sciences Office proposal, and a multi-jurisdictional grant landscape spanning domestic federal programs (DOE, EXIM, NYSERDA, SBA) and international development finance instruments across the EU, Ireland, Canada, Uzbekistan, Indonesia, and Africa.

The core challenge is structural: the volume of high-value research required to map this opportunity set - particularly cross-border green energy incentives, sovereign co-financing programs, and the Library of Congress legislative bibliography underlying domestic grant eligibility - substantially exceeds the bandwidth of a lean founder-led firm. At the same time, this work is well-defined, methodologically rigorous, and ideally suited to graduate-caliber business students: it requires careful primary-source research, structured synthesis, and disciplined writing rather than specialized industry tenure.

The opportunity, then, is twofold. For Investment Science, a Fordham Gabelli summer cohort provides embedded research capacity to accelerate our grant pipeline, expand our international funding map, and produce a durable research portfolio that will continue generating value well beyond the engagement. For Fordham students, the program offers something rare in undergraduate and early graduate finance education - direct exposure to real federal contracting workflows, SAM.gov and Library of Congress research infrastructure, sovereign and multilateral finance, and the actual mechanics of grant writing and proposal development - under the structured mentorship of a doctoral candidate and active practitioner with 14+ years of Wall Street experience.

In short, we are addressing a real capacity constraint at Investment Science by creating a high-signal experiential learning environment for Fordham students, with this 8-week summer pilot serving as the proof of concept for a potential ongoing Fordham–Investment Science research collaboration.

 

Activities and Action Items 

Achieving the desired results - a completed Research Portfolio, a functioning Fordham–Investment Science research pipeline, and a successful proof of concept for ongoing collaboration - requires coordinated action across four workstreams: 

1. Program Setup and Onboarding (Pre-launch through Week 2) 

2. Structured Research Execution (Weeks 2–6)
 

3. Drafting and Synthesis (Weeks 5–7)
 

4. Final Deliverables and Program Close-out (Weeks 7–8)
 

Cross-cutting ongoing activities:
 

 

 

Success Criteria and Measurable Results

Success for this pilot operates on two levels: qualitative criteria that define whether the collaboration is genuinely working, and measurable outputs that let both Investment Science and Fordham evaluate results objectively.

Qualitative Success Criteria

At the highest level, this pilot is a success if three things are true at the end of Week 8:

If those three conditions are met, the pilot has delivered its intended value regardless of which specific grants ultimately convert.

Measurable Results

Research Portfolio Outputs

Pipeline Impact

Student Learning Outcomes

Program Continuation

How We Will Measure

Results will be tracked through the shared research log (weekly entries standardized across the cohort), weekly written status updates from Mr. Kelly to the Gabelli faculty sponsor, and a final quantitative/qualitative close-out report benchmarking actual outputs against the targets above. Portfolio quality will be evaluated against Investment Science's internal research standards and against funder-specific submission requirements where relevant.