Marketing communication · For registered advisers only
Advisor Access

Pre-IPO access for your clients.
Before the IPO.

Late-stage US tech SPVs and managed funds in Defense, Energy, AI Infrastructure, Robotics, Critical Minerals and Space — curated, diligenced, reportable. For accredited investors and qualified purchasers. $50,000 minimum.

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Latest Why advisors are adding a pre-IPO sleeve in 2026 → ungated · free to read
Members only Verify once as a registered adviser — then access everything inside the member area, free.
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Deal Pipeline

Live pre-IPO database — names, sectors, minimums, allocation windows.

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Latest Reports

Valuations At Market® + sector research. 120+ companies, quarterly.

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 Members only

Due-Diligence Pack

Fund deck, structure & subscription docs. Compliance-cleared.

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Manager & Track Record

GP profile. Fund I: 2.58x TVPI · 44.3% IRR. Request an intro call.

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Client One-Pager

Clean, client-ready summary you can hand straight to a client.

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Q&A Knowledge Base

Accreditation, IRA mechanics, fees, objection-handling.

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FAQ

Last updated:

What is the IPO CLUB Advisor Desk?

The Advisor Desk is a free resource for verified financial advisors and RIAs to offer clients late-stage U.S. private market access.

  • A live pre-IPO deal pipeline with names, sectors, minimums and allocation windows.
  • Quarterly Valuations At Market® and sector research on 120+ companies.
  • Compliance-cleared due-diligence packs and client-ready one-pagers.
Who can access the Advisor Desk?

Access is limited to verified financial advisors, RIAs and IARs.

  • Each applicant is verified against public IAPD / Form ADV records.
  • Verification is one-time; access is then free inside the member area.
How do I get verified as an advisor?

Request access on the Advisor Desk and IPO CLUB will confirm your registration before granting access.

  • Verification is checked against public IAPD / Form ADV records.
  • Approval is typically completed within one business day.
How much does the Advisor Desk cost?

The Advisor Desk is free for verified advisors.

  • No subscription or platform fee to access the pipeline, valuations and research.
  • Due-diligence materials and client one-pagers are included.
Can my clients invest, and what are the requirements?

Yes. Client investments are limited to accredited investors, and some structures may also require qualified purchaser status.

  • The typical minimum investment is $50,000.
  • Minimums can vary by structure (managed fund vs. Single-Name SPV).
How are the investments structured?

Clients access companies through Single-Name SPVs or managed funds such as the America 2030 Fund.

  • Each structure includes a fund deck and subscription documents.
  • Compliance-cleared due-diligence materials are provided for every deal.
Can clients invest through an IRA or SDIRA?

In many cases yes — late-stage private investments can be held in a self-directed IRA (SDIRA).

  • Mechanics depend on the client's custodian.
  • The Advisor Desk knowledge base covers the typical SDIRA process.
What sectors does IPO CLUB focus on?

IPO CLUB focuses on late-stage U.S. private companies across six sectors.

  • Defense, Energy and AI Infrastructure.
  • Robotics, Critical Minerals and Space.
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