America 2030

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6-Year Secondary Fund, Investing in Defence, Energy, and AI

Investing in high-growth Series B+ startups shaping national security

Typical investment: 1-3.5 million per company, targeting a portfolio of up to 30 companies

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Track record: Selected Fund I investments achieved a TVPI of 2.7, outperforming the Carta 2020 vintage by 2.5x

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Minimum investment of 50,000

Accepting investments via self-directed IRAs.

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Why Choose Us

Focus

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With selected European opportunities

High-growth scaleups and Series B+ startups with established secondary market

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Liquidity

$1-3.5 million per company, targeting a portfolio of up to 30 companies

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Diversification

Defense, Energy, Cyber and AI investments in Fund I achieved a TVPI of 2.9, outperforming the Carta 2020 vintage by 2.7x

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Track record

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Discover

Investing in Resilience for Scalable Impact

A strategic focus on national interests, including defense, security, data and energy, since 2020

A digital infographic detailing the growth of defense, robotics, energy, and AI infrastructure sectors. It highlights dual-use technologies, energy independence, hypersonic defense, smart grids, and critical infrastructure protection, with logos of various tech companies.

Where We Focus

Explore

Meet the Team

  • headshot of Ally L Whitney

    Ally L Whitney

    Recognized expert in the fields of green chemistry, renewable materials, agriculture, and industrial biotechnology. She is the founder at Fermentum, as well as a licensed attorney and former investment advisor; Ally holds a JD in International Law from Haub School of Law at Pace U.

  • Headshot of Eva Cassman

    Eva Cassman

    Led analytical teams at Forvis Mazars, EY-Parthenon, and Jacobs, specializing in counterterrorism and global risk management. She holds an MS in Emergency Management and Homeland Security from the U of Arizona and a BA in International Affairs from the U of Georgia.

  • Headshot of Maksim Sonin

    Maksim Sonin

    Stanford Sloan Fellow, he holds an MS in Management from Stanford Graduate School of Business, a PhD in Engineering from the Scientific Research Institute of Natural Gases and Gas Technologies, and an MS in Finance. His expertise consists of fossil and low-carbon fuels and sustainable energy.

  • Headshort Zaheer Ali

    Zaheer Ali

    Managing Partner at New Space Finance and a Professor of Practice at Thunderbird School of Global Management, with previous roles at Hewlett Packard, ThinkOrbital, and Space Railway. He holds an MA in Global Management from Thunderbird and a BA in Physics from UC Berkeley.

  • Headshort of Frederik Zarghetta

    Frederik Zarghetta

    Specialist in Cybersecurity and Risk Mitigation, with experience as an Information System Security Officer in the Air Force and Cyber Conscription in the Navy and Army. He holds multiple certifications, including Cisco, Splunk, and BlueTeam. Recently transitioned from Sergeant to Information Security Analyst at European Energy.

  • Headshot Edoardo Zarghetta

    Edoardo Zarghetta

    Founder and General Partner at IPO Club and America 2030. He brings extensive experience from senior positions at Danske Bank, MUFG, and Credit Suisse. Edoardo holds a BA in Political Science from La Sapienza U, an MBA from Edinburgh Business School, and an MS in Energy from Heriot-Watt U.

  • Headshot of Sanjeev Sharma

    Sanjeev Sharma

    Founder and Principal at Data Capital Labs, ex Senior VP at Dell, SVP at Truist and Director and Distinguished Engineer at IBM. Investor in quantum technologies. Sanjeev holds an MS in Computer Science from Villanova University.

Q3 Update

Line graph titled 'America 2030 Unit Price' showing unit prices over three quarters. The prices are $940 in Q1, approximately $941 in Q2, and $982 in Q3, with a sharp increase between Q2 and Q3.

Q3 Performance 4.36% after all fees and costs.

Bar chart showing portfolio allocation by series for Q3 2025 with categories IPO, D, A, and Seed. The IPO category has the lowest allocation at 12%, D has the highest at 35%, A at 26%, and Seed at 27%.

Blended exposure across late-stage series.

Bar chart titled 'Portfolio Composition - Q3 2025' showing asset allocation percentages: Impossible Metals 27%, Sambucoava 11%, Tertradepth 26%, Lightmatter 24%, Kodiak (KDK) 12%.

5 investments: Lightmatter, Sambanova, Terradepth, Impossible Materials, Kodiak AI (already IPO).

Bar chart showing the percentage split of portfolio use cases, with 65% for Dual-Use and 35% for Non Dual-use.

65% of the portfolio qualifies as dual-use under U.S. Law.

Pie chart titled 'Portfolio Sector Diversification - Q3 2025' showing allocation percentages for Robotics, AI-Infra, and Critical Minerals with different shades of blue and teal.

Balanced sector exposure: 35% AI-Infra, 38% Robotics, 27% Critical Materials.

Bar chart titled 'Asset Allocation Q3' showing asset distribution by quarter. The three bars represent Q1, Q2, and Q3. Q1 is 100% cash, Q2 is 69% assets, 31% cash, and Q3 is 72% assets, 27% cash. A legend indicates the colors for Assets, Treasury Fund, and Cash.

72% invested in technology, 27% in money market.

“This quarter we achieved several important milestones, with our first IPO with Kodiak Robotics (NASDAQ: KDK), achieving a 2.12x MOIC and an annualized IRR of 438%”

Edoardo Zarghetta - General Partner

Get the Investment Memo