America 2030
6-Year Secondary Fund, Investing in Defence, Energy, Security, and AI
$50 million Fund II focused primarily on the U.S., with select European opportunities.
Invests in high-growth scaleups and Series B+ startups.
Typical investment: $1–3.5 million per company, targeting a portfolio of up to 30 companies.
Track record: Selected Fund I investments achieved a TVPI of 2.7, outperforming the Carta 2020 vintage by 2.5x.
Focus
🛡️ Autonomous Defence Systems: Driving innovation in unmanned technologies and next-generation military capabilities
🔋 Energy Security: Advancing nuclear, renewable energy, and grid modernization solutions to ensure sustainable and resilient infrastructure
🔒 Cybersecurity: Protecting critical digital and physical assets from evolving threats
🤖 Data Infrastructure and AI: Investing in data ecosystems, AI platforms, and predictive intelligence to power the future of technology and national competitiveness
Strategy
🛡️ Defence: Persistent $1T+ military budgets sustain demand for defence tech and manufacturing. 4-5% CAGR (From $985B → $1.2T+).
🔋 Renewable + Nuclear + Storage: IRA & CHIPS Act funds peak (2025-2030), driving large-scale energy infrastructure. 6-8% CAGR (From $1.5T → $2T+).
🔒 Cybersecurity: Becoming a national priority, accelerating public and private investment. 10% CAGR (From $250B → $350B+).
🤖 AI: Rapid AI advancements fuel defence, automation, and cybersecurity innovation. 20-25% CAGR (From $800B → $1.5T+).
Pipeline as of March 2025
Meet the Team
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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 University.
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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 University of Arizona and a BA in International Affairs from the University of Georgia.
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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 spans fossil and low-carbon fuels and sustainable energy.
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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 the University of California.
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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. Currently training as Sergeant.
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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 University, an MBA from Edinburgh Business School, and an MSc in Energy from Heriot-Watt University.
Join America 2030
Be part of a high-conviction investment strategy focused on defense, energy, and dual-use technologies. Backed by decades of experience and a strong track record of exits and returns, our team is ready to help you access tomorrow’s defining opportunities—today.
Start your journey with us
The investment teams has invested in 25 growth companies, with over 300 investments and six exits. Our Board of Advisors has relationships with key players in aerospace, energy and security and provide unique insights into dual-use technologies. In energy, we’ve had an extensive knowledge of energy generation, transmission and storage.
