America 2030

A triangular logo with a stylized eagle's head in red and blue, and three blue lines resembling an American flag.

A 5-year, short-term fund investing in late-stage U.S. defense, energy resilience, and artificial intelligence.

Available to accredited investors and qualified purchasers only.

+24.4%
Return since inception
NAV per unit, net of fees
1.08x
Net TVPI
Q1 2026
10
Positions
Across 5 sectors
$9.5M
Committed
of $50M target
40
Investors
Accredited
Important disclosures

Past performance is not indicative of future results. All figures shown reflect America 2030 (IPO CLUB II LLC), unaudited, as of March 31, 2026. Performance is net of management, administration, and transaction fees, but does not reflect carried interest or potential audit adjustments. Final performance is subject to audit confirmation.

Fee structure. Management fee of 1.5% per year is charged upfront for the full 5-year fund duration. Performance fee of 15% carried interest applies on a European-style basis after an 8% compounded annual hurdle. No further management fees will be charged on committed capital until the end of 2030.

Investments in private securities are speculative, illiquid, and involve a high risk of loss, including the potential loss of all invested capital. Not all private companies will experience an IPO or other liquidity event. This communication is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any security. Any offer of securities will be made only through definitive offering documents. Available only to accredited investors as defined in Rule 501 of Regulation D and, where applicable, qualified purchasers. All securities offered through IPO CLUB II LLC are sold under SEC Rule 506(c) of Regulation D. See full disclosures for additional information.

Fund terms

Key Facts

Minimum investment

$50,000

Management fee

1.5% / year (charged upfront)

Performance fee

15% carry European, 8% hurdle

Target duration

5 years (to December 2030)

IRA-eligible

Self-directed IRA accepted

Member Access

Review the Investment Memo

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Investment thesis

Why America 2030

Exposure to late-stage private companies in sectors critical to U.S. resilience. Secondary-focused for later-stage entry. Short maturity aligned to exit timing.

Robotics 29.4%
Energy 23.9%
AI Infrastructure 22.6%
Defense 14.6%
Space 9.5%
Materials pipeline

Focused mandate

Six sectors at the intersection of national security, energy independence, and technological advantage. Every position maps to a structural tailwind, not a cycle.

Short maturity

Five-year target duration to 2030. Underwriting discipline and exit expectations are built into the fund's structure, not left open-ended.

Secondary focus

Later-stage entry through secondary transactions. Companies with established traction, revenue, and in many cases a clear path to IPO. Reduced blind-pool risk.

Q1 2026 portfolio

10 Positions Across 5 Sectors

Cap-table equity and direct secondary positions. No fund-of-funds, no blind pool.

Energy

Newcleo

Stage Series B
Focus Nuclear
AI Infrastructure

SambaNova

Stage Series E
Focus AI chips
Robotics

Impossible Metals

Stage Series A
Focus Subsea mining
Robotics

Terradepth

Stage Series A
Focus Ocean data
AI Infrastructure

Lightmatter

Stage Series D
Focus Photonics
Defense

Shield AI

Stage Series G
Focus Autonomous flight
Space

Loft Orbital

Stage Series C
Focus Satellite-as-a-service
Robotics

Kodiak

Stage SPAC (public)
Focus Autonomous trucks
Defense

Shotling

Stage Pre-Seed
Focus Counter-UAS
Energy

Redwood Materials

Stage Series E
Focus Battery recycling
Performance and allocation as of March 31, 2026
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Process

How it Works

1

Book a call

Schedule a short introductory call to confirm eligibility, walk through the fund structure, and determine whether America 2030 is an appropriate fit for your portfolio.

2

Review the investment memo

Access the full investment memo and supporting materials detailing strategy, fees, risks, and fund mechanics. Available immediately after joining Explorer for $1.

3

Subscribe online

Complete accredited investor verification and review subscription documents. Minimum investment of $50,000. Self-directed IRAs accepted.

4

Capital deployed through 2027

Capital is deployed throughout the life of the fund as secondary and follow-on opportunities are identified across defense, energy, AI, robotics, space, and materials.

5

Returns distributed at exit

Capital is distributed to investors as exits occur, on or before December 2030. Short-maturity fund designed to align with the IPO cycle.