Invest in Critical Minerals Pre-IPO Companies

America 2030 holds two Critical Minerals positions: Impossible Metals, which harvests seabed nodules robotically, and Redwood Materials, which recycles batteries domestically. The other names on this page are under IPO CLUB research coverage, not fund positions: Phoenix Tailings, ElementUSA, Vulcan Elements, Durin and Lilac Solutions.

America 2030 has a minimum investment of $50,000. Minimums for single-name SPVs vary by deal, depending on availability and secondary supply at the time, and are confirmed inside the Data Room for each live allocation.

America 2030 is the route open to accredited investors today: one managed, diversified portfolio of 12 portfolio positions across six sectors, with a minimum investment of $50,000. Two of its positions are classified in Critical Minerals: Impossible Metals and Redwood Materials. Single-name SPVs open occasionally, when secondary supply allows.

Pre-IPO investments are speculative, illiquid, and involve the risk of total loss. Critical minerals companies carry added exposure to commodity prices, long project and permitting timelines, heavy capital requirements, and dependence on policy and offtake agreements. These investments are suitable only for accredited investors and qualified purchasers who can bear a complete loss of capital.

The dependence in critical minerals is not mainly in the ground, it is in the midstream: refining ore into usable metal, turning metal into magnets, and recycling material back into supply. That processing layer is where China's dominance is concentrated, and where domestic capacity and know-how build a durable advantage. We favor the parts of the sector where technology creates a lasting business, refining, magnets, recycling, and extraction automation, rather than exposure that ultimately tracks a commodity price.

Rare-earth magnets are used in many high-performance motors and defense applications. The US produces few of them domestically and depends on imports for both the magnets and the refined rare earths they are made from. Building domestic magnet and refining capacity is a strategic priority.

Phoenix Tailings and Vulcan Elements are under research coverage and are not current America 2030 holdings. The fund’s Critical Minerals positions are Redwood Materials and Impossible Metals. Research coverage does not imply an available allocation.

Extraction is one of the most capital- and labor-intensive parts of the minerals supply chain, and robotics is beginning to change its economics. Automated drilling, robotic harvesting, and advanced extraction technology can make domestic and allied projects more competitive against lower-cost foreign supply. We back the companies applying automation to extraction as a durable efficiency edge, not a one-time gain.

A single-name SPV gives concentrated exposure to one company, so the outcome depends entirely on that company. America 2030 spreads exposure across many companies in Critical Minerals and five other sectors, Defense, Energy, AI Infrastructure, Robotics, and Space, trading concentration for diversification. No critical minerals single-name is open right now; America 2030 is the route open today.