Marketing communication · For accredited investors only
Portfolio

IPO CLUB
investments.

Disruptive startups, growing fast and shaping the future. Each company below links to our coverage. The colour key shows our relationship to each name.

Currently invested IPO'd · holding shares Due diligenced Pipeline · under coverage Research · Data Room coverage

Fund I

IPO.CLUB LLC · 2020 vintage

America 2030

A series of IPO CLUB II LLC

Kodiak

IPO'd · in lock-up

ACS

Currently investedDefense

Shotling

Currently investedDefenseRobotics

Impossible Metals

Currently investedCritical MineralsRobotics

Lightmatter

Currently investedAI InfrastructureEnergy

Loft

Currently investedSpaceDefense

newcleo

Currently investedEnergyAI Infrastructure

Redwood Materials

Currently investedCritical MineralsEnergyAI Infrastructure

Sambanova

Currently investedAI InfrastructureDefense

Shield AI

Currently investedDefenseAI InfrastructureRobotics

Terradepth

Currently investedDefenseRobotics

Anduril

Due diligencedDefense

Boom

Due diligencedEnergy

Reflect Orbital

Due diligencedDefenseEnergySpace

Aalo

PipelineEnergy

Agility Robotics

PipelineRobotics

Apptronik

PipelineRobotics

Armada

PipelineAI Infrastructure

AVRAX Systems

PipelineDefense

Blue Water

PipelineDefense

Blue Origin

PipelineSpaceAI Infrastructure

Castelion

PipelineDefense

CesiumAstro

PipelineSpace

Chaos

PipelineDefense

Crusoe

PipelineAI Infrastructure

d-Matrix

PipelineAI Infrastructure

Figure

PipelineRobotics

Firehawk

PipelineDefense

Firestorm

PipelineDefense

Forterra

PipelineDefense

Gallatin

PipelineDefense

KoBold Metals

PipelineCritical Minerals

Natilus

PipelineRobotics

Picogrid

PipelineDefense

PsiQuantum

PipelineAI Infrastructure

Saronic

PipelineDefense

Skydio

PipelineDefense

Skyways

PipelineRobotics

Star Catcher

PipelineSpace

TerraPower

PipelineEnergy

together.ai

PipelineAI Infrastructure

Varda

PipelineSpace

1X Technologies

ResearchRobotics

9 Mothers

ResearchDefense

Albedo

ResearchSpaceDefense

Andrenam

ResearchDefense

Applied Intuition

ResearchDefenseRobotics

Astranis

ResearchSpaceDefense

ATMOS Space Cargo

ResearchSpaceDefense

Atomic Industries

ResearchAI InfrastructureRobotics

Auterion

ResearchDefenseRobotics

Base Power

ResearchEnergy

Bedrock Energy

ResearchEnergy

Bedrock Robotics

ResearchRobotics

Cambridge Aerospace

ResearchDefense

Cohere

ResearchAI Infrastructure

Commonwealth Fusion

ResearchEnergy

CX2

ResearchDefense

D-Orbit

ResearchSpace

Delian Alliance Industries

ResearchDefense

Durin Mining Technologies

ResearchCritical MineralsRobotics

ElementUSA

ResearchCritical MineralsDefense

Elroy Air

ResearchDefense

Energy Dome

ResearchEnergy

Epirus

ResearchDefense

Form Energy

ResearchEnergy

Fortem Technologies

ResearchDefense

Gecko Robotics

ResearchRobotics

General Matter

ResearchCritical MineralsEnergyDefense

Groq

ResearchAI Infrastructure

Hadrian

ResearchDefense

HavocAI

ResearchDefense

Helsing AI

ResearchDefense

Hermeus

ResearchDefenseSpace

Heron Power

ResearchEnergy

Interlune

ResearchSpace

Kela Technologies

ResearchDefense

Kepler Communications

ResearchSpace

Kraken Technologies

ResearchDefense

Kyten Tech

ResearchDefenseEnergy

Lambda

ResearchAI Infrastructure

Last Energy

ResearchEnergy

Lilac Solutions

ResearchCritical Minerals

Lyten

ResearchEnergyDefenseAI Infrastructure

Mach Industries

ResearchDefenseRobotics

Maritime Fusion

ResearchRobotics

MARTAC

ResearchDefense

Mistral AI

ResearchAI Infrastructure

Modular

ResearchAI Infrastructure

Neura Robotics

ResearchAI InfrastructureRobotics

Nexla

ResearchAI Infrastructure

Nscale

ResearchAI Infrastructure

ODIN Space

ResearchSpaceDefense

Onebrief

ResearchDefense

Orqa

ResearchDefense

Overland AI

ResearchDefense

Phoenix Tailings

ResearchCritical MineralsDefense

Physical Intelligence

ResearchAI InfrastructureRobotics

Poseidon Aerospace

ResearchDefenseRobotics

Quantum Brilliance

ResearchAI InfrastructureDefense

Quindar

ResearchSpaceDefense

R2 Wireless

ResearchDefense

Radiant Nuclear

ResearchEnergy

Rebellions

ResearchAI Infrastructure

ReOrbit

ResearchSpaceDefense

Saildrone

ResearchDefense

Sanctuary AI

ResearchRobotics

Sapient Perception

ResearchDefenseAI Infrastructure

Scale AI

ResearchAI Infrastructure

Seasats

ResearchDefense

SiFive

ResearchAI Infrastructure

Skild ai

ResearchRobotics

SkyFi

ResearchSpaceDefense

SPAICE

ResearchSpaceRoboticsAI Infrastructure

Starcloud

ResearchSpaceAI Infrastructure

Tekever

ResearchDefense

Tensorwave

ResearchAI Infrastructure

Ulysses Maritime Technologies

ResearchDefense

Valar Atomics

ResearchEnergyDefense

Vannevar Labs

ResearchDefense

VSORA

ResearchAI Infrastructure

Vulcan Elements

ResearchCritical MineralsDefense

Westmag

ResearchDefenseRoboticsCritical Minerals

X-Bow Systems

ResearchDefenseSpace

Zipline

ResearchDefense
Blue Origin
Edoardo Zarghetta Edoardo Zarghetta

Blue Origin

Blue Origin is privately held with no public stock or confirmed IPO. IPO CLUB's profile covers what's verifiable — New Glenn, BE-4, the $3.4B Artemis V contract, NSSL standing, and the reported first external raise — plus how single-name SPV access for accredited investors and qualified purchasers would be structured.

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Ripple
Edoardo Zarghetta Edoardo Zarghetta

Ripple

Ripple investment case in December 2024: XRP surged 300% post U.S. elections, fueled by favorable regulatory prospects and Ripple’s ecosystem expansions like RLUSD and XRP ETFs. With ongoing SEC appeal and potential crypto tax reforms, 2025 could redefine XRP’s position in the market.

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Terradepth
william zarghetta william zarghetta

Terradepth

Terradepth’s unique value proposition in the ocean data and mapping market is its end-to-end, cloud-native subsea data ecosystem that combines autonomous data collection with rapid, collaborative data management and visualization. This integrated approach delivers faster, more actionable, and more accessible ocean intelligence than traditional methods or competitors.

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Gallatin
Edoardo Zarghetta Edoardo Zarghetta

Gallatin

Gallatin is a Washington, D.C.-based defense technology company focused on transforming military logistics through artificial intelligence. Founded in 2024 by a team with deep experience in Palantir, Scale AI, Amazon, and the Department of Defense, Gallatin leverages advanced software to deliver faster, smarter logistics and supply chain solutions for high-stakes military operations.

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Boom Supersonic
william zarghetta william zarghetta

Boom Supersonic

Developer of a supersonic airliner designed to revolutionize high-speed air travel. The company's platform specializes in the development of sustainable, economically viable supersonic aircraft, offering dramatically reduced travel times and enhanced passenger experiences. By integrating advanced aerodynamics, sustainable aviation fuels, and cutting-edge propulsion systems, the platform aims to provide airlines and travelers with a new era of efficient and rapid global connectivity, enabling unprecedented speed and access while minimizing environmental impact.

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Shotling
Edoardo Zarghetta Edoardo Zarghetta

Shotling

Shotling delivers modular kinetic hard-kill solutions for the counter-drone (C-UAS) battlefield. The core mission: neutralize emerging threats from FPV kamikaze drones and loitering munitions that evade standard electronic warfare (EW).

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NewCleo
Edoardo Zarghetta Edoardo Zarghetta

NewCleo

Newcleo offers a safe circular solution in Gen-IV nuclear, combined with an advanced, mature reactor technology that meets the rising demand for electricity and addresses the challenges of decarbonization and energy security. The result of over 25 years of research, building a new competitive standard in nuclear energy by using existing, accessible technology in innovative ways.

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Avrax
Edoardo Zarghetta Edoardo Zarghetta

Avrax

AVRAX is pursuing a clear, high-urgency counter-UAS wedge: low-cost, drone-launched autonomous interceptors intended to outperform current options on operator scalability and cost-per-engagement. The upside case hinges on converting early autonomy demonstrations into a qualified, repeatable, integrator-friendly “ammunition” product that can be procured at scale.

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Impossible Metals
Edoardo Zarghetta Edoardo Zarghetta

Impossible Metals

Impossible Metals is a U.S.-Canadian robotics company developing autonomous underwater vehicles to selectively harvest polymetallic nodules from the ocean floor, targeting critical minerals for EVs, energy storage, and AI infrastructure. Their vision is to commercialize deep-sea mining while overcoming the environmental and regulatory challenges that have historically prevented large-scale deployment.

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Epic Games
Edoardo Zarghetta Edoardo Zarghetta

Epic Games

Epic Games is a developer of gaming software and applications designed for gamers and game developers to publish and play immersive games. The company specializes in developing games, unreal engine technology, and operates a game store that allows others to make games and 3D content, providing game developers the ability to build high-fidelity, interactive experiences for PC, console, mobile, and virtual reality devices

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