Invest in Defense Tech Pre-IPO Companies

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. Four of its positions are classified in Defense: Shield AI, Allen Control Systems, Shotling and Skyways. Anduril, Saronic, Chaos Industries, Castelion, Forterra and Firestorm Labs are under IPO CLUB research coverage, not fund positions. Single-name SPVs open occasionally, when secondary supply allows.

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.

Pre-IPO investments are speculative, illiquid, and involve the risk of total loss. Defense companies carry added exposure to government contract cycles and procurement timing, and elevated valuations after rapid funding rounds. These investments are suitable only for accredited investors and qualified purchasers who can bear a complete loss of capital.

Many of the fastest-growing defense technology companies remain private, including Anduril, Shield AI, Saronic, Chaos Industries, Castelion, Allen Control Systems, Forterra, and Firestorm Labs. None has filed for an IPO or trades on a public exchange as of July 2026.

Anduril has not filed for an IPO and has no confirmed listing date. Founder Palmer Luckey has said the company will go public, but only after proving it can manufacture at scale, and CEO Brian Schimpf has cautioned against listing during a market hype cycle. As of July 2026, an IPO is planned but not scheduled. See Anduril stock, valuation and IPO outlook for the latest on funding, valuation, and IPO signals.

A single-name SPV concentrates exposure in one company. America 2030 combines four defense holdings with positions across five other sectors. Investors subscribe to the whole fund rather than selecting individual holdings. Diversification does not eliminate investment risk.

There is no single answer. Valuations for the largest defense tech names have risen sharply. Anduril moved from a $14 billion valuation in August 2024 to $61 billion by mid-2026, more than quadrupling in under two years. Some investors see this as justified by revenue growth and contract wins; others see it as a sign of froth. IPO CLUB underwrites each opportunity on its own valuation, entry price, and risk, rather than assuming the sector as a whole is either cheap or expensive.