Defense Hub

We provide accredited investors with curated access to the Defense tech ecosystem via two core formats:

Portfolio Companies

Single-Name SPVs (Selective Access)

For investors who want direct exposure to companies like Anduril, Shield AI, or Skydio, we occasionally offer deal-by-deal allocations through SPVs. These are invitation-only and capacity-limited.

See what’s available: Kodiak Robotics, Natilus, Terradepth, C-FPV

America 2030

America 2030 Fund (Flagship Fund)

A short-maturity fund capturing late-stage U.S. companies across AI, defense, and critical infrastructure. Designed for investors seeking exposure to national security trends without picking individual names.

See what’s available: Allen Control Systems, Andrenam, Anduril, Blue Water Autonomy, Boom Supersonic, C-FPV, Castelion, Chaos Industries, CX2, Delian Alliance Industries, Elroy Air, Epirus, Firestorm Labs, Forterra, Gallatin, Hadrian, HavocAI, Helsing AI, Kodiak, Kraken Technology Group, Natilus, Onebrief, Orqa, Overland, Picogrid, Saildrone, Saronic, Shield AI, Skydio, Skyways, Tekever, Terradepth, Zipline

Allocations
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Eva Cassman

Defense Analyst

Defense Sector Outlook 2025: Key Drivers of Growth

The U.S. defense budget has reached an all-time high of $849.8 billion, including $73.4 billion for intelligence initiatives. This surge in government spending is accelerating defense sector modernization—benefiting both traditional contractors and next-generation tech startups.

In our full report, we break down:

  • Key technological shifts and AI adoption

  • Emerging opportunities in the secondary market

  • The evolving geopolitical landscape

  • The impact of the Golden Dome Initiative

  • Projected financial outcomes through 2030

👉 Download the 2025 Defense Market Brief

Includes top names, sector outlook, and our allocation calendar — all in a 3‑minute executive summary.

Terradepth

Dual-use fleets of robots and easy data management for the Oceans.

Natilus

Hyper efficient blended wing aircraft designed for sustainability and to improve the economics of commercial aviation and defense logistics.

Kodiak

AI-powered ground autonomy solution enables reliable and efficient driverless movement for trucks and tanks.

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AMERICA 2030

One Fund, 30 Startups

A Short-maturity Fund in Defense, Energy, Robotics, AI-Infra

Next allocation window closes soon. Secure your seat now

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