Invest in Robotics Pre-IPO Companies

The best-known humanoid names, including Figure AI, 1X, Apptronik, and Agility Robotics, are still private, and IPO CLUB covers them. We hold that access to our members, but our capital goes to industrial and defense robotics with revenue today, because we think humanoid valuations run years ahead of delivery.

• Figure AI, Agility Robotics, and Apptronik have dedicated research pages; 1X and others are covered inside the Data Room.
• We cover humanoids closely but stay disciplined on valuation.
• Membership is free; live allocations require accredited investor or qualified purchaser status.

We research the humanoid sector in depth, but we are not deploying capital into it at today's prices. Our robotics investments focus on industrial, construction, inspection, and defense applications where robots are already shipping, under contract, and generating revenue.

• Humanoids: covered and tracked, approached with valuation discipline.
• Where we invest: B2B industrial and defense robotics with revenue today.
• Full humanoid research is available to members in the Data Room.

We believe humanoid valuations have run years ahead of when these robots will ship in volume and generate meaningful revenue. The technology is real, but the prices assume commercial success that has not yet been demonstrated at scale. We would rather back robotics companies already earning revenue in industrial and defense settings, and revisit humanoids when price and delivery line up.

• Our concern is valuation and timing, not whether the technology will work.
• We prefer robotics with customers, contracts, and revenue today.
• We continue to cover leading humanoid companies and will act when the entry price reflects the risk.

Our robotics coverage centers on industrial, defense, and infrastructure applications: Gecko Robotics (infrastructure inspection), Applied Intuition (ground-vehicle autonomy), Auterion (defense drone software), Bedrock Robotics (autonomous construction), Mach Industries (unmanned defense systems), Durin (automated mineral drilling), and Impossible Metals (robotic seabed mineral harvesting).

• Focus areas: industrial and construction robotics, defense autonomy, robot intelligence, and advanced manufacturing.
• Company theses, pricing, and any live allocations are inside the Data Room.
• Access is available through America 2030 or single-name SPVs when open.

IPO CLUB gives accredited investors and qualified purchasers access to private robotics companies through America 2030, a diversified fund spanning six sectors, and through single-name SPVs when an allocation is open. Becoming a member is free; the next step is registering interest inside the Data Room.

• America 2030 offers diversified exposure across six sectors, including Robotics.
• Single-name SPVs open periodically; members are notified in the Data Room.
• Membership is free; live deal access requires accredited investor or qualified purchaser status.

There is no single answer, because the right name depends on the application. Across the robotics companies we cover, the industrial and defense names with real deployment include Gecko Robotics, Bedrock Robotics, Applied Intuition, Auterion, Mach Industries, and Durin, spanning infrastructure inspection, autonomous construction, ground-vehicle autonomy, defense drone software, unmanned systems, and automated drilling.

• We prioritise robotics with customers, contracts, and revenue over pre-revenue platforms.
• Coverage spans industrial, construction, inspection, and defense autonomy.
• Company-by-company detail is inside the Data Room.

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 Robotics and five other sectors, Defense, Energy, AI Infrastructure, Critical Minerals, and Space, trading concentration for diversification. No robotics single-name is open right now; America 2030 is the route open today.

• Single-name SPVs concentrate risk and return in one company.
• America 2030 spreads exposure across Robotics and five other sectors.
• Neither approach removes the underlying illiquidity and loss risk of private investing.

Pre-IPO investments are speculative, illiquid, and involve the risk of total loss. Robotics companies carry added deployment risk: hardware that works in demonstration can slip on volume production, unit economics, and customer adoption timelines, alongside heavy capital requirements. These investments are suitable only for accredited investors and qualified purchasers who can bear a complete loss of capital.

• Pre-IPO investments are speculative, illiquid, and can result in total loss.
• Robotics adds deployment, unit-economics, and adoption-timing risk on top of standard private market risks.
• Suitable only for accredited investors and qualified purchasers who can bear a complete loss.

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 minimum investment: $50,000.
• Single-name SPV minimums vary by deal and are confirmed inside the Data Room.
• Availability is subject to secondary supply at the time of investment.