Defense Hub

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

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.

Portfolio Companies

See what’s available:Terradepth, Natilus, Kodiak Robotics

America 2030 Fund (Flagship Fund)
A diversified portfolio 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.

America 2030

A grid of 12 technology company logos, arranged in 4 rows and 3 columns, including logos for Gallatin, ORQA, Tekever, 3-Orbit, Hadrian, Overland AI, Terradepth, HawkEye 360, Pi, Varda, Elroy Air, Helsing, Saildrone, and Zipline.

A grid containing logos of various technology and aerospace companies, including Apptronik, Epirus, Kodiak, Saronic, Boom, Figure, Loft, Shield AI, Castelon, Firefly Aerospace, Natius, Skydio, IC, Firestorm, OneBrief, and SpaceX.

Allocations

See what’s available: Anduril, Archimede, Castelion, Chaos Industries, CX2, Delian, Elroy Air, Epirus, Firestorm Labs, Gallatin, Hadrian, HavocAI, Helsing AI, Kraken Technology, Onebrief, Orqa, Overland AI, Picogrid, Saildrone, Saronic, Shield AI, Skydio, Skyways, Tekever, Zipline.

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Eva Cassman

Defense Analyst

👉 Download the 2025 Defense Market Brief

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

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

Access 2025 Defense Allocations

Join IPO Club to request memos for live SPVs and America 2030 Fund.
SPV allocations close on the 15th and 30th of each month.
America 2030 allocations open quarterly.