IPO Club
www.ipo.clubInvesting at the intersection of Defense, Energy, AI, Robotics, and Materials—with emphasis on late-stage Series B+ startups in U.S. hard tech that address national interests including defense, security, data, and energy independence.
Check Size
$1M - $3.5M
Stages
Focus Areas
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See If You're a MatchInvestment Thesis
IPO Club operates with a mission to provide institutional-grade research and clarity to private markets investors, reducing decision error in high-uncertainty environments. Their approach focuses on late-stage U.S. technology companies with dual-use applications, particularly those shaping national security and critical infrastructure. The firm believes that private markets need better access to deal flow, independent valuations, and structured analysis to make superior investment decisions.
What Sets Them Apart
- Institutional-grade research with 'Valuations At Market®' quarterly coverage of 100+ private companies
- Focus on dual-use technologies with 68% of portfolio qualifying as dual-use under U.S. Law
- Strong track record: Fund I achieved 7 IPOs (Palantir, Airbnb, SoFi, Confluent, Instacart, Rubrik, Kodiak) with Defense/Energy/AI/Cyber investments showing 4.9x gross TVPI
- America 2030 Fund with 2030 maturity designed as 'precision-engineered instrument' focused on turning 'next decade of American hard-tech into real, liquid returns'
- Access to 50+ portfolio companies with structured deal flow and advisory board participation for top-tier members
- Advisory-level engagement with closed-door strategy sessions and proximity to decision-making
Portfolio Highlights
Kodiak Robotics
Defense Robotics
NewCleo
Energy Nuclear
SambaNova Systems
Ai Infrastructure
Lightmatter
Ai Infrastructure
Terradepth
Defense Robotics
Impossible Metals
Energy Materials
Redwood Materials
Energy Materials
C-FPV
Defense Robotics
+ 29 more companies in their portfolio
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