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Pre-IPO · Secondaries Series 2026

Cometum
Anduril Bond
Invest before the IPO.

Structured secondary-market access to Anduril Industries — the leading defense technology company applying Silicon Valley engineering to autonomous weapons systems and AI-enabled command and control. Exclusively for professional investors.

German SecurityISIN / WKNMin. €5,000From 15.05.2026

The bonds offered are an entrepreneurial investment with risks. In principle, a total loss of the invested capital cannot be ruled out.

€50m
Bond volume, with extension option
3 + 2 years
Term plus extension option
€1,000
Denomination per bond
IPO / Secondary
Clear exit strategies
Company Overview

The leading next-generation defense prime

Anduril's flagship Lattice OS — often described as the "operating system for war" — fuses data from thousands of sensors across air, land, sea, and space into a real-time 3D battlefield picture, performing data fusion, target classification, threat assessment, and operator-supervised autonomous action. It competes directly with the legacy defense primes Lockheed Martin, Northrop Grumman, RTX, and Boeing.

Anduril self-funds R&D and develops products before securing government contracts — a model that allows faster delivery cycles and higher margins than traditional cost-plus defense contracting. Revenue doubled from USD 1 billion in 2024 to USD 2.2 billion in 2025, with management guiding to approximately USD 4.3 billion in 2026.

The company is the central technology partner for the U.S. Department of Defense's modernization push: the March 2026 U.S. Army enterprise contract carries a USD 20 billion ceiling, the EagleEye (IVAS) program with Meta is valued at USD 22 billion, and Anduril won the U.S. Air Force's Collaborative Combat Aircraft (CCA) program against Boeing, Lockheed Martin, and Northrop Grumman — with an IPO widely anticipated within the medium term.

U.S. Air Force CCA Program Winner$20B U.S. Army Enterprise Contract$22B EagleEye (IVAS) Program with Meta
HeadquartersCosta Mesa, California, USA
Founded / Employees2017 / ~6,000+ employees
IndustryDefense Technology – Autonomous Systems & AI-Powered Battlefield Software
Core ProductsLattice OS, Ghost / Ghost Shark, Fury (autonomous fighter jet), Barracuda missile family, Roadrunner interceptor, Anvil counter-UAS, Sentry surveillance towers, Altius / Bolt loitering munitions, Dive-LD / Dive-XL AUVs, Solid Rocket Motors, EagleEye soldier headset
LeadershipPalmer Luckey (Founder), Brian Schimpf (CEO), Trae Stephens (Executive Chairman), Matt Grimm (COO), Joe Chen
Selected InvestorsThrive Capital, Andreessen Horowitz, Founders Fund, Lightspeed, General Catalyst, Elad Gil, Sands Capital, Fidelity, Baillie Gifford, Morgan Stanley
Selected CustomersU.S. Department of Defense, U.S. Army, U.S. Air Force, Microsoft, OpenAI, Raytheon Technologies, Rheinmetall
Valuation Development

Doubled in twelve months —
and clearing above Series H on the secondary market

Anduril's last completed primary financing valued the company at USD 61 billion (Series H, May 2026) — double the USD 30.5 billion Series G mark of June 2025. On the secondary market, share transactions are reportedly clearing at implied valuations at and above the Series H mark.

$80B$60B$40B$20B$0B$0.02B$4.6B$8.5B$14B$30.5B$61B≥ $61BSeed · 2017Series D · 2021Series E · 2022Series F · 2024Series G · 2025Series H · 2026Secondary · 2026/27

Solid line = primary funding rounds (post-money). Open point = secondary-market indication. Source: Cometum analysis based on public data and market research (Bloomberg, TechCrunch, CNBC, Reuters, PitchBook, Sacra, The Information, Fortune). All valuation figures are indicative. Actual transaction values may vary and do not necessarily reflect Cometum's entry price.

March 2026
U.S. Army enterprise contract
USD 20 billion ceiling — consolidates 120+ separate procurement actions
May 2026 · Series H
USD 5bn at USD 61B post-money
Co-led by Thrive Capital and Andreessen Horowitz; total capital raised now exceeds USD 11 billion
Outlook 2026/2027
Secondary transactions above the Series H mark
Reportedly clearing at and above USD 61B; IPO widely anticipated within the medium term
Ownership Structure

A clear path from your investment
to Anduril shares

Step 1
Investors
Step 2
Cometum's SPV
Step 3
External SPVs
Underlying
Anduril Shares
1

Investors purchase the Cometum Bond — a German security with €1,000 denomination and €5,000 minimum subscription.

2

Cometum's SPV participates in one or more special purpose vehicles.

3

These special purpose vehicles are directly or indirectly holding the shares of Anduril Industries.

Assessment

Opportunities & Risks

Opportunities

  • Hyper-scaling revenue model: revenue grew from USD 1 billion (2024) to USD 2.2 billion (2025), guided to ~USD 4.3 billion in 2026 — one of the fastest defense industry ramps on record.
  • Dominant U.S. government adoption: March 2026 U.S. Army enterprise contract with USD 20 billion ceiling consolidates 120+ separate procurement actions; USD 22 billion EagleEye (IVAS) program with Meta; USD 642 million 10-year U.S. Marine Corps I-CsUAS contract. Selected over Boeing, Lockheed Martin, and Northrop Grumman for the U.S. Air Force CCA program.
  • Lattice OS as a category winner: set to become the backbone of nearly every major counter-drone program across the U.S. military; open architecture creates deep switching costs and ecosystem lock-in.
  • Manufacturing moat: Arsenal-1 (Ohio, ~5 million sq ft, ~USD 1 billion investment, 4,000+ jobs by 2035), Mississippi solid rocket motor plant (third U.S. SRM supplier), and the Long Beach / Lakewood campus (~5,500 jobs) — production capacity peer defense-tech startups cannot match.
  • International expansion: strategic partnerships with Rheinmetall (Europe), UK MoD, Royal Australian Navy (Ghost Shark), Japan, and the EDGE Group create non-U.S. revenue diversification.
  • IPO trajectory: Palmer Luckey has publicly stated Anduril will "definitely" go public; Chairman Trae Stephens has confirmed the company is preparing for a medium-term listing.

Risks

  • Intense competition: highly competitive landscape — legacy primes (Lockheed Martin, Northrop Grumman, RTX, Boeing, General Dynamics) plus next-generation defense-tech challengers (Shield AI, Saronic, Helsing, Hermeus) with rapid innovation and capital intensity.
  • Procurement dependency: heavy reliance on U.S. Department of Defense and allied government budgets; political shifts, continuing resolutions, or program cancellations could materially impact revenue. The Pentagon has signaled it will not lock itself into any one rising-star startup (e.g., Shield AI selected alongside Anduril for Fury).
  • Path-to-profitability: Anduril projects an operating loss of approximately USD 1.2 billion in 2026 and does not expect to be profitable before 2030. Heavy upfront R&D and Arsenal-1 manufacturing capex precede revenue recognition on multi-year contracts.
  • Manufacturing execution risk: Arsenal-1 in Ohio (~5 million sq ft) and the Long Beach campus must scale on schedule to deliver on Fury, Barracuda, and Army enterprise volumes.
  • Regulatory and reputational risk: autonomous weapons systems face scrutiny from the UN, ICRC, and NGO coalitions ("Stop Killer Robots"); the November 2025 EDGE Group (UAE) joint venture has drawn criticism. Evolving AI legislation (EU AI Act, U.S. AI Safety rules) adds uncertainty.
  • Valuation risk: valuation has risen ~6x within 12 months and ~13x within 24 months, increasing sensitivity to revenue execution, contract awards, and IPO market conditions.
  • Structural investment risk: this investment is an indirect exposure via a structured note, not direct equity ownership.
  • Total loss & FX risk: like all alternative investments, this product bears total-loss and currency risks (USD).
The Cometum Bond at a Glance

Clear terms. Clear exit strategies
via IPO or the secondary market.

Bond

Subordinated bearer bond providing structured participation in the value development of Anduril — issued as a German security.

Cometum Fees
5.5%Entry Fee
5.0%Equity Option Fee
IssuerCometum Direct Invest GmbH & Co. KG
Type of InvestmentBond
Issuance VolumeUp to €50m with possible extension
Term3 years, plus extension option of up to 2 years
CouponVariable, payable at maturity
Bond StatusSubordinated, unsecured
Denomination€1,000
Minimum Subscription€5,000
Offer PeriodFrom 15.05.2026
Management Team

Capital markets expertise,
built for private markets

CEO & Founder

Sascha Miller

Lawyer specialized in banking and capital markets law. Previously Ashurst LLP and CACEIS Bank.

sascha.miller@cometum.com
CIO & Founder

Uwe Passmann

Specialist in Wealth Management & B2B Sales. Previously Scalable Capital and Reimann Investors.

uwe.passmann@cometum.com

Request access to the Anduril Bond

Available exclusively to professional clients as defined by MiFID II. Contact our team to receive the offering documents, terms and conditions, and the full risk notice.

Only the information provided in the issuer's offering documents is decisive for the assessment of the bond.
Contact the Team

Risk Notice

This product is intended exclusively for professional clients as defined by MiFID II. Buyers of a bond assume a significant risk, which can lead to the complete loss of the invested capital. The information provided here is non-binding promotional material and, in its nature and form, expressly does not constitute financial or any other investment advice. The information mentioned in no way replaces investment advice tailored to the investor's circumstances. The issuer expressly points out the following facts: Only the information provided in the issuer's offering documents (Cometum Direct Invest GmbH & Co. KG), i.e., the terms and conditions of the bond and the risk notice, are decisive for the assessment of the bond. None of the information constitutes an invitation to submit an offer to purchase, nor is it an offer to subscribe to or buy the issuer's bond. Cometum is not a bank, but solely an issuer and product provider for exclusive private markets products. This investment does not involve the direct acquisition of Anduril shares by the investor, but rather a structured participation that allows participation in the value development of Anduril. The information regarding the current valuation of Anduril serves informational purposes only. The valuation at which structured participation in Anduril takes place may differ from the current market valuation. It does not indicate an indicative entry price from Cometum. The company operates in a highly competitive market environment characterized by regulatory developments and geopolitical uncertainties. The strategic focus is on technology-oriented clients who require innovative solutions and high adaptability. Cometum participates directly or indirectly through one or more investments in special purpose vehicles, which in turn are directly involved with Anduril. The Anduril bond is therefore an entrepreneurial investment with risks. In principle, a total loss of the invested capital cannot be ruled out. The shares of Anduril Inc. are quoted in the foreign currency US Dollar ("USD"). Therefore, in addition to customary market price fluctuations, they are also subject to exchange rate risk. Changes in the exchange rate between the euro and the USD can affect the performance and the euro-denominated return of the investment both positively and negatively. An appreciation of the euro against the USD may lead to losses, even if the price of Anduril shares in their home currency, USD, has risen. Additional fees may apply at underlying participation levels (management fees, performance fees, exit fees, fees in connection with an IPO). The exact number of Anduril shares outstanding is not necessarily publicly known or fixed at the time of investment. Anduril may issue additional shares — for example in connection with its IPO, the financing of an acquisition, further financing rounds, or employee participation programmes. Such issuances dilute existing holders: the total number of shares increases, and the proportion of the company attributable to each existing share decreases accordingly. As a result, the valuation at which the structured participation was entered may, in retrospect, prove higher relative to the effective per-share basis and may change to the investor's disadvantage. In particular, the total valuation of the company may increase while the value attributable to an individual share — and therefore to the investor's participation — does not increase to the same extent, or may even decline. The headline valuation figures stated in this material are therefore not a reliable indicator of the value development of the investor's participation, which depends on the per-share value at the relevant point in time. This presentation is a non-binding offer (invitatio ad offerendum) and is for informational purposes only.