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AeroFly LLC

SDSU spinout building modular lunar regolith conveyors for ISRU

Updated: Session 99 (2026-04-07)


Company Profile

Field Value
Location Brookings, SD (Research Park at SDSU)
Type University spinout (South Dakota State University)
Incorporated May 2021 (SD LLC)
CEO Gordon Niva (1973 SDSU grad, 40+ years aerospace)
CTO/Co-founder Marco Ciarcià (now Associate Professor, Colorado State University)
Co-founder/PI Todd Letcher (Associate Professor, SDSU Mechanical Engineering)
Team Liam Murray, Carter Waggoner, Allea Klauenberg, Dylan Stephens, Alex Shaar, Braxton McGrath, Devin van Ballegooyen, Nicholas Sieler

AeroFly is a Brookings-based space technology startup operating from the Research Park at SDSU. The company's story begins in December 2019 when SDSU assistant professor Marco Ciarcià and associate professor Todd Letcher received a $148K NASA grant to develop human-carrying drones. The LLC was formally incorporated in May 2021, initially focused on agricultural drones before pivoting to off-Earth robotics and lunar ISRU in 2022 following NASA competition success.

Competition wins: Lunar Transport Vehicle (1st, RASC-AL 2023), Break the Ice Lunar Challenge (Phase 1 runner-up 2021, Phase 2 Level 2 2022), FLOATing DRAGON finalist (2023), Moon to Mars Ice & Prospecting Challenge (Clearest Water Award 2021).

Co-founder departure: Marco Ciarcià moved to Colorado State University as Associate Professor (Mechanical Engineering), where he continues as CTO. His research focus spans UAS, robotics, and spacecraft guidance. Gordon Niva, a 1973 SDSU graduate with 40+ years of aerospace industry experience, serves as CEO.

FO Project

184145 — Rego-LIFT (Lunar ISRU Feedstock Transporter)

  • Status: Active (Jun 2025 – Jun 2027)
  • TRL: Not yet reported (target TRL 6)
  • TX: TX07.1.2 Resource Acquisition, Isolation, and Preparation
  • Destination: Moon and Cislunar
  • Flight: Parabolic flights (lunar gravity phases) — suborbital flight opportunity via TechLeap Prize in 2026
  • Technology: Compact modular vertical conveyor using rotating drum + static central screw for lunar regolith transport. Addresses the ~10m vertical lift needed to move regolith from lunar surface to elevated oxygen ISRU processing plant. Low-speed design minimizes dust generation and mechanical wear. Phase I demonstrated >10 kg/hr throughput with LSP-2 simulant, surpassing 600 kg/hr in near-vertical trials.

TechLeap Prize winner — selected from 200+ applicants for up to $500K + suborbital flight test in 2026.

TechPort Footprint

Project Program Role Period Notes
184145 FO Lead 2025–2027 Rego-LIFT parabolic + suborbital

Todd Letcher also appears as Co-I on: | 156776 | EPSCoR | Co-I | 2020–2021 | GRCop-42 copper alloy DED characterization (SD School of Mines) |

The GRCop-42 project is relevant — it's the same copper alloy NASA uses for 3D-printed rocket combustion chambers. Letcher's team was the first to successfully print GRCop-42 via Directed Energy Deposition, a complementary manufacturing technique to the powder bed fusion NASA previously used.

Funding

USASpending ($1.20M across 3 awards, all NASA)

Award Amount Period Description
80NSSC25C0087 $898.9K Aug 2025 – Aug 2027 SBIR Phase II — Vertical lunar regolith conveyance for ISRU
80NSSC25C0124 $149.8K Sep 2025 – Apr 2026 SBIR Phase I — Integrated regolith excavation + water extraction using auger-dryer systems
80NSSC24PB255 $149.5K Aug 2024 – Feb 2025 SBIR Phase I — Modular static auger systems for bulk material handling

Pattern: Classic SBIR ramp — Phase I (2024) → Phase II ($899K, 2025) + parallel Phase I on second product line (excavation + water extraction). Two concurrent technology tracks from a single core competency (auger/screw conveying).

No DoD or other agency contracts found.

Current Status (as of April 2026)

  • Flight-unit integration underway at Brookings facility (6–9 month timeline before microgravity testing)
  • Full-scale 30-foot model expected to be completed in 2026
  • Parabolic flights scheduled for 2026 (TechLeap Prize)
  • Post-mission analyses will be shared following 2026 launch
  • Team has expanded to 8+ members including SDSU students recruited into the company

Upstream Lineage

  • Origin: Dec 2019 NASA grant ($148K) for drone research at SDSU → pivoted to space tech 2022
  • PI academic work: Letcher's lab at SDSU focuses on additive manufacturing and experimental mechanics; GRCop-42 DED work is NASA-funded
  • Competition pipeline: Multiple NASA challenge wins (2021–2023) built credibility before SBIR entry
  • Co-founder trajectory: Ciarcià (spacecraft guidance/robotics) left SDSU for Colorado State but continues as CTO

Downstream Potential

  • Artemis ISRU pipeline: Rego-LIFT addresses a specific gap — vertical regolith transport to elevated processing plants. This is a supply chain component, not a standalone system. Value depends on ISRU plant architecture decisions.
  • Second product line: The parallel Phase I on excavation + water extraction in permanently shadowed regions (PSRs) suggests AeroFly is positioning as a full regolith handling provider, not just a conveyor company.
  • Commercial: Description mentions "lunar lander providers, commercial resource extraction companies, and related terrestrial mining and materials transport industries" — but no commercial traction yet.

Assessment

Dimension Rating
Technology readiness Early (pre-flight; Phase I validated throughput on simulant)
Funding trajectory Rising — Phase II awarded, second product line started
Commercial viability Pre-revenue; depends on Artemis ISRU timeline
Downstream impact Too early to assess (FO flight not yet occurred)
Confidence Suggestive — strong university pipeline, but years from deployment

Time dimension: Company incorporated May 2021 but pivoted to space tech in 2022. First SBIR Phase I in Aug 2024, Phase II in Aug 2025, TechLeap Prize in Jun 2025. Rapid acceleration from competitions to funded contracts in under 2 years. Flight-unit integration now underway — parabolic flights scheduled 2026.

What changed (Session 61): Corrected founding date (2021, not ~2023). Added co-founder Ciarcià's move to Colorado State. Expanded team roster (8+ members). Added current flight integration status — 6-9 months to microgravity testing. Full-scale 30-foot model in progress.

Session 99 Refresh (2026-04-07)

No material change since Session 61. USASpending unchanged ($1.20M, 3 awards). No new contracts. Phase I SBIR 80NSSC25C0124 (auger-dryer excavation) ending Apr 2026 — Phase II decision imminent. Full-scale 30-foot Rego-LIFT model expected summer 2026 per SDSU "Ad lunam" article. TechLeap parabolic flight still scheduled 2026, no specific date announced.

Open Questions

  1. ~~When exactly is the TechLeap parabolic flight?~~ Still TBD — likely summer/fall 2026
  2. Will the excavation + water extraction Phase I (80NSSC25C0124, ending Apr 2026) lead to Phase II? — Decision window is NOW (Apr 2026)
  3. How does Rego-LIFT integrate with specific ISRU oxygen extraction systems (e.g., carbothermal, hydrogen reduction)?
  4. What role does Ciarcià play remotely from CSU? Is the SDSU-CSU distributed model sustainable?

Sources: TechPort 184145, 156776; USASpending; SDSU News ("Ad lunam" Nov 2025, "Taking flight" May 2025); Brookings Register; Research Park at SDSU; NASA TechLeap Prize; CSU ME faculty page