Sunshine Fund/Building Energy Hubs - Investing in Utility-Scale Solar & Storage

Energy Super Sites poweringcommunities & growth.

Scaling 20+ GW of renewable and baseload power supporting resilient communities, a stable grid, and modular data centers.

Developers: We fund solar+storage projects over 100MW and provide Domestic Content. Get in touch to discuss your project.

Abundant & clean power at scale.

The Sunshine Fund invests in and develops large-scale energy infrastructure built to meet accelerating demand from AI, data centers, and advanced industry, while strengthening the communities and regions where we operate. We deliver abundant, reliable, clean power at scale, both behind the meter and onto the grid, through integrated Energy Super Sites. By reusing existing infrastructure, prioritizing responsible land and water management, and investing in shared power and water systems, our projects expand access to reliable electricity, support local resilience, and create long-term value alongside grid and digital infrastructure growth.

Our platform brings together solar, battery storage, and on-site firm, high-availability baseload generation, including deployment-efficient, low-emissions SOFC technology, within purpose-built Energy Super Sites, enabling always-on power, faster execution, and capital-efficient deployment. Working alongside our affiliate Lion Point Capital and leveraging secured, U.S.-manufactured domestic supply through Suniva, we combine disciplined capital with operational depth to deliver infrastructure that performs reliably and scales with long-term demand.

Project development is executed through Sunshine DevCo, a Sunshine company.

/ 01

Market-Leading De-Risked Returns

We target high returns through efficient capital deployment, Domestic Content and economies of scale, focusing on projects that are fully insured, permitted, and contracted, working with experienced, best-in-class developers.

/ 02

Net Positive for Communities

Our projects are designed to strengthen local communities by expanding access to reliable power and water, reusing existing infrastructure, and investing in long-term economic resilience alongside energy development. We aim to put that commitment into binding contractual terms and project structures that create durable local value.

/ 03

Made in America

Our partnership with Suniva secures a U.S.-made solar cell supply chain, delivering abundant, reliable energy that strengthens national energy security while expanding dependable power for local communities.

Our growing portfolio.

The investment focus spans insured, permitted, and contracted U.S. energy infrastructure, from solar and storage to baseload power and integrated Energy Super Sites, structured to minimize risk and maximize performance.

New Mexico · Energy Super Site

New Mexico Energy Hub

Developed in close partnership with the Navajo Nation, this is a next-generation Energy Super Site integrating modular data center capacity with utility-scale solar, battery storage, dispatchable baseload power, and domestic solar manufacturing. The platform leverages existing energy infrastructure to enable phased, multi-gigawatt deployment, while co-locating power generation, compute, and manufacturing to maximize efficiency, reliability, and long-term scalability. Designed with a long-term stewardship mindset, the project prioritizes responsible land use, efficient water management, and infrastructure investments that strengthen local power systems and expand access to reliable electricity and water for surrounding communities, alongside grid and digital infrastructure demand.

U.S. Manufacturing

Suniva: Strategic Turnaround & Growth

Lion Point funded Suniva's exit from bankruptcy and acquired control of the company in 2019. Since then, Suniva has undergone successful refinancing, a full technology revamp, and a rapid scale-up, reestablishing itself as the leading U.S. solar cell manufacturer. On top of the ~1 GW cell facility already running in Georgia, Suniva is adding 4.5 GW in Laurens County, South Carolina, taking it past 5.5 GW of domestic cell capacity. Cell manufacturing is the hardest, highest-barrier link in the supply chain, and the one the U.S. has the least of today.

Texas · ERCOT West + SPP

Texas Energy Community Projects

Through Sunshine DevCo, Sunshine's dedicated West Texas development arm, more than 20,000 acres are already under active development across five ERCOT West counties, with interconnection applications filed and on-site infrastructure secured. Hundreds of thousands of acres in pipeline, for utility-scale solar and battery storage, dispatchable baseload power, and integrated Energy Super Sites co-located with modular data centers. The platform is structured for phased development, enabling rapid deployment today and scalable expansion over time across grid, industrial, and digital infrastructure demand.

National · Programmatic Rollout

Scalable Pipeline

Our platform supports the programmatic rollout of large-scale energy infrastructure across the U.S., spanning utility-scale solar and battery storage, dispatchable baseload power, and integrated Energy Super Sites. The pipeline is designed for phased execution, enabling rapid initial deployments and the ability to scale multi-gigawatt capacity over time in response to grid, industrial, and data center demand.

"Join us in powering the future. Together, we are building the foundation for affordable clean energy while strengthening domestic industry and creating positive lasting impact in close partnership with local communities."

MARCUS JACOBSSON · CO-FOUNDER & CEO