This investment thesis is the second in a suite of six reports under our Deep Tech x Energy theme and focuses on investment opportunities within nuclear fusion. The Deeptech x Energy reports include deep dives and an analysis of the latest trends in:
There are 36 privately funded fusion startups at the time of writing this report, compared to just one in 2001. The value of private investments in fusion has tripled in the past twenty years and is estimated to be over $4.4 billion today. A successful investment in fusion could return the fund, but the technical risks and a long financing pathway must be factored into the decision process. As an evergreen fund, we are uniquely positioned to invest in early-stage science and engineering-based innovations, such as fusion.
In this Report
