Powering high-return clean energy investments with smart capital and U.S.-made solar cells
The Sunshine Fund is an investment platform dedicated to utility-scale solar and storage, combining high returns with measurable impact through U.S.-made clean energy infrastructure. In close partnership with its sister entity, Lion Point Capital, the Fund builds on a decade-long track record of refinancing renewable energy assets to maximize capital efficiency and investor value. With over $1 billion in committed term sheets and the ability to scale deployment to $20 billion annually, the group is positioned as a leading force in renewable infrastructure investment, with multiple projects already underway.
We target double-digit returns through efficient capital deployment, Domestic Content and tax-advantaged structures
We invest solely in projects that are fully insured, permitted, and contracted, working with experienced, best-in-class developers
Our partnership with Suniva ensures an optimal domestic supply chain with U.S.-made solar cells for all projects
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Our proprietary Sunshine AI and Sunshine Platform streamline development and expand investment access
The investment focus is on insured, permitted, and contracted U.S. solar and battery projects, as well as renewable manufacturing assets, all structured to minimize risk and maximize performance.
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. It now operates at over 1 GW of annual capacity, with expansion toward 2 GW actively underway.
150 MWac PV Solar plus 180 MW x 2 hr BESS facility. Groundbreaking planned within six months, with additional projects of similar scale scheduled to launch quarterly thereafter.
Two 250 MWac solar + BESS storage projects. The first is set to break ground in approximately eight months.
Following Suniva, a second manufacturing initiative is advancing in New Mexico, featuring 2.5 GW of solar cell and 5 GW of module capacity. Equity and junior capital have been secured, positioning the facility as a key contributor to domestic supply and energy security. Groundbreaking targeted within the next 12 months. The project will be combined with planned multi-asset developments combining solar and storage projects.
Our structure supports the programmatic rollout of utility-scale solar and storage projects across the U.S., with the capacity to scale annual deployments up to 6 GW. The current mid-term pipeline consists of multiple 150 MWac solar and 150 MW storage projects across several states, with initial deployments expected to begin within 12 months.
Join us in powering the future. Together, we are building the foundation for affordable, accessible clean energy while strengthening domestic industry and creating lasting impact.
- Marcus Jacobsson, Co-Founder & CEO
Common questions answered about the Sunshine Fund
Electricity demand in the U.S. is rising sharply, fueled by the rapid expansion of AI data centers and the broader shift toward industrial and residential electrification. Yet the grid, much of it built in the 20th century, is strained by congestion and permitting delays. Over 60% of U.S. electricity still comes from fossil fuels, making generation both expensive and carbon-intensive.
Meeting this growing demand while cutting emissions requires urgent, large-scale investment in affordable renewable infrastructure. The Sunshine Fund addresses this challenge with an integrated strategy focused on scalability, reliability, and domestic supply chain resilience. We invest in utility-scale solar and battery storage, now the most cost-effective, cleanest, and fastest-growing energy technologies globally.
By supporting U.S.-based manufacturing and technology onshoring, our model strengthens domestic energy security while accelerating the transition to a low-carbon economy.
We target double-digit returns through efficient capital deployment and tax-advantaged structures. Our investments are de-risked by focusing on fully insured, permitted, and client-contracted projects. Additionally, using U.S.-made solar cells through our Suniva partnership unlocks Domestic Content and tax incentives that enhance returns.
We invest in large-scale solar and storage facilities in stable, mature markets across the U.S. Our current portfolio includes projects in Texas, California, and New Mexico, with capacities ranging from 150 to 250 MWac. All projects are permitted and backed by secured long-term offtake agreements with investment-grade clients. We are actively looking for additional >100MW solar and storage projects from developers with solid track records.
Through our partnership with Suniva, we secure domestic supply of U.S.-made solar cells for all our projects. This approach strengthens supply chains, reduces dependency on foreign imports, and qualifies our projects for Domestic Content and additional tax incentives under recent U.S. legislation.
The Sunshine Platform is our proprietary technology that streamlines clean energy Sunshine Platform enables businesses to invest in renewable energy with the potential for double-digit financial returns, while automatically managing Renewable Energy Certificate (REC) purchases to reduce Scope 2 emissions. Paired with Sunshine AI, which streamlines and accelerates permitting and regulatory processes, these technologies enhance our execution capabilities and unlock new, scalable pathways for clean energy investment.
We have over $1 billion in committed financing under term sheet and the capacity to deploy up to $20 billion annually in renewable energy projects.
By investing in and deploying solar and battery storage at scale, we help reduce reliance on fossil fuels, which still account for over 60% of U.S. electricity generation. Our projects deliver clean, affordable energy while strengthening domestic energy security through decentralized, renewable infrastructure. Each deployment supports U.S.-based manufacturing and the onshoring of advanced energy technologies, contributing to a more resilient supply chain. In parallel, we drive local job creation and long-term economic growth in the clean energy sector.