Voyager

In 2021, Voyager's first investment was in a metals company: Atlas Materials, producing nickel, cobalt, and magnesium metal through a zero-waste process. Five years on, our conviction in this space is only growing. The way metals are made hasn't fundamentally changed in thousands of years: melt rock with fire, sort the results. What's coming is different - AI-designed alloys, electrochemistry, precision energy. Metals engineered atom by atom. Read our metals thesis here: voyagervc.com/news-and-lette…

Let's go @FoundationAlloy 🚀

Manufacturing alloys now run 900-day lead times. That's because we're still making metal by melting it, which humans have done since the Bronze Age. Engineering alloys are inside everything advanced: jet engines, rockets, energy infrastructure, precision tools. The traditional melt-based process is energy-hungry, slow, and pressed against a performance ceiling it can't push through. Aircraft sit on the ground, manufacturing lines slow down, and supply gaps show up across aerospace, energy, and materials production. @FoundationAlloy skips melting entirely. MetalsFIRST is a solid-state process that produces engineering alloys legacy methods can't make: specialty steels with 80-90% fewer processing steps, and alloys at 3x the strength of standard commercial alternatives. A new 36,000 sqft Massachusetts facility and a modular production cell in New Hampshire put the company on a path from pilot output to tons per week by 2027 -- all made in America. We're excited to lead @FoundationAlloy's $22M Series A and back Jake Guglin's all-star team.

We're kicking off @deeptechweek with a session on energy x materials⚡ Talks + happy hour with: @AstroMechanica, @AnthroEnergy, @CacheEnergy, Electroflow Technologies, @LimelightSteel, and Mana Battery, Inc. See you there! @VoyagerVC luma.com/deep-ec1b

Under the Pacific seafloor sits enough clean, constant power to carry baseload across entire coastal regions. Nobody has figured out how to plug into it. AI infrastructure is being built at over $1.3 billion of CapEx a day, and the US is on track for an 85-gigawatt power shortfall by 2030. Pacific island nations already pay almost 7x what Americans do for electricity, and everything they burn arrives by ship. Offshore geothermal could fill much of that gap: gigawatts of zero-emission baseload, right where the demand is. No new physics required. Drilling, turbines, and subsea hardware all exist in adjacent industries. Endurance Energy is integrating them into a single unit you can lower onto the seafloor, hold at 300°C+ for years, and recover for service. In the past year, the team has completed four prototype deployments at depths up to 3,300 meters and is on track to deploy their first 100kW generator to the Juan de Fuca ridge this fall. That unit will generate power on the seabed and run a co-located compute module -- a complete end-to-end demo, with line of sight to grid power within two years. We're excited to invest in Endurance's $54M Series A.

There's a sliver of space -- 200 to 300 km up -- that's been empty for sixty years. Not because nobody wanted it, but because nothing could survive there. The closer a satellite flies to Earth, the more it can do and the less it costs. The catch is atmospheric drag: strong enough at this altitude to pull satellites back to Earth within weeks, and corrode them on the way down. @NewOrbitSpace is building a satellite that handles both. NEO-1 has its own engine to fight the drag, materials that survive the chemistry, and a design built to stay up for five years. That unlocks high-resolution images from space at roughly 20x lower cost, 5G straight to a phone without rooftop antennas, and live HD video from orbit -- things that simply aren't possible from where satellites fly today. We're proud to lead NewOrbit's $18.5M Series A and back the UK-based team.

The Voyager team headed to Yosemite last month for our annual offsite. A few days in one of the most beautiful places in the world -- hiking, rafting, sunburning, and spending time together. So much momentum right now in energy and reindustrialization - we're excited for the year ahead!

Moment Energy has raised $40 million in Series B funding, bringing total funding to over $100 million. Evok Innovations led the round, joined by Liberty Mutual Investments, W23, Acario, @VoyagerVC , and IQT. Learn more: techcrunch.com/2026/05/05/mom…

The coolest orbital animation I've seen of Artemis 2 Just really shows you how far away they're flying today and also how precise they need to be to go to the moon

Up and to the right!

Lots of fun joining @tbpn to talk @voyagervc Fund II and energy maximalism ⚡️ Thanks @jordihays and @johncoogan for having me on the show! youtube.com/live/Pe3Dt-SYr…

Today, we’re announcing Voyager’s $275M Fund II. We launched Voyager in 2021 with a clear conviction that the next era of progress will be built on foundational technologies: electrification, advanced manufacturing, and AI that optimizes the physical world. Now more than ever, that conviction is being validated, and the opportunity to build a world of abundance has never been more clear. A generation of brilliant founders - engineers, scientists, biologists, chemists - is leading the way, reinventing how the world makes and uses energy, materials, and machines. At Voyager, accelerating the success of those founders is our lives’ work. We are former founders ourselves - and engineers, scientists, and operators. We look to partner with founders whose vision and persistence redefines what’s possible. We are grateful to our LPs for their ongoing support and to the extraordinary founders with whom we are fortunate to work. Onwards. @sclarsic, @sierrap, and the @VoyagerVC team

SirenOpt gives manufacturers a way to understand what’s happening inside their materials while they’re being made. By scanning micro- and nano-materials without destroying them, the platform surfaces signals that drive yield, performance, cost, and safety. The team is hiring a Founder’s Associate, apply here! lnkd.in/di_w2zfJ

@ElectricFishInc is delivering fast chargers fast! motortrend.com/reviews/electr…

Tons of new roles just opened across Voyager portfolio companies: - Customer Success Manager at @CarbonChain_io - Analytical Geochemist at Addis Energy - Propulsion Technician at @AstroMechanica - Global Supply Chain Manager at Copper - VP of Finance at Copper - Operations Associate at @AstroMechanica - Senior Mechanical Engineer at @remoracarbon - Senior Mechanical Design Engineer at Arbor - Process Engineer at @AnthroEnergy - Staff Systems Engineer at SirenOpt Take a look at all open roles across the Voyager portfolio here: careers.voyagervc.com/jobs

Big news from Allie 🚀 We’ve raised an additional $5.2M led by @VoyagerVC with @SperoVentures, Silence, and @BDevVentures Allie enables factories that think, predict, and act. We are scaling across the U.S. and deepening our footprint in LatAm. LFG!

Hello @AnthroEnergy, Alameda! 👋

The biggest US coal sale in over a decade yielded only one bid, at $0.0011/ton - a price so low it was rejected. No other buyers showed up. Coal's collapse isn't politics. It's economics. apnews.com/article/trump-…

Rocket tech to power data centers, industry and beyond 🚀 Clean, low-cost power is the foundation of any good future for humanity. Arbor Energy's extraordinary team is building it now Proud to co-lead Arbor's $55M Series A with our friends @lowercarbon! bloomberg.com/news/articles/…