Sierra Peterson brings unusually deep domain expertise in energy, industrial systems, and climate tech from her experience as a White House energy policymaker and company-builder behind fintech companies that financed $3B+ in solar and distributed energy projects. In 2021, she launched Voyager to invest in frontier energy, industrial and climate tech companies in North America and Europe. As of 2026, Voyager manages $475M AUM across three funds. Sierra is based in San Francisco and is known for seeking founders building software and hardware in energy markets, supply chains, and physical AI.

• Focuses on the economic inevitability of clean energy over fossil fuels. She argues that the transition is driven by market forces rather than just politics, highlighting a specific example where a major coal auction failed to find a single buyer despite the price being practically zero.
• Prioritizes national security and supply chain resilience. She discusses the geopolitical importance of controlling critical minerals and rare earth metals, viewing domestic production as a necessary defense against weaponized global supply chains.
• Investment thesis centered on heavy industry and deep tech. She looks for companies addressing the foundational elements of the global economy, such as modernizing the electrical grid, advancing manufacturing, and decarbonizing the chemicals industry.
• A background in federal policy that informs her market outlook. She draws on her past experience working in the White House to explain how major legislation, like the Inflation Reduction Act or the electrification of the postal service fleet, signals a shift from risk mitigation to opportunity capture for corporations.