📰JUST LAUNCHED: The Nuclear Energy Investing Playbook - An Angel's Guide

Happy Monday,

I'm excited to announce that after months research, dozens of expert interviews, and analysis of 80+ nuclear startups, The Nuclear Energy Investing Playbook: An Angel's Guide is officially LIVE!

You can purchase the report here for $99, or I’ll share it with you completely free if you follow the referral instructions at the bottom of this email. 👇

📖 The Story

When I noticed three separate VCs casually mention nuclear energy within a 28-day span on the Diligent Observer Podcast late in 2024, I knew something unique was happening.

What I discovered through dozens of conversations with nuclear veterans, supply chain experts, policy leaders, and engineers over the last few months is that nuclear energy isn't just experiencing a “renaissance”—it's hitting multiple inflection points simultaneously:

• Surging energy demand from AI and data centers – This demand curve is the fundamental driver that was missing for decades

• Tech giants making billion-dollar commitments – Microsoft restarting Three Mile Island, Google funding Kairos Power reactors, Amazon investing $500M in SMRs

• A generational shift in regulation – States competing to become nuclear hubs with streamlined frameworks

• Critical supply chain transformations – Creating interesting 2nd order investment opportunities beyond just reactor designs

📘 The Playbook: What’s Inside

When you purchase the playbook, you'll receive:

• 50+ page comprehensive report in PDF format

• Startup Database – Excel dataset profiling 81+ nuclear companies, 28 investors, and 12 key acquisitions

• 10 Core Takeaways – The most important insights for angel investors after months of nuclear industry research (including a site visit to a nuclear reactor near me)

• Market Analysis – Current state, regulatory frameworks, and technological differences explained in non-technical language

• Investment Framework – 5-point evaluation system specifically designed for angel investment timelines

• Supply Chain Deep Dive – Critical analysis of bottlenecks and opportunities across nuclear materials, components, and fuel cycles

🎧 Podcast - Deep Dive Season 1: Nuclear Energy

In case you missed any of them, here are links to the 6 podcast episodes we released with leading voices in Nuclear Energy today:   

1. Ep. 1 – "Fission is the New Fire" | Nuclear VC Rod Adams

2. Ep. 2 – “We Need to Rebuild this Entire Industry" | Texas Nuclear Alliance Founder Reed Clay

3. Ep. 3 – “Digital is No Longer a Four-Letter Word" | Nuclear Instrumentation and Control Systems Expert Ryan Marcum

4. Ep. 4 – “The Secret Ingredient Is Demand Growth” | Nuclear Industry Journalist Emmet Penney

5. Ep. 5 – “The Math Doesn’t Work Without Nuclear” | Nuclear Supply Chain Executive Tighe Smith

6. Ep. 6 – “Science Projects Masquerading as Commercial Products” | Nuclear Nonprofit Founder and Industry Analyst Dr. Chris Keefer

🎁 Get the Playbook for Free: Refer a Friend

Pretty simple: send a friend the below link, and if they subscribe using this link, you’ll get access to the report 100% free.

That’s it.

See you Thursday👋

Thanks for reading - I’ll see you Thursday for your regular “Angel Deals of the Week”.

-Andrew

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