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If you are financing, building, operating or buying AI compute, you hold an exposure that now has a price. The first conversation costs nothing and usually starts in the same place: sizing the liquidity facility before the hedge ratio.
Who Writes
Four Conversations We Have Most Often
01
Developers And IPPs
A 2028 or 2029 project that needs time-to-power diligence, a hedged energy-to-compute spread, cascading offtakes and a two-vehicle capital stack.
02
Operators And Neoclouds
Unhedged rental revenue against dated debt, a realized rate that needs mapping to the settlement index, and a liquidity facility that needs sizing.
03
Lenders And Platforms
Residual value and post-contract revenue risk that needs a covenant design, a risk transfer, and an independent quarterly mark.
04
Labs And Enterprise Buyers
Budget certainty on the largest cost line, or a committed capacity position that may go unused and can be sold forward.
Inquiries
Tell Us What You Hold, And Over What Tenor
We read everything. Exposure, tenor, size and timing are the most useful things to include.
Before You WriteThis form is for business inquiries only. Please do not send confidential, non-public or price-sensitive information, and please do not send material covered by a non-disclosure agreement with any third party. The Firm maintains a documented sourcing discipline and will not receive counterparty non-public capacity, pricing, offtake or energization information. Nothing you send creates an advisory, brokerage or fiduciary relationship, and no response should be read as investment, legal or tax advice.