What is typically sought
- Development capital for powered sites
- Campus generation and storage equity
- Construction and infrastructure capital
- Platform capital
- Strategic and corporate investment
- Joint venture capital
Sectors / Energy for Digital Infrastructure
Energy for Digital Infrastructure
The power, storage and infrastructure behind data centres and AI capacity.
Overview
- Powered land
- Campus generation
- Behind the meter
- Storage and resilience
- Connection capacity
- Hydrogen and fuel cells
Compute demand has turned into an energy problem. Data centre and artificial intelligence capacity is being planned faster than networks can connect it, and in the constrained markets power availability, not land or capital, now sets the pace of development.
That has created a distinct opportunity set: powered land, campus scale generation, behind the meter supply, storage for resilience and load management, and the connection infrastructure that makes a site deliverable. Capital that would not previously have looked at generation is looking at it now, because the offtake counterparty is investment grade and the load is firm.
We review energy opportunities serving digital infrastructure rather than the data centre assets themselves, and we introduce where the power position is evidenced and the site can be delivered on a stated timetable.
Capital requirements
Assessment
What we look for
- Confirmed power position or connection offer
- Site control and planning status
- Load profile and offtake counterparty
- Generation and storage configuration
- Resilience and redundancy strategy
- Timetable to energisation
Capital sources
Where introductions are made
- Digital infrastructure funds
- Energy and infrastructure funds
- Strategic technology and industrial investors
- Private credit
- Sovereign and international investors
- Family offices
Categories of capital, not named relationships. Fit is assessed against stated mandate on a case by case basis.
Seeking capital
Raising for a energy for digital infrastructure opportunity
Tell us the stage, the amount, the instrument and what the capital funds. Where the requirement is defined and the evidence exists, we will tell you quickly whether we can be useful.
Capital partners
Investing in this sector
If your mandate covers energy for digital infrastructure, set out the criteria you apply. Introductions are made only against them.