Institutional-grade due diligence, Article 9 discipline, and AI-augmented research — for family offices seeking substance over labels.
We focus exclusively on the intersection of energy transition and digital infrastructure — where capital meets climate reality and AI-driven demand.
Renewable generation, grid modernization, battery storage, EV charging backbone. Real assets with real cash flows — not concepts.
Data centers (green-powered), fiber networks, edge computing. The physical layer enabling AI — evaluated on PPA and lease fundamentals.
ILS, cat bonds, adaptation infra. We treat climate as a valuation input, not a marketing label. Level 3 transparency is non-negotiable.
SFDR Article 9 frameworks with EU Taxonomy evidence. We verify substance: kW deployed, tonnes avoided, taxonomy % — not just disclosures.
From single-deal due diligence to full portfolio construction — we act as your outsourced chief investment office for the energy & infra allocation.
We use AI agents to expand scanning radius across global Article 9 funds, climate policy, and project pipelines — then apply CFA/ACA rigor and RO judgment for final selection.
Daily automated screening of new issuances, fund launches, policy changes, and project announcements across energy & infra. Filters by taxonomy %, AUM, geography, peril type.
CFA/ACA-trained review of AI shortlist. We kill false positives, verify cash flow assumptions, check valuation methodology, and validate ESG substance against SFDR annex.
Metacognitive scenario analysis: "What if the cat model is wrong? What if grid connection delays 24 months? What if rate rises 200bps?" We test tail risk before capital commits.
Quarterly reviews, NAV anomaly detection, trigger-event response protocols. We stay with the portfolio — not a one-off report.
Whether you're an EAM seeking specialist support for your clients, or a family office building an energy transition allocation — let's talk.