Proprietary intelligence for the AI-energy convergence.
AI compute demand is creating a structural transformation in energy and bandwidth infrastructure. The companies enabling this transformation — across nuclear, photonics, grid, and data center layers — represent a generational investment opportunity that traditional analysis frameworks can't capture.
The signal is always there — buried in filings, scattered across regulatory databases, hidden in supply chain data. By the time it's consensus, it's priced in. What if you could see it forming?
27 years building technology companies across four ventures and three economic cycles. Each built on the last. Each revealed a deeper structural pattern.
We're building institutional-grade intelligence that synthesises signals across regulatory, financial, technology, and supply chain domains to surface conviction before consensus arrives. Designed for sophisticated allocators who need perception, not information.
Currently in stealth. Thesis validation complete. System architecture operational.
We're selectively onboarding allocators for our beta programme. Leave your details and we'll be in touch.
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