For PE & Infrastructure Funds
Source, diligence, and monitor data center investments with comprehensive energy intelligence. Identify hidden risks and opportunities before they impact returns.
Deal Sourcing
- • Market mapping: Track all DC developments by region, size, stage
- • Opportunity alerts: Distressed assets from energy constraints
- • Competitive intelligence: Who's bidding, financing structures
- • Off-market deals: Developer relationships facing grid delays
- • Platform plays: Roll-up opportunities by energy advantage
Due Diligence
- • Energy cost modeling: 10-year projections with regulatory scenarios
- • Grid risk assessment: Interconnection timelines, capacity constraints
- • Regulatory deep dive: Current and proposed tariff changes
- • Tenant analysis: AI workload patterns vs. usage requirements
- • Exit scenario planning: Impact of energy trends on multiples
Value Creation Playbook
Energy Arbitrage
Identify markets with favorable power dynamics before competition arrives
Regulatory Alpha
Position ahead of tariff changes that create winners and losers
Strategic Buyers
Map hyperscaler expansion needs to your portfolio assets
Screening Criteria
- • Queue position vs. market average
- • PPA terms and renewal risk
- • Water availability scores
- • Utility relationship quality
- • Adjacent land for expansion
Return Drivers
- • Power cost advantage ($/MWh)
- • Interconnection timeline
- • Cooling efficiency (PUE)
- • Carbon intensity trends
- • Regulatory stability score
Portfolio Tools
- • Cross-portfolio energy analytics
- • Concentration risk monitoring
- • Scenario stress testing
- • Exit timing optimization
- • LP reporting dashboards
Case Study: Hidden Value
Situation: Mid-market PE fund evaluating 60MW facility in PJM territory at 12x EBITDA
GreenCIO Analysis: Identified upcoming tariff change would add 85% usage floor, creating $8M annual penalty risk for current tenant mix (40% average utilization)
Result: Negotiated 20% discount (9.6x), implemented workload consolidation strategy, achieved 87% utilization. Exit at 15x after demonstrating regulatory compliance.
ROI Impact: +320bps annual return from energy intelligence
Data Sources & Integration
Real-Time Feeds
- • ISO/RTO queue data (hourly updates)
- • Utility tariff filings (daily)
- • Permit applications (weekly)
- • M&A activity tracking (real-time)
- • Hyperscaler announcements
Platform Integration
- • Direct API to your deal tracking system
- • Excel models with live data feeds
- • IC memo automation
- • Portfolio company dashboards
- • LP report generation
See How Top Infrastructure Funds Use GreenCIO
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