Research Services
Institutional & Capital Markets Partners
Positioning
Our research tiers scale from market intelligence to full execution support, giving investors, developers, and capital partners the precise level of insight, diligence, and deal-side collaboration they need across the AI infrastructure stack.
Signals
Institutional-grade AI infrastructure market coverage
$7,000/month
- Core Research Program: weekly market note + monthly thematic brief tailored to your mandates
- Flash Market Updates: customized memo on headline impacts within hours
- Hardware Economics: rental & purchase price models with TCO analysis
- Customized Research Requests: up to 2 per month (diligence checks, comps, model stubs)
- Pre-Market Sightings: access to deal tape before broad circulation
SLA: responses within 2 business days; flash updates same-day
Execution
Active thesis development and rapid analysis
$10,000/month
- Everything in Signals, plus:
- Qualified Intros: 2-3 per month to buyers/sellers, operators, or counterparties
- Dedicated Slack + Analyst Time: 20-30 hrs/mo for live theses and rapid analysis
- Datacenter & Powered-Land Tracker (Investor Edition): saturated vs. under-indexed regions
- Supply-Chain Model (Investor Edition): bill-of-supply mapping for accelerator stacks
SLA: next-business-day responses; same-day on time-sensitive items
Embedded Deal Desk
Full-service investment partner
$20,000/month
- Everything in Execution, plus:
- M&A & Distress: continuous monitoring, shortlists, and evaluation support
- Priority First-Look: early view into surfaced opportunities
- Curated Intros: 5-8 per month (co-invest, secondary, structured product)
- Weekly Deal Desk + Onsite: weekly cadence; 1 onsite day/quarter
- Analyst/Partner Time: 40-60 hrs/mo with OEM, power, and EPC partner bench access
SLA: same-day responses; after-hours escalation channel
Trusted by
Global investment banks, infrastructure funds, hyperscale developers, and sovereign allocators seeking verified AI infrastructure intelligence.