PLATE IX · THE LISTENING POST
CONSULTING SERVICES · RESEARCH
Institutional & capital
markets partners.
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.
TIER I
Signals
Institutional-grade AI infrastructure market coverage.
$7,000/month
PLATE IX
◈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.
SLAResponses within 2 business days · flash updates same-day
TIER II
Execution
Active thesis development and rapid analysis.
$10,000/month
PLATE X
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.
SLANext-business-day responses · same-day on time-sensitive items
FULL SERVICE
TIER III
Embedded Deal Desk
Full-service investment partner.
$20,000/month
PLATE XI
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.
SLASame-day responses · after-hours escalation channel
Built for global investment banks, infrastructure funds, hyperscale developers, and sovereign allocators seeking verified AI infrastructure intelligence.
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