Energy Majors
Oil, gas, LNG and power counterparties
Origination around energy wraps, gas supply, power offtake, LNG optionality, commodity-linked credit and asset monetization.
Confidential Discussion Materials
Source-led infrastructure capital for the AI, power and energy-transition era.
AIFI originates and structures proprietary, asset-backed infrastructure opportunities directly with corporates, developers, OEMs, EPCs, energy majors and strategic offtakers — converting complex balance-sheet and decarbonization constraints into institutional private-credit and structured-equity assets.
1.1GW+
Power generation development architecture
5,600±
Gulf Coast industrial acres under Big Hill platform
Global
Energy major, OEM, EPC and offtaker relationships
AI + Energy
Structured capital at the convergence of compute and power
Market Inflection
The infrastructure market is moving faster than traditional capital formation.
Power scarcity, AI compute growth, industrial decarbonization, LNG security, port logistics and grid reliability are forcing corporates to finance assets outside standard M&A, corporate debt or brokered project-finance channels.
Capital is needed at the asset level, but the decision-makers are at the strategic level.
The best opportunities arise before an auction exists: when a corporate CFO, business head, commodity desk, manufacturer, EPC, insurer, hyperscaler or offtaker needs a custom structure that solves accounting, credit, risk transfer, capital intensity or carbon-footprint constraints.
AI Power & Compute
Dedicated power islands, GPU clusters, cooling, data-center campuses and supplier financing require asset-specific structures with credit, technology and residual-value discipline.
Energy Security & Reliability
Dispatchable gas, LNG, storage, transmission and generation assets need long-dated, contracted capital that understands physical operations.
Transition Infrastructure
CO₂, hydrogen, green methanol, ammonia, port assets and industrial logistics require integrated offtake, commodity and infrastructure financing.
Corporate Balance-Sheet Optimization
Large corporates want liquidity, deconsolidation, capex-light growth and operational control — without surrendering strategic assets.
Access Advantage
Our moat is not a database. It is developer credibility plus structuring alpha.
CEOs of manufacturers, business heads at majors, EPC firms, insurance companies and global offtakers rarely open strategic dialogues with traditional financiers. They engage with counterparties who understand the asset, the operations, the commodity risk and the board-level problem.
Moat 01
Owner / Developer Credibility
AIFI principals have owned and advanced large-scale power, port, water and e-fuels infrastructure. We approach corporates as asset people first, not as intermediaries chasing a financing mandate.
- Power generation and grid interconnection experience
- Industrial site, port, water and logistics knowledge
- Counterparty dialogue with majors and global offtakers
Moat 02
Big Hill as the Proof Engine
Big Hill required the team to solve land control, FEED, EPC, permitting, gas, power, offtake, interconnection and capital-stack design. That experience created the relationship map and execution credibility behind the strategy.
- 1.1GW+ generation architecture
- Gulf Coast strategic industrial footprint
- Commodity, offtake and energy-wrap frameworks
Moat 03
Repeatable Structuring Library
While capitalizing Big Hill, we developed a family of structures that can help oil majors, industrials and AI players optimize balance sheets, asset ownership, residual exposure and carbon footprint.
- SLB / RVG / CTL frameworks
- Warehouse and vendor finance models
- Service agreements and offtake-linked credit
We originate where the commercial problem starts — not where the banker-led auction begins.
Our relationships span energy majors, OEMs, EPCs, technology companies, insurers, strategic capital providers and offtakers across Europe, Asia and the Middle East. The resulting pipeline is designed to be proprietary, bilateral and structure-led.
Strategic AccessDirect conversations with business owners who control assets, commercial contracts and operating decisions.
Technical TranslationAbility to convert engineering, commodity, carbon and asset constraints into financeable structures.
Institutional PackagingLP-ready credit architecture: covenants, reserves, parent support, floors and syndication pathways.
Global Relationship Ecosystem
A direct-access network across the physical infrastructure value chain.
The strategy is built around counterparties that own the asset, manufacture the asset, operate the asset, insure the risk, buy the output or provide long-duration strategic capital.
Power & Industrial
Generation, ports, water and logistics
Real-asset experience across large-scale sites, interconnection, plant design, port logistics and infrastructure permitting.
AI Infrastructure
Compute, chips and data centers
Master leases, warehouse finance, GPU financing and customer enablement structures.
OEM / EPC
Manufacturers and execution partners
Turbines, equipment slots, engineering diligence, EPC cost discipline and technology procurement.
Strategic Capital
Insurance, trading houses and LP partners
Duration capital, residual support, credit enhancement and downstream syndication pathways.
Big Hill transformed the team from financiers into infrastructure developers.
That shift is the basis for differentiated access and credibility.
Execution Proof
Big Hill is the reference case for our source-led origination model.
The project forced the team to build the full development toolkit: site control, generation planning, interconnection, permitting, FEED/EPC coordination, gas and power structuring, offtake dialogue, capital-stack design and strategic counterparty management.
The strategic implication is simple: energy companies and industrial counterparties trust capital partners who understand how the asset operates — not only how the yield is modeled.
Asset Base
Gulf Coast industrial footprint with power, water, logistics and port relevance.
Technical Diligence
Development work around 1.1GW+ CCGT architecture and related infrastructure.
Commercial Architecture
Gas, power, commodity-wrap, HRCO, offtake and structured-credit frameworks.
Capital Formation
Development debt, strategic dialogue and institutional counterparties under real execution pressure.
Portfolio Construction
Targeting contracted, asset-backed exposure with differentiated origination alpha.
The mandate is intended to deliver a mid-teens gross return profile through structured credit, lease yield, asset collateral, credit enhancement and selectively sized residual or milestone upside.
Illustrative Target Portfolio Allocation
Illustrative Gross IRR Range by Strategy
Sale-Leaseback / RVG
Mission-critical energy, industrial, logistics and power assets.
Target Tenor
5–12 years
Return Engine
Lease yield, fees, residual discipline and credit spread.
Downside Architecture
Hard asset collateral, appraisals, parent support, RVG floor and termination amounts.
AI / Tech Infrastructure Leases
GPU clusters, servers, cooling, data-center assets and OEM-led programs.
Target Tenor
3–7 years
Return Engine
Equipment lease spread, vendor economics and customer enablement fees.
Downside Architecture
Master lease, vendor / parent support, refresh rights, remarketing controls and concentration limits.
Production / Receivable Finance
Contracted flows, tolling, service revenues and offtake-linked cashflows.
Target Tenor
2–6 years
Return Engine
Contracted cash yield, reserves, hedges and structured repayment waterfalls.
Downside Architecture
DSRA, borrowing base, control accounts, hedge mechanics and minimum coverage tests.
Project / Asset Finance
Capital stacks bridging technical diligence, contracts and operations.
Target Tenor
4–8 years
Return Engine
Construction / operating spread, structuring fee and credit uplift.
Downside Architecture
Milestone funding, EPC diligence, completion support, step-in rights and contingency reserves.
Bridge-to-FID Capital
Select development exposure with capped sizing and milestone triggers.
Target Tenor
1–4 years
Return Engine
Milestone premium, warrants / fees and takeout optionality.
Downside Architecture
Tight sizing, collateral coverage, sponsor support, staged funding and pre-agreed takeout paths.
Risk Architecture
Institutional controls around a proprietary origination engine.
The objective is not to take unbounded development risk. It is to bring proprietary corporate origination into a disciplined framework built around credit, collateral, contracts, governance and liquidity.
Counterparty CreditMinimum credit screens, parent guarantees, termination values, covenants, concentration limits and ongoing monitoring.
Accounting & ConsolidationPre-clearance memos, SPV governance separation, lease classification review and legal / tax diligence before term-sheet launch.
Commodity & Market ExposureOfftake contracts, hedge programs, reserve sizing, downside case modeling and waterfalls designed around stress outcomes.
Execution & ConfidentialityStaged disclosure, strict NDA protocols, deal firewalls, sponsor-controlled data-room access and counterparty non-circumvention protections.
LP-facing underwriting starts before exclusivity.
Every mandate is screened against the same core questions: who pays, what asset secures the exposure, where value breaks in downside scenarios, how control is exercised, and what takeout or refinancing path exists.
Technology Layer
From mortgage analytics to infrastructure cashflow intelligence.
The AIFI analytics system extends the firm’s structured-credit heritage into contract-level infrastructure underwriting: cashflow reconstruction, scenario modeling, covenant design and risk-dashboard reporting.
01. Contract Data Ingestion
NNN leases, offtake volumes, capacity payments, service revenues, escalation mechanics, termination values, utilization and equipment-refresh schedules are converted into model-ready cashflow inputs.
02. Scenario Engine
The system models counterparty credit stress, utilization changes, commodity volatility, prepayment / termination events, merchant tail exposure, and refinancing sensitivity across base, downside and severe downside cases.
03. Structure Output
Outputs inform DSRA sizing, leverage advance rates, covenant levels, parent-support requirements, hedge mechanics, concentration limits and LP reporting dashboards.
Connect
Contact Us
For inquiries regarding platform partnerships, strategic capital allocation, or active infrastructure origination pipelines, please reach out directly to our team.
AIFI Capital Management
New York, NY
United States
Direct Inquiry
Submit a secure message to our origination and LP relations team.
Submitting this form will automatically open your default email client to send the inquiry securely.