Texas · ERCOT · Powered Land

The Digital Land
Dividend of the
AI Era

We acquire, upgrade, and trade AI-grade Powered Land — converting bitcoin mining sites and raw land into grid-connected infrastructure assets. Built for the energy-scarce era.

Infrastructure Alpha Fund · Confidential · For Qualified Parties Only
The Problem
Power Scarcity is the New Land Scarcity

AI demand is surging. Data center capacity is insufficient. ERCOT interconnection queues have reached historic lengths. Grid-connected, Tier-III-ready land has become the scarcest strategic asset of the decade.

The Bottleneck
Transformers Are Holding Back Billions in Capacity

Industry-standard transformer lead times have stretched to 24–48 months — halting planned data center deployments across the country. The supply chain is broken. Speed of delivery is now a competitive weapon.

Our Answer
Raw Land → Powered Land: A Structural Arbitrage

We combine deep ERCOT grid expertise, direct transformer manufacturer relationships, and a rolling asset development model to unlock value that others cannot access — and deliver it faster than anyone else in the market.

How We Work

Three Ways to
Partner With Us

Each engagement is confidential. All inquiries begin with a mutual NDA.

01

LP Investors

Gain exposure to one of the most supply-constrained assets of the AI era through an institutional-grade fund structure. We offer hard asset collateral, strict LP governance protections, and a disciplined value-add strategy in the Texas ERCOT market.

Request Fund Information Package
02

Powered Land Buyers

For Hyperscalers, Neoclouds, and data center operators who need AI-ready, grid-connected sites in Texas without the 24–48 month interconnection wait. We deliver shovel-ready land with equipment on order, permits secured, and cooling pre-engineered.

Inquire About Available Sites
03

Supply Chain Solution

Our team has cultivated direct transformer manufacturer relationships across North America and Mexico — enabling 6–18 month delivery timelines when the market standard is 24–48 months. We make this capability available to strategic partners.

Discuss Your Requirements
Management Team

Finance × Power × Execution

J
James
Managing Partner · Finance & Risk

Responsible for fund governance, LP relationships, financial modeling, and risk control frameworks. Leads capital markets strategy and investor relations.

J
Jeff
Operating Partner · Power & Engineering

Deep operational expertise in the Texas ERCOT power market. Leads site evaluation, grid interconnection engineering, and transformer vendor relationships.

L
Livia
Operating Partner · Supply Chain & Operations

Leads supply chain optimization, transformer lead time reduction, greenfield site selection, and operational compliance across all fund projects.

Advisory:Compute Exchange (Carmen Li) — real-time compute price index  ·  Regional legal counsel  ·  Energy engineering consultants
Get In Touch

Start a
Confidential
Conversation

All inquiries are handled with strict confidentiality. A mutual NDA is available upon request before any information is exchanged. We typically respond within 24 hours.

Managing Partner
James  ·  +1 646 340 6522
Focus Region
Texas ERCOT  ·  DFW + Houston–SA
Availability
Response within 24 hours
Request Information or a Meeting