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The Programmable Investment Platform for Energy & Physical AI能源与物理 AI 的可编程投资平台

One Platform.
Three Ways to Invest in the AI Energy Economy.
一个平台,
三种方式投资 AI 能源经济。

Discover listed opportunities, allocate into structured yield, and access private infrastructure — all through one programmable investment platform. 发现上市机会、配置结构化收益、投资私募基础设施——一切通过同一个可编程投资平台完成。

3
Investment Layers投资层级
6–20%+
Target Yield Range目标收益区间
5+
Target Markets目标市场
AI
Powered Research驱动的投研

The Platform平台

Three Investment Layers, One Operating System三层投资体系,一个操作系统

You are not looking at an RWA company. Grid Capital is the investment platform — spanning public markets, structured yield, and private ownership.这不是一家 RWA 公司。Grid Capital 是投资平台本身——横跨公开市场、结构化收益与私募持有。

Layer 1 · Public Markets
Grid Alpha
Discover

Discover listed AI-energy opportunities with AI-powered research.用 AI 驱动的投研发现上市 AI 能源机会。

AI PowerUtilitiesGridCoolingData CentersPhysical AIRobotics
Revenue · Subscription / Research / Intelligence收入 · 订阅 / 投研 / 智能
Explore Grid Alpha探索 Grid Alpha
Layer 2 · Yield Products
Grid Stable
Allocate

Structured, infrastructure-grade yield — without owning the assets.结构化、基础设施级收益——无需持有底层资产。

Structured YieldInfrastructure IncomePrivate CreditEnergy-Backed
Revenue · Management / Structuring / Performance fee收入 · 管理费 / 结构化费 / 业绩费
Explore Grid Stable探索 Grid Stable
Layer 3 · Private Markets
Grid Capital
Own

Private investments, co-investments, and infrastructure ownership.私募投资、共同投资与基础设施持有。

Private FundsSPVsCo-investmentsProject Finance
Revenue · Carry / Management fee / Investment banking收入 · Carry / 管理费 / 投行
Explore Grid Capital探索 Grid Capital

Why a Platform, Not a Product为何是平台,而非单一产品

Capital Efficiency by Design与生俱来的资本效率

Old Model旧模式
Acquire Assets收购资产
Tokenize代币化
Raise Capital募集资本

Requires significant equity and long execution cycles.需要大量股本,执行周期长。

vs
New Model新模式
Connect Products连接产品
Allocate Capital配置资本
Build Track Record → Raise Larger Funds → Acquire Later建立业绩 → 募集更大基金 → 后期收购

Validate investor demand before taking asset ownership risk.在承担资产持有风险前,先验证投资人需求。

Grid Alpha · Public Markets公开市场

An AI Research Engine Built for Depth为深度而生的 AI 投研引擎

A vertical AI research agent for U.S.-listed AI-Energy, Physical AI, and critical infrastructure. Depth where horizontal platforms stay shallow.专注美股 AI 能源、物理 AI 与关键基础设施的垂直 AI 投研 Agent。在横向平台止步之处深耕。

Daily Alpha

Signals信号
  • Daily vertical signals & opportunities每日垂直信号与机会

AI Agents

4+1 System
  • Research agents with a Verification Agent含验证 Agent 的投研系统

Research深度投研

Coverage
  • Company & thematic deep research公司与主题深度研究

Intelligence市场智能

Alpha Score
  • 12 signal categories · 4 proprietary12 类信号 · 4 项自有
Data center energy infrastructure

Energy is the infrastructure layer for AI.能源,是 AI 的基础设施层。

Grid Alpha tracks the companies powering intelligence — from grid and cooling to data centers and robotics.Grid Alpha 追踪为智能供能的企业——从电网、冷却到数据中心与机器人。

CWENAYNEEARISCORZAPLDIRENEQIXScenario RangeProbability EdgePublic Track Record CWENAYNEEARISCORZAPLDIRENEQIXScenario RangeProbability EdgePublic Track Record

Grid Stable · Yield Products收益产品

The Infrastructure Yield Router for AI EnergyAI 能源的基础设施收益路由器

Think Pendle × BlackRock — a yield router and synthesis engine. Our edge is routing and asset synthesis, not asset ownership.Pendle × BlackRock 的结合——收益路由与资产合成引擎。我们的优势在于路由与合成,而非持有资产。

Yield Routing收益路由

Connect, evaluate, and allocate across public and private yield sources, with continuous AI-driven rebalancing.连接、评估并在公开与私募收益源之间配置,由 AI 持续再平衡。

Evaluates持续评估: yield · credit · duration · sector · geography · liquidity

Asset Synthesis资产合成

Compose underlying sources into structured products. High-yield tiers use mezzanine-blended structures.将底层来源合成为结构化产品。高收益档位采用夹层混合结构。

40% Infra Debt + 30% Private Credit + 20% Mezzanine + 10% Selective RWA
Public · Now公开 · 现有
  • Utility Preferred
  • Infrastructure Bonds
  • Green Bonds
  • Infrastructure ETFs
  • Preferred Securities
Private · Now私募 · 现有
  • Infrastructure Debt
  • Solar Loans
  • Battery Financing
  • Revenue Sharing
  • Private Credit
Future · RWA未来 · RWA
  • Solar Portfolios
  • Battery Portfolios
  • Microgrids
  • Carbon-linked Assets
  • Energy Receivables

Four Risk Profiles四档风险产品

We don't build below 6% — low yield is hard to place. High tiers reach up through mezzanine-blended structures.我们不做 6% 以下产品——低收益难以销售。高收益档位通过夹层混合结构实现。

Grid Stable Income
6–9%
Infra Debt · Private Credit · Renewables · IG Infra基建债 · 私募信贷 · 可再生 · IG 基建
Grid Stable Plus
9–12%
Energy Private Credit · Revenue-sharing · Mezzanine · Selective RWA能源私募信贷 · 收益分成 · 夹层 · 精选 RWA
Grid Stable Mezzanine
12–15%
Mezzanine-blended · Subordinated Infra Debt · Structured Energy Credit夹层混合 · 次级基建债 · 结构化能源信贷
Grid Stable Ultra
15%+
Dynamic Allocation · Synthesized high-yield structures · Energy Opportunities动态配置 · 合成高收益结构 · 能源机会

Target yields are scenario ranges, not guarantees.目标收益为情景区间,非收益承诺。

Grid Capital · Private MarketsGrid Capital · 私募市场

Private Investment Management for Energy Infrastructure能源基础设施的私募投资管理

Private funds, SPVs, co-investments, and direct ownership of distributed energy and physical AI infrastructure.私募基金、SPV、共同投资,以及对分布式能源与物理 AI 基础设施的直接持有。

Distributed energy infrastructure

We acquire, structure, and capitalize energy assets.我们收购、结构化并为能源资产引入资本。

Converting long-term contracted revenues into investable, institutional-grade instruments.将长期合约收入转化为可投资的机构级工具。

How It Works运作机制

From Contracted Cash Flow to Capital Markets从合约现金流到资本市场

Acquisition资产收购

C&I solar, storage, data-center microgrids consolidated into institutional SPVs.工商业光伏、储能、数据中心微网整合进机构级 SPV。

Structuring现金流结构化

PPAs and capacity agreements modeled, stress-tested, tranched.PPA 与容量协议建模、压力测试、分层。

RWA IssuanceRWA 发行

Yield-bearing senior & subordinated tranches with defined tenor.带定期限的优先/次级收益工具。

Liquidity Layer流动性层

On-chain issuance, secondary trading, automated distribution.链上发行、二级交易、自动分配。

Distributed Focus分布式聚焦

Fragmented market, strong contracts, low macro correlation.碎片化市场、强合约、低宏观相关性。

Yield for Investors投资人收益

Senior Tranche优先级
8–10%
Target yield目标收益
Mezzanine
10–15%
Target yield目标收益
Equity Tranche股权级
15%+
Target IRR目标 IRR

Institutional SPV Structure机构级 SPV 结构

  • Bankruptcy-remote SPVs破产隔离 SPV
  • Segregated asset pools资产池隔离
  • Independent accounting独立核算
  • Third-party audits第三方审计

Risk Management Framework风险管理框架

  • Counterparty credit assessment交易对手信用评估
  • Cash-flow stress testing现金流压力测试
  • Geographic diversification地域分散
  • Conservative leverage保守杠杆

Global Coverage全球覆盖

Target Markets目标市场

We prioritize markets with strong regulatory, contractual, and macroeconomic foundations for energy infrastructure.我们优先选择在监管、合约与宏观基础上支撑能源基础设施的市场。

Market Criteria市场标准

  • Clear digital-asset & stablecoin frameworks清晰的数字资产与稳定币框架
  • Strong PPA & lease enforceability强 PPA 与租约可执行性
  • Renewable energy incentives可再生能源激励
  • Strong AI & data-center power demand强劲的 AI 与数据中心电力需求

Covered Regions覆盖区域

United States美国 Europe欧洲 Middle East中东 Southeast Asia东南亚 Latin America拉丁美洲

Let's Talk About the AI Energy Economy与我们探讨 AI 能源经济

We are not just acquiring assets. We are building the investment platform for the AI energy economy. We review all submissions and respond within 5 business days.我们不只是收购资产,而是在为 AI 能源经济构建投资平台。我们审阅所有提交材料,并在 5 个工作日内回复。

Email邮箱
Contact@gridcapital.net
Website官网
gridcapital.net
Materials / NDA详细资料 / 保密协议
Available on request可按需提供