Presentations
Investment Research & Briefings
Curated research decks and investment memos for the family office portfolio. Click any deck to open the full presentation.
Latest
AI Data Center Infrastructure
Follow-Up From the Previous Call
Research briefing covering the six topics from our last session: how AI model weights work, data center cost anatomy, cold climate energy savings, SMR/nuclear blockers, and the full DCIM software deep dive including Sunbird, ServiceNow, FNT, and investment thesis.
Model Weights
Cost Anatomy
Cold Climate
SMR / Nuclear
DCIM Software
Quantum Computing
Quantum Computing Investment Deck
Family-office briefing on the quantum computing landscape, leading hardware approaches, AI/quantum convergence, and investment timing for the next decade.
Quantum
AI Convergence
Investment Thesis
Due Diligence
CABN Co Ltd
CABN — Investment Committee Presentation
Investment committee deck for CABN's rapid net-zero modular housing thesis. Market sizing, team review, financials, and risk assessment.
Net-Zero
Modular Housing
IC Deck
LATAM Carbon
Brazil Carbon — Market Briefing
Briefing on the Brazilian voluntary and compliance carbon credit landscape, project economics, and investment opportunities for the family office.
Carbon Credits
LATAM
Market
LATAM Carbon
Brazil Carbon — Development Deck
Operational deep dive on developing carbon credit projects in Brazil: methodology selection, MRV, certification pathways, and unit economics.
Project Development
MRV
Unit Economics
Diligence Handout
Pitch Questions — Handout
Question playbook for evaluating founder pitches: market, team, traction, financials, and risk-flag prompts to use in live meetings.
Questions
Diligence
Handout
Research Memos
DCIM Software
DCIM Investment Memo — Full Analysis
Market overview, competitive landscape, disruption analysis, and family office investment recommendations. Series C/D target criteria.
AI Compute
Inference Optimization — Investment Memo
70–80% of enterprise AI spend is inference. NVIDIA landscape, Together AI, Fireworks AI, Etched AI, hardware challengers, and portfolio recommendations.
Physical Infrastructure
Modular & Prefab Data Centers
$42.65B → $101B by 2031. Vertiv, Eaton, Crusoe, Armada, Nscale. Liquid cooling and factory-build investment thesis.
Connectivity
Silicon Photonics & Co-Packaged Optics
The bandwidth wall. 1.6 Tbps optical supercycle, Broadcom, Marvell/Celestial, Ayar Labs. NVIDIA mandating optical for million-GPU clusters.
Quantum
Quantum Computing — Investment Guide
Hardware approaches, key players, timing signals, and where family-office capital can position before mainstream entry.
Quantum × AI
Quantum & AI Convergence — Guide
Where quantum and AI intersect: error correction, sampling, optimization, and the timeline for commercially meaningful workloads.
CABN — Financials
CABN — Financial Deep Dive
Unit economics, capital plan, scenario analysis, and red flags on CABN's rapid net-zero housing thesis.
CABN — Team
CABN — Team Due Diligence
Founder backgrounds, operating history, governance, and key-person risk for the CABN investment case.
CABN — Summary
CABN — Executive Summary
One-page synthesis of CABN's investment case, terms, and recommendation for the family office.