active research
Our active research program continuously updates the opportunity map, constraints, and investable models across our priority themes. Research outputs inform pipeline sourcing, underwriting assumptions, and risk controls.
Current research tracks
Demand mapping: where unmet needs are highest and willingness/ability to pay is strongest.
Regulatory mapping: tariffs, licensing, land and permitting pathways, and public-private partnership frameworks.
Operator landscape: assessment of local and regional operators, track record, and execution capacity.
Unit economics library: reference models for capex, opex, pricing, and break-even by project type.
Risk playbooks: political risk, FX and inflation, counterparty risk, and climate resilience.
Data and measurement: defining impact metrics, baselines, and reporting cadence.
outputs
Quarterly research notes (theme deep-dives and market updates).
Investment memos for priority opportunities.
Standardized underwriting templates and sensitivity frameworks.
Partner/operator shortlist with scorecards.