Track 02 · Capital Partners · JV

Invest in the
Infrastructure

DGE&I (Dahlhauser Galbraith Energy & Infrastructure) is the first commercial BTM compute infrastructure deployment built on CEH™ measurement — positioned at the intersection of dispatchable generation and AI inference demand. Qualified capital partners only.

Request the LP Package CEH™ Standard →
Investment Thesis
▸ Core Thesis AI inference demand is structurally outpacing grid capacity — PJM interconnection queues now exceed 8 years, and data center operators pay grid rates of $0.085–$0.12/kWh while locking in 10–15 year capacity commitments. Dispatchable, behind-the-meter generation assets co-located with compute infrastructure deliver firm power at $0.030–$0.045/kWh — source-agnostic. CEH™ (Compute Energy Hour) is the unit that quantifies the resulting energy cost advantage. DGE&I is positioned at the intersection of BTM generation and AI compute, producing structurally lower CEH™ than grid-dependent operators — regardless of which generation technology delivers the power.
CEH™ Cost Spread
$0.045
per kWh advantage
vs US grid avg $0.085
Pipeline
300 MW
anchor offtake contracted
QumulusAI · active
CEH™ Cost Reduction
59%
vs grid at full utilization
BTM generation (any source)
Target IRR Band
Gated
LP package only
request access below
Lender-Grade Framing:  Returns language, DSCR projections, contracted revenue schedules, and downside case analysis are included in the LP package and are available only to qualified capital partners who complete the form below. Nothing on this public page constitutes an offer to sell or solicitation of an offer to purchase any security.
Capital Stack · At a Glance
ILLUSTRATIVE STRUCTURE · FULL MODEL IN LP PACKAGE
▸ Equity Layer
Sponsor Equity
20%
~20%
Institutional LP Equity
30%
~30%
▸ Debt Layer
Senior Project Debt
40%
~40%
Tax Equity / ITC Bridge
10%
~10%
Percentages are illustrative. Actual allocation per project tranche is detailed in the LP package. DSCR targets, contracted revenue, and downside case are gated to qualified capital partners.

▸ Anchor Offtake

  • QumulusAI — 300 MW
    AI inference compute demand · active engagement · named anchor offtake partner
  • Offtake structure supports contracted revenue underwriting for senior project debt
  • DGE&I BTM architecture enables firm delivery commitment regardless of grid interconnection queue position
  • Additional offtake capacity available for co-investment partners and second-tranche deployment

▸ What We Are Looking For

  • Equity investors — project-level LP stakes in operating assets
  • Senior project debt — lender-grade underwriting; contracted revenue base
  • Tax equity — ITC monetization; eligible generation sources
  • Anchor offtake co-investment — take-or-pay adjacent compute infrastructure
  • Strategic capital — infrastructure family offices, energy transition funds
Request LP Package

Capital Partner
Inquiry

The LP package includes the full capital stack model, DSCR projections, contracted revenue schedule, downside case analysis, and project site overview. Available to qualified institutional capital partners.

After form submission, a member of Oak Ridge Management's capital team will contact you within 2 business days to confirm fit and distribute materials under NDA where applicable.

Nothing herein constitutes an offer to sell or solicitation of an offer to purchase any security. The LP package is distributed to qualified investors only. CEH™ is a trademark of Oak Ridge Management.
▸ Capital Partner Inquiry

▸ Inquiry received. We will contact you within 2 business days.