Arqis
Solutions ▾
Neoclouds & GPU cloudsGPU supply and customer offtake Data-centre & AI infrastructure operatorsLeases, power and tenant concentration OEM & hardware suppliersDelivery, allocation and warranty exposure Banks, funds & private creditGPU-backed financing and covenants Infrastructure funds & investorsCross-border AI infrastructure capital Insurers & reinsurersStructured exposure and accumulation AI labs & compute buyersFrontier training and inference deals
How Arqis is used Risk coverage Pricing Extensions Methodology Security
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Risk intelligence & compliance

You underwrite a multi-year commitment in six weeks, then never look again.

Arqis is risk intelligence and compliance for offtake contracts: underwriting the transaction before you sign it, re-underwriting the ones you already signed, and re-rating both as credit, delivery, power and regulation move.

See a worked example
Running with five design partners across Asia and the GCC today.
Contract workspace
Drop a contract to underwrite it
GPU_Supply_Agreement.pdf, extracting terms…
ContractCounterpartyValueExposureStatus
GPU supply dealNeocloud, US$500.0m$12.4mJust added
Compute leaseData centre op., SA$84.0m$8.1mMonitored
Colocation MSACloud operator, UAE$61.2m$2.3mMonitored
Transformer supplyOEM, delivery slipped$14.5m$8.4mRe-rated
ONE RISK RECORD PER CONTRACT, PRICED IN DOLLARS
DiligenceWhat you are agreeing to
MitigateWhat it costs you
NegotiateWhat to change, and how
Risk transferWhat to move off your book
MonitorWhat changed since
!
A memo is a moment. A register is a position that stays true, or tells you it no longer does. An assessment that was right at signature can quietly stop being right once credit, ownership, delivery or a rule moves. Arqis re-rates the deals that actually depend on what changed, instead of leaving that for someone to notice.
The problem

Five teams, one transaction, five different pictures of it.

Risk gets assessed once, in pieces, by people who never see each other's work. Then the deal is signed and monitoring falls back to spreadsheets and calendar reminders.

Pain point
What happens today
Where it costs you
What Arqis adds
Fragmented risk picture
Contracts, credit, sanctions, construction and insurance sit in five systems
No one holds the whole picture for the asset, so the gap surfaces at the worst possible time
One transaction graph across every dependency behind the revenue
Static diligence
A ten-year commitment is underwritten once, at signing
Counterparties, regulation and suppliers all move afterwards, and the assessment does not
Continuous underwriting on the contract you already signed
Invisible concentration
Each team knows its own tenants and its own suppliers
One hyperscaler, GPU or grid can sit under half the book with nobody seeing it
Concentration mapped across the whole portfolio, not deal by deal
Risk not priced
Registers report red, amber and green
Your CFO cannot act on amber
Every risk carried as $ exposure and MW
Alerts without answers
A dashboard fires, then an email, then a meeting
Someone still has to find the contractual right, the remedy, the deadline and the owner
The alert arrives with all four attached
Risk assessed once, in pieces, and never re-computed
How Arqis is used

Three ways in. One risk record.

One platform, one risk methodology, one audit trail. Only the entry point changes: most customers start with the contracts they are most worried about, then extend to the rest of the book.

01 · NEW TRANSACTION

Should we do this deal, and on what terms?

In origination, structuring or approval. Not yet committed.

What you get
  • An approval-ready decision memo
  • Quantified $ exposure per risk
  • Ranked negotiation positions
  • Obligations captured from day one
Measured on cycle time to approval, and adviser hours per transaction.
02 · EXISTING TRANSACTION

What did we actually agree to, and where are we exposed?

Signed under time pressure, inherited, or never diligenced to this standard.

What you get
  • A remediation plan per contract
  • Recoverable exposure, ranked
  • The lever still available to you
  • An obligation register you can run
Measured on exposure closed against identified, and value recovered at amendment.
03 · FACTS CHANGED

Which live deals just got worse, and what do we do?

Credit, ownership, sanctions, power, delivery, hardware or regulation moves.

What you get
  • Alerts scoped to affected deals
  • Revised exposure within hours
  • The right that applies, and its deadline
  • Remediation routed to an owner
Measured on time from change to impact assessed, and actions taken inside the window.
Who uses it
Deal counsel and legal opsDiligence and negotiation positions
Risk and complianceThe register and the alerts
FinanceExposure priced in dollars and MW
Asset and portfolio teamsObligations and deadlines
A change on a live deal re-enters diligence automatically
Worked examples

A lead time moves 16 weeks. Watch the book re-rate.

A transformer OEM confirms the unit has slipped from 128 weeks to 144. Four contracts in an illustrative book sit downstream of that date.

Contract risk
Wood Mackenzie’s Q2 2025 survey put average power transformer lead times at 128 weeks and generator step-up units at 144 weeks, with prices up 77% since 2019.
Public trigger: Wood Mackenzie Q2 2025 lead-time survey, reported by POWER Magazine · portfolio below is illustrative
Live book · 4 contracts
ContractCounterpartyValueExposureStatus
GPU supply dealNeocloud, US$500.0m$12.4mMonitored
Compute leaseData centre op., SA$84.0m$8.1mMonitored
Colocation MSACloud operator, UAE$61.2m$2.3mMonitored
Transformer supplyOEM, Korea$14.5m$1.2mMonitored
PORTFOLIO EXPOSURE $24.0m THREE OF FOUR CONTRACTS DEPEND ON THAT DATE
Risk coverage

A credit check covers one risk in eight.

Eight risks sit inside every transaction. Counterparty, contract and regulatory dependency are covered today, on one graph, with the other five built on the same record so nothing is re-entered as they arrive.

01
Offtake and Demand
Demand and stranded asset

You build 300MW and demand does not arrive, or the tenant weakens before it does.

LeverTake-or-pay · termination payment · parent guarantee
02
Counterparty Risk
Covered today
Counterparty

A tenant, supplier or JV partner deteriorates or becomes restricted.

LeverSecurity · exposure cap · step-in rights
03
Contract Risk Engine
Covered today
Contract

A ten-year agreement has no answer for changed circumstances.

LeverAmendment · side letter · renewal · exit
04
Regulatory Dependency Graph
Covered today
Regulatory and geopolitical

Export controls, sanctions or AI rules move under the deal after you sign it.

LeverRestrictions · reps · audit rights · change-in-law
05
Supply Chain Risk
Supply chain

Transformer, GPU, switchgear or cooling delivery slips past the date the contract assumes.

LeverMilestone alignment · cure period · phased ramp
06
Continuous Credit Monitoring
Financing

The assumptions holding up the debt stop being true.

LeverCovenant reset · milestone re-cut
07
Underwriting Engine
Insurance and accumulation

The insurer cannot price what it cannot see.

LeverStructured exposure and evidence an underwriter accepts
08
Portfolio Risk Graph
Portfolio concentration

The same tenant, GPU or grid sits under many assets at once.

LeverConcentration limits · diversified offtake
One counterparty across nine transactions is one exposure, not nine
See each module in full →
Who it's for

Built for the parties that build, sell, finance, insure and buy AI infrastructure.

The eight risks are the same everywhere. What differs is which one breaks your book first, and that is where each brief starts.

Neoclouds & GPU clouds

Your obligations are contracted for five years. Your revenue isn't.

Duration mismatch between long GPU and power commitments and much shorter customer contracts, priced in dollars and GPU-hours.

Read the brief →
Data-centre & AI infrastructure operators

You underwrite a fifteen-year lease in six weeks, then never look again.

Tenant credit, grid access, EPC delivery and regulation, read as one graph instead of five disconnected systems.

Read the brief →
OEM & hardware suppliers

You promised delivery on a hardware roadmap that resets before the order ships.

Allocation commitments, lead-time risk and warranty exposure on the orders that sit upstream of every AI infrastructure deal.

Read the brief →
Banks, funds & private credit

The collateral behind your GPU financing depreciates faster than your covenant package assumes.

Borrowing-base tests, covenant resets and residual-value risk on GPU, data-centre and compute-offtake financing.

Read the brief →
Infrastructure funds & investors

You're underwriting a $2B AI infrastructure platform across three jurisdictions with one diligence team.

Counterparty, delivery and regulatory risk on cross-border AI infrastructure capital, kept current for the life of the hold, not just at close.

Read the brief →
Insurers & reinsurers

The insurer cannot price what it cannot see.

Structured exposure and evidence an underwriter accepts, with accumulation across tenants, OEMs and grids made visible before it is written.

Read the brief →
AI labs & compute buyers

You committed to a five-year training cluster on a roadmap that won't survive the next model generation.

The buy-side view: screen the supplier, price the commitment and structure the agreement before you commit capital to it.

Read the brief →
The business case

The return is in the contract, not the licence.

Whose budget it comes from, what it displaces, and what we need from you to prove it on your own book in the first thirty days.

Whose budget
Legal and risk operating spend, alongside the $3–5M a year that typically goes to external counsel and advisers on this work
What it displaces
$0.6–2.0M of repeatable review work not sent out again, and 1,500–3,000 internal review and coordination hours released
First 30 days
Your signed book ingested read-only, one module scoped, and a remediation plan per contract with exposure ranked
What we ask of you
Executed contracts, an access list, and one named owner for remediation. No integration work before the pilot
Scoped against your own book in the pilot, on your numbers rather than ours
Next step

Fourteen days from contract access. One number at the end.

Run Arqis alongside your current process: one new transaction, one signed contract set, or your live portfolio under monitoring. You baseline it, we run it, and you compare. The fee is at risk against a number you set on day one.

Day 1 · BaselineYour current hours, cycle time, adviser cost and known risks. You set the bar the pilot has to clear
Days 2–10 · RunDiligence, mitigate, negotiate and monitor inside Arqis
Days 11–13 · CompareRisks found that you did not have, terms improved, hours released, each one traced to the clause behind it
Day 14 · DecideOne dollar figure for value found, against one price. Miss the bar you set and the fee is refunded in full