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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SOLUTIONS · INFRASTRUCTURE FUNDS & INVESTORS

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

The capital you commit to AI infrastructure carries regulatory, counterparty and construction risk that keeps moving after the term sheet is signed. Arqis keeps your determination current for the life of the hold, not just at close.

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5–10 yr
hold over which a diligence determination has to stay true, against contracts that keep moving
3–5
jurisdictions typically in play on a single cross-border AI infrastructure platform
1×
diligence pass most platforms get, versus continuous re-underwriting for the life of the hold
How Arqis is used

Diligence at close is the easy part

The harder problem is keeping the determination true for the life of the investment, as the underlying contracts and jurisdictions move.

01

A new commitment

Before wiring capital into a platform, a JV or a co-investment, get the exposure mapped across every jurisdiction in play.

"What does a change-in-law in one jurisdiction do to the platform's economics?", answered before close.
02

The signed book

Read your portfolio companies' supply, lease and customer contracts against the covenants and protections in your own investment documents.

A covenant that looked protective at close, now unenforceable after a downstream contract amendment.
03

Facts changed

A jurisdiction's rules, a partner's credit, or a covenant test moves, and the affected positions re-rate automatically.

A partner's credit downgrade re-rates exposure across four portfolio companies inside a day, not at the next board cycle.
Risk coverage

What a term sheet doesn't carry forward

Cross-border AI infrastructure capital concentrates risk that a standard diligence memo doesn't re-check after close.

Capital
LENDER · JV PARTNER · INSURER

Financing structure, JV/equity partner strength and insurance coverage determine what's actually recoverable.

Regulatory
CROSS-BORDER · DATA SOVEREIGNTY

Export control, data sovereignty and sector-specific rules vary by jurisdiction and move independently of each other.

Counterparty
PARTNER CREDIT · OWNERSHIP

JV partner credit, beneficial ownership and sanctions exposure change over the life of a multi-year hold.

What it costs → All eight risks, and what is covered today → Who uses it, and how → How your contracts are handled →

Bring us your next cross-border platform. We'll map the exposure before you wire the first dollar.

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