Proprietary Technology
AI-native tools built with state-of-the-art techniques. A secure agent harness lets us switch between leading AI models and put agents to work across intake, data room review and screening.
Capital Markets Advisory for AI Infrastructure
Building the Capital Markets Infrastructure for AI Compute
Khumbu Advisory brings AI infrastructure assets to institutional capital. We combine proprietary technology, enhanced data and models, deep financing expertise and an understanding of emerging compute markets in one integrated process.
A new asset class. Capital markets still being built.
Operators need capital ahead of contracted revenue, against hardware, power and offtake timelines that move. Capital providers want exposure, but lack the data, collateral analysis and comparable transactions they rely on in mature markets. Most advisers see one part of the problem: the infrastructure, the financing or the market. Khumbu Advisory works across all three.
One process, from asset to institutional capital.
A conventional debt adviser starts with the financing. We start with the asset. Every opportunity runs through the same process: infrastructure economics, collateral analysis, financing structure and the requirements of the capital providers who will fund it. The result is a financing that is easier to evaluate and an asset that is easier to fund.
What we bring
Enhanced Data and Models
Models and a database built with state-of-the-art AI, covering compute pricing, utilisation, power and hardware values. Every input is graded as verified, reported or inferred.
GPU Financing, Start to Finish
Deep expertise across the full financing life cycle: readiness, structuring, capital provider engagement, diligence and completion, from bridge facilities to longer-term debt.
Derivatives and Listed Products
How emerging compute futures, options and indices will change pricing, hedging and collateral values, and what that means for financing decisions made today.
Built AI-native, from the ground up.
We have built our models and database using state-of-the-art AI techniques. At the core is a secure agent harness, designed for data security, that lets us switch between leading AI models and deploy agents across intake, data room analysis, screening and research. Everything it learns feeds the Khumbu Neocortex: our internal intelligence layer of assets, counterparties, market data and transaction history. Each assessment makes the next one faster and sharper.
Each capability makes the others stronger.
- Data informs screening: market and asset data sharpen every first-pass screen.
- Screening informs structure: what the screen finds shapes the financing.
- Financing informs data: each transaction adds to the Khumbu Neocortex.
- Markets inform risk: compute pricing and hedging feed collateral analysis.
That loop is what we are building: intelligence that grows with every financing.
Who we work with
- Infrastructure operators: neoclouds, data centres and compute businesses.
- Capital providers: credit funds, family offices, banks, insurers and institutions.
- Market participants: exchanges, trading firms and issuers of compute products.
- Strategic partners: firms whose relationships surface financing needs in the sector.
Financial products builders, applied to a new asset class.
Our leadership has built and traded complex and innovative products at Point72, Ziff Brothers, Thunderbird Partners and GLG Partners, with team backgrounds at Bridgewater Associates and Goldman Sachs. New asset classes need the same disciplines: product design, risk pricing, collateral assessment and institutional distribution.
Meet the TeamCapital providers make their own decisions.
Khumbu Advisory does not lend, commit capital or make credit decisions. Every capital provider runs its own underwriting, due diligence and approvals.