Industrializing the
Energy Transition
EHI deploys institutional capital into operating climate infrastructure. We prioritize contracted cash flows, operational rigor, and yield stability.
Investment Thesis
Fund I targets operating climate and energy transition infrastructure. We avoid technology risk, emphasizing contracted revenue profiles and operational enhancements to generate stable, infrastructure-grade yields.
Revenue Certainty
Focus on assets with contracted or regulated offtake arrangements (PPA, Tolling, FIT).
Value Engineering
Enhancement through operational rigor, technical optimization, and predictive maintenance.
Capital Preservation
Downside mitigation via high revenue visibility and creditworthy investment-grade counterparties.
Asset Maturity
Prioritizing operating assets with a history of strict avoidance of greenfield development risks.
Target Sectors
Revenue & Cash Flow
*Yields reflect target returns based on current market conditions and are net of management fees.
Value Creation
Operational Optimization
Implementation of rigorous KPI tracking, predictive maintenance algorithms, and quarterly performance monitoring to drive asset-level efficiency.
Platform Expansion
Disciplined capital deployment for incremental growth (brownfield expansion) within existing operating portfolios.
Selective Tuck-In M&A
Aggregating smaller adjacent assets at accretive multiples, leveraging the platform's balance sheet and operational scale.
Capital Structuring
Maintaining conservative leverage (Target 50–65% LTV) while optimizing cost of capital through green bonds and sustainability-linked loans.
Risk & Governance
Institutional-grade oversight with independent verification at every stage of the investment lifecycle.
Independent Review
External audit for technical (engineering), legal, and accounting valuations prior to investment committee.
Quarterly Operations
Detailed asset-level performance reviews against underwritten base cases.
LP Transparency
Full look-through reporting on portfolio composition, carbon impact methodology, and financial covenants. Aligned with SFDR Article 8.
Portfolio Role
Designed to function as a stabilizer within broader institutional allocations.
Volatility Profile
10–15% annualized (Illustrative)
Correlations
0.3–0.5 vs Public Equities
Low correlation to Fixed Income
Why Now?
Operational Maturity
The asset class has transitioned from early adoption to widespread scale. We now underwrite established infrastructure risk rather than technology risk.
Policy Support
Inflation Reduction Act (IRA) and EU Green Deal provide 10+ year visibility on tax incentives, effectively creating a regulatory floor for returns.
Capital Dislocation
Current interest rate environments have distressed over-leveraged incumbents, creating attractive entry points for disciplined, well-capitalized buyers.
Demand Fundamentals
Electrification of transport and AI/Data Center load growth is creating a structural supply deficit in reliable clean generation.
This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer will be made only by means of a confidential Private Placement Memorandum (PPM) and strictly in accordance with applicable securities laws. Investments described herein are suitable only for sophisticated investors. Offers are limited to "accredited investors" and "qualified purchasers" as defined by applicable regulation. Certain statements contained herein may constitute "forward-looking statements." These statements are hypothetical in nature and are not guarantees of future performance. Actual results may differ materially. Investment involves a high degree of risk, including the potential loss of principal. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
EHI Cleantech
30 Wall Street, 8th Floor
New York, NY 10005
info@ehicleantech.com
Qualified purchasers may request access to the secure investor portal for PPM, LPA, and track record analysis.
Institutional Access Only
- Private Placement Memorandum PDF
- Due Diligence Questionnaire PDF
- Team Bios & Track Record PDF