Investing in the Industries of Tomorrow
We invest to reshape global infrastructure, accelerate innovation, and build a sustainable future.
Data Centers & GPUs
Data centers and energy infrastructure drive the digital economy. As cloud use, AI, and connected devices grow, demand for secure, scalable, and energy-efficient systems rises, requiring major investment in facilities, power, and advanced cooling.
Why Solaris Invests
Supports pioneering founders to build scalable digital infrastructure that powers cloud, AI, enterprise services, and drives global connectivity.
How Solaris Adds Value
Provides global market access, credibility, an innovation ecosystem, and talent and strategic partnerships to help founders scale and grow.
Why Solaris Fund Is Different
Leverages ecosystem expertise and strategic corporate partnerships to drive adoption and deliver measurable impact.
What You Can Expect
Founders gain capital, expertise, and global networks to scale faster, while investors access resilient infrastructure assets offering long-term, sustainable returns driven by data growth.
Investment Thesis
Sector Focus:
Core Opportunity
The bottleneck for AI growth is no longer software, but physical compute (GPUs) and the power density to run them. Traditional data center models struggle with both the capital expenditure required for high-density AI buildouts and the long-term power sourcing stability.
Investment Strategy
The "Data Center + GPU Financing" thesis is not just a real estate play; it is a utility play. We are selling the two most scarce resources in the digital economy: Power and Intelligence. By controlling both the shell and the server, we maximize yield, secure tenant lock-in, and position the firm at the center of the AI revolution.
The Core Investment Pillars
Pillar A: Digital Infrastructure (Data Centers)
Focus: Power access over location.
Target: Tier 2 markets with available power grid capacity (e.g., Midwest US, Nordics) rather than saturated Tier 1 markets (Northern Virginia).
Value-Add Strategy: Acquire distressed or underutilized industrial sites with existing heavy-power connectivity; convert to AI-ready facilities focusing on liquid cooling and air-flow efficiency.
The Moat: Power Purchase Agreements (PPAs). Securing 50MW+ of power is now more valuable than the real estate itself.
Pillar B: Compute Financing (GPU Leasing)
Focus: Short-duration, high-yield asset-backed lending.
The Gap: AI startups raise equity for OpEx (talent/data) but struggle to finance CapEx (hardware).
The Solution: We provide “Compute-as-a-Service” financing. We purchase the GPUs and lease them to credit-worthy AI firms or Neoclouds.
Structure:
Term: 2–3 years (matches hardware lifecycle).
Yield: Targeting high teens to low 20s IRR.
Collateral: The GPUs themselves, which remain highly liquid in the secondary market.
Robotics
Robotics is at the intersection of hardware, AI, and software, driving the next industrial revolution. From humanoids to logistics, industrial, and consumer applications, robotics is reshaping industries by automating tasks, improving efficiency, and unlocking entirely new capabilities.
Why Solaris Invests
Supports robotics innovation to close labor gaps, boost efficiency, and capture the $23B+ Physical AI market.
How Solaris Adds Value
Combines capital with ecosystem access, corporate partnerships, and technical expertise, helping robotics startups move from prototype to scalable business.
Why Solaris Fund Is Different
Bridges robotics startups with real-world demand, accelerating commercialization & maximizing Physical AI value through ecosystem insights & partnerships.
What You Can Expect
Founders gain funding, mentorship, and global ecosystem access to scale solutions fast; investors access high-growth ventures and long-term value in automation.
Investment Thesis
01. Build Ecosystems Around Hardware
Hardware alone isn’t enough – founders need comprehensive ecosystems of components, software, service models, and supply chain partners to succeed in the competitive robotics market.
02. Identify Real-World Industry Use Cases
We source high-value problems from manufacturing, logistics, healthcare, and aging populations – sectors where robotics demand is urgent but practical solutions are still lacking.
03. Connect Talent, Capital & Buyers Across Borders
There’s a global talent gap in robotics. We bridge top technical founders with capital and immediate customer pipelines to accelerate market entry and scale.
Why We Invest in Robotics
01
Build Ecosystems Around Hardware
Hardware alone isn’t enough – founders need comprehensive ecosystems of components, software, service models, and supply chain partners to succeed in the competitive robotics market.
02
Identify Real-World Industry Use Cases
We source high-value problems from manufacturing, logistics, healthcare, and aging populations – sectors where robotics demand is urgent but practical solutions are still lacking.
03
Connect Talent, Capital & Buyers Across Borders
There’s a global talent gap in robotics. We bridge top technical founders with capital and immediate customer pipelines to accelerate market entry and scale.
Fund Term:
- Cayman Structure, 2% management fee, 20% carry
- Duration: 10 years
- Portfolio: 2 - 7 M per deal (including reserves)
- MOIC: 5-10x projected returns over 7 years driven by sector CAR and strategic exits through IPOs and acquisitions.
