Australia — National Infrastructure Programme

The infrastructure
the AI era demands.
Nationwide.

We build and operate sustainable infrastructure campuses combining high-voltage power, recycled water systems and intelligent microgrids to enable ESG-compliant hyperscale digital infrastructure.

ESG-compliant Recycled water infrastructure Own & Operate campus utilities
3–5×
Land value uplift
66–500kV
Voltage range served
12–18%
Target IRR
1.7GW
AU demand by 2030
5+
States in pipeline
Three Investment Narratives

One asset. Three compelling theses.

Purpose-structured to appeal to property funds, infrastructure investors and tech VCs — each with a standalone case backed by hard numbers.

Real Estate Investor

The Land Play

Buy cheap greenfield or brownfield industrial land near transmission corridors across Australia. Zone it. Power it. Lease or sell at 3–5× uplift. Transmission-adjacent sites in every major capital are scarce and being locked up fast.

Acquisition cost$500–1,000/m²
Post-infra value$2,000–3,000/m²
Discount vs serviced land30–60%

→ Property funds · Family offices · Land developers

Infrastructure Investor

The Infrastructure Play

Own the substation, transmission line and microgrid across multiple voltage tiers — 66 kV through 500 kV — tailored to site scale and state grid. Regulated-equivalent long-duration yield from energy resale, FCAS and embedded utility income.

All-in capex per site$25–100M+
Target IRR12–18%
Asset life20–30 years

→ IFM · Superannuation · Infrastructure funds

Tech / Climate VC

The Tech Play

Proprietary EMS software — NEM-trained ML dispatch, patent-pending islanding algorithm, API-first architecture. A data flywheel that improves with every site commissioned across the national portfolio. Real moat, real revenue.

Island detection<20ms
Uptime SLA99.999%
Dispatch cycle4-sec ML

→ Climate VC · Deep tech · Grid-edge software funds

Why Now

The grid is the bottleneck.
We own the bypass.

⚠ The Problem

Australia's distribution grid cannot serve AI at scale

The sub-66 kV network was built for households and factories — not 200 MW AI campuses with five-nines uptime requirements.

24+ month connection queues nationwide
DNSP connection wait times across VIC, NSW, QLD and WA exceed two years before a single cable is laid. Major hyperscalers are losing site options they cannot afford to miss.
Shared, unreliable supply
Sub-66 kV circuits are shared with homes, schools and factories. Voltage flicker and limited fault ratings make them unsuitable for sensitive AI workloads demanding five-nines reliability.
💸
Expensive DUOS charges
Distribution use-of-system charges add $8–15/MWh to every megawatt-hour consumed — a permanent cost penalty that compounds at hyperscale.
🗺
Transmission-adjacent land is vanishingly scarce
Sites with scale, flexible zoning and proximity to 132–500 kV infrastructure are extremely rare in every Australian capital. First movers are establishing a structural and irreversible advantage.
✓ The Solution

Private high-voltage infrastructure, owned and operated end-to-end

We skip the distribution queue — connecting direct to 66 kV, 132 kV, 220 kV, 330 kV or 500 kV transmission depending on site scale and state network topology.

🏗
Private substations at all voltage tiers
We fund, build and own substations from 66 kV regional sites (~$5–8M) through to 500 kV gigascale campuses (~$80M+). Each is sized to the site, state network and tenant demand profile.
⚙️
Intelligent microgrids for any load profile
BESS, DRUPS and synchronous condensers — controlled by our EMS — deliver seamless islanding, black-start and five-nines uptime for the most demanding AI compute loads at any voltage tier.
💰
Active AEMO market participant
Registered for FCAS, energy arbitrage and demand response across all states. Every site earns income from the NEM — turning grid infrastructure into a recurring revenue stream on top of lease income.
📋
Option-to-lease with minimal upfront capital risk
We secure land via option-to-lease before major capital is deployed. No purchase until rezoning pathway and grid connection pathway are both confirmed viable.
Grid Infrastructure

We operate across
every voltage tier.

From 66 kV regional connections to 500 kV ultra-high-voltage hyperscale campuses — our platform is designed to work at any voltage level, sized to the site, the state grid and the tenant demand profile.

Voltage Network type Max load Typical use case Est. substation cost DUOS avoided IP states
66 kV Distribution (upper) 50–100 MW Regional DCs, edge sites, industrial parks ~$5–8M Partial All states
132 kV Sub-transmission 150–250 MW Mid-scale hyperscale, regional DC parks ~$12–20M ✓ Full QLD · SA · WA
220 kV Transmission 300–600 MW Hyperscale campus, sovereign cloud, multi-tenant precinct ~$30–50M ✓ Full VIC · NSW · QLD
330 kV Transmission (NSW backbone) 500–800 MW Giga-scale AI campus, national cloud anchor ~$55–75M ✓ Full NSW corridor
500 kV EHV Transmission (VIC/WA) 1,000–1,500+ MW Multi-GW campus, hyperscale + renewable integration ~$80–120M+ ✓ Full + FCAS VIC · WA
66 kV
Distribution
50–100 MW
Regional sites
132 kV
Sub-Trans.
150–250 MW
Mid-scale
220 kV
Transmission
300–600 MW
Hyperscale
330 kV
NSW Backbone
500–800 MW
Giga-scale
500 kV
EHV / VIC·WA
1,000–1,500+ MW
Multi-GW campus
National Pipeline

Transmission-adjacent sites
across every Australian state.

Actively identifying and securing sites from Perth to Brisbane — anchored by proximity to each state's transmission backbone and proximity to REZ corridors.

Melbourne 220–500 kV · Active Sydney 330 kV · Pipeline Brisbane 132–220 kV · Pipeline Perth 220–500 kV Adelaide 132–275 kV Active Pipeline N
Western Melbourne, VIC
Mount Cottrell and adjacent corridors. 84 ha active site, 12 km from Deer Park Terminal Station. Multiple options within the transmission shadow of the Altona–Moorabool 500 kV corridor.
220 kV500 kVACTIVE
Western Sydney, NSW
Riverstone–Badgerys Creek corridor. Adjacent to Transgrid 330 kV Kemps Creek–Sydney South line. High-demand zone with direct hyperscaler interest from AWS, Microsoft and Google.
132 kV330 kVPIPELINE
South-East Queensland
Ipswich–Springfield and Logan corridors adjacent to Energex / Powerlink 132–220 kV transmission. Strong REZ tailwind from Queensland's accelerating renewable energy zone programme.
132 kV220 kVPIPELINE
Perth Metro, WA
SWIS-connected sites adjacent to Western Power 220/330 kV in the Wungong and Byford corridors. The isolated WA grid creates a compelling case for fully self-sufficient microgrid precincts.
220 kV330 kVPIPELINE
Greater Adelaide, SA
Northern Adelaide corridor near ElectraNet 132/275 kV. SA's world-leading renewable penetration and advanced FCAS market creates exceptional ongoing revenue potential for microgrid-integrated sites.
66 kV132 kV220 kVPIPELINE
Our Model

We build it. We own it.
We monetise it.

1
Land Acquisition — Option-to-Lease
Option-to-lease on UGZ greenfield or brownfield industrial sites across AU capitals — within 5–15 km of 66–500 kV transmission infrastructure. No purchase until rezoning and grid connection pathways confirmed.
2
Grid Connection & Substation (66–500 kV)
Private substation sized for site load: 66 kV (~$5–8M) for regional sites through to 500 kV (~$80M+) for gigascale campuses. Connects directly to state transmission operator — bypassing DNSP queues entirely.
3
Microgrid Infrastructure Stack
BESS, DRUPS, synchronous condensers, dual-route fibre and recycled water connection — all owned, operated and monetised under our EMS platform. AEMO registered for FCAS, arbitrage and demand response.
4
Zoning, Subdivision & Long-Term Lease
Rezoning to INZ or Special Use. Multi-tenant subdivision. Powered land leases to hyperscalers and colocation operators at $6–10M per MW IT load — $800M+ gross per 100 MW campus.
Land lease
$6–10M / MW IT
Energy arbitrage
$5–8 / MWh margin
FCAS revenue
Grid services income
DUOS savings
$8–15 / MWh
220kV SUB BESS DRUPS SynCon Tenant A Tenant B Tenant C Tenant D 220 kV Corridor ↑ N Site boundary — 84 ha
Microgrid Intelligence Platform

Software-defined
grid infrastructure.

Purpose-built EMS/SCADA operating at grid-edge with real-time ML optimisation — trained on Australian NEM data and deployable at any voltage tier from 66 kV to 500 kV.

Real-Time ML Dispatch
Gradient-boosted forecasting predicts load and generation 48 hours ahead. Dispatch decisions run every 4-second SCADA cycle, optimising simultaneously for cost, reliability and FCAS market revenue.
4-second cycle
🔋
BESS State Optimiser
Multi-objective LP solver balances state-of-charge, battery degradation, arbitrage and FCAS in real time. Sub-2ms solve time on hardened edge hardware — well within NEM dispatch cadence.
<2ms solve time
🔄
Seamless Islanding & Black-Start
Voltage/frequency detection triggers autonomous islanding in under 20ms at any voltage tier. Full black-start capability restores site from zero within 8 minutes — critical for hyperscaler five-nines SLAs.
<20ms switchover
🛡
IEC 62443 Cyber-Physical Security
Air-gapped OT network with zero-trust access to historian and cloud analytics. Full IEC 61850 GOOSE + MMS — vendor-agnostic across ABB, Siemens, Schneider and GE protection relays.
IEC 62443 certified
Stack Python / Rust  ·  IEC 61850 / DNP3  ·  Kubernetes edge  ·  InfluxDB TSDB  ·  Apache Kafka  ·  AEMO NEMDE API  ·  REST + GraphQL  ·  ISO 27001 / IEC 62443
Investment Structure

Three staged rounds.
De-risked at every step.

Capital deployed in tranches — each round funds the next milestone before major expenditure is committed.

01
Round 1 — Seed
Site Control
$1.5–3M
Site identification across 5+ states, option-to-lease execution, grid connection pre-applications, planning engagement. No land purchase at this stage.
02
Round 2 — Growth
Grid & Planning
$8–15M
State transmission operator connection applications, substation design (voltage tier confirmed per state), rezoning pathway, anchor tenant LOIs. No purchase until pathway confirmed.
03
Round 3 — Infrastructure
Build & Lease
$40M+
Civil and electrical works, substation and transmission line construction, microgrid installation, EMS deployment, commencement of long-term powered land leases.
Team

Operators who deliver
grid-first infrastructure.

Execution-led team spanning transmission, development, planning, delivery and operations. Built for high-stakes infrastructure and long-dated leases.

IP
Founding Team
Development & Delivery
Transmission connection, substation delivery, land strategy, planning pathway, and investor-grade governance.
OT
Engineering
Primary, Secondary & Controls
Utility-grade design across 66–500 kV, protection systems, SCADA/telecoms, commissioning and compliance.
RE
Real Estate
Site Control & Leasing
Option/lease execution, precinct design, anchor tenant LOIs and long-term powered-land structures.
IN
Investors & Partners
Capital & Strategic
Aligned capital partners across property, infrastructure and technology to scale nationally.
Request Information

Let’s talk
powered land.

Tell us what you’re looking for and we’ll share the right material: pipeline overview, investment structure, and site-level specs.

Notes
Commercial in Confidence. Not a public offer of securities.
Email instead
Commercial in Confidence

Ready to explore
the opportunity?

We are currently in Round 1 discussions with selected investors. If you are a property fund, infrastructure investor or tech VC interested in Australia's AI infrastructure opportunity, we'd like to hear from you.

Request the Information Memorandum