Public equities
The liquid core of the pool: capital appreciation and dividend distributions.
STRATEGY / 2026—2031
Access the assets
that power AI growth.
AIJELLA brings private capital together in pools across five AI infrastructure sectors — from silicon and energy to compute and software.
01 / PORTFOLIO STRUCTURE
Capital allocated
across the AI value chain
100%Target structure by December 31, 2026
THE CAPITAL TOPOGRAPHYPORTFOLIO WEIGHTS / TARGET · 31.12.2026
Semiconductors · 30%Peak height represents the share of target capital
30%25%20%10%10%5%
| Sector | Investment focus | Weight |
|---|---|---|
| Semiconductors | Accelerators, memory, chip manufacturing | 30% |
| Data centers | Operators and infrastructure projects | 25% |
| Energy and cooling | Electrical equipment and cooling systems | 20% |
| Software | Enterprise software and AI adoption | 10% |
| Cloud GPU services | Private compute operators | 10% |
| Liquid reserves | Short-term liquid instruments | 5% |
AIJELLA target pool structure for December 31, 2026.
02 / INVESTMENT INSTRUMENTS
How capital
starts working
Capital appreciation, dividends and infrastructure cash flows — in one model.
Project capital
Participation in AI infrastructure cash flows through project companies.
Private companies
Access to private-company growth and future exit value.
Liquid reserves
Capacity to meet obligations and enter new opportunities.
03 / GEOGRAPHY
Three centers of
the AI economy.
Public companies and direct projects create access to the key markets of the United States, Europe and Asia.
United States50%
Europe25%
Asia20%
The remaining 5% is a liquid reserve outside the regional allocation.
04 / INVESTMENT PROCESS
Only a select few
enter the pool
Every $5–20 million direct investment passes five levels of review.
Initial screening
Demand, jurisdiction, project economics and ownership structure.
Initial limitDue diligence
Contracts, power capacity, technical audit and asset rights.
Ready for valuationValuation
Cash flows, exit price and stress-tested utilization.
Deal structureInvestment committee
Conflicts of interest, covenants and capital protection terms.
Tranche approvalMonitoring and exit
Quarterly KPIs, covenants and independent asset valuations.
Next tranche or exitAIJELLA investment process: five levels of selection and control.
PRIVATE ACCESS / AIJELLA