The Data Room Nobody Finished Reading (EN)

3:44 · English · GP Due Diligence

Watch this video

Enter your details to access the library. We'll email you a code to verify your address.

See how we use your data in our Privacy Policy.

About this video

Sembrook's deal team points Ellie at fourteen power purchase agreements, their amendments, and a draft SPA.

Full description

Project Viridian: Sembrook Data Center Partners I is acquiring Korvane Digital Holdings, a six-site SG/Johor colocation platform, from Carradale Asia Real Estate Fund VI. Ellie runs the PPA Abstraction and Portfolio Risk Analysis Skill against the 20-document deal data room and returns a cited 14-PPA register and ranked risk memo. The wow moment: five PPAs covering 41 per cent of contracted renewable supply carry change-of-control clauses triggered by the transaction as drafted, found by joining the PPA stack against the draft SPA, plus a buried side letter that converts a fixed 2 per cent escalation into an uncapped fuel-indexed price from 2027, absent from the vendor's summary schedule.

Key points

  • Fourteen-PPA portfolio register with clause citations, in minutes not weeks
  • Change of control: 5 of 14 PPAs, 41 per cent of contracted supply, triggered by the SPA as drafted
  • The buried side letter: fixed escalation converted to uncapped fuel-indexed pricing from 2027
  • The operative-clause test: why keyword extraction overstates exposure and Ellie does not
  • Every finding cited to clause and page; evidence, not answers
Video details
Roles
Investor / LP
Processes
GP Due Diligence
Geographies
APAC, US, Europe
Markets
Malaysia, Singapore
Tags
datacentre-ppa-dd, Infrastructure