Data Centre Analytics

AI-era load demand,
modeled from the ground up.

Valuation and analytics for AI and traditional data centre energy demand. Daily MTM on the portal. Hedge exposure in Hedge Lab. Deep-dive in Excel.

Daily MTM

Batch subscription

Full portfolio

Portal

Live dashboard

Hist + Forward

Hedge Lab

Hedge your exposure

Included

Excel

Full valuation

Costs + asset detail

How It's Delivered

Batch and bespoke.
No live pricer — both delivered to the portal.

Subscribed

Batch Subscription

Daily MTM

Every data centre asset in your portfolio re-valued daily against fresh market marks. Results pushed to the portal and your portfolio dashboard updated automatically.

Advisory

Bespoke Engagement

Custom scope

Acquisition underwriting, portfolio-level analysis, or load impact studies. Scoped to your question, delivered in structured Excel with full attribution.

Portfolio Dashboard

Your exposure. Live. Every number that matters.

Energy cost risk by quarter, open delta across delivery buckets, and simulated cashflow distributions — updated daily from your actual load and market marks.

Market Risk — Q3 2026

📅 1 Jul → 30 Sep

At Risk
Load445 GWh
Revenue$58/MWh
Unit Cost$72/MWh
Hedged Cost$79/MWh
Unit Margin$(21) /MWh

Market Risk — Q4 2026

📅 1 Oct → 31 Dec

Load398 GWh
Revenue$58/MWh
Unit Cost$41/MWh
Hedged Cost$52/MWh
Unit Margin$6 /MWh

Open Position — Delta (MW)

Jun–Aug: Delta goes negative. Scoville flags this early with hedge recommendations by bucket and zone.

Cashflow Distribution ($M)

P10

~$2.5M

P50

~$10M

P90

~$18M

Monte Carlo simulations with ISO settlement rules, billing lags, and PPA structures. No black-box assumptions.

Valuation Dashboard

Your portfolio value.
Updated every day.

The portal shows your total portfolio value — marked to market daily. Each asset appears as a card with its current valuation and today's MTM change.

Click any asset card to see a single chart: historical value in one colour, forward value projection in another. The Excel deliverable captures full cost attribution and asset-specific parameters alongside the valuation.

Portfolio Valuation — Mar 11, 2026
Live MTM

Total Portfolio Value

$3.018B

+$20.0M today

Ashburn VA — Campus A

+$12.4M

Data Centre Load

120 MW

PUE

1.35

Contract

Market + PPA

ISO

PJM

Valuation curve

Historical
Forward

Phoenix AZ — Site 3

+$6.1M

Data Centre Load

80 MW

PUE

1.42

Contract

Market

ISO

AZPS

Valuation curve

Historical
Forward

Dallas TX — Hyperscale 1

-$3.2M

Data Centre Load

200 MW

PUE

1.28

Contract

PPA

ISO

ERCOT

Valuation curve

Historical
Forward

Chicago IL — Colo East

+$4.7M

Data Centre Load

45 MW

PUE

1.50

Contract

Market

ISO

MISO

Valuation curve

Historical
Forward

Know your load.
Know your exposure.

Data centre energy analytics, daily MTM, and hedge tools — all on one platform.