WhatA marketplace and advisory platform that helps AI startups negotiate, structure, and optimize massive cloud-credit-for-equity deals with hyperscalers.
SignalThe emerging pattern of hyperscalers investing billions that flow right back as cloud spend represents a new financial instrument that most AI companies don't know how to navigate or optimize.
Why NowGoogle ($40B into Anthropic), Amazon ($5B+ into Anthropic), and Microsoft (into OpenAI) have all structured cloud-credit-for-equity deals in the last 18 months, creating a repeatable playbook that will trickle down to smaller AI companies.
MarketMid-stage AI companies (Series B-D) spending $10M-$500M/yr on compute; TAM is advisory fees on billions in structured deals; no incumbent owns this niche between traditional investment banking and cloud cost optimization.
MoatProprietary deal data and relationships with both hyperscaler BD teams and AI company CFOs create a two-sided network effect.
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