Infrastructure · Power · Digital Assets · Private Capital

Built at the
Intersection of
Power & Capital.

Heathcote Capital is an institutional infrastructure platform acquiring, structuring, and executing investments at the convergence of digital infrastructure and institutional capital — where power availability, not land or capital, is the primary constraint.

View Pipeline Investment Thesis Capital Enquiries
1GW+
Pipeline Capacity
$9.4B
Capital Exposure
20%+
Target Gross IRR
$10B
Target AUM
Core Asset Class
Data Centres
Energy Infrastructure
Power Generation & Grid
Clean Energy
Renewable & Storage
What We Do

Power availability is the defining constraint of our era.

Heathcote Capital operates at the convergence of digital infrastructure and institutional capital. We target opportunities where power availability — not land or capital — is the primary constraint on project delivery and return generation.

We structure and execute investments at the development-to-construction inflection point, capturing value before institutional yield compression occurs. Our integrated platform combines development execution, capital structuring, and institutional governance.

"Built on execution, not projection — credibility surpassing scale as our primary driver."
01
Power-First Underwriting
Interconnection certainty is treated as a core investment variable and primary driver of return. No capital commitment without a documented, utility-confirmed pathway.
02
Disciplined Capital Sequencing
We align capital deployment with project milestones, reducing idle capital drag and preserving IRR integrity. SPV structures eliminate blind-pool timing erosion.
03
Integrated Platform
Development execution, capital structuring, and institutional governance operate as a single platform — capturing margin that traditional fund structures arbitrage away.
04
Infrastructure Layer Only
We invest exclusively in the infrastructure layer. No exposure to GPU pricing cycles, hardware obsolescence, or semiconductor volatility.
Where We Invest

Mission-critical infrastructure at scale.

Data Centres
Power-secured and interconnection-advanced sites. AI-ready infrastructure with hyperscale-compatible development. 50 MW to 600+ MW campuses.
Core Asset Class
Power Generation
Dispatchable generation including gas, CHP, and energy storage. Behind-the-meter and grid-connected solutions for critical load.
Energy Infrastructure
Grid & Transmission
Substation infrastructure, transmission upgrades, and interconnection works. Queue position and utility relationships as strategic assets.
Grid Infrastructure
Renewable & Storage
Solar, wind, and battery storage supporting data centre decarbonisation and power security. Long-duration offtake structures.
Clean Energy
Digital Infrastructure
Fibre networks, edge computing nodes, and telecommunications infrastructure with embedded power solutions.
Connectivity
India & International
Emerging market digital infrastructure with structural power and capital market tailwinds. India, Southeast Asia, and selective MENA.
Global Platform
Platform Strategy

Two engines.
One institutional franchise.

Engine One · Today
Transaction-Specific Execution
Single-asset SPV structures. Sponsor-led development. Build-to-sell execution generating realized promote and institutional track record. Project Lincoln is the first execution anchor.
20%+Target Gross IRR
24 moTarget Hold
~$28MSponsor Economics
Engine Two · Future
Institutional Fund Platform
Long-term asset ownership, recurring management fees, and scalable AUM. Target $10B AUM across multiple fund vintages. Management fee base of $100–150M annually at scale.
$10BTarget AUM
$1.2BPotential Carry
$1B+GP Franchise Value
What We Avoid
Heathcote Capital does not underwrite technology risk. We invest exclusively in the infrastructure layer — not the compute layer.
GPU Pricing Cycles
Hardware Obsolescence
Semiconductor Volatility
AI Model Risk
Current Pipeline

IC-ready deployment backbone.

ProjectTypeCapacityTotal CapitalTimelineStatus
Project Lincoln
North Carolina, USA
Data Centre
50 MW
$500–600M
Q4 2026 Target
Execution
Project Strata
Mobile, Alabama
Data Centre
70 MW
$700–800M
H2 2026
Pipeline
Project Volt
Houston, Texas
Hyperscale
600 MW
$6–8B
2027+ Anchor
Hyperscale
Project Solar
United States
Renewable
TBD
TBD
In Development
Pipeline
Project India
India
Data Centre
TBD
TBD
Evaluation
Pipeline
720 MW+
Identified Pipeline
$7.2–9.4B
Aggregate Capital
5
Active Projects
3
Countries
Capabilities

Global experience.
Institutional standards.

The Arthur Baker and Heathcote Capital leadership team has developed, invested in, and managed infrastructure projects globally — spanning renewable energy, manufacturing, real estate, credit, and complex capital structuring.

We provide best-in-class standards of design and construction with a proven track record of delivering quality-crafted data centres, power generation facilities, and infrastructure projects on time and on budget.

SUBSTATION Power Feed
Interconnection & Power Positioning
Early utility engagement, substation sequencing, and queue position management — the critical path to deployment.
EPC & Construction Management
Tier-1 contractor relationships with GMP contracts, completion bonds, and independent engineer oversight.
Capital Structuring
Debt, mezzanine, and equity optimisation across SPVs, JVs, and future fund vehicles. SOFR + 300–450 bps construction lending.
Asset Management
PUE benchmarking, KPI dashboards, quarterly LP reporting, and covenant monitoring — institutional governance from inception.
OEM & Supply Chain
Direct relationships with Schneider Electric, Mitsubishi Electric, and global transformer / cooling equipment suppliers.
Leadership

Execution-focused.
Institutionally governed.

JS
Jacob Seymen
Founder & Managing Partner
Global experience across critical power systems, MEP integration, commercial and industrial construction, energy facility development, and data centre design, installation, and commissioning.
MG
Mark Gollin
Head of Capital Strategy
Responsible for fund architecture, LP strategy, GP economics structuring, and institutional capital markets positioning. Leads co-investor relationships and capital formation across SPVs, JVs, and future fund vehicles.
AB
Arthur Baker Group
Strategic Technical Partner
Outsourced legal, technical advisory, and engineering functions. Active operating experience in critical power, MEP manufacturing, and data centre commissioning across global markets.
Planned Future Hires
Appointments conditional on first capital event and AUM milestones.
CFO
Head of Asset Management
Head of Strategic Finance
Investor Relations Lead
Capital Partnerships

Partners seeking infrastructure-grade returns.

Heathcote Capital partners with institutional investors seeking exposure to infrastructure opportunities with enhanced return potential driven by execution timing and power positioning.

⚡
Infrastructure Funds
Core and core-plus
◈
Private Equity
Value-add / opportunistic
◉
Sovereign Wealth
Long-duration capital
◧
Insurance Capital
Yield-focused infra
⊞
Strategic Power Cos.
Utility & energy
Capital Enquiries

Engage with Heathcote Capital.

We are selectively engaging institutional capital partners for Project Lincoln and forward pipeline access. For investment opportunities, partnerships, or institutional enquiries, contact us directly.

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