Insights
How We Think
Infrastructure growth equity, essential service businesses, and the sectors where proven technology is waiting on a contract structure.
Thesis
Infrastructure Growth Equity for Essential Service Businesses
What infrastructure growth equity is, the capital markets gap it fills, and how Lieef partners with essential service businesses through four phases of growth.
Sector
Sports Lighting as a Service: Infrastructure Municipalities Do Not Have to Buy
How lighting as a service turns LED sports and municipal lighting into contracted infrastructure, and why Lieef backed NGU Sports Lighting.
Sector
Financing EV Fleet Charging as Infrastructure
Why fleet electrification stalled on capital structure rather than technology, and how treating managed charging as a grid asset makes it financeable.
Perspective
Power for Data Centers: Microgrids, Behind-the-Meter Generation and the Capital Markets Gap
Why grid interconnection is the binding constraint on data center growth, how microgrids and behind-the-meter generation address it, and how Lieef thinks about financing them.
This page describes Lieef’s investment perspective and is provided for informational purposes only. It is not an offer to sell or a solicitation of an offer to buy any security, and it does not describe any specific investment. Please read the Important Disclosures on our homepage.