Loading ELO presentation
01 / 26
ELO Advisors

Debt for the infrastructure
beneath intelligence.

Borrower-side debt advisory for the companies building AI's supply chain — from minerals to megawatts to models.

$400B+

requested financing in pipeline

$8.5B+

debt transactions advised

300+

lenders with AI appetite

Chapter 01
01

The market

The one you're raising into.

01 · The buildout

Everything behind AI is built with borrowed money.

04IntelligenceThe models and apps everyone talks about
03ComputeThe chips and data centers they run on
02EnergyThe power plants and grid that feed them
01ResourcesThe mines, materials and factories underneath
ELODEBTSomeone finances every layer above — and your project sits somewhere in this stack. That financing is what we do.

The terms of that borrowing decide how fast — and how safely — each layer gets built. Including yours.

02 · The market
Headed past $1T a year

You're raising into the most capital-hungry market in history.

$250B $500B $750B $150B $148B $230B $410B ≈$725B $1T+ 2022 2023 2024 2025 2026E 2027P

The four largest hyperscalers alone: ≈$1.7T across 2022–2026, and $1T+ more projected for 2027. Sources: company reports; analyst consensus.

03 · The shift

Lenders are writing record checks for assets like yours.

Meta — Hyperion campus

Data centers · 2025

Private credit

≈$27B

Amazon — bond package

Hyperscaler · July 2026

IG bonds

$25B

xAI — GPU fleet

Cloud compute · 2025

Asset-backed

≈$12.5B

CoreWeave — GPU-backed

Cloud compute · 2026

Asset-backed · IG

$8.5B

Real, publicly reported transactions — not ELO deals. AI borrowers raised $200B+ of debt in 2025 alone; GPU-backed debt is now rated investment grade.

04 · The squeeze

Demand spiked. Bank appetite didn't.

DIRECTIONAL, NOT TO SCALE Capital demand record and rising Bank appetite tightening standards the gap — filled by costlier capital 2022 2023 2024 2025 2026

Federal Reserve survey, April 2026: tighter standards, covenants and collateral. Private credit fills the gap — at a premium.

Chapter 02
02

The risk

What raising it alone costs.

05 · The other side

Do this alone, and your odds are bad.

From the lender's perspective

The credit committee

Sees hundreds of deals like yours every year. They can tell you've never done this — instantly.

The lawyers

Write covenants you don't know how to handle. You'll sign clauses you don't fully understand.

The pricing desk

Knows exactly what everyone else is paying. You don't — so they quote you high.

What you walk in with

You and your CFO

You do this once every few years. No idea what a fair deal looks like right now.

That's it. That's your whole team.

They make money from your inexperience — every single day.

06 · The playbook

Here's how you lose.

Move 01

They rush you

Their offer expires soon. Your project is burning money while you wait. So you take it.

Move 02

They know how this ends

They've watched companies like yours fail before. Every protection in the contract is for them — not you.

Move 03

The traps look normal

The dangerous clauses look like standard paperwork. You won't spot them until they cost you.

Real case: CoreWeave borrowed $7.6B against its GPUs. Then it bought GPUs in Europe — but the contract said US only. That one clause put the whole loan in default, days before their IPO. They never missed a payment. The fine print did it.

07 · The trap

The wrong facility is easy to sign — hard to leave.

Term sheet signed Headroom Performance Refinance on your terms Tight covenants Technical breach Renegotiated from weakness

Prepayment penalties, cross-default clauses and collateral locks keep borrowers inside facilities that no longer fit. Structure decides which line you're on.

08 · The damage

When the structure is wrong, you pay for years.

Failure 01 · Covenants

No headroom for a bad quarter

One soft quarter trips a technical default — and the lender now holds the pen.

Waiver fees + default-rate interest, typically +2%

Failure 02 · Structure

The wrong type of debt

Short paper on a long build, or floating rate unhedged — fine until the market moves.

A refinancing cliff at the worst possible moment

Failure 03 · Collateral

Everything pledged to lender one

Blanket liens leave nothing to secure the next facility — the buildout stalls.

Growth frozen · forced equity at a discount

Failure 04 · Pricing

A rate no one competed for

Without a market check, the premium compounds quietly for the life of the facility.

Millions in silent excess interest — every year

09 · The bill

Small differences in terms are not small.

$200M

A typical mid-market infrastructure facility

×

+2.00%

Rate above what a competed process could reach

×

5 yrs

Life of the facility

$20M

of extra interest — before arrangement fees, prepayment penalties and the cost of covenants that don't fit the business.

Illustrative Not a promise of savings — an illustration of why the complete package is worth competing for.

Chapter 03
03

The answer

How ELO runs it for you.

10 · The answer

Your mandate goes to the whole market — quietly.

ALONE You A couple of lenders · bad offers WITH ELO 6–7 LENDERS EVERY DEBT TYPE You + ELO Banks ×2 Private credit ×2–3 Project finance ×2 Equipment Working capital Real estate Specialty Institutional

The outcome: 6–7 real offers on the table, compared side by side — you choose with leverage.

NDA-first outreachWeekly reportingComparison grids
11 · The focus

One field, every layer of it.

A generalist advisory firm

Real estateShippingRetailHospitalityHealthcareMediaConsumerIndustrials…and yours

A hundred mandates across a hundred industries. Many lender names — thin appetite in your field, and no depth in your collateral.

ELO

ResourcesEnergyCompute
One lender map — appetite across all three assets

These industries are one supply chain — the same buildout, the same lenders. We keep one live map of who wants which asset, so appetite for your mandate is already known.

Deal count isn't expertise. Field depth is — and your deal lives in our field.

12 · The network

The lenders who want AI already know us.

Your mandate

30+

lenders in our personal network — relationships, not a contact list

300+

lenders with verified appetite for AI infrastructure, mapped by asset, structure and ticket

It's not how many lenders a firm knows — it's how many want your asset. We track appetite, not names.

13 · The method

ACCESS™ — six steps from analysis to funding.

A Assess the financing brief C Construct the debt architecture C Curate the right lenders E Engineer controlled competition S Select the complete package S Secure the path to funding

One mandate, fully executed — you keep building while ELO runs the process.

14 · How we work

How the work actually gets done.

01

Read everything

We work from your actual financials, contracts and project documents — every number traceable.

02

Model your capacity

How much debt the business can carry — and what happens in a downside.

03

Shortlist real appetite

Lenders screened for your asset, size, geography and structure.

04

Compare offers properly

Every proposal in one grid — rate, fees, covenants, conditions.

05

Drive it to funding

Questions, deadlines, approvals and closing conditions, tracked to the wire.

In: your data roomOut: a funded mandate

Software makes us faster. Our team makes every decision — and your information never leaves the mandate.

15 · The mandate

Your mandate, week by week.

W 01 Brief scope & capacity W 03 Materials model & credit story W 06 Outreach sequenced & quiet W 10 Proposals terms normalized W 14 Diligence docs, no surprises W 18+ Close approvals & funding

Indicative Weekly reporting throughout. Timelines vary by structure, collateral and market conditions.

16 · Track record

A track record sized to the buildout.

$400B+

Cumulative requested debt financing entered into ELO's pipeline

$8.5B+

Debt transactions advised by the team

75+

Years of cumulative team experience

Chapter 04
04

The proof

Why borrowers trust ELO.

17 · The comparison

Why ELO over the other paths.

PathWhat you getThe constraint
Bank onlyStrong economics, when it fitsOne credit box; a formal approval path
Direct provider firstSpeed and customizationOften a premium — and no market check
Matching platformDiscovery and introductionsNo structuring, negotiation or closing
Internal executionNo advisory feeManagement time; limited price discovery
ELOThe complete borrower-side systemAccountable from analysis to funding
18 · The commitment

On your side of the table. Only.

What we do

  • Structure the facility and build the lender-ready case
  • Map and curate the lenders with verified appetite
  • Run controlled, confidential competition
  • Normalize proposals and support negotiation
  • Coordinate diligence, documentation and closing

What we don't

  • Lend our own capital
  • Represent lenders — ever
  • Shop your name around the market
  • Hand you off after the term sheet

ELO is not a lender. We advise the borrower — and only the borrower.

19 · The team

One team behind your mandate.

Sergio Toșa

Chief Executive Officer

Firm strategy, senior client relationships, financing direction.

Paul Leahu

Chief Operating Officer

Process management, analysis, diligence, lender outreach, closing.

Joao Nogueira

Chief Marketing Officer

Positioning, communications, origination support, client engagement.

Burke McCormack

Strategic Advisor

International banking, 25+ years — cross-border, growth, acquisition, refinancing and project finance.

Russ Anderson

Strategic Advisor

Business finance, 30+ years — banking, lender relationships, acquisitions, capital planning, negotiations.

ELO ADVISORS
Confidential conversation

Bring us
your mandate.

We'll manage the path to close — from first analysis through funding. It starts with one confidential conversation.

Your contact

Sergio Toșa

Title

Chief Executive Officer

Email

deals@eloadvisors.com

Web

eloadvisors.com

eloadvisors.com
ELO ADVISORS

Thank you.

Debt for the infrastructure beneath intelligence.

deals@eloadvisors.com