DOKU INFRASTRUCTURE
AI INFRASTRUCTURE TECHNICAL UNDERWRITING
COMMITTEE BRIEF

Purpose

Determine whether the power, facility, topology, storage, compute, software,
operating team, control rights, and intended workload can jointly deliver the
reliable, billable compute assumed by an AI infrastructure financing.

Core underwriting question

Can this exact system, operated by this team and subject to these supplier and
customer obligations, produce the useful compute, cash flow, and debt
protection assumed by the approved case?

Initial fit

- Neocloud and GPU-cloud private credit
- GPU-backed equipment facilities
- Distributed training clusters
- Supplier-aggregated capacity
- Utilization-dependent or non-investment-grade projects
- Refinancings and operating surveillance

Typical exposure

$100 million to $3 billion, with smaller screens considered when the technical
decision is material to repayment.

Rapid technical screen

Timing: 5 to 10 business days
Indicative fee: $25,000 to $60,000

Scope:

- One financing decision
- One asset or facility
- One intended workload
- The technical assumptions that may change the lender decision

Buyer participation:

- One 60-minute kickoff
- Access to one accountable technical lead
- One 60-minute findings and decision review

Minimum evidence:

- Architecture and topology
- Workload and acceptance criteria
- Operating and performance records
- Supplier and remediation rights
- Customer performance obligations

Decision record:

- Observed fact and source authority
- Technical and workload consequence
- Commercial and financial exposure
- Proposed credit action
- Confidence and residual risk
- Decision owner, deadline, and closure evidence

Potential credit actions

- Workload-representative acceptance testing
- Topology and control-rights disclosure
- Remediation obligations and reserves
- Utilization or pricing haircuts
- Reporting and data-access covenants
- Reinvestment or amortization protection
- Intervention and surveillance triggers

Role boundaries

Doku performs technical credit synthesis. Responsible engineers and specialists
retain authority for their source conclusions. Counsel retains legal authority.
Lender credit retains approval, structure, pricing, covenants, exceptions,
reliance, and the final financing decision.

First conversation

No project files or data room are required. Bring one live financing, its
decision timing, the intended workload, and the unresolved technical assumption
that may change the credit decision.

Schedule:
https://calendly.com/jorg-dokuinfra/30min

Email:
jorg@dokuinfra.com

Public information only. This committee brief is illustrative, non-reliance,
and not a rating, investment recommendation, engineering conclusion, legal
opinion, or representation of customer work.