Compute for Equity · pitch
The clearing layer
for the AI economy
Energy, compute and equity — finally fungible. Cleared and settled in Abu Dhabi under ADGM/FSRA.
The problem
A $490B financing gap
AI startups raise dilutive cash and hand most of it straight to hyperscalers to rent GPUs. The compute they need is the binding constraint — and the most expensive line on every balance sheet.
$490B
AI-infra financing gap
~75%
of seed/Series A spent on compute
$10B+
GPU-as-collateral, <2y old
The insight
Three scarce assets, three orphan markets
⚡ ENERGY
Surplus, stranded
Gulf producers generate cheap clean power with no path to AI upside.
▦ COMPUTE
Under-monetized
GPUs sit idle or trapped on balance sheets; priced only in cash.
◈ EQUITY
Illiquid
The highest-value, least-tradable asset in the triangle.
The solution
A 3-sided clearing house
Providers deposit verified MWh and GPU-hours. AI startups receive compute and pay with a tokenized Compute-SAFE. Investors get an asset-backed AI position. We price, clear and custody every leg.
Energy→Compute→Equity
How it works
Originate → Price → Clear → Settle
01 · ORIGINATE
Partners deposit verified energy & GPU credits, tokenized as standard assets.
02 · PRICE
The cross-asset oracle converts MWh, GPU·h and equity into one unit of account.
03 · CLEAR
Startup gets compute; provider gets a tokenized Compute-SAFE; we custody under ADGM.
- 04 · SETTLE & TRADE — credits and equity positions become tradable on a regulated secondary market.
The instrument
The Compute-SAFE
- Converts like a standard SAFE — minority stake at a cap, no control terms.
- Priced at open-market value (VATP042), converts at min(cap, next-round × (1−discount)).
- SLA-suspension clauses pause dilution on hardware underperformance.
- Tokenized → tradable on the secondary market. IP stays with the startup.
Why Abu Dhabi
This can only be built here — first
The regulator
ADGM/FSRA — the world's most advanced tokenized-securities framework. We enter via the sandbox.
The inputs
Cheapest energy on earth + the 5GW Stargate compute cluster.
The capital
MGX, Mubadala, G42 — sovereign capital building non-dollar AI rails.
Market
A market being born right now
$9.8B→$47.2B
GPU rental, 2025→2033
$490B
AI-infra financing gap
14%
AI share of UAE GDP by 2031
In 2026 CME×Silicon Data and ICE×Ornn launched compute futures — compute is now an institutional commodity. The missing rail trades it (and the energy under it) for equity.
Business model
Capital-light. Scales with volume.
Clearing fee
1.5% take-rate on every settled transaction (GMV).
Oracle data
Subscriptions to the cross-asset index.
Treasury float
Yield on credits in custody during settlement.
- ~85% gross margin · break-even Year 4 · base-case Year-5 GMV $1.15B, revenue $27M. See the model →
Traction & roadmap
From first deal to open network
- Now — live site, oracle, clearing platform (D1 + API) and the 3,000-entity market directory, all shipped.
- Q3 2026 — ADGM regulatory sandbox application.
- Q4 2026 — first 10 cleared compute-for-equity deals.
- 2027 — secondary market for Compute-SAFEs.
- 2028 — Gulf ↔ South-Asia corridor; open clearing network + index.
Team & advisors
Built by operators
AI-product builder as founder, relocating to Abu Dhabi. Two named key hires in progress: an ADGM/FSRA regulatory advisor and a cross-asset oracle quant. Advisory board: one RWA/digital-securities name + one energy/infra name. [Profiles in the data room.]
The ask
Raising a $3M pre-seed
To fund the pricing oracle, ADGM licensing via the sandbox, and the first ten cleared deals.
- 35% oracle R&D · 25% ADGM licensing · 20% integrations & first deals · 15% team · 5% contingency.
- Hub71+ Digital Assets adds AED 250k cash + AED 250k in-kind.
[email protected] · computeforequity.com