Investing in Distributed Energy Infrastructure
Contracted, inflation-linked cash flows from mission-critical onsite energy assets
Where We Invest
Distributed Onsite Energy Infrastructure
We invest in small to mid-scale distributed energy systems located at or near the point of consumption, serving commercial and industrial customers seeking reliable, cost-effective, and resilient energy solutions.
Behind the meter infrastructure
Long-term contracted revenue (PPAs)
Creditworthy C&I counterparties
Solar, storage, and dispatchable generation
The Mid-Market Opportunity
A structurally underserved segment of the energy infrastructure market
Otis Target Segment
$5-50mm distributed energy projects represent the majority of the opportunity set and offer attractive entry economics.
Too Small for Large Funds
Global infrastructure funds cannot efficiently deploy capital into $5–50mm transactions, resulting in limited competition.
Too Large for Corporates
Many commercial and industrial customers prefer off-balance sheet solutions and lack internal capital for deployment.
How We Win
A disciplined, repeatable approach to sourcing, underwriting, and managing distributed energy investments
Proprietary Origination
Direct access to a deep pipeline of distributed energy opportunities through long-standing industry relationships and operating partners.
Structural Positioning
Focused on a segment of the market with limited competition, allowing for attractive entry pricing and disciplined deployment.
Technology Flexibility
Ability to invest across solar, storage, and dispatchable generation, adapting to evolving market conditions and policy environments.
Active Asset Management
Hands-on involvement throughout the lifecycle of investments, including structuring, optimization, and operational oversight.
How Returns Are Generated
Contracted, inflation-linked cash flows supported by disciplined underwriting and structural inefficiencies
Contracted Revenue
Long-term power purchase agreements with creditworthy counterparties provide stable, predictable cash flows.
Inflation Protection
Contract structures often include escalators tied to inflation, supporting real return preservation over time.
Efficient Entry Pricing
Limited competition in the mid-market enables attractive entry valuations and enhanced return potential.