https://airoyalty.com/We are building a new infrastructure finance company focused on the AI compute economy.
The thesis is simple: AI compute, power, GPU capacity, and data center infrastructure are becoming scarce, financeable assets. We believe there is an opportunity to build a royalty and streaming platform that provides capital to AI infrastructure operators in exchange for long-term royalties, reserved capacity rights, discounted compute streams, revenue participation, and equity upside.
The model is inspired by mining royalty and streaming companies like Franco-Nevada, Wheaton Precious Metals, and Royal Gold, but adapted for AI infrastructure.
This is not a hyperscaler.
This is not a traditional cloud company.
This is a capital allocation and infrastructure finance company.
We are looking for a founding CEO / co-founder to help turn the thesis into an investable, operating platform.
The role
The CEO will lead the company from concept to execution.
This person will work with the founding sponsors to define the strategy, validate the market, raise initial capital, source the first transactions, structure the financing model, and build the early team.
The first 12 months are not about managing a large organization. They are about proving whether this can become a repeatable investment platform.
- What you’ll do
- Define the company’s strategy, capital structure, and investment model
- Build the initial thesis around AI compute, data centers, GPU infrastructure, power, and related infrastructure assets
- Source the first royalty, streaming, revenue-share, or structured financing opportunities
- Build relationships with data center operators, GPU cloud providers, power developers, AI infrastructure companies, capital providers, and strategic partners
- Raise capital from institutional investors, family offices, strategic investors, private credit funds, infrastructure investors, and public market participants
- Work with legal counsel to create repeatable royalty, streaming, and financing agreements
- Build the underwriting framework for AI infrastructure revenue streams
- Develop the public markets narrative and long-term investor positioning
- Recruit the first small team across finance, origination, legal, technical diligence, and operations
- Who we’re looking for
- The strongest candidate will likely have experience across more than one of the following areas:
- Infrastructure finance
- Data centers or digital infrastructure
- AI infrastructure, GPU compute, or cloud infrastructure
- Power, energy, or grid-connected infrastructure
- Private credit, structured finance, royalty finance, or asset-backed finance
- Public markets, capital formation, investor relations, or asset management
- Early-stage company building
- You should be credible with sophisticated investors and technical enough to understand infrastructure risk.
You do not need to be an AI researcher or a cloud engineer. You do need to understand how capital, contracts, risk, infrastructure, and market timing come together.
You may be a fit if you can:
- Raise capital around a new category
- Source proprietary or semi-proprietary infrastructure opportunities
- Structure deals that protect downside while preserving upside
- Explain a complex idea simply
- Sit across from both founders and institutional investors
- Operate without a large team or perfect information
- Build from zero while keeping institutional discipline
- Help create a company that could eventually be public-market credible
- This is probably not the right role if:
- You need a fully built company before stepping in
- You are looking for a caretaker CEO role
- You are only an operator with no capital markets experience
- You are only a finance person with no ability to sell, originate, or build
- You are not comfortable operating in ambiguity
- You are not comfortable being measured on capital raised, deals closed, and platform value created
- Compensation
- This will be a highly equity-aligned role.
The expected structure includes competitive cash compensation, meaningful founder-level equity participation, and long-term upside tied to capital raised, deals completed, platform growth, and shareholder value creation.
This is a ground-floor opportunity to help build a new category at the intersection of AI, compute scarcity, infrastructure finance, power, and public markets.