Win the Arms Race
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Surface Hidden Value
Uncover overlooked assets in underserved markets with strong upside potential.
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Optimize Deal Sourcing
Pinpoint where capital works hardest with location-based intelligence.
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Accelerate Underwriting
Use precise, data-backed models to validate assumptions and move faster from screening to close.
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De-Risk Decisions
Reduce uncertainty with integrated views across engineering, commercial drivers, and financial returns.
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Target High-ROI Upgrades
Identify asset-level improvements — densification, lease-up, or fiber extensions — that unlock value.
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Stay Ahead of the Market
Track competitor moves and asset-level changes in real time to maintain a strategic edge.
Where Hyper-Local Insight Pays Off
Value Creation Strategy in Underwriting
global model fiber fixed wirelessInvestors can design cost-effective market-entry strategies with digital-twin precision — anywhere in the world.
For example, this model maps a set of satellite-identified buildings against mobile coverage, tower visibility, and fiber node proximity to generate the lowest-cost connectivity path. The model doesn’t just highlight where to go — it shows exactly how to get there, asset by asset, based on local infrastructure realities.
A digital twin is a Monopoly board with real assets and precise cost estimates: every building, every fiber route, every signal layer quantified. The strategy is geospatially grounded, commercially prioritized, and ready to deploy where it delivers the most value.
Portfolio Value Creation
usa model fiberTo assess attractive markets for fiber expansion or copper upgrades, investors used to focus on traditional mapping of fiber-versus-fiber competition. But the data revealed a shift: fixed wireless, long dismissed as too slow, is emerging as a high-capacity rival powered by 5G. In parallel, cable operators — once seen as mid-speed players — are rolling out gigabit offerings that challenge fiber’s dominance. This updated view of competitive dynamics uncovered areas where fiber still has a clear edge, shaping a more targeted and forward-looking value creation plan.
Dashboards for Rapid Assessment of Targets
usa model fiberIn a fragmented sector, distilling building-level data into actionable insights with high-tech tools can enable faster screening or a swift validation of claims — without waiting on a full diligence cycle.
With thousands of fiber operators in the US, investors can quickly leverage a dashboard when a CIM arrives or when developing investment ideas. For example, the tool can surface the density of the company's footprint, as a proxy for cost competitiveness, or the speed of its broadband product offerings, as a proxy for pricing power.
Synergies from Co-Locating Clean Power
global model power data centersInvestors are zeroing in on a key question: where clean energy can be deployed most cost-effectively to power data centers, ideally through co-location.
There’s a growing opportunity to apply advanced geospatial models that identify optimal sites for wind and solar development, factoring in land use, transmission proximity, and long-run generation economics. For data center investors, this means sharper site selection and power strategy: locating assets where clean energy is cheapest, scalable, and most reliable.
These goespatial tools translate renewable potential into clear investment recommendations, aligning sustainability goals with margin expansion.
About the Author ¶
Julia Wawrykowicz
Investor with Experience in Quant Investing and Infrastructure Investing
Julia brought a quantitative investing background to infrastructure investing, applying advanced modeling techniques to sectors increasingly shaped by geo-located asset-level data and network algorithms. Her work spans the use of geospatial analysis, machine learning clustering methods, and optimization models to evaluate infrastructure opportunities. Digital infrastructure has been her area of focus. Her credentials also include an MBA from the University of Toronto and CFA Charterholder status.
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