03Transaction structureNav · Structure

Transaction structure

Tier-by-tier scope, valuation, cheque, and deferred payment mechanism. Selection determines exposure across the platform's economic streams.

Figure · risk–return frontier

Cheque size vs probability-weighted IRR — T2 carries the highest risk-adjusted return.

T1
3 Hydra SPVs
Cash only
52%
$0.5M cheque
T2
7 Hydra SPVs
3-yr window
77%
$1M cheque
T3
7 Hydra + HUMAIN
5-yr window
67%
$5M cheque
T4
Full platform
7-yr window
45%
$15M cheque
TierScopeValuationChequeP-w IRRDeferred
T13 Hydra SPVs$1.5M$0.5M52%Cash only
T27 Hydra SPVs$3M$1M77%3-yr window
T37 Hydra + HUMAIN$15M$5M67%5-yr window
T4Full platform$40M$15M45%7-yr window
Source: Causara Decision Model. IRR figures probability-weighted across Layer 1 and Layer 2 GP economics.

The four-tier ladder offers scope-calibrated equity positions in Causara at progressive valuations. Each tier carries its own scope, valuation, maximum cheque, and deferred payment structure. Kai selects one tier; selection determines the level of exposure across the platform's economic streams.

TierScopeEntityValuationMax chequeCash todayDeferredMax stake
Tier 13 Hydra SPVsHoldCoUSD 1.5MUSD 500kUSD 500k33%
Tier 27 Hydra SPVsHoldCoUSD 3MUSD 1MUSD 500kUSD 500k · 3yr33%
Tier 37 Hydra + HUMAINHoldCoUSD 15MUSD 5MUSD 1.5MUSD 3.5M · 5yr33%
Tier 4Full platformCausaraUSD 40MUSD 15MUSD 5MUSD 10M · 7yr37.5%

Tier 1 (3 Hydra Compute SPVs). The most contracted tier. Scope is limited to the first three Hydra Compute Series A SPVs, representing the near-term economics with the highest realisation probability. Base case IRR is 56 per cent over a 5-year realisation period; probability-weighted IRR is 52 per cent. At 17 per cent of risk-adjusted NPV, the pricing reflects an alignment-first concession.

Tier 2 (7 Hydra Compute SPVs). The full Series A scope. Base case IRR is 85 per cent; probability-weighted IRR is 77 per cent. At 16 per cent of risk-adjusted NPV, it remains below the alignment floor and is the most attractive risk-adjusted tier on a probability-weighted basis.

Tier 3 (7 Hydra Compute SPVs plus HUMAIN). Adds the HUMAIN Series B programme to the Tier 2 scope. Base case IRR is 103 per cent; probability-weighted IRR is 67 per cent. The substantial gap reflects the 34 per cent realisation probability on the full HUMAIN programme. At 35 per cent of risk-adjusted NPV, it sits within the alignment-priced range.

Tier 4 (full platform). Adds the Global Pipeline (approximately USD 25 billion of expected but unsigned AI infrastructure financing outside the HCC structure) and Causara's Intelligence and Advisory sub-entities. The only tier that provides direct equity in Causara itself rather than in HoldCo. Base case IRR is 71 per cent; probability-weighted IRR is 45 per cent. The probability-weighted IRR clears the direct GPU cluster investment benchmark of 30 to 45 per cent IRR over a 3-year horizon.

Deferred payment mechanism

The deferred payment mechanism applies to Tiers 2, 3, and 4. Its purpose is to allow Kai to commit to larger stakes while bounding upfront cash exposure. Up to two thirds of the cheque on Tiers 2 to 4 is funded from Kai's share of forward distributions over a defined window.

At signing, Kai writes the cash portion of the cheque to the seller of the shares. Existing equity transfers. No new shares are issued and no dilution of the cap table occurs. The deferred balance is recorded as a payable with no interest accrual; the balance is principal only, with a cap on the total amount and a defined window for settlement. Kai's share of entity distributions is then applied to settle the deferred balance before any cash flows personally to him. At window end, any residual is either paid in cash or converted to stake reduction at the original entry valuation. The election is made at signing.

Figure · deferred cash flow

Cash at close versus deferred portion paid from forward distributions.

T1
$0.5M total
Cash
$0.5M
Cash at close $0.5M·No deferred window
T2
$1M total
Cash
$0.5M
$0.2M
$0.2M
$0.2M
Cash at close $0.5M·Deferred $0.5M over 3 yr (50%)
T3
$5M total
Cash
$2M
$0.6M
$0.6M
$0.6M
$0.6M
$0.6M
Cash at close $2M·Deferred $3M over 5 yr (60%)
T4
$15M total
Cash
$4.5M
$1.5M
$1.5M
$1.5M
$1.5M
$1.5M
$1.5M
$1.5M
Cash at close $4.5M·Deferred $10.5M over 7 yr (70%)
Cash at close Deferred (per-year tranche)
Illustrative split. Final cash/deferred ratio is negotiated per tier; deferred portion is funded from the tier's own forward distributions.