Foundry risk order
DoneSteps
1Rank
Hyperscaler residency, then the two logos at 38%, then Amsterdam utilisation and the 54% margin.
2Demote
Model quality is not a risk this fund underwrites. The customer brings the weights.
Inputs
- Concentration schedule
- Memo draft
Sources used
Output
The memo’s three risks are the ones IC will see, in that order. Nothing was added to make the list look longer.
Memo