NEDA FundFounded by Noor Al Nahda Investment

by Noor Al Nahda Investment

Natural Resources · Energy · Digital Infrastructure · AI

An ADGM-based investment platform focused on the value chain from Natural Resources to Energy to Digital Infrastructure to AI across the Middle East, Africa and selected European markets.

01 · Executive Summary

The Infrastructure Value Chain
of the Next Economy.

NEDA Fund is built on the conviction that the next major wave of value creation will come from controlling and integrating the value chain from Natural Resources to Energy to Digital Infrastructure to AI.

The fund is designed to invest where strategic assets, reliable power, enabling infrastructure and digital capacity can be aligned into scalable regional platforms.

The AI economy does not begin at the software layer alone. It begins earlier — at the level of source assets, power systems, data infrastructure and compute readiness.

02 · Why Now

A structural shift,
not a cycle.

Five macro forces converging at once. None resolves quickly. Each compounds the others.
01

AI Demand

AI is driving structural demand for compute at unprecedented scale.

02

Power Constraint

Compute requires reliable power. Energy is now the gating factor.

03

Digital Sovereignty

Governments are prioritising sovereign digital and AI capacity.

04

Underbuilt Markets

Many strategic markets remain materially underbuilt across the value chain.

05

Full Value-Chain

Value is created across the full value chain — not only at the application layer.

03 · The NEDA Thesis · Integrated Value Chain

Natural Resources Energy Digital Infrastructure AI

Four layers. One integrated thesis. Capital deployed where the layers connect.

I

Natural Resources

Strategic assets that underpin industrial and economic capacity.

II

Energy

Reliable power generation and energy systems required for growth.

III

Digital Infrastructure

The infrastructure required to convert energy into digital capacity — enabling infrastructure, data centers, connectivity, cloud and compute.

IV

AI

Monetization of digital capacity into long-term economic value through enterprise workloads, sovereign digital capacity and AI-enabled ecosystems.

04 · Investment Focus

Four integrated layers.
One investment thesis.

Capital allocated where the layers connect — not as four parallel themes, but as one continuous value chain.

Natural Resources

01

Strategic and resource-backed positions that anchor long-term industrial capacity.

Energy

02

Conventional, renewable and hybrid systems aligned to digital infrastructure demand.

Digital Infrastructure

03

Connectivity, data centers, compute platforms and enabling infrastructure assets.

AI Capacity

04

Compute monetization, sovereign AI capacity and enterprise-scale workload platforms.

05 · Regional Focus

Middle East · Africa · selected Europe.

These markets offer a compelling combination of strategic resource access, rising power demand, infrastructure need, government ambition, digital capacity gaps, and long-term AI growth potential.

  • · Strategic resource access
  • · Rising power demand
  • · Infrastructure under-build
  • · Government ambition
  • · Digital capacity gaps
  • · AI growth potential
Strategic geography across the Middle East, Africa and Europe
Regional ReachME · AF · EU
06 · Investment Approach

How NEDA
creates value.

NEDA is not intended to be a passive thematic allocator. It is an origination, structuring and execution platform.

Source assets first.
AI monetization later.

  1. 01Early access to strategic opportunities
  2. 02Public/private stakeholder alignment
  3. 03Integration of sectors usually financed separately
  4. 04Legal and commercial structuring
  5. 05Offtake and bankability support
  6. 06Conversion of infrastructure into digital monetization
  7. 07Scalable regional platforms — not isolated assets
07 · Platform Model

The NEDA
Platform Model.

A four-step value path from source asset to commercialised digital capacity.

  1. Step 1

    Natural Resources

    Secure or align access to strategic inputs and foundational assets.
  2. Step 2

    Energy

    Convert resource and location advantages into reliable power capacity.
  3. Step 3

    Digital Infrastructure

    Build the enabling layer required for data centers, cloud, compute and digital capacity.
  4. Step 4

    AI

    Commercialize capacity through AI, enterprise workloads, sovereign cloud, media, compute and regional digital ecosystems.
08 · Capital Markets Vision

Beyond the fund.
A capital formation platform.

NEDA Fund is designed not only as an investment vehicle, but as the foundation of a broader capital formation platform. Beyond the core fund strategy, selected platform assets and structures may be supported by institutional capital markets tools at the corporate level.
I

Corporate Bond Issuance

Use of bond instruments to support platform growth, asset development and capital structure diversification.

II

European Market Listing

Potential listing of selected corporate structures in a dynamic European capital market environment to enhance visibility, access and scale.

III

Selective Tokenization

Potential tokenization of selected corporate-level fund or bond structures through a regulated, regulator-approved leading alternative investment digital asset platform.

Important note

This is future financing and distribution optionality — not the core thesis of the fund. Each step is contingent on portfolio maturity, regulatory clearance and market conditions.

09 · Fund Overview

Institutional structure.
Disciplined economics.

Jurisdiction
ADGM
Abu Dhabi Global Market
Target Fund Size
USD 100M
Target Investor IRR
14%
Net to investors
Management / Service Fee
2.5%
Carry
20%
Waterfall
80 / 20
LP / GP

Structured for institutional credibility, international reach and long-term strategic investors.

10 · Leadership & Strategic Team

Cross-border experience
across the full value chain.

M
Founder · Sponsor
Marcin
Founder / Sponsor

Cross-border investor, business builder and strategic advisor with 20+ years of experience across energy, utilities, infrastructure, natural resources, finance, digital platforms and AI-enabled transformation.

J
Joanna
Capital Markets & Investor Relations
P
Pawel
M&A / Private Equity / Capital Markets
J
Jakub
Energy / Strategy / Business Development
M
Marek
Legal & Structuring
D
Dawid
Private Equity / Investment Advisory
11 · Execution Credibility

Why investors can
trust execution.

NEDA is built around sectors where capital alone is not enough. Execution depends on the ability to align strategic assets, energy systems, infrastructure, digital capacity, multiple stakeholder groups and commercial and legal frameworks.

National-scale digital infrastructure collaboration

Resource-to-power strategic platform

Industrial asset repurposing into digital capacity

Utility and infrastructure modernization

Cross-border structuring and stakeholder alignment

12 · Invitation

Partner with NEDA Fund.

NEDA Fund is currently engaging anchor LPs, strategic LPs, co-investment partners and strategic sector collaborators.

We welcome discussions with partners who understand the importance of long-term infrastructure logic, power and digital capacity, regional strategic development, and disciplined execution across complex sectors.