Investor Information

The Bloomberg Terminal
for energy land.

Solbine is building the structured origination and grid intelligence platform for every energy infrastructure project in Europe — solar, wind, BESS, hydrogen, and data centre power sites. The category doesn't exist yet.

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The Opportunity

This is not a renewable story.
It's an electricity demand story.

£500B+
Capital committed to EU energy infrastructure
IEA 2024 estimate
0
Dominant pan-EU energy origination platforms
The gap Solbine fills
5x
Projected AI power demand growth by 2030
IEA / Goldman Sachs

The structural insight

Every energy project — solar, wind, BESS, hydrogen, data centres — starts with the same question: is this land worth developing?

That question currently takes 6–18 months and £100k to answer. Solbine answers it in 30 seconds. Whoever controls that first question controls the category. Our demand drivers are structural: electricity demand rising, grid bottlenecks worsening, developers needing faster decisions. This works under any government, any energy mix.

Why Now

Four structural tailwinds.
None of them political.

AI & data centre power demand is exploding

Tech companies are directly acquiring land for power generation. Every major AI player is now an energy infrastructure developer. This is the fastest-growing segment of our TAM.

Grid congestion is the #1 development bottleneck

Grid connection queues grow faster than any project type — solar, wind, BESS, or hydrogen. Early-stage grid intelligence is now mission-critical. That is our deepest moat.

No dominant EU platform exists

GIS tools are not marketplaces. Brokers are not scalable. Consultants are not digital. The category is open across all project types, not just renewables.

Electricity demand cannot slow regardless of policy

EVs, heat pumps, hydrogen, industry electrification, AI. Every scenario — pro-renewable, pro-fossil, mixed — requires more electricity generation, more land, more grid.

The Platform

Five stacked moats.
Across all energy types.

01

GIS Intelligence

EU-wide scoring across solar, wind, BESS, hydrogen, data centre criteria

02

Grid Layer

Substation proximity, voltage, congestion, curtailment — every project type

03

Regulatory Engine

Country-specific planning, permitting, lease benchmarks per technology

04

AI Copilot

Decision briefs, risk flags, next-step guidance in plain English

05

Transaction Data

Accumulating outcomes across all project types — compounding data moat

Business Model

Recurring SaaS
+ transaction upside.

Developer Subscriptions

Primary ARR

£499–£2,000/month · Full platform access · All 5 energy project types · 8 EU markets

Success Fees

Transaction upside

1–2% of land option or project transfer value · Works for solar, wind, BESS, hydrogen, data centres

Enterprise API

High-value contracts

Infrastructure funds, utilities, tech companies sourcing power sites · Grid analytics · Pipeline data

Featured Listings

Supply-side revenue

Landowners promote land to verified developers across all energy types · Low friction premium

Path to £100M+ valuation

Year 1–2

Seed stage · UK + Germany · 500+ listings · 50+ developer subscribers · All 5 energy types live · First closed transactions

Year 3–4

Series A · Spain + Italy · 1,000+ subscribers · £10–20M ARR · Data centre developer segment growing fast

Year 5+

API revenue · Data dominance · Potential acquirers: utilities, infrastructure funds, data providers, tech companies

Competitive Landscape

Nobody has built this.
The category is open.

Capability
Brokers
GIS Tools
Solbine
Pan-EU energy land discovery
All 5 energy project types
Partial
Grid intelligence layer
Planning risk index
Data centre power siting
AI decision guidance
Revenue modelling
Data accumulation moat

The Ask

Seed round.
18–24 month runway.

500+ land listings · 50+ developer subscribers · All 5 energy types live · UK + Germany · First closed transactions.