NEDA FundFounded by Noor Al Nahda Investment
NEDA Fund — AI Infrastructure Sovereignty Fund investing in Natural Resources, Energy Transition, Digital Infrastructure and Applied AI

— AI Infrastructure Sovereignty Fund

Investing in what AI cannot live without.

Natural Resources · Energy Transition · Digital Infrastructure · Applied AI

The next AI economy will require massive investment in resources, energy systems and digital infrastructure. NEDA Fund invests across Natural Resources, Energy Transition, Digital Infrastructure and Applied AI — building and investing across the value chain required to power, connect and scale the next digital economy.

Investing in what AI cannot live without.

01 · Executive Positioning

Investing in the
Infrastructure AI Depends On.

NEDA Fund is an AI Infrastructure Sovereignty investment platform focused on the physical, energy and digital infrastructure behind the artificial intelligence economy.

Our thesis is simple: AI cannot scale on algorithms alone. It requires resources, reliable energy, grids, connectivity, data infrastructure, compute capacity and real-world implementation.

NEDA Fund invests across this infrastructure stack — connecting strategic assets, capital, technology and execution across high-growth markets.

NEDA Fund invests in the infrastructure AI depends on.

Investment Thesis

AI is becoming an infrastructure cycle — and infrastructure bottlenecks create investable scarcity.

02 · Why Now

A structural shift,
not a cycle.

AI is moving from a technology story into a global infrastructure build-out. The constraint is increasingly shifting from software capability alone to the physical capacity required to deploy AI at scale.
01

AI Demand

AI workloads are driving structural demand for compute, data centers, connectivity and power-intensive infrastructure.

02

Power Constraint

Reliable power, generation capacity and grid access are becoming critical constraints for AI and digital infrastructure deployment.

03

Infrastructure Bottlenecks

Grid equipment, substations, cables, cooling, land, connectivity and permitting are becoming strategic infrastructure constraints.

04

Sovereign Digital Capacity

Governments increasingly seek greater resilience and control across data, compute, digital infrastructure and strategic AI capacity.

05

Underbuilt Growth Markets

Many high-growth economies remain underbuilt across energy, grid, data-center and digital infrastructure layers — creating long-term investment requirements.

03 · The NEDA Fund Thesis · Hidden Infrastructure Behind AI

Natural Resources → Energy Transition → Digital Infrastructure → Applied AI

NEDA Fund targets the infrastructure layers that determine where economic growth and AI can actually be powered, connected, deployed and scaled.

I

Natural Resources

Strategic resources, critical minerals and resource-backed supply chains supporting electrification, industrial development and digital infrastructure.

II

Energy Transition

Conventional, renewable and transitional energy systems, grid infrastructure and power solutions required for industrial growth and AI-era demand.

III

Digital Infrastructure

Data centers, fiber, connectivity, cooling, edge infrastructure and the physical systems supporting the digital economy.

IV

Applied AI

Deployment of AI into real assets, infrastructure, industry and public-sector environments — transforming physical infrastructure into intelligent infrastructure.

04 · Investment Focus

Four themes.
One integrated thesis.

NEDA Fund allocates capital across the infrastructure value chain where structural bottlenecks, strategic scarcity and technology-driven demand can create long-term value.

Natural Resources

01

Critical minerals, strategic resources, commodity-linked infrastructure and resource-backed supply chains supporting downstream economic development.

Energy Transition

02

Conventional, renewable and transitional power, grid infrastructure, energy systems and power-backed industrial development.

Digital Infrastructure

03

Data centers, cooling, fiber, connectivity, edge infrastructure and the physical backbone of the digital economy.

Applied AI

04

AI implementation across infrastructure, resources, energy, industry and digital systems — connecting intelligence with real-world assets.

05 · Regional Focus

EMEA + Strategic Growth Markets.

NEDA Fund originates and develops opportunities across EMEA and strategic growth corridors where resource access, energy demand, infrastructure investment and digital transformation converge. The platform is designed to connect global capital with infrastructure opportunities in markets undergoing structural economic and technological transformation.

  • · Strategic resource access
  • · Rising energy and power demand
  • · Infrastructure under-build
  • · Government development priorities
  • · Data-center and digital capacity gaps
  • · Sovereign digital infrastructure
  • · Regional infrastructure corridors
Strategic geography across EMEA
Regional ReachEMEA
06 · Investment Approach

How NEDA Fund
creates value.

NEDA Fund combines investment origination, legal and financial structuring, strategic partnerships and operational execution. The objective is not simply to allocate capital, but to originate and transform opportunities into institutionally investable assets and platforms.

Originate → Structure
Build → Scale

  1. 01Originate Early — Identify strategic opportunities before they become obvious, institutionalized or fully priced.
  2. 02Secure Access — Align assets, resources, land, energy, infrastructure access, permissions and strategic partners.
  3. 03De-risk — Address legal, technical, regulatory, permitting, environmental, commercial and execution risks.
  4. 04Structure Capital — Combine equity, structured capital, project finance, co-investment and strategic capital according to the underlying opportunity.
  5. 05Build Platforms — Aggregate assets and opportunities into scalable investment platforms rather than isolated transactions.
  6. 06Create Bankability — Develop governance, commercial agreements, technical validation, financing readiness and institutional reporting.
  7. 07Exit or Refinance — Create pathways including strategic sale, institutional acquisition, refinancing, public-market access or long-term yield structures.
07 · Platform Model

Master Fund + Thematic Strategies
+ Investment Vehicles

A flexible investment architecture designed to connect institutional capital with thematic strategies, regional opportunities and individual investments.

  1. Layer 1

    NEDA Fund Platform

    The institutional investment platform encompassing strategy, governance, capital formation and portfolio construction.
  2. Layer 2

    Thematic Strategies

    Strategies across Natural Resources, Energy Transition, Digital Infrastructure and Applied AI.
  3. Layer 3

    Regional Corridors

    Country and regional investment strategies connecting resources, energy, infrastructure and digital transformation.
  4. Layer 4

    Project & Investment Vehicles

    Ring-fenced structures for individual investments, co-investments, strategic partnerships and asset-specific financing.

Final fund and investment vehicle structures remain subject to applicable regulatory requirements and definitive documentation.

08 · Capital Markets Vision

Beyond the fund.
A capital formation platform.

NEDA Fund's long-term strategy extends beyond traditional private-market investment. As portfolio platforms mature, additional institutional financing and capital-market pathways may be evaluated.
I

Debt & Bond Financing

Potential use of institutional debt and bond instruments to support portfolio growth, infrastructure development and capital-structure diversification.

II

Public Markets Optionality

Potential future public-market access for selected mature portfolio platforms, subject to scale, suitability, regulation and market conditions.

III

Regulated Digital Asset Optionality

Potential future use of regulated digital-asset infrastructure for selected eligible investment or financing structures, subject to regulatory approval, investor suitability and market readiness.

Important note

This represents future financing and distribution optionality. NEDA Fund's core thesis remains investment in infrastructure, real assets and scalable operating platforms.

09 · Fund Overview

Institutional structure.
Disciplined economics.

Jurisdiction
DIFC
Dubai International Financial Centre
Target Fund Size
USD 100M
Strategy
AI Infrastructure Sovereignty
Investment Pillars
4
Geographic Focus
EMEA + Strategic Growth Markets
Investment Model
Private Markets

NEDA Fund I is being structured in the Dubai International Financial Centre (DIFC) as an institutional private-markets investment platform targeting USD 100 million of investor commitments.

Final offering terms, regulated functions, investor eligibility and participation remain subject to definitive fund documentation and applicable DIFC/DFSA requirements.

10 · Leadership & Strategic Team

Cross-border experience
across the full value chain.

M
Founder · Sponsor
Marcin Lapa
Founder · Sponsor

Cross-border investor, lawyer and business builder with more than 20 years of experience spanning investment, natural resources, energy, infrastructure, finance, technology and international structuring.

11 · Execution Credibility

Why investors can
trust execution.

NEDA Fund is built around sectors where capital alone is insufficient. Infrastructure investment requires the alignment of assets, governments, regulation, technology, financing, commercial partners and execution.
—

Strategic infrastructure origination

—

Natural-resource and commodity platforms

—

Energy and power infrastructure

—

Digital infrastructure development

—

Resource-to-energy-to-digital integration

—

Cross-border legal and investment structuring

—

Government and institutional stakeholder coordination

—

Project SPVs and investment structures

—

Capital formation and co-investment

—

Applied AI implementation

Blog · Insights

Notes on the
AI infrastructure value chain.

NEDA Fund Insights examines the infrastructure behind the AI economy — from natural resources and energy systems to digital infrastructure, sovereign capacity and Applied AI.

12 · Invitation

Partner with NEDA Fund.

NEDA Fund is building a global network of institutional investors, family offices, sovereign and government-linked partners, infrastructure investors, strategic corporations, investment professionals and operating partners.

We welcome relationships with organizations and individuals that can contribute capital, assets, technology, market access, institutional expertise or execution capability. The next AI economy will not be built by software alone. It will depend on the resources, energy and infrastructure that allow intelligence to operate at scale.

Join NEDA Fund in building the infrastructure behind the AI economy.

Important Disclaimer

This website is provided solely for general informational and discussion purposes. Nothing contained herein constitutes investment advice, an offer to sell, or a solicitation of an offer to purchase any security, fund interest or investment product in any jurisdiction. NEDA Fund I is being structured in the Dubai International Financial Centre (DIFC). Any investment opportunity will be made solely through applicable definitive legal and offering documentation and only to investors meeting relevant eligibility requirements. Fund establishment, regulated activities, offering arrangements, investment terms and investor participation remain subject to applicable DIFC/DFSA requirements, definitive documentation and required approvals. References to investment strategy, target fund size, investment structures, financing pathways, pipeline opportunities or future transactions are indicative and may change. Nothing on this website should be interpreted as a guarantee of investment performance or transaction completion.