Capital Ledger
Infrastructure Debt Funds Step Into Regional Substation Upgrades
With utility rate-case approvals taking up to thirty months, private credit desks are structuring ring-fenced project notes for 345 kV transformer yards.
Editorial Desk2 dispatches
Capital Ledger
coverage of private project debt, institutional secondary tenders, sovereign capex commitments, and public software valuations.
Desk Editor: Marcus Okafor
Recent Capital Ledger Dispatches
Capital Ledger
Late-Stage Industrial Software Discounts Narrow on Secondary Desks
Institutional buyers are bidding within eight percent of last primary marks for cash-generative automation and defense-supply-chain issuers.
Marcus OkaforNov 10, 2026 · 5 min read
Capital Ledger · Weekday Briefing
A sharper daily ledger on technology, power, and capital.
One concise morning dispatch unpacking wafer packaging, private infrastructure debt, HVDC grid queues, and industrial software—zero press-release rewrites.