Contracted cash flows. Irreplaceable physical assets. Full-stack coverage.
Telecom infrastructure delivers contracted, long-duration cash flows backed by physical assets that carrier customers cannot replicate.
Every Telvo investment targets the same underwriting pillars: multi-year contracted revenue with credit-rated carrier, hyperscaler, government, or enterprise counterparties; physical assets with high barriers to replication (zoning, tower siting, ground leases, spectrum licenses, subsea landing rights); operational leverage through carrier-neutral tenant expansion; and jurisdictional durability through federal, state, and municipal permitting frameworks that anchor asset value.
Telvo underwrites distinct infrastructure strategies through fifteen investment funds across the 2026 and 2028 fund vintages, each with a discrete mandate, general partner entity, and audited financials. This structure isolates fund-level liability, allows LPs to allocate capital by asset class, and permits Telvo to pursue deep sector specialization without cross-fund contamination.
Underwriting Discipline
Every acquisition passes through investment committee review including RF or structural engineering diligence, MLA credit review, zoning and permitting verification, environmental site assessment, and stress-tested carrier expansion scenarios.
From origination to asset management.
Origination
Carrier relationships, tower developer networks, fiber intermediaries, spectrum brokers, satellite operators, and subsea consortium partners.
Underwriting
Technical, commercial, legal, and financial diligence with sector-specific engineering and contract review.
Investment Committee
Chaired by Alexandra Pohl. Approval required for every acquisition above minimum thresholds.
Closing
Purchase agreements, ground lease conveyances, spectrum license transfers, and carrier MLA assignments.
Asset Management
Uptime SLA compliance, carrier expansion, colocation revenue growth, and quarterly LP reporting.
Realization
Sale to strategic acquirers, infrastructure aggregators, or public-market alternatives at fund maturity.