Founder-owned regional colocation operators, 3–25 MW of installed critical IT load, in secondary US metros where a hyperscaler has not yet set the land price.
This page is the only written statement of what a target is. Correct it here and the agents change with it: the questions below are rendered into the Scout prompt, required by the validator, and re-asked of every company on the register. Nothing on this page lives in code.
Resolves identity before a dollar of research is spent.
Answers the mandate's questions as typed values, each quoting a retained page.
Re-reads with every fetch tool denied. Strikes anything unquotable.
A verdict, not a score. Triage asks these first and a company that answers one of them costs nothing further.
| Rule | Reason kept with the record |
|---|---|
| ownership.structure=public_company | Listed parent — no proprietary path |
| ownership.structure=reit_owned | REIT-owned — the asset is the trade, not the operator |
| assessment.company_type=hyperscaler | Hyperscale operator — out of mandate |
| assessment.company_type=broker | Broker or reseller — no owned capacity |
| assessment.company_type=carrier | Carrier with incidental colocation |
| geography.majority_us=no | Majority of capacity outside the United States |
Eight boxes, 100 points. A missing answer scores nothing and sorts the record below one that answered — it is never treated as a soft yes.
Each question has a fixed list of allowed answers. The agent picks from the list and quotes the sentence it read; it never writes a sentence for something else to interpret later. When an agent reaches for other more than twice in a hundred runs, the list is short a value and we add it.
The registered name on the state filing, not the trading name on the website.
The site belongs to this company and not to a parent, an acquirer or a same-named business.
The page whose employee count we will trust. A headcount from an unconfirmed page counts for nothing.
What the business actually is, from the fixed list. `other` above 2% of runs means the vocabulary ran out.
Who owns the equity today. Stated at any date, or presumed where a founder or long-standing chief still runs a privately held company.
The named owner or long-standing chief, with the sentence that says so.
Years in post. Twenty years and no successor is the single best-correlated signal in this mandate.
Datacenters in service under this company's operating control. Announced and under-construction sites are a separate fact.
Each metro with an operating facility, from the company's own locations page.
Is the majority of installed capacity in the United States.
Installed critical IT load across operating facilities, in megawatts. Never the utility feed, never the announced build-out.
The design the company publishes for its flagship site.
Operating white space in square feet, excluding office and shell.
A certification, not a marketing claim. `tier_iii_claimed` is what the site says; `tier_iii_certified` is what the Institute lists.
Every attestation the company names on its own compliance page, each with the page that names it.
Where the majority of revenue sits, as the company describes its own book.
Any named customer described as a material share of capacity. Absence is an answer here and is filed as one.
Distinct carriers the company lists as available in its facilities.
A resident internet exchange or a named cloud on-ramp.
Whether the operator owns the building it runs. The collateral question.
A service with evidence at the served tier — a dedicated page, a price page, a case study. A service the site merely names is a mention, not a service.
The employee count associated with the confirmed LinkedIn page. Never an administrator size range.
Only where the company or a filing states it. Estimates are not claims; a not-found stands six months.
Acquisitions this company made, each with the announcement. A company that bought this company is a different fact.
Any raise, recapitalisation or sponsor investment on the record.
Anything on the record that speaks to a principal's horizon: age, tenure, a stated intention, a hired banker.