The comprehensive solution for managing tax credits from generation through validation to transfer—streamlining compliance and maximizing value.
Easily create and assess tax credits with AI-assisted documentation and structured data collection.
Comprehensive 5-point placed-in-service verification and robust underwriting support reduces compliance risks.
Streamlined tools to originate and transfer credits, plus ongoing ownership management tools.
A Tax Credit Origination Platform is a specialized platform that brings structure, verification, and security to the complex world of tax credit compliance and transfer.
Deal Star provides a standardized framework for organizing, tracking, and verifying all aspects of tax credit compliance, from initial documentation to final transfer.
AI-powered analysis ensures that all documentation meets IRS requirements, with automated checks against regulatory standards to maximize compliance confidence.
From documentation and review to transfer agreements and closing, Deal Star streamlines the entire process with templates, workflows, and secure digital transaction management.
The Inflation Reduction Act created enormous opportunities, but also complex challenges that traditional systems cannot handle.
Preparing tax credit packages requires hundreds of documents across dozens of categories, with different requirements for each credit type.
Expensive attorney-driven due diligence processes create bottlenecks, with legal fees often consuming 5-10% of credit value.
Inconsistent documentation and compliance uncertainty lead to discounted pricing from buyers, reducing the realized value of credits.
Every project has unique documentation structures, making evaluation time-consuming and creating significant staffing challenges.
Without standardized verification frameworks, buyers must rebuild compliance confidence from scratch for each project.
Legal and tax resources are scarce, creating significant bottlenecks in the evaluation and acquisition process.
Energy tax credits are complex financial instruments with unique requirements that traditional document management and financial systems cannot handle:
Multiple regulatory frameworks (IRS, Treasury, DOE, DOL, EPA) with evolving guidance
Hundreds of documents across dozens of categories required for verification
Potential for IRS disallowance creates significant financial exposure
Requires specialized verification processes similar to mortgage underwriting
Our platform transforms the tax credit origination process with AI-powered automation, standardized verification, and end-to-end transaction management.
Deal Star provides a structured framework for organizing, categorizing, and verifying all project documentation according to IRS requirements.
Our artificial intelligence system automatically classifies documents, extracts key data, and validates compliance against regulatory requirements.
Our 5-point verification framework ensures thorough validation of all placed-in-service requirements and adder qualifications.
From initial documentation to final transfer, Deal Star manages the entire process with templates, workflows, and secure digital transaction tools.
Our platform delivers meaningful improvements across the entire tax credit lifecycle
Our AI-powered system reduces due diligence time from weeks to days, enabling faster deal cycles and significant cost savings on legal and administrative expenses.
Our structured verification framework ensures thorough documentation and validation, dramatically decreasing the likelihood of costly errors, omissions, or IRS challenges.
Increased compliance confidence and reduced transaction friction typically result in better pricing and improved returns for all parties, creating a premium market for well-documented credits.
Our platform addresses the specific needs of each participant in the tax credit lifecycle
Identifying reliable, compliant tax credits with proper documentation that will stand up to IRS scrutiny
Consuming valuable internal resources and extending timelines to verify compliance on each credit purchase
Potential liability if credits are later disallowed or challenged by the IRS after purchase
Our 5-point framework ensures every credit meets comprehensive placed-in-service requirements with complete documentation
AI-assisted document review and data extraction dramatically reduces the time and resources needed for due diligence
Comprehensive compliance documentation and verification tracking provides significant protection against recapture risk
Organizing hundreds of construction, compliance, and financial documents across dozens of categories
Finding qualified buyers with tax appetite and willingness to pay competitive prices
Ensuring all eligible adders and bonuses are properly documented and validated to maximize credit value
Our intelligent system automatically classifies, organizes, and extracts key data from your documents
Access to a curated network of qualified buyers actively seeking tax credits, directly and through our broker partners
Structured frameworks for documenting adders and all required compliance elements to maximize credit value
Managing hundreds of documents across dozens of categories for each transaction
Thoroughly evaluating tax credit compliance while maintaining deal momentum
Providing efficient, transparent processes that build client confidence and trust
Dedicated broker portal with comprehensive document organization and transaction tracking
Intelligent tools for rapid document review, data extraction, and compliance verification
Structured workflows and verification processes that build client confidence and satisfaction
Experience the complete tax credit lifecycle management platform that streamlines compliance and maximizes value.
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