New updates and improvements to the Deal Star platform
No upcoming webinar on the calendar? You can now leave your email on the webinar page and we'll let you know when the next live session is announced. One field, one click, done.
The Buyer Portal now opens on a deal dashboard that shows each of your deals with its current status and next steps, replacing the old pipeline board.
Buyers also get a permanent document workspace: every document you've uploaded lives in one place, you can withdraw or archive a file you no longer want shared, and you choose which sellers see which documents. Proposals and term sheets now flow both ways too, so buyer and seller can close the loop inside the platform.
Section 6418 transfers now get purpose-built closing checklists keyed to the deal's structure. Items unlock milestone by milestone — as the term sheet is executed and the deal progresses — so the checklist always reflects where the transaction actually is.
There's also a go-to-market readiness checklist that shows sellers what needs to be in order before a credit is ready to offer to buyers.
We've published a new educational page explaining how individual investors can participate in clean energy tax equity — what the structures look like, how Section 6418 credit transfers and depreciation fit together, and what to discuss with your tax advisor.
It's written in plain English for high-income individuals and their CPAs, with a worked example. Find it in the site menu, and talk to your own advisor before acting on anything.
Sellers can now publish diligence documents into a data room organized the way deals actually work: portfolio, then projects, then individual credits. Approved buyers read everything in the app, behind the access grant and the NDA.
Buyer firms can also invite their own team — CFO, CPA, counsel, treasury — so everyone who needs to review the deal can, each with their own login and notification bell.
There's now a public catalogue of available tax credits anyone can browse. See the essentials on each listing, and verify your email to unlock pricing details.
Sellers choose exactly which credits appear in the catalogue and can send it directly to interested buyers, and buyers can request access to a full data room from any listing. Sellers are notified of each request and approve or deny it in one click.
Credit buyers now have their own Buyer Portal. Sign in with a secure email link — no password to remember — and browse the tax credits available to you, with the key facts laid out for each one.
Found something interesting? Request data room access on the spot, and track the status of your requests as sellers respond. It's the start of a full buyer-side experience on DealStar.
Prospects can now sign an NDA directly in the browser before viewing shared deal materials: read the agreement, sign with a signature pad, and you're in.
A signed PDF with the embedded signature is generated automatically and delivered by email to both parties, so everyone has a copy for their records.
You can now request documents directly from a deal checklist, individually or in batches. Each request generates a secure upload link the other party can use to send files back, with no DealStar account required.
Uploaded files land on the matching checklist item automatically, and you're notified when they arrive. No more chasing attachments through email threads.
The Document Hub got a major upgrade. Uploads are now durable and routed to the right place on the deal, there's a built-in viewer so you can read documents without downloading them, and a notification in the navbar tells you when something new arrives.
A new Missing Documents tab compares what's on file against the due diligence checklist for the deal, so you can see exactly which documents are still outstanding.
Recent federal law (OBBBA) and IRS guidance added Prohibited Foreign Entity (PFE) and material assistance rules that can affect a project's credit eligibility.
DealStar now tracks PFE and material assistance compliance per project, so sellers can document their position and buyers and CPAs can see it addressed in diligence rather than discovering it at closing.
The Energy Community bonus adder can add 10 percentage points to a project's ITC, so verifying it matters. You can now validate a project's Energy Community status with one click, directly from the adder screen.
DealStar checks the project's location against the federal Energy Community datasets and records the result, giving buyers and CPAs a documented basis for the adder claim.
You can now turn a portfolio or credit into a polished, hosted slide deck without leaving DealStar. Build the deck from your deal data, refine it with AI-assisted editing, and publish it to a private link.
Share the link with a prospect by email, protected by an NDA gate: they sign before they see the deck. You get notified the first time your deck is viewed, so you know when a prospect is engaging.
The dashboard is now a deal pipeline board: every portfolio sits in a stage column, from first contact through closing, so you can see where each deal stands at a glance.
A metrics bar shows your active deals, total pipeline value, and average days to close, and deals that haven't moved in two weeks are flagged as stale. Each portfolio also gets an activity timeline showing recent events on the deal, so you always know what happened last.
DealStar now hosts live webinars on tax credit transfers, due diligence, and the clean energy marketplace.
The webinar page shows the next upcoming session front and center so you can register in one click, and past sessions are available to watch on your own schedule. When a webinar is coming up, you'll also see a site-wide banner so you don't miss it.
We've opened up DealStar Labs, a public page showing the products and experiments we're working on across the DealStar ecosystem.
Browse what's live today and what's coming soon, and sign up for Return to Value, our newsletter on clean energy tax credits and deal-making. Find it under Resources in the site menu.
We've launched a purpose-built landing page for tax equity attorneys and law firms advising on renewable energy transactions and Section 6418 credit transfers.
Available at /attorneys with a direct path to request a demo.
We've completed a comprehensive overhaul of all public-facing pages with updated branding, improved navigation, and richer content throughout.
The goal: make DealStar the most comprehensive educational resource for clean energy tax credit transactions, not just the best platform for executing them.
We've published a detailed research brief covering how both Individual AMT and the Corporate Alternative Minimum Tax (CAMT) affect purchasers of transferable tax credits.
Written for CPAs, tax attorneys, and institutional credit buyers evaluating Section 6418 opportunities. Available at /resources/section-6418-amt-limitations.
All lead capture points across the platform — the Project Economics Calculator, Income Qualification Wizard, and resource downloads — now feed directly into Klaviyo for automated email nurturing.
This means qualified prospects who engage with educational tools automatically enter the right nurture sequence based on their profile and interests.