What's New

Share Credit Portfolios with Brokers in Three Steps

A new guided workflow makes it easy to send detailed portfolio summaries to brokers via email — complete with project information, pricing, credit amounts, and deal structure.

How It Works

• Step 1: Select Portfolios — Filter by name, status, credit year, or total value. Multi-select with bulk checkboxes. Filter by deal size: Under $1M up to Over $100M.
• Step 2: Compose Email — Choose the broker recipient, customize the subject, and review the auto-generated body. Every project's credit amount, tax year, price range, location, technology, deal structure, and compliance status is formatted and included.
• Step 3: Review and Send — Preview exactly what the broker will receive, then send with one click.

All sends are tracked for audit — you can see what was sent, to whom, and when. Access the workflow from the "Send to Broker" button on any portfolio page.

Tax Professionals Can Now Discover and Request Access to Opportunities

CPAs and tax advisors have a dedicated portal to browse available Section 6418 tax credit projects and request access for deeper due diligence review.

What CPAs See

• A curated listing of tax credit projects filtered by year, location, and credit amount
• Summary-level information without sensitive pricing or deal structure details
• A per-project "Request Access" button that opens a focused request modal

For Portfolio Owners

• A simple "Available for CPA Review" checkbox on your portfolio settings controls whether your projects appear in the CPA inventory
• You maintain full control — CPA visibility is independent from marketplace visibility

This creates a professional channel for tax professionals to find relevant opportunities and for portfolio owners to connect with qualified reviewers.

Fine-Grained Control Over Who Sees Your Portfolios

Portfolio owners now have granular control over listing visibility with new public/private settings and CPA review opt-in.

New Controls

• Public vs. Private Listing — Choose whether your portfolio appears in the marketplace or is accessible only by invitation
• CPA Review Toggle — Separately opt-in to make your portfolio visible to tax professionals on the CPA inventory screen, without making it publicly listed
• Visual Badges — Clear "Public" or "Not Listed" indicators on portfolio pages so you always know the current visibility status

These controls work with the new permissions system to ensure only authorized users see sensitive deal information.

Simpler, Centralized Role-Based Access Control

We've completely rewritten the permissions system to use a single YAML configuration file as the source of truth for all role-based access control across the platform.

What Changed

• 22 distinct roles — from admin and seller to CPA, attorney, developer, lender, and regulator — each with precisely scoped access to projects, portfolios, proposals, and tax credits
• One file governs everything — adding or changing a permission means updating one YAML key, not hunting through scattered controller logic
• Automatic syncing — new accounts get correct permissions on creation; existing accounts update with a single rake task
• Sub-resource inheritance — child resources like transfer documents and term sheets automatically inherit their parent's permission rules

Why This Matters

The previous system had permissions scattered across controllers, policies, and database columns. This rewrite makes access control auditable, consistent, and easy to reason about — critical for a platform handling sensitive financial transactions.

One-Click Professional Documents for Your Portfolios

DealStar can now auto-generate two types of professional documents from your portfolio data:

Credits PDF

A compliance-ready portfolio summary document designed for buyer meetings and due diligence. Includes portfolio overview, asking price, project details, per-credit breakdowns, IRS registration status, legal opinion providers, cost segregation details, and tax insurance information.

Slide Deck

A polished, branded presentation for investor pitch meetings and broker conversations. Features a dark theme with gradient styling, portfolio overview slides, per-project detail pages, and a contact CTA. Ready to present or share as-is.

How It Works

• Click Generate from any portfolio — the system renders your data into a professional template and converts it to PDF
• Track generation status in real time (pending, completed, or failed)
• Download or share the finished PDF immediately
• Slide decks are also uploaded to S3 with a shareable public link

No more manually assembling deal books. Your portfolio data becomes presentation-ready with a single click.

End-to-End Deal Negotiation, Built into the Platform

DealStar now supports a complete proposal workflow for negotiating tax credit transfers — from initial draft through accepted deal, with full counter-proposal support.

For Buyers

• Draft detailed proposals with transaction terms, pricing, payment schedules, delivery mechanisms, and legal protections
• Save and review before sending — drafts are fully editable until you click Submit
• Track status with clear indicators: Draft, Pending, Countered, Active, or Completed

For Sellers

• Accept, reject, or counter any pending proposal
• Counter-proposals auto-populate from the buyer's offer so you only change what matters
• Generate term sheet packets with version control and approval workflows

After Acceptance

Accepted proposals automatically generate a closing checklist with standard items — document review, due diligence, legal review, and closing documents. Buyers can initiate the purchase transaction directly from the accepted proposal.

The full negotiation history is preserved for audit and compliance purposes.

Standardized Due Diligence for Every Deal

We've established a formal Compliance Review Procedure with standardized checklists and methodology for validating tax credit transactions before approval.

What's Covered

• Document verification — IRS Registration, Transfer Agreements, Tax Memos, Cost Segregation Studies, Domestic Content Certifications, PTO Letters, Engineering Plans, and Permits
• Tax credit adder verification — Domestic Content and Energy Community qualification checks
• Consistency checks — Address verification, placed-in-service dates, cost seg validity, and party documentation
• Gap identification — Automated flagging of missing prevailing wage documentation, unexecuted transfer agreements, and other material issues

These audit-ready procedures give buyers and their CPAs confidence in the diligence process and help ensure only properly documented credits move through the platform.

Find Your Renewable Energy Tax Mitigation Path

Not sure if Section 6418 transferable credits are right for you? Our new Income Qualification Wizard walks you through a guided assessment in under two minutes.

How It Works

• Step 1 — Select your entity type (individual, C-Corp, pass-through, tax-exempt)
• Step 2 — Identify your sources of federal taxable income
• Step 3 — Estimate your annual federal tax liability
• Step 4 — Answer participation and AMT profile questions
• Step 5 — Get your personalized results with a recommended path

Three Possible Pathways

Based on your answers, the wizard recommends one of three approaches:

• Direct Transfer (Section 6418) — Low complexity, buy credits at a discount
• Sell the Credit, Keep the Depreciation — Own a project, sell the ITC for cash under Section 6418, keep 100% bonus depreciation (material participants only)
• Active Ownership — Offset W-2 and active income with material participation

Optionally receive our Renewable Energy Tax Mitigation Guide PDF with detailed analysis for your situation. Available at /income-qualification.

Model Your Renewable Energy Project Returns

We've launched a comprehensive Project Economics Calculator that lets you model the full financial picture of your clean energy investment — from EPC costs through 5-year cash flow projections.

What You Can Do

• 8 project types supported — Solar PV, Battery Storage, Wind, Geothermal, Fuel Cell, CHP, Offshore Wind, and combined Solar + Battery
• Full ITC configuration — Model your base ITC rate plus Domestic Content, Energy Community, and Low-Income Community bonus adders
• Section 6418 credit transfer modeling — See exactly how selling your ITC to a third-party buyer affects your equity requirement and returns
• 5-year cash flow analysis — Year-by-year projections including revenue escalation, operating expense inflation, debt service, and ITC recapture risk
• Key financial metrics — Simple payback period, 5-year IRR, NPV at your chosen discount rate

Built for Real Deals

The calculator includes PWA compliance warnings for projects over 1 MW, handles battery capacity separately from solar sizing, and models ITC recapture vesting across the full 5-year compliance period. Optional debt financing lets you see leveraged vs. unleveraged returns side by side.

Available now at /project-economics-calculator — no login required.