Tax Equity & IRA Section 6418

The Platform Built for
Tax Equity Attorneys

Accelerate tax equity partnerships, Section 6418 transfer elections, and renewable energy transactions with AI-powered diligence, compliance tracking, and full deal visibility.

Why Deal Star for Attorneys

Core Capabilities for Tax Equity Practice

Purpose-built tools for attorneys advising on structured tax equity partnerships, credit transfers, and IRA compliance.

Tax Equity Partnership Advisory

Structured deal rooms with complete documentation for partnership flip, sale-leaseback, and inverted lease structures. Track allocation waterfalls, capital account balances, and flip triggers across the full deal lifecycle.

Section 6418 Transfer Compliance

End-to-end IRS registration tracking, transfer election documentation, and pre-filing validation. Every transfer follows the complete regulatory workflow from registration number through Form 3800 attachment.

Recapture Risk Analysis

Automated recapture exposure modeling across the five-year ITC compliance period. Track placed-in-service dates, ownership changes, and usage requirements with alerts for at-risk positions and indemnification gaps.

Due Diligence Documentation

AI-powered extraction and review of interconnection agreements, PPAs, environmental reports, title commitments, and tax opinions. Flag missing documents and inconsistencies before they become closing issues.

The Smart Deal Folder

A Deal Room That Understands Your Transaction

Not just document storage. Deal Star's Smart Deal Folder maps every party, element, and objective of your transaction -- giving you a living, structured view of the deal that makes you more thorough, more organized, and faster to close.

Knows the Parties

Buyer, seller, developer, tax equity investor, counsel, independent engineer -- every counterparty is identified, tracked, and connected to their obligations. No more cross-referencing spreadsheets to figure out who owes what to whom.

Understands the Elements

Credit type, project capacity, IRS registration number, placed-in-service date, bonus credit qualifications -- the folder maps the structural elements of your deal and flags when something is missing or inconsistent.

Tracks the Objectives

Every deal has a destination. Deal Star tracks progress toward closing conditions, compliance milestones, and filing deadlines so you always know where the transaction stands relative to its goals -- not just what documents are in the folder.

AI-Powered Extraction

Upload PPAs, EPC contracts, interconnection agreements, and tax opinions. Deal Star reads and extracts key terms, dates, amounts, and compliance data automatically -- surfacing what matters so you can focus on advising, not hunting.

Better Outcomes for Your Clients

How Deal Star Makes You a More Thorough Attorney

Built-in frameworks and workflows that ensure nothing gets missed -- so you can deliver more value with less overhead.

Closing Checklist Framework

Customizable, deal-specific checklists that track every condition precedent, deliverable, and approval required to close. Assign responsibility, set deadlines, and see completion status at a glance -- no more manual tracking in Word documents.

Clear-to-Close Visibility

A single view that shows exactly what remains before a deal can close. Outstanding items, pending approvals, missing documents, and unresolved conditions -- all in one place. Walk into any client call knowing the answer to "are we ready to close?"

Compliance Tracking

IRS registration status, transfer election deadlines, prevailing wage attestations, and domestic content certifications. Automated alerts ensure nothing falls through the cracks during the five-year compliance period.

Integrated eSign

Execute transfer agreements, closing documents, and counterparty acknowledgments directly within the deal folder. No switching between platforms -- review, approve, and sign in one workflow. Coming Soon

Deal Status Visibility

Real-time counterparty activity, document review progress, and transaction milestones. Know exactly where every deal stands without chasing status updates across email threads and spreadsheets.

Powered by Star Map

Deep Due Diligence on People, Entities & Places

Star Map is Deal Star's integrated diligence engine -- automatically enriching your deals with verified intelligence on the counterparties, companies, and project sites behind every transaction.

People

Know who you're dealing with. Star Map builds comprehensive profiles on key individuals across each transaction -- principals, officers, guarantors, and authorized signatories.

  • Professional background and role verification
  • Cross-reference against prior deal involvement
  • Litigation and regulatory action history
  • Relationship mapping between deal participants
  • Key contact enrichment and validation

Entities

Verify the corporate structures behind every deal. Star Map traces entity formation, ownership chains, and organizational relationships to surface hidden risks and confirm legal standing.

  • State formation and good standing verification
  • Beneficial ownership and corporate hierarchy
  • Tax-exempt and disqualified person screening
  • Historical transaction and deal participation
  • OFAC, debarment, and sanctions screening

Places

Validate the physical assets and sites behind every credit. Star Map examines project locations, interconnection points, and site characteristics to confirm what your client is actually buying.

  • Project site validation and geolocation
  • Environmental and permitting status review
  • Energy community and low-income qualification
  • Utility interconnection and grid status
  • Title, easement, and land-use verification
148+ Data points tracked per project
Star Map Integrated counterparty diligence
Clear to Close Checklist-driven closing workflow
AI-Powered Document extraction and review

Use Cases

Transaction Types We Support

Whether your clients are structuring partnerships, purchasing credits, or managing multi-project portfolios, Deal Star provides the infrastructure.

Tax Equity Partnerships

Full lifecycle support for partnership flip, sale-leaseback, and inverted lease structures from term sheet through placed-in-service.

  • Partnership allocation modeling
  • Capital contribution tracking
  • Flip trigger monitoring
  • HLBV and waterfall calculations
  • Tax opinion document management

Credit Transfers (Section 6418)

Streamlined workflows for direct-pay eligible entities and transferable credit buyers navigating the IRS registration and election process.

  • IRS pre-filing registration tracking
  • Transfer agreement documentation
  • Recapture indemnification review
  • Form 3800 and Schedule K-1 prep
  • Buyer/seller counterparty diligence

Portfolio Advisory

Tools for law firms advising on multi-project portfolios with aggregate compliance monitoring and cross-deal risk visibility.

  • Multi-deal portfolio dashboards
  • Aggregate recapture exposure
  • Counterparty concentration analysis
  • Compliance deadline calendaring
  • Client reporting and exports

Help

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