DealStar
Tax Credit Origination Platform
Rails 8 / Ruby 3.4 / PostgreSQL / Redis / Sidekiq
ProductionDealStar is the core platform for IRA Section 6418 tax credit transfers. It handles the full lifecycle of a deal -- from project intake and document extraction through compliance verification, pricing, and closing.
The platform manages 148+ domain models covering portfolios, projects, tax credits, buyers, sellers, brokers, attorneys, and their complex relationships. AI-powered document extraction reads deal documents and populates structured data automatically. State machines enforce compliant transitions through each stage of due diligence.
Built for the people who actually do this work -- CPAs, tax attorneys, financial advisors, and corporate buyers -- DealStar brings institutional rigor to a market that has historically operated on spreadsheets and phone calls.
Key Capabilities
- AI Document Extraction
- Upload deal documents and let AI extract structured data -- project details, financial terms, compliance requirements, and counterparty information.
- Compliance Workflows
- State machine-driven deal lifecycle ensures every required step is completed before progression. Built-in IRS requirement enforcement.
- Portfolio Management
- Organize projects into portfolios with roll-up analytics, risk scoring, and aggregate reporting across your entire book.
- 5-Point Verification
- Independent validation of project status, documentation, ownership, compliance, and financial accuracy before any credit is listed.
- Buyer-Seller Matching
- Connect qualified buyers with verified credits based on tax appetite, risk tolerance, credit type, and pricing requirements.
- Partnership Financials
- Model complex partnership structures, allocation waterfalls, and distribution schedules for multi-party tax credit transactions.
Interested in this project?
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