Deal Star Platform Features

Discover our suite of powerful tools engineered specifically for renewable energy tax credit optimization

Document Intelligence

Our AI-powered document processing capabilities streamline the management of complex tax credit documentation.

Automated Document Classification

Technical Feature: AI classifies documents into 50+ categories specific to Tax Credits
Benefit: Eliminate manual sorting and reduce processing time by 80%

Intelligent Data Extraction

Technical Feature: Advanced OCR extracts key data points from documents
Benefit: Eliminate manual data entry and reduce errors substantially

Document Validation

Technical Feature: Automated cross-referencing and verification of document data
Benefit: Ensure document consistency and identify issues before they become problems

Secure Document Management

Technical Feature: Enterprise-grade document storage with version control
Benefit: Maintain complete audit trails and ensure document integrity

Document Intelligence Screenshot
Project Origination Screenshot

Project Origination

Streamlined intake and qualification processes to efficiently evaluate tax credit projects.

Customizable Intake Forms

Technical Feature: Dynamic forms tailored to specific credit types
Benefit: Ensure all required information is captured from the beginning

Credit Type Analysis

Technical Feature: Automated assessment of credit eligibility across all IRA categories
Benefit: Identify optimal credit types and maximize potential value

Adder Qualification Engine

Technical Feature: Geospatial analysis and regulatory rule processing
Benefit: Automatically identify eligible bonus credits and adders

Preliminary Valuation

Technical Feature: AI-powered market data analysis and pricing models
Benefit: Provide immediate valuation estimates for better decision making

Verification & Compliance

Comprehensive placed-in-service verification and ongoing compliance monitoring.

PIS Documentation Framework

Technical Feature: Structured workflow for all required placed-in-service documentation
Benefit: Ensure complete IRS compliance and minimize recapture risk

Automated Documentation Verification

Technical Feature: AI-powered document analysis and validation
Benefit: Identify missing or inconsistent documentation before submission

Regulatory Compliance Engine

Technical Feature: Real-time updates to compliance requirements
Benefit: Stay current with changing IRS regulations and guidance

Audit-Ready Documentation

Technical Feature: Automated documentation packaging and audit trails
Benefit: Be prepared for IRS audits with comprehensive documentation

Verification & Compliance Screenshot
Asset Management Screenshot

Asset & Property Management

Comprehensive tracking and verification of project assets and property rights.

Equipment Registry

Technical Feature: Detailed tracking of all qualified equipment
Benefit: Ensure accurate asset documentation for IRS compliance

Property Rights Verification

Technical Feature: Automated verification of property arrangements
Benefit: Confirm proper site control and ownership documentation

Domestic Content Tracking

Technical Feature: Component-level tracking of domestic content
Benefit: Ensure qualification for domestic content adders

Site Documentation Management

Technical Feature: GIS integration and property documentation management
Benefit: Maintain comprehensive site records and documentation

Financial Management

Comprehensive tools for partnership modeling, financial analysis, and capital management.

Partnership Structure Modeling

Technical Feature: Configurable entity relationship modeling
Benefit: Design optimal partnership structures for tax credit transactions

Financial Analysis Tools

Technical Feature: Advanced financial modeling and scenario analysis
Benefit: Evaluate financial outcomes and optimize transaction structure

Capital Account Tracking

Technical Feature: Automated capital account calculations and reporting
Benefit: Maintain accurate capital account balances for tax compliance

Pricing Optimization

Technical Feature: Market data-driven pricing analytics
Benefit: Maximize transaction value through optimized pricing

Financial Management Screenshot
Risk Management Screenshot

Risk Management

Comprehensive tools for identifying, assessing, and mitigating tax credit risks.

Insurance Coverage Management

Technical Feature: Automated tracking of insurance policies and coverage
Benefit: Ensure adequate protection against tax credit risks

Recapture Risk Analysis

Technical Feature: Advanced recapture risk modeling and assessment
Benefit: Identify and mitigate potential recapture scenarios

Compliance Monitoring

Technical Feature: Automated ongoing compliance verification
Benefit: Maintain continuous compliance through the recapture period

Risk Mitigation Tools

Technical Feature: Structured risk assessment and mitigation workflows
Benefit: Proactively address identified risks with proven solutions

Integration & Connectivity

Seamlessly connect with your existing systems and third-party services

API Ecosystem

Comprehensive REST APIs for seamless integration with your existing systems and third-party services.

  • Robust documentation
  • Secure authentication
  • Webhook support

Data Exchange

Flexible data import and export capabilities for seamless information sharing.

  • Bulk data import/export
  • Multiple format support
  • Scheduled data sync

Third-Party Connections

Pre-built integrations with key industry services and providers.

  • CRM integrations
  • Accounting software
  • Document management

Ready to see these features in action?

Schedule a personalized demo to explore how our platform can transform your tax credit processes

Request a Demo