Deal Star Platform Features
Comprehensive tax credit management platform with document intelligence and end-to-end project tracking
Project Management
Streamlined project lifecycle management with version control and collaborative tools.
Term Sheets
Data Captured: Pricing, terms, deal structure, counterparties
Status Tracking: Draft, term sheet submitted, approved, executed
Features: Version control, collaborative editing, approval workflows
Closing Checklists
Data Captured: Task assignments, completion status, due dates
Status Tracking: Not started, in progress, completed, blocked
Features: Real-time updates, file attachments, progress tracking
Marketing Materials
Data Captured: Project summaries, financial projections, marketing documents
Status Tracking: Draft, public, private, closing, sold
Features: Multi-tenant access control, document management
Tax Credit Management Hub
Comprehensive tax credit lifecycle management with detailed tracking across all IRS requirements
Energy Assets
Invoices, sales contracts, grid testing, PAN files, irradiance data, system design, CAD drawings, electrical schematics, O&M contracts
Construction photos, progress reports, completion certificates, commissioning reports
Building permits, electrical permits, interconnection agreements, regulatory approvals
Interconnection studies, PTO letters, grid testing results, commissioning reports
Property & Buildings
Facility documentation, property descriptions, building specifications, site layouts
Land leases, easements, purchase agreements, title documents, survey reports
Access agreements, road easements, construction permits, security arrangements
EPC contracts, site preparation agreements, utility contracts, maintenance agreements
Financial Models
PPAs, hedge agreements, revenue contracts, pricing structures
Third-party appraisals, valuation reports, market analysis, fair value assessments
Equipment costs, installation costs, soft costs, financing costs, total project costs
Component-level cost analysis, depreciation schedules, tax optimization studies
Energy Percentage (Adders)
Wage documentation, certified payroll, apprenticeship compliance, DOL classifications
Component sourcing, manufacturing certificates, domestic content calculations, supply chain documentation
Location verification, census tract analysis, economic impact studies, qualification documentation
Community qualification, benefit analysis, environmental justice documentation, HUD mapping
Transferability
Pre-registration filings, transfer elections, IRS notifications, compliance tracking
Purchase agreements, transfer forms, tax elections, closing documents
Supporting documentation, supplementary filings, compliance certificates
Financial Surety
Coverage policies, certificates, claims history, risk assessments, premium documentation
Financial statements, credit ratings, guarantee agreements, performance bonds
Tax opinions, legal memoranda, compliance reviews, regulatory analysis
Document Intelligence
AI-powered document processing for tax credit documentation management.
Automated Document Classification
Document Types: 50+ categories including invoices, contracts, permits, certificates, appraisals
File Support: PDF, DWG, DXF, DOC, DOCX, XLS, XLSX, PAN files
Processing: Automatic classification and routing to appropriate sections
Intelligent Data Extraction
OCR Technology: Advanced text recognition and data extraction
Field Mapping: Automatic population of form fields from documents
Validation: Cross-reference verification and consistency checks
Document Verification
Status Tracking: Pending, verified, requires attention, approved
Audit Trail: Version control and change tracking with PaperTrail
Compliance: Automated compliance checks against IRS requirements
Status Tracking & Workflow
Comprehensive status management and workflow automation across all project components.
Tax Credit Status Management
Overall Status: Draft, pending, approved, rejected, expired
Visibility Status: Draft, public, private, closing, sold
Placed-in-Service: 5-point verification checklist with completion tracking
Component-Level Tracking
Equipment Status: Invoice verification, installation confirmation, testing completion
Property Status: Title verification, permit approval, access confirmed
Financial Status: Appraisal complete, cost basis verified, funding confirmed
Approval Workflows
Multi-Level Approval: Automated routing based on project value and complexity
Real-Time Updates: Instant notifications via Turbo streams
Audit Trail: Complete history of all status changes and approvals
Dashboard & Analytics
Comprehensive project and tax credit analytics with real-time performance tracking.
Project Metrics
Portfolio View: Total projects, active tax credits, total credit amounts
Performance Tracking: Project views, lead generation, conversion rates
Financial Summary: Total value, average project size, revenue pipeline
Advanced Filtering
Multi-Criteria Search: Year, construction status, credit type, location
Financial Filters: Credit amount ranges, project value, pricing tiers
Status Filters: Viewable status, completion status, approval status
Activity Monitoring
Real-Time Updates: Recent activity feeds, status changes, document uploads
Notifications: Automated alerts for critical milestones and deadlines
Reporting: Exportable reports and analytics dashboards
User Management & Security
Enterprise-grade security and user management with multi-tenant architecture
Multi-Tenant Architecture
Complete account separation with secure data isolation between organizations.
- Account-based isolation
- Secure data separation
- Account switching
Role-Based Permissions
Granular access control with role-based authorization using Pundit policies.
- User role management
- Access control policies
- User invitations
API & Integration
RESTful API with secure authentication and data import/export capabilities.
- API token management
- CSV import/export
- Webhook support
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