Enterprise-Grade Risk Management

Protect your investments with comprehensive compliance monitoring, audit protection, and recapture prevention

Tax Credit Risk Assessment

Our integrated risk management system encompasses insurance tracking, guarantor management, and compliance monitoring to minimize indemnifcation risk.

Comprehensive Risk Assessment

Identify, quantify, and mitigate potential risks throughout the tax credit lifecycle

Active Monitoring

Continuous risk surveillance and proactive alerts for potential issues

Multi-layered Protection

Coordinated risk mitigation through insurance, guarantees, and ongoing verification

Risk Management Framework Visualization

Tax Credit Insurance Overview

Comprehensive insurance coverage for tax credit disallowance risk

Insurance Types and Coverage

Our platform allows you to manage various insurance products designed specifically for tax credit transactions.

  • Tax Credit Disallowance Insurance
  • Recapture Risk Coverage
  • Representation & Warranty Insurance

Risk Assessment Methodology

Our proprietary risk assessment framework helps identify and quantify potential risks throughout the tax credit lifecycle.

  • Documentation Risk Analysis
  • Compliance Risk Scoring
  • Recapture Risk Modeling

Underwriting Support

Our platform streamlines the insurance underwriting process through standardized documentation and pre-verification.

  • Upload Underwriting Documents
  • Tracking Underwriting Process
  • Streamlined Carrier Submission

Policy Management

Comprehensive tools for managing insurance policies throughout the tax credit lifecycle.

  • Policy Documentation Storage
  • Renewal Management
  • Policy Limits Tracking
Guarantor Management Visualization

Guarantor Management

Comprehensive management of guarantees that provide additional protection for tax credit investments.

Financial Guarantee Tracking

Monitor and track all financial guarantees associated with your tax credit transactions, including documentation, terms, and expiration dates.

Guarantor Reporting

Verify and report the financial strength and stability of guarantors at each stage.

Comprehensive Risk Assessment

Multi-dimensional risk evaluation throughout the tax credit lifecycle

Documentation Risk

Assessment of documentation completeness, accuracy, and compliance with IRS requirements.

Compliance Risk

Evaluation of ongoing compliance with IRS requirements and regulations.

Operational Risk

Assessment of ongoing operational performance and maintenance risks.

Recapture Risk

Analysis of potential credit recapture scenarios and mitigation strategies.

Long-term Risk Management

Comprehensive ongoing monitoring and management of risks throughout the tax credit lifecycle.

Ongoing Compliance Monitoring

Continuous tracking and verification of compliance with IRS requirements and regulations.

Operational Performance Tracking

Monitoring of project performance metrics and maintenance activities.

Insurance Renewal Management

Automated tracking and management of insurance policy renewals and updates.

Recapture Defense Preparation

Proactive preparation and documentation to defend against potential recapture scenarios.

Coming Soon

Advanced risk visualization dashboard featuring real-time monitoring, predictive analytics, and interactive risk assessment tools.

Ready to minimize your tax credit risk?

Our comprehensive risk management platform provides enterprise-grade protection

Schedule a Demo