Welcome to the new and (much) improved Deal Star.Here's the reasons why  

Why Deal Star Transformed

Deal Star has expanded far beyond listing credits. It's now a full-blown origination platform in the vein of FIS or Jack Henry, going far beyond matching buyer to seller.

The Real Problem We Discovered

We found our customers really were suffering under the complexity of creating, reviewing, and transferring tax credits, more so than finding deals or finding buyers.

The Complexity of Tax Credit Transactions

1

Documentation Intensity

Tax credits require hundreds of documents across dozens of regulatory categories, each with specific IRS requirements and validation standards.

2

Multi-Agency Compliance

Projects must satisfy requirements from IRS, Treasury, DOE, DOL, and EPA, with evolving guidance creating ongoing compliance challenges.

3

Financial Risk & Verification

Substantial recapture risk means every element must be thoroughly verified, creating complex underwriting processes similar to commercial lending.

4

Scale Challenges

The risks involved and complex processes are simply more than manual processes can handle at scale, requiring systematic automation and verification.

Why Not Become an Exchange?

We didn't seek to be an exchange because we started by serving listings on behalf of our broker network. That's really all the value an exchange brings, and it has significant limitations.

Exchange Limitations

  • Hard to make purchase decisions from listings alone, even in small amounts
  • Tax credits cannot be bought and sold like commodities (oil, energy)
  • Each credit requires individual due diligence and verification
  • Complex compliance requirements make standardization difficult

Our Approach

  • Full documentation and verification before listing
  • Structured data and compliance frameworks
  • AI-powered analysis and risk assessment
  • End-to-end transaction management and support

The 10-Year Transaction Lifecycle

We found that the long tail for the buyer means that the transaction does not "end" for almost 10 years, and at any point the buyer might be called to account for complex decisions during origination or transfer.

Unlike Click-Buy Transactions

Traditional Commodity Trading

  • • Immediate transfer of ownership
  • • Limited ongoing obligations
  • • Standardized products and terms
  • • Minimal documentation requirements

Tax Credit Transactions

  • • 10-year compliance monitoring period
  • • Ongoing recapture risk exposure
  • • Complex, project-specific requirements
  • • Extensive audit trail requirements

Our Serious Approach

Comprehensive Audit Trail

Every document, decision, and verification step is tracked and maintained for the full compliance period.

Authorization Framework

Structured authorization processes ensure all parties understand their obligations and rights throughout the transaction lifecycle.

Deal History Management

Complete transaction history and document versioning provides the foundation for long-term compliance and accountability.

Ready to Experience the Transformation?

See how Deal Star's origination platform approach transforms tax credit transactions from complex manual processes into streamlined, compliant, and scalable operations.

Explore the Platform