Renewable IRRs are being eroded by cannibalisation. Storage-heavy strategies face their own crowding. The next decade of returns will go to investors who identify where surplus has uplift value — and act on it before the screening tool becomes consensus.
Three concrete uses, each tied to a specific product and a specific time horizon.
Designed-for-intermittency assets surface ahead of retrofits. Stage TEA identifies where in the value chain margin actually sits — usually further downstream than expected. Screening is repeatable, comparable, and auditable.
The framework identifies which sites can support which uplift modules — water, cold-chain, e-boilers, flexible compute, DAC. Uplift potential is ranked across the portfolio, with bankability commentary on the top assets.
The framework and structuring sit on our side; the balance sheet sits on the investor's. Most engagements start with a pipeline review or specific opportunity rather than a generic mandate.
Continuous access to the model library — screening, stage TEA, microgrid sizing, grid dispatch, real options, portfolio aggregation. Hosted, API-accessible, documented. Used inside the investor's team.
| Library subscription (P4) | What |
|---|---|
| Includes | Universal cores (10 of 15) + the jurisdiction instances you contract for. Web app · API · documentation · data pipelines. |
| Doesn't include | Co-development on opportunities identified through the platform. That is a separate engagement under P7 — no exclusivity is assumed. |
| Price band | $40K – $200K / year per seat tier. |
Joint development of specific assets. Typical structure: 1.5–3% development fee on capex, 5–15% carried equity, ongoing role through commissioning and operations. The framework and integrated chain economics sit on our side; the balance sheet and primary equity sit on the investor's. Most engagements start with a pipeline review or a specific opportunity.
A scoping call is the right first step. We will spend an hour understanding what you are screening for and propose the right product. Pipeline reviews typically run as a paid P3 over four to ten weeks.
Library subscription is annual. Pipeline reviews are fixed-fee. Co-development is dev fee plus carried equity.