Renewable IRRs (a standard investment-return metric) are being eroded by cannibalisation (extra renewable power arriving at the same hours as everyone else's, driving down the price it all earns). 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 (staged techno-economic analysis — modelling costs and returns step by step) 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 (direct air capture — machines that pull CO₂ out of the atmosphere). Uplift potential is ranked across the portfolio, with bankability commentary (how easily each asset could attract lender financing) 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 (a financial method for valuing the flexibility to expand, delay, or abandon a project), 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 | POA (price on application — quoted per engagement) per seat tier. |
Joint development of specific assets. Typical structure: 1.5–3% development fee on capex (capital expenditure — the upfront cost of building the asset), 5–15% carried equity (an ownership stake earned for developing the project, rather than bought outright), 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.