Intelligence for Solar Project Finance

Your solar exposure is growing.
Your visibility into it isn't.

LCOE.ai is the financial intelligence layer for solar lenders and tax equity investors — continuous, independent oversight of every project on the book. The same operational data the borrower sees, the day they see it. Covenant drift, DSCR erosion, put value risk, and reporting variance surface immediately, not four months later.

Project finance lenders · Tax equity investors · Asset owners

Project Finance & Commercial Lenders

DSCR oversight. Covenant intelligence. Early issue detection.

Independent, continuous loan-book visibility — so underperformance, covenant drift, and reporting variance surface the day they happen, not the quarter after. Examiner-ready documentation by default.

Explore the platform →
Tax Equity Investors

Maximize put value. Verify sponsors. Automate the rest.

Continuous, independent monitoring of every project against sponsor reports — with put value optimization, automated data ingestion, and a streamlined asset management workflow built in.

Explore the platform →
🏗️
Asset Owners & Sponsors also benefit

The same platform automates covenant tracking and quarterly reporting to lenders and tax equity investors — saving days of staff time, eliminating disputes at the source, and turning compliance into a competitive advantage. See how owners use LCOE.ai →

Why Now

Capital is committed. Visibility is not.

Project finance lenders hold over $250 billion in active solar exposure. Tax equity investors monetize $63 billion in tax credits annually. Both rely almost entirely on borrower or sponsor self-reporting — quarterly, in inconsistent formats, with material lag. The gap between what's on the loan agreement or LLCA and what's actually happening on the asset is now where institutional capital bleeds.

01

Solar is the #1 driver of criticized loan growth

+40% YoY at major project finance banks in 2025. The problem isn't defaults — it's that deterioration is invisible until a borrower-prepared report arrives four to six months late.

02

8.6% average PV underperformance

Industry-mean miss against forecast (kWh Analytics). On a $2B loan book's revenue base, that's $25–50M in annual leakage exposure — invisible in quarterly reporting.

03

$63B in tax credits depend on operational performance

Year-five put value, flip thresholds, and ITC recapture all rest on continuous performance verification. Sponsor compliance certifications arrive too late to act on.

04

Subsidies are phasing out — operational discipline is everything

The OBBB Act phased out solar ITC/PTC for projects not under construction by July 4, 2026. Future loan performance will be earned by execution, not policy tailwinds. Every basis point now matters.

05

Borrower data is fragmented

Quarterly reports arrive as PDFs, spreadsheets, and portal exports — each in its own format. Manual ingestion is slow, error-prone, and never tied to actual monitoring data.

06

Regulators and credit committees demand more

Continuous covenant visibility is no longer optional. Examiners expect time-stamped, independent verification — not the next quarterly compliance certification from the borrower.

The Intelligence Layer

From operational data to capital decisions.

LCOE.ai sits between solar monitoring systems and the institutions that finance them — translating real-world asset behavior into the financial signals lenders, tax equity investors, and asset owners need to act on time.

Data Sources
📡
SCADA & Monitoring Platforms
Inverters · Weather · Work orders · 14+ integrations
📊
Borrower & Sponsor Reports
Any format · PDFs · Spreadsheets · Portal exports
📋
Deal Documents & Covenants
Loan agreements · LLCAs · PPAs · Pro formas
LCOE.ai
Intelligence Layer
01
Ingest
Pull live performance + report data, any format
02
Verify
Reconcile reports against independent operational data
03
Surface
Risk, variance, and triggers — to your decision makers
Financial Intelligence
Lender Intelligence →
DSCR oversight · Covenant intelligence · Early issue detection
Tax Equity Intelligence →
Put value · Sponsor verification · LP reporting
Economic Outcomes

The numbers lenders care about.

Operational tools save hours. The intelligence layer protects basis points — across an entire loan book's worth of solar exposure.

$25–50M
Annual leakage per $2B book

At 8.6% industry-mean PV underperformance on a $2B loan book's revenue base — the exposure LCOE.ai identifies and helps arrest.

8.6%
Avg PV underperformance

Industry-mean miss against forecast (kWh Analytics). Invisible in quarterly self-reporting — visible from day one with independent monitoring.

4–6 mo
Detection lag eliminated

The typical time between when performance deteriorates and when a borrower-prepared report surfaces it. LCOE.ai closes that gap to same-day.

40–60 hrs
Per quarter, per owner

Asset-owner staff time recovered from manual report compilation, format reconciliation, and counterparty follow-up — driving high voluntary adoption.

$250B
Active US Solar Lending
$8.9B
Q1 2026 Debt Financing
14+
Monitoring Integrations
279GW
US Solar Installed
$63B
Annual Tax Credit Flow
Independent visibility into the same data the operator sees
SolarEdge
SMA Sunny Portal
AlsoEnergy / PowerTrack
Locus Energy
eGauge
Enphase
SunPower
Trimark / Wattstor
Parasol
+ more
The Vision

The operating system for renewable infrastructure finance.

The next trillion dollars of energy infrastructure will require machine-scale portfolio intelligence. LCOE.ai is building the financial intelligence layer — the system every lender, tax equity investor, asset owner, insurer, and infrastructure fund relies on to translate operational reality into capital decisions, and to act on time to make a real impact.

See your book through the operational lens.

Connect with us to see how LCOE.ai maps live performance data to your loan covenants or tax equity structures. Most books are connected within 30 days.

About LCOE.ai

The financial intelligence layer
for renewable infrastructure.

Built for project finance lenders, tax equity investors, and asset owners — connecting operational reality to debt covenants, LLCAs, and reporting obligations.

Our Story

Operational data is now financial infrastructure.

US solar crossed 279 GW of installed capacity. $63 billion in tax credit monetization flows through the asset base annually. Project finance lenders hold over $250 billion in active solar loans. The next trillion dollars of energy infrastructure will require something the industry hasn't had: a system that translates operational reality into capital decisions at machine scale.

We built LCOE.ai because monitoring platforms describe assets, financial models describe assumptions, and legal documents describe obligations — but none of them connect. The gap between operational reality and the underwriting model is where billions in value leak every year.

LCOE.ai is the financial intelligence layer that closes that gap. The platform parses every covenant, maps it to live performance data, and turns operational signals into the financial intelligence that lenders, tax equity investors, and asset owners need to act on time and make a real impact — before losses compound.

Company Snapshot
HeadquartersAtlanta, Georgia
Founded2024
AcceleratorCox Cleantech / gener8tor
Monitoring integrations14+
Customer baseLenders, tax equity, owners
US solar installed279 GW
US solar lending exposure$250B+ active
US tax credit monetization$63B annual
Our Mission

To translate operational data into financial intelligence — and give every lender, tax equity investor, and asset owner the ability to act on time to make a real impact.

Leadership

Solar finance. Enterprise software.
AI infrastructure.

GF
Gregg Freishtat
Founder & CEO

Serial technology entrepreneur and clean energy investor with 4 successful exits across enterprise software, fintech, digital media, and clean energy. Named inventor on 18 patents. Founded Telet, VerticalOne (acquired by S1), Scribit (acquired by Outbrain), and Proficient Systems (acquired by LivePerson). Active in clean energy through Greenprint Capital (tax equity & finance) and Solar Inventions (solar technology IP licensing — C3/RBS architecture). Based in Atlanta. B.A. Philosophy, Boston University; J.D., University of Maryland.

TP
Tejus Parikh
CTO & Co-Founder

Engineering and AI infrastructure leader. Expert in data platform architecture, API integration at scale, and machine learning pipelines for high-volume time-series data. Deep experience building enterprise SaaS systems and leading engineering teams through the rigor of product-market fit and scale.

DL
Daryl Lu
SVP & Co-Founder

Product vision and company strategy. Deep background in enterprise software and AI platform development. Leads product architecture, the customer success motion, and roadmap across the platform's intelligence layers.

MB
Mark Bell
Board Member & Investor

Founder of Velo Solar. Active investor and board advisor across growth-stage technology and clean-energy businesses. Brings deep operational and commercial experience from the solar EPC and asset-management side of the industry — bridging the customer perspective with company strategy.

Backed By

A network purpose-built for cleantech scale.

Cox Cleantech Accelerator
Cox Enterprises & gener8tor partnership. Provides direct access to Atlanta's financial services ecosystem, corporate clean energy buyers, and the broader gener8tor cleantech portfolio. Convertible note financing in place.
Strategic Angel Investors
A targeted set of investors from solar industry operations, project finance, and enterprise SaaS — providing capital alongside the commercial relationships and customer validation that accelerate enterprise sales.

Ready to see it for yourself?

Connect with us to schedule a walkthrough with your own portfolio data.

Request Demo

Let's talk about your
solar book.

We'll walk you through the platform using your own data — and have you connected within 30 days.

Send us a note

Get in touch

Use the form below and the request will go directly into HubSpot.

Direct
Email
hello@lcoe.ai
Headquarters
Atlanta, Georgia
Cox Cleantech Accelerator
What to expect
01
Initial conversation
30-minute call to understand your book and priorities.
02
Tailored walkthrough
Live demo with sample data structured around your use case.
03
30-day pilot
10 loans or projects, no commitment. See the platform in action with your own data.
↳ Project Finance & Commercial Lenders

Your solar exposure
is growing. Your
visibility into it isn't.

Solar is the #1 driver of criticized loan growth at major project finance banks. The problem isn't defaults — it's that deterioration is invisible until a borrower-prepared report lands four to six months late. LCOE.ai closes that gap, deployed against $250B in active US solar loans.

Market Context · Project Finance Solar
The Scale of the Problem
YoY growth in criticized solar loans+40% (2025)
US solar debt financing, Q1 2026$8.9B — decade high
Avg PV underperformance vs. forecast8.6% (kWh Analytics)
Annual economic leakage — US solar$2.5–5.5B
Typical detection lag4–6 months
LCOE.ai detectionDay of occurrence
Solar loans rarely go to zero. They bleed value through stale data, missed covenants, and late detection — long before default.
The Problem

The default-loss pool is millions.
The performance-leakage pool is billions.

Lender credit losses after recoveries are bounded — $100–300M annually. The real exposure is the $2.5–5.5B in annual economic leakage across underperformance, debt stress, waivers, and late detection. By the time a borrower's quarterly report arrives, the damage is already months old.

"The borrower's Q2 report looked fine. LCOE.ai showed us actual production was 14% below model — for six months."

Annual Economic Leakage — US Solar
Lender credit losses (net of recoveries)$100–300M
Revenue lost to underperformance & equipment$1.0–3.0B
Debt stress: waivers, sweeps, restructuring lag$250–750M
Tax equity & sponsor production shortfalls$500M–1.5B
Total annual economic leakage$2.5–5.5B
🗓️

4–6 month detection lag

Borrower-prepared quarterly reports arrive late. Covenant drift, DSCR erosion, and production shortfalls compound invisibly in the gap.

📂

No independent verification of borrower data

Each borrower submits in their own format. Manual ingestion is slow, error-prone, and not tied to actual performance data.

🔎

Covenants exist in documents, not systems

DSCR thresholds and reserve requirements live in the loan agreement — but no live system watches them against actual project performance.

What LCOE.ai Delivers

Continuous, independent, covenant-aware intelligence on every loan.

Direct integration with 14+ monitoring platforms. The same data the operator sees — at the same time, not at the next quarterly report.

i

Every covenant parsed and monitored.

LCOE.ai reads the loan agreement, LLCA, PPA, and pro forma. Every covenant is mapped to the live data stream that governs it. Breaches surface the day they occur.

  • DSCR, uptime, reserve covenants mapped to live data
  • Notification events triggered automatically
  • Cure period tracking from day one
  • Full loan document ingestion
ii

Live data — independent of the borrower.

Direct API integration with 14+ monitoring platforms. You see the same data the operator sees — independently, in real time.

  • 14+ monitoring platform integrations
  • Production vs. P50/P90 model, updated daily
  • Borrower-reported vs. actual — side by side
  • Format-normalized regardless of submission type
iii

A watchlist that writes itself.

Every loan AI-ranked by emerging risk. Performance drift, DSCR trending, and covenant proximity surfaced continuously.

  • Portfolio-wide risk ranking, updated live
  • DSCR trending and covenant proximity alerts
  • Performance drift flagged before reports arrive
  • Early-action window — weeks before breach
iv

Examiner-ready by default.

A single, time-stamped source of record for every loan. Variance, covenant status, and risk classification continuously documented and exportable.

  • Timestamped covenant monitoring history
  • Borrower report vs. independent data record
  • Risk classification documentation
  • Export-ready for regulatory examination
Illustrative ROI

A regional bank with $2B in solar exposure.

At 8.6% average production underperformance — the industry mean — the leakage exposure on the revenue base alone is material. The cost to monitor it is less than 1 basis point of exposure protected.

$25–50M
Annual leakage
At 8.6% miss on a $2B book's revenue base — the exposure LCOE.ai identifies and helps arrest.
4–6 mo
Detection lag eliminated
Issues surface the day they occur — not the quarter after a borrower-prepared report.
< 1 bps
Cost of monitoring
Less than a single basis point of the exposure protected. ROI compounds across every loan in the book.
📋
Examiner-ready
Time-stamped source of record per loan. Exam prep becomes a download.
The Product

Your entire solar book. One view.

Continuous performance monitoring, independent borrower report verification, and covenant intelligence — all in one place.

LCOE.ai · Portfolio Monitor · Lender View
Lending Book
Alerts & Actions
Audit Trail
click tabs · click rows to drill in
12
Projects Monitored
Real-time
2
Report Variances
vs. actual data
3
Covenant Watch
DSCR approaching
0
Missed Events
YTD
↓ Click any project to open full detail view
ProjectPerformance vs. ModelBorrower ReportVarianceDSCR (Live)CovenantStatus
Pecos Solar I — TX−14.2% vs P50−2.1% reported12.1% gap 🔴1.21×0.01× bufferREVIEW
Sunbelt Portfolio — AZ−6.8% vs P50+0.4% reported7.2% gap 🟡1.27×0.07× bufferWATCH
Clearfield Solar — NV+1.4% vs P50+1.2% reported0.2% gap ✓1.44×0.19× bufferOK
Blue Ridge PV — GA−0.8% vs P50−0.9% reported0.1% gap ✓1.38×0.18× bufferOK
Ask AI about your loan book
AI
LCOE.ai Assistant
Connected to your loan book
Hi — I'm your LCOE.ai assistant. Ask me about covenant proximity, borrower reporting variance, DSCR trends, and risk classification across your loan book.
LCOE.ai · grounded in independent monitoring data
What Our Customers Say

"What LCOE.ai has built is a genuinely new category of tool. The depth of contract intelligence — connecting live performance data directly to O&M obligations, PPA terms, and lender covenants in real time — gives our team a quality of visibility we simply didn't have before. Indispensable for anyone with contractual exposure across a solar book."

MB
Mark Bell
Founder
Velo Solar

30-day pilot. 10 loans. No commitment.

We'll connect to your existing monitoring data and map your covenant package. Most books are live within 30 days.

↳ Asset Owners & Sponsors

Stay current on every
covenant. Automate every
report.

Every loan agreement, LLCA, and PPA carries legal obligations that drift quietly. Every lender and tax equity investor wants quarterly reports in their own format. LCOE.ai tracks every covenant continuously and generates every reporting package automatically — built from your own monitoring data, self-audited before submission.

LCOE.ai · Asset Owner View · Compliance Hub
Portfolio Compliance Snapshot — 14 Projects
Active covenants tracked87 covenants
All covenants currently within parameters82 of 87
Covenants on watch4 — DSCR proximity
Covenant breaches1 — active cure
Lender reports — 90% auto-built8 of 8 Q2 ready
Tax equity reports — 90% auto-built6 of 6 Q2 ready
S-REC production tracked YTD28,640 S-RECs
Staff hours saved this quarter52 hours
All covenants self-audited against actual performance data. 14 quarterly reporting packages ~90% pre-built and ready for review.
The Problem

Every quarter, the same scramble.

Asset owners and sponsors sit at the center of every solar finance structure — and carry the operational burden of proving compliance to every counterparty. Loan agreements, LLCAs, PPAs, O&M contracts: each with its own covenants, reporting cadence, and format requirements. The cost isn't just time. It's the risk of getting it wrong.

"We knew we were operationally fine. But assembling the package for the lender each quarter — across 12 projects, 4 banks, 2 tax equity partners — took our team three full weeks."

📋

Covenants drift quietly

DSCR proximity, reserve requirements, uptime guarantees, ITC recapture conditions — dozens of obligations per project, monitored manually if at all.

📄

Every counterparty wants its own format

Lenders want their template. Tax equity wants its template. Internal investors want theirs. Same data, four different packages, every quarter.

⚠️

Inconsistencies become disputes

Financial reps that don't match monitoring data. Covenant certifications that don't match performance reality. Each inconsistency is an entry point for a counterparty challenge.

⏱️

Days of manual work, every cycle

40–60 hours per quarter of staff time on reporting and reconciliation — time that should be spent operating the assets, not formatting spreadsheets.

What LCOE.ai Delivers

Continuous compliance. 90% automated reporting. Zero scramble.

LCOE.ai parses every loan agreement, LLCA, PPA, O&M contract, and S-REC program — maps every covenant and obligation to your live monitoring data — and generates ~90% of every counterparty report automatically. Your team reviews and signs off on the last 10%, not the first 100%.

i

Every covenant tracked. Always current.

The platform reads every legal agreement in your stack. Each covenant is mapped to the live data that governs it. Cure windows, notification triggers, and proximity warnings surface before they become problems.

  • Full document ingestion — loans, LLCAs, PPAs, O&M
  • Every DSCR, uptime, reserve, ITC covenant mapped
  • Proximity alerts before breach
  • Cure window tracking from day one
ii

Reporting packages 90% automated.

Every quarterly package — for every lender, every tax equity investor, every internal investor — pre-built from the same source data, in each counterparty's required format. Your team focuses on the final review and exception language — not the data assembly.

  • Lender reporting packages — by lender format
  • Tax equity packages — by investor template
  • Internal investor & LP reports
  • Final 10%: narrative, sign-off, exception language
iii

Self-audited at the source.

Financial statements, covenant representations, and actual performance data are cross-checked automatically before submission. Inconsistencies are flagged to you first — not to the lender.

  • Financials reconciled against performance data
  • Covenant reps cross-checked against operational reality
  • Variances surfaced internally — before counterparties see them
  • Dispute risk eliminated at the source
iv

S-REC tracking and reporting, automated.

Every state's S-REC program has its own production tracking, certification, attestation, and reporting cadence. LCOE.ai automates the whole loop — tracking S-REC generation, managing certification windows, and producing the program-specific reports each registry requires.

  • Per-state S-REC program rules ingested
  • Real-time production tracking against eligible MWh
  • Certification and attestation workflows
  • Registry-format reporting (PJM-GATS, NEPOOL-GIS, M-RETS, etc.)
The Product

Your covenants and reports. One platform.

Continuous covenant tracking, auto-generated counterparty packages, and self-audit at the source — across every project, every lender, every tax equity investor.

LCOE.ai · Asset Owner Hub · Compliance & Reporting
Covenant Tracker
Auto-Reporting
S-REC Tracking
Self-Audit
Time Savings
click tabs · click rows to drill in
87
Covenants Tracked
Across 14 projects
82
Within Parameters
94% compliant
4
On Watch
DSCR proximity
1
Active Cure
24 days remaining
↓ Click any project to open full detail view
ProjectCounterpartyCovenantLive StatusBuffer / CureStatus
Pecos Solar IFirst Texas BankDSCR min 1.20×1.21× actual0.01× · Day 6 of cureCURE
Pecos Solar IGreenprint TEProduction 95% P5085.8% P50−9.2% gapCURE
Sunbelt PortfolioPacific Coast BankDSCR min 1.20×1.27×0.07× bufferWATCH
Sunbelt PortfolioPacific Coast BankReserve fund 100%68% funded$240K shortfallWATCH
Clearfield SolarMountain BankDSCR min 1.25×1.44×0.19× bufferOK
Clearfield SolarBlueSky TE FundITC recapture cond.All currentNo riskOK
Blue Ridge PVSoutheast NationalUptime ≥ 95%97.4%2.4 pt bufferOK
Why Asset Owners Adopt LCOE.ai

Three reasons. All compounding.

📋

Stay current on every covenant

Every DSCR threshold, every reserve requirement, every uptime guarantee — tracked continuously, flagged before breach, documented for cure.

📤

Automate every counterparty report

Lender packages and tax equity packages auto-generated in each counterparty's required format. No manual assembly. No format reconciliation.

🛡️

Prevent disputes at the source

Financial reps, covenant certifications, and performance data all reconciled before submission. Inconsistencies caught internally — not by the lender.

Stop scrambling at quarter-end.

Connect with us to map your existing covenants and counterparty reporting requirements. Most portfolios are live within 30 days.

↳ Tax Equity Investors

Maximize put value
while you still can.

Most tax equity investors have no independent view of asset performance — only what sponsors choose to report. By the time discrepancies surface in compliance certifications, the operational fact pattern is already months old, and the put value impact is locked in. LCOE.ai gives you continuous monitoring, sponsor data ingestion in any format, and a streamlined asset management workflow that protects put value across your entire fund — before it's too late to act.

LCOE.ai · Fund III · Tax Equity Dashboard
Fund Snapshot — 8 Projects
Sponsor-reported production (YTD)+2.1% vs. model
Independent verification (YTD)−8.4% vs. model
Sponsor reporting variance flagged2 projects
Put right trigger proximity1 project — 60 days
Estimated put value preserved$4.2M
Asset manager hours saved (QTD)68 hours
2 projects show material variance vs. sponsor reporting. Put right trigger tracked with 60-day advance notice.
The Problem

You're managing a fund. Your tools are managing files.

Tax equity investors hold the most exposure to operational reality of any capital provider in solar — yet have the least direct visibility into it. Quarterly sponsor reports arrive in every possible format, are never independently verified, and asset management teams burn days reconciling them instead of optimizing put value.

"We found a material production discrepancy in the Q2 sponsor report — six months after the deviation started. By then the put value impact was already locked in."

📄

Sponsor reports arrive in every format

PDFs, spreadsheets, portal exports — each sponsor submits differently. Manual ingestion is slow, error-prone, and never tied to actual monitoring data.

🔒

No independent verification of performance

You're underwriting put value against sponsor self-reporting. By the time discrepancies surface in compliance certifications, the operational fact pattern is already months old.

⏳

Put value erodes invisibly

Underperformance, missed cure periods, and unaddressed sponsor accountability all reduce year-five terminal value. Without continuous monitoring, the problems are only visible in retrospect.

📑

Asset management can't scale

Asset managers spend 60–80 hours per quarter on manual report compilation, format reconciliation, and sponsor follow-up — time that should be spent optimizing fund outcomes.

The Platform

Continuous monitoring. Automated ingestion. Streamlined asset management.

LCOE.ai connects directly to project monitoring systems — independent of sponsor reporting — and gives your asset management team a single workflow that protects put value across the entire fund.

Layer 01

Continuous Performance Monitoring

Live production data from every project in your fund — independent of what sponsors choose to report, refreshed continuously.

  • Direct monitoring platform access
  • Production vs. underwriting model
  • Availability & equipment health tracking
  • Variance vs. sponsor reporting
Layer 02

Put Value Optimization

Continuous tracking of every operational signal that affects year-five terminal value — with cure window visibility and sponsor accountability built in.

  • Put right trigger proximity tracking
  • Flip threshold monitoring
  • Sponsor cure period status
  • Terminal value preservation modeling
Layer 03

Sponsor Data Ingestion

Quarterly sponsor reports automatically ingested in any format — PDFs, spreadsheets, portal exports — normalized and reconciled against live operational data.

  • Any-format report ingestion
  • Automatic data normalization
  • Live data reconciliation
  • Variance flagging & audit trail
Layer 04

Streamlined Asset Management

A single workflow layer that replaces spreadsheet assembly, email chains, and manual sponsor tracking across your fund.

  • Single-view fund dashboard
  • Exception-driven alerts
  • Sponsor communication & cure period log
  • 60–80 hrs/quarter recovered per fund
The Product

Independent. Verified. Automated.

From sponsor verification to ITC compliance to LP reporting — your fund intelligence layer, fully automated.

LCOE.ai · Fund III · Tax Equity Intelligence
Sponsor Verification
LLCA & Put Rights
LP Reporting
Time Savings
click tabs · click rows to drill in
8
Projects Tracked
Continuous
2
Verification Flags
Material variance
10.5%
Max Variance Found
Desert Sun IV
6
Verified
Within tolerance
↓ Click any project to open full detail view
ProjectSponsor-ReportedIndependentVarianceStatus
Desert Sun IV — TX+3.2%−7.3%−10.5%FLAG
Ironwood Solar — AZ+1.8%−2.1%−3.9%REVIEW
Coastal PV — CA+0.4%+0.2%−0.2%VERIFIED
Blue Ridge — GA−1.1%−0.9%+0.2%VERIFIED
Desert Sun IV — LLCA Status
Underwriting P5048,200 MWh/yr
Current run-rate44,620 MWh/yr
Underperformance−7.4% (18 mo)
Put trigger threshold−10% for 24 mo
TrajectoryTrigger in ~60 days
Estimated put value$4.2M preserved
Portfolio LLCA Summary
Flip threshold — Project 2On track Q3 2027
Flip threshold — Project 5Delayed ~4 months
Sponsor cure active0 projects
Yield-to-flip impact−14 bps
Engage Desert Sun IV sponsor now. 60-day window for cure or exercise.
Automated LP & Fund Reporting
📊 Quarterly LP Report
Independent production · LLCA status · Verification summary · Yield-to-flip
Auto-generated · Q2 sent Jul 1
🔔 LLCA Trigger Alert
Real-time notification when put right or flip thresholds approach
1 active — Desert Sun IV
🔍 Verification Report
Sponsor submissions ingested any format · Compared against independent data
2 variances this quarter
💼 Fund Manager Summary
Portfolio performance · LLCA status · Risk flags · Single format
Quarterly · On-demand
Asset Manager Time Savings — Manual vs. LCOE.ai
TaskManualWith LCOE.aiSaved
Quarterly LP report compilation4–6 daysAutomated~5 days/qtr
Sponsor production verificationManual — if doneContinuousEliminates risk
LLCA trigger monitoringQuarterly certReal-time60-day advance
Sponsor report ingestionManual per formatAuto-normalizedEliminates risk
Portfolio performance summary2–3 days/qtrOn-demand~10 days/yr
60–80 hours of asset manager time saved per quarter per fund — redirected from data gathering to portfolio decisions.
Ask AI about your fund
AI
LCOE.ai Assistant
Connected to your fund
Hi — I'm your LCOE.ai assistant. Ask me about sponsor verification, LLCA proximity, put right triggers, and yield-to-flip across your tax equity portfolio.
LCOE.ai · grounded in independent verification data
What You Get

Continuous. Independent. Automated.

📡

Continuous Performance Monitoring

Live production data from every project in your fund — independent of sponsor reporting, refreshed in real time.

⚖️

Put Value Optimization

Put right triggers, flip thresholds, and cure period status tracked continuously — so terminal value is protected throughout the hold period.

🔄

Automated Sponsor Data Ingestion

Quarterly reports auto-ingested in any format. Normalized, reconciled with live data, and variances flagged automatically.

📤

Automated LP Reporting

Fund and LP reports generated from live, verified performance data — no manual compilation, no version risk.

⏱️

Asset Manager Time Recovery

Redirect 60–80 hours per quarter from manual data work to fund decisions and sponsor accountability.

🗂️

Sponsor Accountability Log

Full performance, communication, and cure period history — timestamped and ready at year-five put.

What Our Customers Say

"The insight LCOE.ai provides into conformance with tax equity covenants — and specifically how to identify and remediate issues to maximize terminal value at the year-five put — is beyond anything current systems or platforms offer. The tool the market has been missing."

PD
Peter De'Fazio
Managing Director
Greenprint Capital

See every project in your fund — clearly.

Connect with us to set up a walkthrough using your existing portfolio. Most tax equity books are connected within 30 days.