The Financing Engine
For Energy
Full-Service Transaction & Advisory Platform
Secured Carbon provides comprehensive transaction and advisory services for renewable energy developers seeking to monetize tax credits, unlock funding, and access private capital markets.
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Overview
Secured Carbon provides a full-service transaction and advisory platform for renewable energy developers seeking to monetize tax credits, unlock funding, and access private capital markets. This document outlines the pricing, scope, and legal structure of our engagement with developers, including subscription features and success-based fees.
Private Capital Investor/Buyer Network
Access our verified network of institutional investors and tax credit buyers.
Underwriting for Tax Credits and Financing
CPA-backed review of tax credit eligibility and comprehensive financial underwriting.
Financial Modeling Toolkits
Insight into private capital knowledge base with industry-leading financial models.
Transaction Facilitation
Deal room management, document coordination, and real-time transaction support.
Core Service Offering - Financing Pathway and Credit Underwriting
Note: These fees are success-based and only charged upon close of a transaction.
Standard Project Finance
Minimum Size: $1 million
Success Fees
- • 1.25% of transfer or deal value
- • 1% added to prepare project in deal room
- • $15k to $25k added for cost segregation
Services Included
- • Financial modeling
- • Preliminary term sheet
- • Identify grants and tax benefits
- • Obtain investor feedback
- • Optimize capital structure
- • Benefit segmentation
New Tech Project
Examples: Standalone storage, microgrid
Minimum Size: $1 million
Success Fees
- • 3.0% of transfer or deal value
- • $15k to $45k added for cost segregation
Services Included
- • Financial modeling
- • Preliminary term sheet
- • Identify grants and tax credits
- • Benefit segmentation
- • Obtain investor feedback
- • Prepare deal room
Volume Discounted Success Fees
Financial Advisory & Modeling Services
Secured Carbon offers in-depth financial advisory packages tailored for clean energy developers.
| Project Volume | Monthly Fee | Deliverables |
|---|---|---|
| 1–5 Projects up to $15MM | $5,000/month | Custom credit modeling, capital stack analysis, state/federal incentive analysis, preliminary term sheet, investor feedback |
| 6–10 Projects up to $75MM | $7,000/month | All Above + cash flow projection, bonus adder eligibility, investor pitch materials |
| 11–20 Projects up to $100MM | $10,000/month | All Above + multi-project portfolio modeling, state-specific incentive maximization |
| Unlimited Projects | $25,000/month | Full access + investor-ready reporting, capital partner matching, in-depth cost segmentation |
1–5 Projects up to $15MM
$5,000/month
Custom credit modeling, capital stack analysis, state/federal incentive analysis, preliminary term sheet, investor feedback
6–10 Projects up to $75MM
$7,000/month
All Above + cash flow projection, bonus adder eligibility, investor pitch materials
11–20 Projects up to $100MM
$10,000/month
All Above + multi-project portfolio modeling, state-specific incentive maximization
Unlimited Projects
$25,000/month
Full access + investor-ready reporting, capital partner matching, in-depth cost segmentation
Note: All advisory engagements are month-to-month unless otherwise specified in a custom agreement.
Scope of Core Services (Success-Based)
Secured Carbon provides the following deliverables as part of the success-based transaction fee:
🔍 Project Diligence
- • CPA-backed review of tax credit eligibility
- • State/federal incentive alignment
- • Bonus adder modeling and risk validation
📋 Investor Prospectus Preparation
- • Project investment summary
- • Capital stack and cash flow forecast
- • IRS documentation alignment
🤝 Buyer/Investor Matchmaking
- • Matching with verified tax credit buyers or investors
- • Coordination of diligence requests and legal review
- • Offer comparison and negotiation support
📁 Deal Facilitation
- • Document management through deal close
- • Real-time support during contracting
- • Visibility into compliance and audit requirements
💼 Advisory Services for Portfolio Acquisitions
- • AI and cloud-based data processing to analyze historical portfolio data in minutes
- • Accurately value assets using comprehensive performance data
- • Identify the best acquisition target with strong performance metrics
📊 Portfolio Management
- • Benchmark portfolio projects with customized metrics
- • Track capacity factors, construction timelines, cost overruns
- • Benchmark portfolio projects against the industry
⚠️ Important Terms
- • All project data shared with Secured Carbon shall remain confidential and used solely for the purpose of transaction facilitation
- • Clients agree not to engage in parallel buyer outreach for listed projects during active matchmaking facilitated by Secured Carbon, unless otherwise agreed in writing
Contact Information
Sales
- Name: Alexandra Lee
- Email: [email protected]
- Phone: +1 (415) 340-4141
Customer Success
- Name: Casey Atbat
- Email: [email protected]
Finance & Billing
- Email: [email protected]
Company Address
Secured Carbon, Inc.
633 Main Street
Half Moon Bay, CA 94109 USA
Ready to Get Started?
We're thrilled to onboard you and help you accelerate clean energy deployment. Reach out with any questions and let's get started!