A renewables portfolio replaced fragile spreadsheet tax-equity modeling with a rules-based engine analysts could trust.
Analysts were spending their time manipulating spreadsheets to model complex wind tax-equity deals instead of analyzing them. We built a rules-based engine that captures the deal terms and does the modeling — so the team could get back to decisions.
Challenge
Modeling the financial structure of renewable-energy deals — the cash flows, IRR, flip dates, and shifting allocation percentages written into each transaction — was slow, manual, and error-prone. Analysts spent their time manipulating spreadsheets and reconciling versions instead of analyzing the portfolio, and every complex deal structure raised the risk of a modeling mistake landing in a financial report.
Approach
We built a rules-based engine that captures the provisions defined in the transaction documents and models them directly — cash flows, IRR, flip dates, and allocation percentages — configurable to the range of deal structures the portfolio actually held. Role-based access kept each user to the functions they needed, and training let the team upload new deals and adjust existing ones themselves rather than depending on whoever built the last spreadsheet.
Technology
A customizable rules-based modeling engine over wind-generation forecasts and deal terms, with role-based access and a repeatable, auditable calculation path in place of one-off spreadsheets.
Outcome
Analysts shifted from data manipulation to analysis — faster, more accurate financial reporting and better decisions across the portfolio, backed by a repeatable model the team owns and can audit, rather than a fragile spreadsheet only its author understood.
We publish our case studies anonymized as a matter of policy. The engagement and every figure here are real — we describe the work, not the client’s name.
Explore the analytics
Synthetic data — a hands-on view of the kind of dashboard this engagement delivered.
Renewables Cash Flow Analytics
Cash-flow differences and their drivers across renewable assets — synthetic data.