↳ 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.

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.