Deal Star Platform Features

Comprehensive tax credit management platform with document intelligence and end-to-end project tracking

Project Management

Streamlined project lifecycle management with version control and collaborative tools.

Term Sheets

Data Captured: Pricing, terms, deal structure, counterparties
Status Tracking: Draft, under review, approved, executed
Features: Version control, collaborative editing, approval workflows

Closing Checklists

Data Captured: Task assignments, completion status, due dates
Status Tracking: Not started, in progress, completed, blocked
Features: Real-time updates, file attachments, progress tracking

Marketing Materials

Data Captured: Project summaries, financial projections, marketing documents
Status Tracking: Draft, public, private, closing, sold
Features: Multi-tenant access control, document management

Project Management

Tax Credit Management Hub

Comprehensive tax credit lifecycle management with detailed tracking across all IRS requirements

Energy Assets

Equipment Registry:

Invoices, sales contracts, grid testing, PAN files, irradiance data, system design, CAD drawings, electrical schematics, O&M contracts

Construction Evidence:

Construction photos, progress reports, completion certificates, commissioning reports

Permits & Licenses:

Building permits, electrical permits, interconnection agreements, regulatory approvals

Grid Synchronization:

Interconnection studies, PTO letters, grid testing results, commissioning reports

Property & Buildings

Facilities:

Facility documentation, property descriptions, building specifications, site layouts

Property Arrangements:

Land leases, easements, purchase agreements, title documents, survey reports

Site Access:

Access agreements, road easements, construction permits, security arrangements

Site Contracts:

EPC contracts, site preparation agreements, utility contracts, maintenance agreements

Financial Models

Offtake Agreements:

PPAs, hedge agreements, revenue contracts, pricing structures

Appraisals:

Third-party appraisals, valuation reports, market analysis, fair value assessments

Cost Basis:

Equipment costs, installation costs, soft costs, financing costs, total project costs

Cost Segregation:

Component-level cost analysis, depreciation schedules, tax optimization studies

Energy Percentage (Adders)

Prevailing Wage:

Wage documentation, certified payroll, apprenticeship compliance, DOL classifications

Domestic Content:

Component sourcing, manufacturing certificates, domestic content calculations, supply chain documentation

Energy Community:

Location verification, census tract analysis, economic impact studies, qualification documentation

Low Income:

Community qualification, benefit analysis, environmental justice documentation, HUD mapping

Transferability

IRS Registration:

Pre-registration filings, transfer elections, IRS notifications, compliance tracking

Transfer Documents:

Purchase agreements, transfer forms, tax elections, closing documents

Additional Information:

Supporting documentation, supplementary filings, compliance certificates

Financial Surety

Insurance:

Coverage policies, certificates, claims history, risk assessments, premium documentation

Guarantors:

Financial statements, credit ratings, guarantee agreements, performance bonds

Legal Opinions:

Tax opinions, legal memoranda, compliance reviews, regulatory analysis

Document Intelligence

Document Intelligence

AI-powered document processing for tax credit documentation management.

Automated Document Classification

Document Types: 50+ categories including invoices, contracts, permits, certificates, appraisals
File Support: PDF, DWG, DXF, DOC, DOCX, XLS, XLSX, PAN files
Processing: Automatic classification and routing to appropriate sections

Intelligent Data Extraction

OCR Technology: Advanced text recognition and data extraction
Field Mapping: Automatic population of form fields from documents
Validation: Cross-reference verification and consistency checks

Document Verification

Status Tracking: Pending, verified, requires attention, approved
Audit Trail: Version control and change tracking with PaperTrail
Compliance: Automated compliance checks against IRS requirements

Status Tracking & Workflow

Comprehensive status management and workflow automation across all project components.

Tax Credit Status Management

Overall Status: Draft, pending, approved, rejected, expired
Visibility Status: Draft, public, private, closing, sold
Placed-in-Service: 5-point verification checklist with completion tracking

Component-Level Tracking

Equipment Status: Invoice verification, installation confirmation, testing completion
Property Status: Title verification, permit approval, access confirmed
Financial Status: Appraisal complete, cost basis verified, funding confirmed

Approval Workflows

Multi-Level Approval: Automated routing based on project value and complexity
Real-Time Updates: Instant notifications via Turbo streams
Audit Trail: Complete history of all status changes and approvals

Status Tracking

Dashboard & Analytics

Dashboard & Analytics

Comprehensive project and tax credit analytics with real-time performance tracking.

Project Metrics

Portfolio View: Total projects, active tax credits, total credit amounts
Performance Tracking: Project views, lead generation, conversion rates
Financial Summary: Total value, average project size, revenue pipeline

Advanced Filtering

Multi-Criteria Search: Year, construction status, credit type, location
Financial Filters: Credit amount ranges, project value, pricing tiers
Status Filters: Viewable status, completion status, approval status

Activity Monitoring

Real-Time Updates: Recent activity feeds, status changes, document uploads
Notifications: Automated alerts for critical milestones and deadlines
Reporting: Exportable reports and analytics dashboards

User Management & Security

Enterprise-grade security and user management with multi-tenant architecture

Multi-Tenant Architecture

Complete account separation with secure data isolation between organizations.

Account-based isolation
Secure data separation
Account switching

Role-Based Permissions

Granular access control with role-based authorization using Pundit policies.

User role management
Access control policies
User invitations

API & Integration

RESTful API with secure authentication and data import/export capabilities.

API token management
CSV import/export
Webhook support

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