DealRoom for renewable energy

Due diligence on a renewable energy project is the review a buyer or lender performs to confirm the project can be built, connected and paid as modeled. It covers land control and permits, interconnection queue position and the generator interconnection agreement, the power purchase agreement and merchant revenue assumptions, technical design and equipment warranties, environmental studies and the tax equity or debt structure. DealRoom turns that checklist into a request list with owners and due dates, filed to a data room organized by project.

A renewable energy data room usually contains the PPA or offtake agreements, the interconnection agreement and queue correspondence, land leases and easements, permits and environmental studies, EPC and O&M contracts, equipment warranties, the financial model, financing and tax equity documents and corporate records for the project company. In DealRoom those sit in a customizable folder structure with folder-level permissions, each document can be linked to the diligence request that asked for it and the AI Document Organizer suggests folders when a developer bulk-uploads a messy set.

Organize by project first and by counterparty second. In DealRoom a seller can open a project room per asset or a single room with a folder tree per project, then invite each bidder, lender or tax equity investor into its own permission group with access only to the folders and requests that concern it. "View as" confirms what each party sees, comments can be scoped to internal groups and the audit log records every view and upload by user. Template rooms carry the same structure to the next portfolio.

DealRoom AI can be applied to any contract a user is permitted to see. A team creates a summary template, for example "PPA Summary", the AI proposes fields and the template runs across every PPA or interconnection agreement in the room at once, with each extracted value linked to its excerpt and page number. Chat across the data room answers questions with cited passages or says when the documents do not contain the answer. DealRoom does not use customer data to train models. Details: https://dealroom.net/diligenceai.

A renewable energy deal room typically serves the developer or seller, the buyer's deal team, lenders and tax equity investors, the independent engineer, environmental consultants, legal counsel on both sides and sometimes the offtaker. Each needs a different slice. In DealRoom they are invited into separate permission groups that control which data room folders, worklists and tasks they see, two-factor authentication applies to external users and findings sit behind a separate permission so internal risk notes are hard to expose by accident.

Yes. The live page describes DealRoom's use across fundraising, M&A, divestitures and the sale of tax equity credits for energy companies. The same project room structure applies: documents in a permissioned data room, investor or lender questions as tracked requests and progress on a pipeline board with customizable phases. Because DealRoom is priced by project rooms opened with unlimited users, a developer can run a financing and an asset sale in parallel rooms without adding seats, with no per-page or overage charges.