Case studies

How tax credit portfolios are managed at scale.

See how asset managers, advisors, and sellers use Vericap to manage transactions, compliance, and reporting.

Featured · Asset manager · ITC + HTC

50+ deals, one system, review in hours, not days.

An asset manager consolidated 50+ tax credit transactions into a single system of record, reducing review time and improving portfolio visibility.

50+

Deals on one record

~8×

Faster milestone review

100%

Recapture windows tracked

1 source

For investor reporting

Challenge

Managing dozens of credits across spreadsheets, emails, and reports created delays and reporting risk.

Solution

Vericap centralized transaction records, compliance tracking, and investor reporting.

Outcome

The team spends its time on insight, which is the actual job, not on reassembling the same facts each quarter. One defensible record, ready for any investor or auditor question.

Managing a book like this? →

Portfolio · attention queue

LIVE

6ATTENTION

2CRITICAL

2HELD

6COVENANTS

CRITICALArbor Commons Historic Rehabilitation

PIS overdue — grace period expired. Installment held.Breach active — workout plan in progress

CRITICALGreen Horizon

NPS Part 3 not submitted — federal credits at riskSubmit within 5 business days of CO issuance

HIGHCascade Solar Partners LLC

Mechanical completion overdue — $1.4M installment held14 days overdue — EPC confirmation due May 25

Ethanol seller · 45Z

Unlocking $2.5M of additional seller value.

A $50M-plant 45Z clean fuel production credit, taken from fragmented diligence to buyer-ready in days, an illustrative 8–10× ROI per transaction.

Without Vericap

−Payment delays

−Pricing uncertainty

−Manual diligence

−Fragmented communication

With Vericap

✓Faster payment cycles

✓Improved pricing visibility

✓Streamlined diligence

✓Better buyer engagement

Cost · Vericap

Additional Value Created
~$300K

Improved certification and market readiness.

Potential seller value impact

Accelerated Transaction Value ~$2.5M

Faster execution and improved pricing outcomes.

Illustrative figures for a representative deal. Not a guarantee of outcome.

See how Vericap fits into your workflow.

Book a demo and explore how Vericap can support transactions, portfolio management, and compliance.

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