Capital and COD
Tax equity and lenders need equipment and schedule risk made explicit before close: a 12-week transformer slip can become a three-month COD miss and a covenant breach if the BOM is never bound to the critical path.
Epsilon connects energy modeling, project finance, and EPC schedule reality on one spine. DER financiers use Schedule Realism Packs to defend COD. Climate and risk teams use financed scenario runs. NGOs deploying DERs use the EPC layer (BOM, lead times, and critical path) so construction plans survive equipment reality.
Point-estimate COD dates, orphaned financial models, and optimistic EPC schedules are three faces of the same failure: assumptions that never meet.
Tax equity and lenders need equipment and schedule risk made explicit before close: a 12-week transformer slip can become a three-month COD miss and a covenant breach if the BOM is never bound to the critical path.
Sizing, stress, and dispatch live in one tool while IRR and NPV live in another spreadsheet; climate and transition teams need financed scenarios under shared assumptions, not a separate catastrophe hazard product.
NGO-backed and developing-world DER projects still depend on BOMs, lead times, and commissioning paths: an EPC plan that cannot survive transformer and inverter reality is advocacy without execution teeth.
Every week in the schedule should say whether it came from a quote, a category default, or a hopeful override.
Same product stack: scenario engines, project finance, and EPC BOM↔CPM tooling. The job picks the pack.
Defends COD before tax equity or lender close. Bind equipment lead times to the critical path; quantify slip into carrying cost, IRR, and covenant narrative. Outputs include a procurement register, COD slip tornado, assumption ledger with provenance, and a risk register with costed mitigations.
Energy modeling plus financing, not climate-hazard forecasting. Size, stress, and dispatch scenarios wire into NPV, IRR, and payback under a shared assumption ledger, with stress bands (dunkelflaute, outages) and caveats suitable for transition-risk conversations.
The EPC aspect of Epsilon: SKU-level BOM, lead-time bands, P6/XER or CSV ingest, and BOM↔CPM binding so commissioning plans survive equipment reality. It is a diligence layer on the EPC plan, not field ops software.
Financing and NGO packs usually start from BOM + schedule. Climate / risk packs often start from scenario inputs, then land on the same finance and assumption discipline. Delivered as a 72-hour service pack until self-serve matches what we claim.
Packs are still a 72-hour diligence service; the app is the stack behind them.
Pricing is scoped per financing event or project after we see the file set.
Climate and transition-risk teams that need energy modeling wired to finance use the same Scenario contract the product already runs. This is sizing, stress, and dispatch to NPV/IRR: explicitly not catastrophe or physical-hazard forecasting.
Solar, wind, and storage portfolios against CFE or reliability targets, then hand off capacity into finance under shared assumptions.
Dispatch under dunkelflaute, EV growth, and outage bands. P50/P90-style outputs with caveats, for energy risk conversations, not insured-loss curves.
Site-level dispatch with revenue stacking into NPV, IRR, and payback: the core of a Financed Scenario Pack walk.
Market ABM and feeder hosting tools available when a scenario needs them; not claimed as real-time DERMS control.
Construction draws, IDC, DSCR-sculpted debt, a 30% ITC plus an optional 10% domestic adder, and section 6418 transfer knobs. SAM yield and REopt sizing run only when configured.
Schedule Realism Packs (DER financing) and EPC Realism Packs (NGO-backed deployments) share these outputs. Language shifts from IRR/covenant to commissioning milestones when the audience is a funder or ministry; the binder does not.
Long-lead items filtered by threshold (default: 20+ weeks). SKU, category, qty, lead_time_weeks, needed_by_date, status.
Slip what-ifs (+4 / +8 / +12 weeks) ranked by impact on COD or commissioning: the “schedule killers” list for IC or partner review.
Every lead time cites quote, category default, or override: the audit trail capital and DFIs expect.
Named risks, exposure (weeks / $ / MW), and mitigations: split procurement, expedite, partial energization.
What changed since last update: BOM lines, lead times, binding, forecast under baseline and downside.
Which equipment gates which tasks; coverage of critical-path tasks bound to procurement drivers. XER ingest: we do not replace P6.
Land constraints, HIFLD substation distance, and a decision card with dollar-weighted exceptions, before NTP.
Packs are 72-hour diligence deliverables. Sponsor equity IRR is computed in the app from construction draws, IDC, DSCR-sculpted debt, ITC face, and section 6418 transfer knobs. A living twin that rewrites the lender model on every BOM edit is not the claim.
Scenario engines, BOM to CPM binding, COD slip tornado, microgrid finance, the Step 4 pro-forma knobs above, HIFLD site screening, and audience reports.
Pack assembly, narrative, and deal-specific finance deltas may include manual steps. You can open the app; pack assembly remains a service, not a finished SaaS seat.
Live OEM marketplace, BYOK distributor pricing as production path, climate-hazard / catastrophe models, Procore-style field execution, automated underwriting decisions.
Scoped per financing event or named project after we see inputs, not a published seat price that implies product maturity we have not earned.