Solutions

The Risk Others Won’t Take, Structured So They Will.

Three linked capabilities — technology, revenue, and capital — built on one discipline: taking apart the risks that stall climate projects, and transferring the pieces to parties willing to bear them.

The Edge GreenTech Difference

Most climate projects don’t fail on the science. They fail on financeability.

By the time a project reaches us, the technology usually works. What’s missing is a financing structure the market will accept: a lender who will underwrite an unproven plant, an offtake contract solid enough to borrow against, a capital stack that actually closes. Conventional advisors treat these as dead ends. We treat them as structuring problems — and structuring problems have solutions.

Our method comes from more than twenty-five years in specialty insurance and risk finance across the Edge and RCP family. The core idea is simple to state and hard to execute: a risk everyone calls unfinanceable is rarely a single risk. It’s a bundle of distinct exposures wearing one intimidating label. Take the bundle apart, and most of the pieces turn out to be risks a rated carrier, a lender, or an investor already knows how to price.

The Underlying Idea

Properly structured, insurance and risk transfer are a form of capital.

We don’t sell policies to protect assets. We use insurance and structuring the way a capital markets desk uses an instrument — to protect earnings, create leverage, lower the cost of financing, and make a transaction bankable that otherwise wasn’t. A performance guarantee becomes a lender’s comfort. An offtake floor becomes bankable revenue. A tax credit becomes a revenue leg. Each is a way of moving risk off the balance sheet of the party who can’t hold it and onto the balance sheet of one who can.

The Method at Work

One discipline, three kinds of problem.

Technology

A first-of-a-kind SAF plant

We transferred commercial-scale performance risk on a ~$300M facility to a rated carrier, moving the technology risk off the lenders’ desk and into senior-debt structuring.

Revenue

A 250 MWh storage project

We floored the merchant revenue and strengthened the tolling leg, unlocking roughly $85M of senior debt that lenders had previously sized at barely 40% of cost.

Capital

A 180 MW solar-plus-storage portfolio

We redesigned the capital stack and monetized the ITC into near-term capital, lifting projected returns roughly 300 basis points and closing the financing.

Bring us the risk that’s blocking the financing.

Whether it’s an unproven technology, a thin offtake market, or a capital stack that won’t close, that’s precisely the kind of problem we’re built to solve.