Approach

How we create and protect value.

Our method is built for downside protection first: recover capital early, contract the revenue, control the asset, and underwrite with discipline. The result is a diversified return profile with several independent sources of value per project.

1 · Title through the capture phase

We hold title to each storage asset from delivery through commissioning and the placed-in-service date, satisfying the requirement to claim the Investment Tax Credit and controlling the asset during the period that matters most.

2 · Clean §6418 credit transfer

We monetise the credit by selling it directly for cash to a corporate buyer under IRC §6418 — a simple, bilateral transaction that recovers a substantial share of invested capital early and avoids the complexity of a traditional tax-equity partnership.

3 · Contracted, PPA-backed revenue

We favour long-dated power-purchase-agreement and capacity revenue from investment-grade counterparties, creating the predictable cash flow that supports conservative, coverage-based project debt.

4 · Vertical integration & control

Through an affiliated equipment and energy-management supplier, we gain proprietary deal flow and real-time control of charge behaviour, thermal management and state of health — protecting the residual value on which returns ultimately depend.

Underwriting discipline

Only projects that clear every gate.

Every prospective investment passes through a structured, multi-stage process: an initial screen against our mandate; formal technical, financial, legal and ESG due diligence, with an independent third-party technical review on every project; and a final investment-committee decision. Capital is not committed until a project has cleared each gate.

Because our affiliated supplier may provide equipment to certain projects, independent third-party technical review is a mandatory, non-discretionary requirement rather than an exception — specifically to neutralise any conflict in the validation of that equipment.

Protecting the downside

  • Early capital recovery through credit transfer
  • Contracted revenue from investment-grade offtakers
  • Conservative, coverage-based project debt
  • Reserve accounts and casualty insurance at project level
  • Real-time asset control to preserve residual value
  • Independent technical review on every project

The mechanics on this page describe how we invest. They are not an offer of any security and do not state the economic terms of, or the returns targeted by, any offering. Any such information would be provided only to qualified investors through definitive offering documents.

Want to understand the thesis in depth?

Our insights explain the structure, the risk model and the market in plain language.

Read our insights

Important legal information. The information on this website is provided for general informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or investment product, nor shall there be any sale of securities in any jurisdiction in which such an offer, solicitation or sale would be unlawful. Any offering of interests would be made only to eligible investors and only by means of definitive offering documents. Stratara ESG Infrastructure Fund is newly organised and has no operating history or track record. Certain statements are forward-looking and reflect targets and objectives that are not guarantees of future results. Nothing herein is legal, tax or investment advice. An investment of this type would involve a high degree of risk, including the possible loss of the entire amount invested.

Read the full disclosures & terms