WhatA geospatial analytics platform that maps every solar installation in the US with performance data, ownership, age, and degradation curves to help infrastructure investors, insurers, and lenders underwrite solar portfolios.
SignalThe existence of a 3.4M panel dataset signals that granular, panel-level data is now possible at national scale, but there is no commercial product turning this raw geospatial data into actionable financial intelligence for the people writing checks.
Why NowRemote sensing and ML-based panel detection have matured enough to catalog millions of installations, while the solar secondary market and solar-backed securities are exploding and need better asset-level data.
MarketSolar project finance firms, infrastructure PE funds, insurers, and utilities — roughly $2B TAM in energy data/analytics; competes with Wood Mackenzie and Kevala but neither offers panel-level granularity at this scale.
MoatProprietary panel-level dataset with continuous satellite refresh creates a compounding data asset that is expensive and slow for competitors to replicate.
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