Free Handbook

Unlock scalable growth with a future-proof IT & systems architecture.

A free self-assessment handbook for renewable energy companies, M&A advisors, roll-up investors, IPPs, and project developers who want their tech stack to scale as fast as their assets.

Download the Self-Assessment Handbook
Your next phase of growth won’t be limited by capital or deal flow — it’ll be limited by your systems. Use this handbook to see where they’re holding you back and what to fix next.
Architecture Scorecard

DER Digital Maturity Snapshot

Example output from your self-assessment

Data & integrations

62 / 100

Fragmented tools, manual syncs

Workflow automation

48 / 100

Snowflake processes, low reuse

Reporting & analytics

55 / 100

Slow investor & lender views

M&A / roll-up readiness

41 / 100

High integration risk

Your handbook walks you through scoring each dimension and turning it into a 90-day and 12-month improvement roadmap.
King Energy & Perl Street Partnership Agreement document with signatures on a wooden table.

Who this handbook is for

This is for teams that are scaling assets, platforms, and portfolios — not just individual projects. If you’re planning to grow, roll up, or exit, but your IT and systems architecture is an afterthought, this is for you.

Platforms & IPPs

Renewable energy platforms & IPPs

Growing C&I / utility-scale solar, storage, EV, or efficiency portfolios while your data lives in spreadsheets, portals, and siloed tools. You need a single, scalable systems backbone.

M&A & Roll-ups

M&A advisors & roll-up investors

Evaluating or integrating multiple platforms and wanting a structured way to assess digital maturity, data readiness, and post-close integration risk across targets.

Developers & EPCs

IPP-backed developers & EPC-led platforms

Moving from one-off projects to programmatic development. You want repeatable, data-driven workflows to qualify, structure, finance, and manage projects at scale.

Why your next bottleneck is systems, not capital

Most renewable platforms hit the same ceiling: fragmented data, manual reporting, and brittle processes that don’t survive rapid growth or M&A. The handbook helps you expose these gaps and prioritize what to fix first.
Fragmented data & tools
Snowflake processes everywhere
Slow, reactive decision-making

Fragmented data & tools

  • CRMs, monitoring, accounting, and models all telling different stories.
  • No single source of truth for projects, contracts, and performance.
  • Key insights live in people’s heads and legacy spreadsheets.
Diagram showing a central Financial Models Excel icon connected to Billing & Payments (GreatAmerica, Stripe, GoCardless), Asset Monitoring (PowerFactors, Omnidian, Wattwatchers), Project Development (Salesforce, HubSpot, Pipedrive), Design (Energy Toolbase, PVcase), and Accounting (Oracle NetSuite, Xero, Sage).

Snowflake processes everywhere

  • Every deal, SPV, and acquisition has its own bespoke workflow.
  • Soft costs creep up as volume increases.
  • Post-close integration feels like rebuilding the plane mid-flight.
PerlStreet Software

Slow, reactive decision-making

  • Reporting to investors and lenders takes weeks, not days.
  • Limited real-time visibility into unit economics and portfolio health.
  • Hard to experiment with new products, revenue structures, or markets.
Diagram showing Excel at the center connected to business functions: Project Management, Asset Monitoring, Reporting, Accounting, Billing, Design, Capital Management, and Payments.

What’s inside the self-assessment handbook

A practical framework you can complete in 30–45 minutes with your leadership team to understand where your architecture is today — and what it needs to look like to support your next phase of growth, consolidation, or exit.
Book titled Renewable Energy Company Enterprise IT Architecture Self-Assessment Handbook with a solar panel field at sunset on the cover.

Digital maturity scorecard

Assess your current systems across:

  • Data, integrations, and single-source-of-truth design
  • Workflow automation and reuse instead of ad-hoc processes
  • Reporting, analytics, and investor / lender transparency
  • M&A / roll-up readiness and integration risk
  • Governance, security, and long-term maintainability

Red-flag checklist for deals & integrations

A concise checklist you can apply to:

  • Evaluate the digital maturity of acquisition targets.
  • Quantify integration complexity and operational risk.
  • Align system remediation with value-creation plans.
Pre-deal diligence
Day-1 & Day-100 planning
Person using a stylus to fill out a digital maturity self-scorecard on a tablet, with a potted plant and a cup of coffee on the desk.
Person holding a tablet displaying a data flow diagram with labeled blocks for data sources, data store, configuration, tools, and solutions.

Architecture “north star” & roadmap template

Translate your score into an action plan:

  • Sketch a target IT & systems architecture tailored to your portfolio and strategy.
  • Define a 90-day stabilization plan and a 12-month build-out roadmap.
  • Summarize it all in a workshop-ready one-pager for boards and investment committees.

How to use the handbook

Use it as a working session with operations, finance, technology, and deal teams. In under an hour, you’ll have a shared view of where you are now — and a clear set of next steps.

1

Download the handbook

Enter your details below and get instant access to the PDF plus a set of short email prompts to guide the session.

2

Run a 30–45 minute working session

Complete the scorecard together across data, workflows, reporting, and M&A readiness for your platform or portfolio.

3

Translate findings into a roadmap

Use the included template to prioritize quick wins and structural fixes over the next 90 days and 12 months.

4

Optional: book a diagnostics session

Share your score and roadmap with us. We’ll pressure-test your approach and highlight architecture patterns used by leading DER and infrastructure platforms.

What you’ll receive

DER Digital Maturity & IT Architecture Handbook (PDF)
  • Self-assessment scorecard & integration risk checklist.
  • Architecture “north star” prompts tailored to DER/infra platforms.
  • 90-day and 12-month roadmap template for your team.
Optional Technology Diagnostics Session
  • Review your maturity score and key pain points.
  • Map blockers to proven architecture patterns and workflows.
  • Explore how to support M&A, roll-ups, and programmatic development with a flexible systems backbone.
Who typically fills this out?
  • Founders, CIO/CTO, COO, or Head of Platform / Ops.
  • DEI / infra investors leading platform or roll-up strategies.
  • IPPs and developers planning to scale or prepare for exit.

Get the self-assessment handbook

Fill out the form to receive the DER Digital Maturity & IT Architecture Self-Assessment Handbook and an invite to book a complimentary Technology Diagnostics Session.

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Instant download. No spam — just practical guidance for building scalable DER systems.