The Solar Finance Model That's Changing How Tax Credits Get Transferred | Visible Solar

How do you close $29 million in solar finance deals in under two years
while most developers are still figuring out the paperwork?

In this episode, I sit down with Mandy and Tony, co-founders of Visible Solar,
to break down the exact model that's letting them capture IRA tax credits at the residential level that most players are leaving on the table.

We cover:

⚡ Why Visible Solar pivoted from sales to finance and why AI made it inevitable
🔋 The TPO (Third-Party Ownership) structure that benefits homeowners, investors,
AND tax credit buyers simultaneously
📋 How the 25D phase-out is actually strengthening the TPO model, not killing it
🤖 How LLMs and AI are already accelerating tax credit due diligence and
placed-in-service verification
🏠 Why only 5% of U.S. homes have solar and what the insurance industry
is getting completely wrong
⚠️ The domestic content and FEOC compliance risks hiding in residential solar deals
💡 Battery storage demand post-Winter Storm Uri: what's really driving it

Whether you're a tax equity investor, a developer working Section 6418 transfers, or a finance professional trying to understand where the residential solar market is heading, this conversation will give you a real-world view from operators who are actually closing deals.

Andrew Dubinsky is the founder of Deal Star software built to simplify
IRA Section 6418 tax credit transfers, streamline placed-in-service verification, and help teams navigate domestic content and FEOC compliance.

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⏱️ CHAPTERS
00:00 — Intro: Meet Mandy & Tony of Visible Solar
02:30 — From Chemical Engineering to Solar Finance
07:00 — Building & Selling Companies: Lessons from Past Ventures
13:00 — How Visible Solar Reached $29M in Under 2 Years
19:00 — The TPO Model: How Homeowners, Investors & Tax Credit Buyers All Win
26:00 — What the 25D Phase-Out Actually Means for Residential Solar
32:00 — Battery Storage: The Real Driver in Texas Post-Storm Uri
38:00 — AI's Role in Tax Credit Due Diligence (Right Now, Not Theory)
44:00 — Tax Credit Insurance: Costs, Complexity & What's Changing
49:00 — The Insurance Industry's War on Solar Panels (And Why It's Wrong)
54:00 — Domestic Content, FEOC Risks & What Developers Are Missing
58:00 — The Long-Term Vision for Distributed Energy

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#SolarTaxCredits #InflationReductionAct #TaxCreditTransfer #SolarFinance #CleanEnergy

Видео The Solar Finance Model That's Changing How Tax Credits Get Transferred | Visible Solar канала Andrew Dubinsky