Juliet Rose Capital
Sectors  /  Solar

Solar

Utility scale pipelines, commercial rooftop portfolios and distributed generation.

Overview

  • Utility scale
  • Commercial and industrial
  • Distributed
  • Agrivoltaics
  • Solar and storage
  • Repowering

Solar is the most bankable of the renewable technologies and the most contested. Cost curves have done their work. Competition has moved from whether a project can be built to whether it can be connected, consented and contracted on a timetable investors will underwrite.

That shift changes what capital wants to see. Grid position, land rights and route to market now carry more weight than modelled yield. Revenue mix matters as much as revenue level, and a project with a partly contracted offtake will usually clear the market ahead of a merchant equivalent at the same internal rate of return.

We look at development pipelines, single assets approaching construction, and operating portfolios seeking recapitalisation or acquisition. Introductions are made only where the requirement is clearly defined and the underlying documentation exists.

Capital requirements

What is typically sought

  • Pipeline and development capital
  • Construction equity and debt introductions
  • Ready to build project equity
  • Operating portfolio acquisition
  • Commercial and industrial rooftop platforms
  • Recapitalisation of operating assets
Assessment

What we look for

  • Land rights and planning status
  • Connection agreement and energisation date
  • Offtake position or route to market
  • Engineering, procurement and construction counterparty
  • Yield assessment prepared by a recognised adviser
  • Clear ownership and permit chain
Capital sources

Where introductions are made

  • Infrastructure and renewables funds
  • Utilities and independent power producers
  • Family offices
  • Private credit and mezzanine providers
  • Corporate offtakers seeking assets
  • International investment groups

Categories of capital, not named relationships. Fit is assessed against stated mandate on a case by case basis.

Seeking capital

Raising for a solar opportunity

Tell us the stage, the amount, the instrument and what the capital funds. Where the requirement is defined and the evidence exists, we will tell you quickly whether we can be useful.

Capital partners

Investing in this sector

If your mandate covers solar, set out the criteria you apply. Introductions are made only against them.