Advisory
Most advisory valuations are theoretical. Ours are built by someone who has run origination desks and priced these structures for a living — which is why they hold up when you take them to market.
Service lines
01
Including for IRS tax equity opinions. Proprietary models built for wind, solar, CCGT, battery storage, carbon CCS/DAC and green hydrogen — developed over more than fifteen years.
02
Fundamental modeling, hedge structuring and regulatory insight across every primary North American market.
03
Innovative structures using a network of market participants and partners, allowing cash-flow risk management out through ten years.
Derivative tools with embedded optionality often provide better risk management than dealing with the underlying market alone — reducing rather than increasing risk. We analyse and design structures; we do not recommend, solicit or execute transactions in futures, options or swaps.
04
Not classic consulting — we help you design, staff and stand up the desk, working alongside your own team on process, origination workflow and regulatory readiness. Trading decisions and order entry remain with your personnel.
Our ongoing advisory work is what gives the desk an edge: we see these markets from both sides.
05
A complete build-out for firms entering North American carbon markets.
06
Significant experience in contracting, hedging and structuring, asset divestiture and acquisition, legislative liaison, special-situation workouts and restructuring, fundraising and fund operations support.
We can act as either a primary resource or a secondary backup to your internal team.
Method
“Our price forecasts are based on well-developed supply/demand models, scenario analysis to cover potential regulatory/legislative changes and an intuition born from a long record of covering and transacting in these markets.”
When the market moves, it matters why — and how to take advantage of the move. We also model complicated derivative tools with embedded optionality, which in many cases provide better risk management than the underlying market alone.
We maintain a broad network of stakeholders: utilities, industrials, private pools of capital, environmental justice advocates, and governmental and regulatory staff.
Engagement
Alpha Inception can structure work agreements as a fixed-price solution, a monthly retainer to provide advice on a regular basis, or hourly consulting fees — and is happy to structure fees to be lower up-front where there is a back-end sharing of upside or an incentive mechanism tied to performance.
| Model | Best for |
|---|---|
| Fixed price | A defined deliverable — a valuation, a model, an opinion for financing parties. |
| Monthly retainer | Ongoing market advice, an on-call resource for your desk or investment committee. |
| Hourly | Episodic questions, second-opinion work, backup to an internal team. |
| Incentive-linked | Lower up-front fees against back-end sharing of upside or performance. |
We retain ownership of our methodologies and models; clients receive a perpetual license to use the deliverables. Model outputs form the deliverable rather than the models themselves.