Four engines. One memo.
Folio Grid ingests a project datapack, site, POC, MW/MWh, offtake or tolling structure, OEM, target COD, and returns an IC-grade memo inside 72 hours. Every pillar below feeds into that single deliverable.
Track up to 200 projects per seat, auto-updated from AEMO and TNSP connection registers.
A live dashboard of every utility-scale BESS and hybrid under development in your coverage. Connection status, milestones, capacity and ownership refresh automatically against AEMO and TNSP registers, so analyst time compounds into judgement instead of data-wrangling.
Deep diveSCR at POC, system strength, curtailment risk, MLF decay, FCAS stack, connection status, DMAT exposure.
Our technical engine runs static and dynamic screens on an open-source core (pandapower, PyPSA) against public AEMO and ERCOT data. Every red flag is traceable to a methodology note, not a third-party black box.
Deep diveMerchant dispatch P10 / P50 / P90, FCAS and ancillary stack, capacity payments.
Licensed price curves (Cornwall Insight AU, Aurora ERCOT) plus in-house dispatch optimisation. Outputs are investor-shaped: distribution, not a single point; sensitivity tables, not a locked spreadsheet.
Deep diveTarget 72-hour turnaround, human analyst sign-off, PDF plus live dashboard.
Every deliverable is built as a full IC memo: grid red flags, revenue distribution, counterparty risk, sensitivity table, clear recommendation with uncertainty bands. Templated format, being refined alongside our first design-partner investors.
Deep dive
What sits under the hood.
Open-source technical core
pandapower and PyPSA under the hood, calibrated against public AEMO and ERCOT data. Auditable, no dependency on a third-party SaaS stack.
Proprietary red-flag methodology
SCR at POC, system strength, curtailment risk, MLF decay, FCAS stack, connection status, DMAT exposure. Every flag is traceable to a methodology note.
Investor-shaped outputs
P10 / P50 / P90 distributions, sensitivity tables, uncertainty bands, not a single-point number locked inside a spreadsheet.
Senior analyst sign-off
Every memo is reviewed and signed off by a senior analyst before release. Independent review on the last mile, every time.
Subscription, per-deal, or enterprise, shaped to how your desk works.
Ongoing subscription across named seats. Dashboard view of the NEM pipeline with red-flag status, ownership and milestones refreshed daily.
One-off engagement against a specific project datapack. 72-hour SLA, senior analyst sign-off, PDF and live dashboard.
Portfolio monitoring for deployed capital, committed memo capacity and direct analyst access for institutional clients.
Commercial terms are quoted against the scope of the mandate.Speak with our team.