Module 1 — Foundation & Client Portal
Energy Project, Financing, PPA, and Lease Lending Portal.
Capture project intake that tracks completion in real time, collects required documentation, and routes each project from client submission through the investment committee after the project passes the passing score, all in one governed workspace.
Pipeline snapshot
Battery storage option tracked per project
Synergy Energy — powering the transition, one project at a time.
Powering the projects of tomorrow
Capital. Technology. Engineering. Execution.
Synergy Financial Partners sits at the center of the project — aligning institutional capital, advanced technology and industry-leading engineering to move complex energy and infrastructure assets from origination to commercial operation. As integrator, we coordinate a global delivery network that includes:
Foundation capabilities
Everything Module 1 establishes for the platform: authentication, accounts, projects, dashboard, progress engine and governance.
Progress engine
Completion percentage is calculated live from questionnaire fields and required documents, and underwriting stays locked until intake is complete.
Document control
Every project carries a required-document checklist with secure file references and outstanding-item tracking.
Role-based access
Client, Broker, EPC, Underwriter, Engineering, Legal, Investment Committee and Administrator roles, enforced at the data layer.
Audited by default
Encrypted credentials, session management, inactivity timeout and an immutable audit trail of key actions.