Teams and retainers
For developers, IPPs, funds, lenders and public owners who need models they can take to an investment committee, without building a modeling team to get there.
Who we work with
Organizations with real transactions and no full-time modeler, or a modeler stretched across too many deals.
- Mid-size developers scaling a pipeline
- Independent power producers adding capacity
- Funds and family offices entering solar
- Lenders, CDFIs and green banks
- Universities, municipalities and nonprofits
- Subscriber organizations and new market entrants
Engagements
Fixed fees, agreed in a proposal before work starts.
| Professional | Institutional | |
|---|---|---|
| Fee | From $2,500 | From $7,500 (typically $7,500 to $15,000) |
| The model | Any library model or the bundle | Built around your structure, offtake, financing and ownership terms |
| Setup | Configured on your first deal with your inputs | Investment-committee and lender-ready outputs in your format |
| Documentation | User guide and sample case | User guide plus a written methodology memo |
| Training | 90-minute onboarding session for your team | Walkthrough for your team and your reviewers |
| Revisions | Included in setup | Two rounds |
| Support | 60 days by email | 90 days by email and call |
| License | Organization-wide | Organization-wide, perpetual |
| Timing | About one week | Two to four weeks, by scope |
Already bought a library model? Its price is credited toward a Professional or Institutional engagement.
Investor-Ready Package
For developers raising development capital or preparing a platform sale: an investor deck, an institutional-grade model and an organized data room, built together so the story and the numbers match. $7,500 to $15,000 flat fee.
Retainers
For teams with recurring deals and no full-time analyst. One monthly fee, a set number of hours, and a modeler who already knows your models.
Model Care
$1,250 a month
- Keeps your models current with tax credit and law changes
- Quarterly assumption refresh
- Email support
- Up to 4 hours a month
- 3-business-day turnaround
Fractional Modeling Desk
$4,000 a month
- New deal models and updates to existing ones
- Investment committee and lender outputs
- A 30-minute call each week
- Up to 14 hours a month
- 2-business-day turnaround
Transaction Support
$6,500 a month
- Live-deal modeling and scenario work
- Review of buyer, seller or lender models
- Diligence question support
- Up to 20 hours a month
- Priority turnaround
Retainer terms
The same terms for every tier, set out in one master services agreement and a one-page order form.
- Term. Three-month minimum, then month to month with 30 days' notice.
- Billing. Monthly in advance by card or ACH. Pay 12 months upfront and save 10%.
- Hours. Unused hours do not roll over, except up to one month's hours on the Fractional Modeling Desk.
- Additional work. $325 an hour, approved in writing before it starts.
- Credits. A Professional or Institutional fee paid in the prior 90 days is credited toward the first month.
- Transactions. If Transaction Support becomes a Hillcrest advisory mandate, retainer fees paid are credited against the success fee.
- Ownership. You own your deal-specific outputs and keep a perpetual license to every model delivered.
- Confidentiality. Mutual NDA in every agreement; we never name clients without consent.
How an engagement starts
Conversation
A short call or email exchange on your deals and what the model must answer.
Proposal
A fixed-fee proposal within two business days.
Agreement
Master services agreement, order form and mutual NDA, signed electronically.
Work begins
50% upfront for one-time engagements; retainers start on the first monthly payment.
Models are analytical tools. Engagements do not include legal, tax or investment advice, or audit opinions.
Start a conversation
models@hillcrestenergyadvisors.com
Response time
Within one business day, with a fixed-fee proposal within two business days of a first conversation.
Referred by a partner?
Mention them in your inquiry so they are credited.