Proposal Workspace
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SunRaise operates a proprietary pricing engine plus integrated underwriting, funding workflows, and lifecycle reporting for capital providers, installers, and homeowners.
SunRaise operates within the residential solar workflow ecosystem but extends beyond installer-centric tools. We embed institutional investment return governance - tied to customer pricing, documentation standardization, and capital reporting - directly into origination and funding workflows.
| Capability | SunRaise | Design Tools | Sales Enablement | Capital Platforms |
|---|---|---|---|---|
| AI Solar Design Tools | Integrates | ✓ | Integrates | – |
| End-to-End Installer Workflow | ✓ | ✓ | Integrates | – |
| CRM Integration (Salesforce, HubSpot, etc.) | ✓ | ✓ | ✓ | – |
| Dynamic Sales Commission Calculator | ✓ | – | – | – |
| Customer Savings Guardrails (Rate Caps, Offsets, Limits) | ✓ | – | – | ✓ |
| IRR-Embedded Pricing at Origination | ✓ | – | – | ✓ |
| Milestone-Enforced QA Before both Installation & Funding | ✓ | – | – | ✓ |
| Institutional-Grade Documentation | ✓ | – | – | ✓ |
| Portfolio-Level Institutional Reporting | ✓ | – | – | ✓ |
Capability context
IRR-Embedded Pricing at Origination: Installers input system specs and get pricing that already meets capital provider IRR targets. No back-and-forth negotiation.
Milestone-Enforced QA: Every submission is reviewed for design, equipment, and compliance errors before capital is allocated. This is a service, not just software.
Dynamic Sales Commission Calculator: Built-in tool for installer sales reps to model commissions in real time.
Customer Savings Guardrails: Rate caps and offset limits enforced at origination to protect homeowner economics.
Capital-Ready Documentation: Standardized, institutional-grade documentation across all markets - ready for capital partner review.
Portfolio-Level Institutional Reporting: 25-year asset management reporting (billing, collections, monitoring, performance) through our integrated partner. Please present as "integrated" rather than "in-house."
Reference: comparison table from our internal deck
These frames are reserved for final product captures covering proposal flow, underwriting controls, and post-install reporting.
Request a Demo to review the full guided product walkthrough. We do not publish a live demo link on the public site.
Traditional solar financing creates three separate relationships with misaligned incentives. SunRaise sits at the center, enforcing structural alignment across every transaction.
Return targets flow into the platform at origination. SunRaise solves for IRR before a single proposal is priced, eliminating post-hoc negotiation and return compression.
Installers receive institutional-grade pricing, instant credit approval, and diversified capital access. The platform integrates directly into existing CRM and proposal tools.
Transparent savings, fixed escalators, and a self-service design experience. No sales pressure, no hidden fees, and full visibility into contract terms from the first interaction.
Most solar financing platforms set pricing based on market competition, then retrofit returns for capital providers. SunRaise inverts this process entirely.
Capital provider return targets are solved at origination. The platform's pricing engine calculates the minimum lease or PPA rate required to achieve the target IRR for each specific asset, accounting for geography, system size, utility rates, credit profile, and equipment specifications.
The result is structural alignment: every proposal that reaches a homeowner has already satisfied the capital provider's return requirements. No post-hoc negotiation. No return compression.
SunRaise's underwriting engine processes installer submissions through automated credit scoring, compliance verification, and data integrity checks. Compliant proposals receive instant credit approval.
Every submission is reviewed for design accuracy, equipment specifications, utility rate validation, and regulatory compliance before capital is allocated. This standardized process eliminates the delays, inconsistencies, and manual bottlenecks that slow down traditional TPO underwriting.
Origination is only the beginning. SunRaise coordinates every asset through its full contracted lifecycle with integrated operating partners, providing institutional-grade governance from day one through year twenty-five.
Automated monthly billing with fixed escalator application, payment processing, and homeowner account management across the full contract term.
Structured collections protocols with graduated escalation, ACH management, and delinquency tracking integrated into portfolio-level reporting.
Real-time system performance monitoring, production variance analysis, and equipment health tracking across the entire asset base.
Institutional-grade performance reporting with portfolio analytics, IRR tracking, payment performance, and asset-level detail for capital partners.
SunRaise's platform is API-driven and designed to integrate with existing installer workflows, capital provider systems, and homeowner-facing applications.
RESTful APIs power every platform interaction, from proposal submission and credit decisions to billing events and performance data retrieval.
All stakeholders access live data relevant to their role. Capital partners see portfolio metrics, installers track submission status, homeowners view savings.
Enterprise-grade security with role-based access, encrypted data at rest and in transit, and compliance frameworks aligned with institutional requirements.
Select your role to see how SunRaise's platform works for you.
Deploy capital with embedded return discipline and institutional governance.
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