Reading Screening Results

What this is A guide to understanding and interpreting project screening results as an investor.

Who this is for Investors and financiers reviewing submitted projects through SolarQuant.

What you can do - Understand the key metrics displayed - Interpret pass/fail indicators - Identify which rules triggered warnings or failures - Compare projects efficiently

Key metrics explained

Project IRR (Internal Rate of Return) The unleveraged return on total capital invested. - Green (Pass): Meets or exceeds your target threshold - Yellow (Warning): Close to threshold, may warrant closer look - Red (Fail): Below your minimum requirement

Equity IRR The return on equity capital after debt service. - Higher than Project IRR when leverage is positive - Critical metric for determining investor returns

Payback Period Time to recover initial investment from project cash flows. - Shorter is generally better - Compare against your maximum acceptable payback

DSCR (Debt Service Coverage Ratio) Cash available for debt payments vs. required debt service. - Minimum 1.2x typically required by lenders - Higher ratios indicate better debt capacity

Understanding the screening summary

Rules passed Green checkmarks indicate your screening rules were satisfied: - Country is acceptable - System size is within range - IRR exceeds minimum - Payback is within limit

Rules failed Red X marks show which criteria were not met: - Each failure shows the rule name and actual vs. required value - A single "deal-breaker" failure typically rejects the project

Warnings Yellow indicators for items requiring attention: - Soft thresholds nearly breached - Data quality concerns - Unusual input values

Next steps after screening

If passed - Review the detailed assumptions - Request additional documentation if needed - Proceed to deeper due diligence

If failed - Note which specific rules caused failure - Decide if rules need adjustment - Or reject and move to next opportunity

Rules and limits - Screening is indicative, not a final investment decision - Results depend on submitted data accuracy - Your rules can be customized in workspace settings

Common mistakes - Treating screening as final due diligence - Ignoring warning indicators - Not reviewing the assumptions behind calculations

Related articles - Configuring Investor Screening Rules - Why Outputs Can Change - How SolarQuant Calculates Outputs

--- Note: Screening results are indicative only. Always conduct independent due diligence before making investment decisions.