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Executive Summary

Dana R. Whitmore

Chief Financial Officer

The seat that owns capital formation, deal economics, and financial controls at TEK Energy — where a project's return is decided long before it reaches commissioning.

Portrait of Dana R. Whitmore
Dana R. Whitmore
Chief Financial Officer, TEK Energy
The seat

Every asset TEK deploys is underwritten twice — once on the model, once on the meter.

TEK Energy advises and delivers for commercial and institutional owners across battery energy storage, EV charging, commercial solar, and energy procurement. In each of those, the decision that determines the outcome is financial: what the asset is worth under the tariff it actually sits on, what the incentives really pay, and which party carries the risk when performance drifts from the model.

The Chief Financial Officer owns that decision. The seat covers capital formation and structuring — matching debt, tax equity, and sponsor capital to the cash-flow profile of the asset class; deal underwriting — the models that decide which projects advance and at what hurdle rate; and corporate finance and controls — the treasury, reporting, and governance discipline that capital partners expect to see before they fund.

It is a delivery seat as much as a finance seat. TEK's position is that most energy projects don't fail on technology — they stall in the gap between what was promised and what gets delivered. On the financial side, that gap looks like an incentive nobody confirmed, a sensitivity nobody ran, and a contract term nobody priced. Closing it is the mandate.

The mandate

Three areas of ownership, one standard: numbers that survive diligence.

01

Capital formation

Structuring & capital partners

Sourcing and structuring debt, tax equity, and sponsor capital across BESS, solar, and EV charging portfolios — matching the instrument to the asset's cash-flow profile rather than to whatever closed last. Includes lender and investor relationships, term negotiation, and covenant management.

02

Deal economics

Underwriting & investment discipline

Owning the models that decide which projects advance: tariff and rate analysis, incentive and tax-credit stacking, contract economics across PPA, EPC, and O&M terms, and honest downside cases. The standard is a model that holds up under a capital partner's diligence, not one that only works at the base case.

03

Corporate finance & controls

Reporting, treasury & governance

Budgeting, cash and working-capital management, cost control across a project pipeline, audit-ready close, and portfolio-level performance reporting — so asset owners and capital partners get the same numbers, on time, without having to ask twice.

What this seat brings

What capital allocators and asset owners get across the table.

01

Project finance

Debt, tax equity, and sponsor structures matched to the cash-flow profile of BESS, solar, and EV charging assets.

02

Underwriting discipline

Tariff and rate analysis, sensitivities, and downside cases built to survive third-party diligence.

03

Incentive strategy

Tax credits, depreciation treatment, and state and utility program capture built into the deal — not bolted on afterward.

04

Contract economics

PPA, EPC, procurement, and O&M terms priced for the risk they actually transfer.

05

Controls & reporting

Audit-ready close, covenant management, and portfolio performance reporting owners can act on.

06

Capital partner relations

Lenders, tax equity investors, and sponsors kept current through the deal cycle — informed, not surprised.

In their own words

Capital rarely stalls on technology. It stalls on uncertainty — a model nobody trusts, an incentive nobody confirmed, a term nobody priced. This seat exists to remove that uncertainty before it reaches an investment committee.

If you are underwriting energy infrastructure and want the numbers interrogated before your capital partners do it for you, start a conversation below.

Underwriting a BESS, solar, or EV charging portfolio? Let's talk numbers.