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Challenges with existing org mapping
Org chart builder - detailed solution
Identifying the owner entity
SELLER
Sellers must complete the organizational structure task from their dashboard.
The form collects key entity details on a per-project basis, with built-in validations to catch missing or incorrect information. Additional guidance is available through tooltips and the FAQ side panel.
Identifying the transferor entity
with smart logic
SELLER
The key entity to be identified is the transferor. The transferor is the first entity within the clean energy asset’s ownership structure that is fully regarded for tax purposes. A dynamic set of questions guides sellers to clarify which entity sits above the 'owner' which is a tax-paying entity.
Guided setup with smart reuse
SELLER
The first project a seller kicks off follows a step-by-step guided flow to ensure all required questions are answered.For subsequent projects, sellers can reuse entities from a dropdown of previously entered information, reducing duplication and effort across their portfolio.
Faster task completion through
built-in collaboration
SELLER
Solves the challenge of seller contacts lacking complete information by allowing them to add teammates directly into the flow.

This built-in feature removes the need to email Evergrow to create separate accounts.
AI-enhanced document verification
ADMIN
After the org chart is created by sellers, admins review and validate the chart and supporting documents: operating agreements for all entities. Once confirmed, these are included in the seller diligence reports for investors.
SME : Product : Engineering : Design Collaboration
Impact
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