Post-Conference Due Diligence Roadmap

The conference is over. You have business cards, project summaries, and notes from dozens of conversations. Now what?

This roadmap provides a structured 90-day plan to turn conversations into actionable due diligence decisions.

Week 1: Rank & Prioritize Days 1-7

Day 1-2: Consolidate Information

Gather Everything:

Business cards → Contact database
Project summaries → Shared folder
Deal Evaluation Scorecards → Spreadsheet
Notes from conversations → Organized by project

Create Master Project List:

Day 3-4: Score All Projects

If You Haven't Already:

Use Deal Evaluation Scorecard for each project
Be honest about information gaps
Score based on what you KNOW, not what you hope

Scoring Reality Check:

Projects you scored at conference may have been optimistic
Now that you're back, rescore based on what was actually discussed
Lower scores for projects where developer couldn't answer basic questions

Typical Outcome:

Started with 8-10 "interesting" projects
After scoring: 2-3 are actually above 120
4-5 are in yellow light range (90-119)
1-2 are red flags (below 90)

Day 5-7: Tier & Prioritize

Create 3 Tiers:

Tier	Score Range	Action
TIER 1	120-150	Proceed to Desktop DD immediately
TIER 2	90-119	Request info to fill gaps, re-evaluate
TIER 3	<90	Pass (polite decline)

Expected Week 1 Output:

TIER 1: 2-3 projects (Green light for desktop DD)

TIER 2: 3-4 projects (Yellow light - need more info)

TIER 3: 2-3 projects (Red light - decline now)

Need Help Scoring & Prioritizing?

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Month 1: Desktop DD Planning Weeks 2-4

Week 2: Scope Desktop DD for Tier 1 Projects

For Each Tier 1 Project, Define:

Title & Ownership Desktop: Title search needed on: __ parcels Mineral rights check? Y/N | Conservation easement check? Y/N Est. cost: $_______ | Timeline: ___ weeks Environmental Desktop: Phase 1 ESA status: _______ | Need Phase 2? Y/N Protected species/Wetlands screening needed? Y/N Est. cost: $_______ | Timeline: ___ weeks Permitting Desktop: Zoning status: _______ | Major permits needed: _______ Known obstacles: _______ | Est. cost: $_______ | Timeline: ___ weeks Access Verification: Legal access confirmed? Y/N | Easements needed? Y/N Est. cost: $_______ | Timeline: ___ weeks

Total Desktop DD Budget per Project (Typical):

Solar: $75K-$150K
Wind: $200K-$400K
Transmission: $500K-$2M
BESS: $50K-$100K

Week 3: Engage Desktop DD Vendors

Request Proposals & Award Contracts:

Title Companies: Request proposals from 2-3 firms. Provide parcel lists/legal descriptions.
Environmental Firms: Scope for Desktop Phase 1 ESA, species/wetlands screening.
Permitting Specialists: Desktop zoning/permitting analysis. Identify major obstacles.

Week 4: Tier 2 Projects - Gap Analysis

Identify Specific Gaps for Projects Scored 90-119:

Category	Score	What's Missing?
Title	__/40	[Specific gaps]
Environmental	__/40	[Specific gaps]
Permitting	__/30	[Specific gaps]
Technical/Economic	__/30	[Specific gaps]

Developer Outreach Template:

"We scored your [PROJECT NAME] project and identified some information gaps we'd like to address before proceeding to desktop DD: 1. [Gap in title] 2. [Gap in environmental] 3. [Gap in permitting] Can you provide: - [Specific document/info needed] - [Specific document/info needed] Timeline: We need these within 2 weeks to maintain our interest. If you can fill these gaps, we'll proceed to desktop DD immediately."

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Month 2: Desktop DD Execution & Go/No-Go Weeks 5-8

Week 5-6: Receive & Review Desktop DD Reports

What to Look For:

Title: Defects, curability, mineral rights, access adequacy.
Environmental: RECs, need for Phase 2, protected species, wetlands.
Permitting: Major obstacles, realistic timelines, "permit impossibility" risks.

🚩 Red Flags at This Stage:

Unfixable title defects
$10M+ environmental cleanup costs
Permitting likely impossible
Access cannot be secured

Week 7-8: Go/No-Go Decisions

GO / NO-GO Framework

IF: Desktop DD finds zero major issues AND Project still scores 120+
THEN: GO (proceed to confirmatory DD)

IF: Desktop DD finds fixable issues (cost < 10% value, timeline < 6 months)
THEN: GO (with contingencies)

IF: Desktop DD finds major issue (cure cost > 25% value OR timeline > 12 months)
THEN: NO-GO (walk away)

IF: Desktop DD finds unfixable issue (conservation easement, permit impossibility)
THEN: NO-GO IMMEDIATELY

Week 8: Communicate Decisions

For GO Projects:

"Desktop DD complete on [PROJECT]. No fatal flaws identified. We're ready to proceed to full due diligence. Next steps: 1. Execute NDA and data room access 2. Confirmatory DD scope: [BRIEF SUMMARY] 3. Timeline: [X] weeks | Budget: $[X] Let's schedule call to discuss."

For NO-GO Projects:

"Desktop DD complete on [PROJECT]. Unfortunately, we identified [ISSUE] that exceeds our risk tolerance for this investment. We appreciate your time..."

Desktop DD Revealing Deal-Killers?

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Month 3: Confirmatory DD & Deal Structuring Weeks 9-12

Week 9-10: Confirmatory DD (For GO Projects)

Confirmatory DD = Verification on the Ground

Title: ALTA survey, Title insurance commitment, Curative work.
Environmental: Phase 2 ESA (if needed), Wetlands delineation, Geotech borings.
Permitting: Pre-application meetings, Application preparation.

Typical Confirmatory DD Costs:

Solar: $500K-$1M
Wind: $2M-$5M
Transmission: $5M-$20M

Week 11-12: Deal Structuring & Term Sheet

Key Structuring Elements:

Risk Allocation: Clearly define which risks developer retains vs. investor assumes.
Contingencies: Permitting, Interconnection, Title, Financing.
Closing Timeline: Target close date, Drop-dead date.

Price Adjustments Logic:

IF Title curative required → Developer pays OR price reduced.

IF Environmental remediation required → Developer pays OR price reduced.

IF Permitting delayed → Price reduced OR investor walk-away rights.

90-Day Outcomes & Pitfalls

Typical Results After 90 Days:

2-3 projects: Moved to closing (GO decisions)
3-4 projects: Walked away (NO-GO after desktop DD)
1-2 projects: Still under investigation (MAYBE)
Total investment: $700K-$5.8M (mostly on GO projects)
Value Saved: $3M-$50M+ in avoided losses from fatal flaws.

Common Pitfalls to Avoid

1. Analysis Paralysis: Don't spend 6 months thinking. If you can't decide, it's a NO.

2. Skipping Desktop DD: "Developer says title is clean" ≠ title is clean. Always verify.

3. Emotional Attachment: Liking the developer doesn't fix a fatal flaw. Be ruthless.

4. Sunk Cost Fallacy: $200K spent is cheap compared to $50M failure. Walk away if needed.

5. Trusting Seller Representations: Trust but verify EVERYTHING.

Avoiding These Pitfalls?

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Decision Flowchart

CONFERENCE PROJECT ↓ Week 1: Score with Deal Evaluation Scorecard ↓ Score ≥120? ↓ ↓ YES NO ↓ ↓ TIER 1 Score 90-119? ↓ ↓ ↓ Week 2-4: YES NO Desktop DD ↓ ↓ ↓ TIER 2 TIER 3 Week 5-6: (Gap (Pass) Review DD Analysis) Reports ↓ Fatal Flaws? ↓ ↓ NO YES ↓ ↓ GO Decision Fixable? ↓ ↓ ↓ Week 7-12: YES NO Confirmatory ↓ ↓ DD + Term GO (with NO-GO Sheet contingent) (walk away) ↓ CLOSING

Resources & Tools

Typical Desktop DD Timeline & Costs:

Title search: 2-4 weeks ($1K-$3K per parcel)
Environmental Phase 1: 2-3 weeks ($15K-$25K)
Permitting desktop: 3-4 weeks ($25K-$75K)
Access review: 1-2 weeks ($10K-$25K)

Final Thoughts

The goal isn't to close every deal from the conference.
The goal is to QUICKLY IDENTIFY which deals are worth closing.

Desktop DD is the filter. It costs $100K-$500K. It saves $3M-$50M.

Use it.

Ready to Execute Your 90-Day Plan?

Don't let your conference opportunities go cold. Schedule a meeting with Bailie Lohman to discuss desktop due diligence for your prioritized projects.

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