Targeted BESS Solutions
Whether you are originating a new site, optimizing a hybrid dispatch strategy, or underwriting debt, OPTIMUS provides the analytics needed to secure project finance.
Tailored Analytics for Every Stage of the BESS Lifecycle
Battery energy storage projects require different analytical tools at each stage—from greenfield site selection and configuration optimization to operational dispatch strategy and project finance underwriting. OPTIMUS provides purpose-built solutions for developers originating new sites, IPPs optimizing hybrid PV+BESS portfolios, trading desks managing merchant exposure, and lenders conducting due diligence on battery storage assets.
Our solutions span configuration optimization (determining optimal MW/MWh sizing and DC/AC ratios), standalone and hybrid BESS modeling, investment due diligence checklists, project finance cash flow analysis, and merchant revenue modeling for uncontracted or partially contracted projects. Each solution integrates our core platform capabilities—sub-hourly dispatch simulation, battery degradation tracking, and market-specific revenue stacking—to deliver bankable outputs that satisfy investment committees and project finance lenders.
Explore the solutions below to find the right analytical approach for your role and project stage.
Hybrid PV + BESS
Optimize the sizing and dispatch of co-located solar and battery storage systems to maximize combined returns.
Key Capabilities
- DC-coupled vs AC-coupled modeling
- Clipping recapture analysis
- ITC/PTC constraint modeling
Standalone Battery Storage
Evaluate merchant and contracted revenue strategies for front-of-the-meter standalone storage assets.
Key Capabilities
- Revenue stacking optimization
- Cycle degradation co-optimization
- Capacity market bidding
BESS Investment Due Diligence
Bankability and risk assessment for project finance and M&A of energy storage portfolios.
Key Capabilities
- IRR sensitivity analysis
- Downside scenario modeling
- Technology risk assessment
Battery Storage Due Diligence
Comprehensive technical and commercial due diligence for battery energy storage systems (BESS). When acquiring operational assets or late-stage development pipelines, infrastructure funds and private equity investors must validate the underlying assumptions of the target's financial model. The OPTIMUS platform enables investors to rapidly reconstruct the seller's dispatch model, stress-test revenue projections against proprietary forward price curves, and identify hidden downside risks. This involves a granular review of the asset's degradation profile, evaluating whether the proposed augmentation strategy is technically viable and accurately costed. By quantifying risks associated with locational marginal pricing (LMP) basis blowouts, shifting ancillary service market depths, and hardware performance warranties, investors can confidently adjust their valuation and secure favorable transaction terms.
Key Capabilities
- Seller model reconstruction and validation
- Stochastic revenue stress testing
- Degradation and warranty risk assessment
Project Finance Analysis
Robust debt sizing and cash flow analysis tailored specifically for the nuances of merchant and contracted energy storage projects. Commercial banks and institutional lenders require extreme confidence in a project's ability to service debt under severe downside scenarios. The OPTIMUS platform translates complex, sub-hourly dispatch simulations directly into bankable financial metrics. Lenders can automatically calculate the Debt Service Coverage Ratio (DSCR) and Loan Life Coverage Ratio (LLCR) under P90 and P99 revenue cases. The platform models complex capital stacks, including tax equity partnerships driven by the Inflation Reduction Act (IRA), back-leverage, and strict debt sizing constraints. By demonstrating how the asset's dispatch strategy adapts to collapsing price spreads or extreme weather events, sponsors can secure lower margins and higher leverage.
Key Capabilities
- Automated DSCR and LLCR calculations
- P50/P90/P99 revenue case generation
- Tax equity (ITC/PTC) and MACRS depreciation modeling
Merchant Battery Revenue Modeling
Advanced algorithmic forecasting and dispatch simulation for fully merchant or tolling-backed battery storage assets. In energy-only markets like ERCOT, or highly volatile merchant environments like the UK and Australia, an asset's profitability is dictated by its ability to perfectly time the market. The OPTIMUS platform provides trading desks and Independent Power Producers (IPPs) with the tools to simulate complex, multi-market bidding strategies. The engine co-optimizes day-ahead versus real-time market participation, balancing the certainties of capacity or ancillary service awards against the potential upside of extreme scarcity pricing. The model explicitly accounts for the marginal cost of battery degradation with every cycle, ensuring that traders only dispatch the asset when the market spread exceeds the physical wear-and-tear cost of the lithium-ion cells.
Key Capabilities
- Day-ahead vs. real-time co-optimization
- Marginal cost of degradation (MCD) integration
- Ancillary services vs. energy arbitrage tradeoff analysis
Battery Arbitrage Analysis
Deep-dive analytical tools focused exclusively on maximizing value from wholesale energy price spreads. As the 'duck curve' deepens across global power grids, the delta between midday solar-driven lows and evening demand-driven peaks is expanding rapidly. OPTIMUS allows energy traders to identify and exploit these structural inefficiencies. The platform evaluates the optimal battery duration—comparing 2-hour, 4-hour, and even 8-hour Long-Duration Energy Storage (LDES) configurations—to determine the most profitable way to shift massive blocks of energy. Users can model complex bidding parameters, including state-of-charge (SOC) management, minimum run times, and bid-ask spread strategies, to perfectly capture the evening ramp while avoiding dispatch during low-margin intervals.
Key Capabilities
- Intraday price spread optimization
- Optimal duration analysis (1-hour to 8-hour+)
- Duck curve and net-load forecasting
Ancillary Services Optimization
Precision modeling for high-frequency grid stability products, including frequency regulation, spinning reserves, and voltage support. While energy arbitrage relies on deep energy capacity, ancillary services (AS) require massive power capability and instantaneous response times. OPTIMUS helps grid service operators navigate the shallow but highly lucrative AS markets. The platform models the strict compliance rules of various ISOs (e.g., ERCOT's RRS/ECRS, PJM's RegD, National Grid's Dynamic Containment). Operators can simulate the impact of providing continuous symmetric frequency response on battery state-of-health, calculate the opportunity cost of withholding capacity from the energy market, and project the long-term price cannibalization as more batteries enter the queue.
Key Capabilities
- ISO-specific product modeling (e.g., ECRS, RegD, FCR)
- Symmetric vs. asymmetric response simulation
- State-of-health (SOH) impact of continuous micro-cycling
Grid Congestion Analysis
Nodal-level evaluation of transmission constraints and their impact on battery storage dispatch behavior. A battery is only as valuable as the grid's ability to absorb its power. Siting a project behind a severe transmission bottleneck can trap the asset's energy, rendering it incapable of discharging during critical price spikes. OPTIMUS provides developers and transmission planners with the tools to analyze historical and projected Locational Marginal Pricing (LMP). The platform identifies highly congested nodes where batteries can act as 'virtual transmission'—charging during localized oversupply and discharging to relieve thermal constraints. It also models the severe curtailment risks associated with interconnecting deep in saturated renewable energy zones.
Key Capabilities
- Locational Marginal Price (LMP) basis risk evaluation
- Thermal constraint and line rating analysis
- Curtailment risk quantification
Project Site Selection
Data-driven geospatial and economic analysis to identify the most profitable locations for new BESS development. Finding the perfect site requires balancing cheap land, available interconnection headroom, and volatile nodal pricing dynamics. OPTIMUS streamlines the origination process by allowing land acquisition teams and early-stage developers to rapidly screen thousands of potential points of interconnection (POI). The platform integrates grid topology data with forward-looking economic indicators to highlight nodes with widening daily price spreads and emerging ancillary service needs. By prioritizing sites with the highest theoretical dispatch revenue and the lowest grid upgrade costs, developers can focus their capital and time on projects with the highest probability of reaching NTP.
Key Capabilities
- POI economic screening and ranking
- Interconnection headroom estimation
- Nodal spread vs. land cost optimization