Case Study: VALTA Energy boosts project capacity and speeds M&A with DealRoom

How VALTA Energy Integrated DealRoom With Their Tech Stack to Solve Industry Challenges

VALTA Energy, a California-based clean-energy company that finances, develops, constructs, owns, and operates solar projects, needed a better way to manage the M&A and financing process. As the team worked with multiple lenders and many documents across different systems, they struggled with organization, access control, storage limits, and coordination across projects.

DealRoom helped VALTA Energy bring project management, database tools, and secure document storage into one platform. With DealRoom, VALTA was able to collaborate with several lenders at once, control permissions more easily, and keep all essential information in one place, resulting in a 5x increase in capacity to handle more projects and financing acquisitions, faster deal timelines, and stronger relationships during transactions.

VALTA Energy

Jon Heisler

VALTA Energy