Renewable Energy CEO

Your PPA Is Only as Good as
Your Offtaker's Credit Rating.

Corporate PPAs look great on paper—until your counterparty gets downgraded. SlideStrike monitors offtaker credit quality, concentration risk, and rating migrations so you see the threat before it hits your cash flow.

Offtaker Risk Matrix: Who's Really Backing Your Revenue?

Credit quality vs. contract length determines your true exposure

LOW RISKInvestment Grade + Long Tenor (10+ yr)
Offtakers: Microsoft, Amazon, Shell
42%
RENEW SOONInvestment Grade + Short Tenor (<5 yr)
Offtakers: Meta, JP Morgan
25%
MONITORHigh Yield + Long Tenor
Offtakers: Regional Utility, Industrial Corp
18%
HIGH RISKHigh Yield + Short Tenor
Offtakers: Mining Co, Retail Chain
15%
Portfolio Risk: 33% Exposed(High Yield or Short Tenor)

Revenue Concentration: Are You Over-Exposed?

When one offtaker represents too much of your contracted revenue

Revenue by Offtaker

Microsoft
28%
Amazon
22%
Shell
18%
Utility
15%
Industrial
10%
Others
7%

Concentration Risk

Top 3 Concentration
68%
of total contracted revenue
Threshold for concern:60%
Warning: High concentration increases counterparty risk

Credit Migration Tracking: The Early Warning System

Rating changes happen gradually. Your dashboard should catch them first.

Credit Rating Migrations

Regional Utility
Q3 2024
BBBBB+
-$2.4M NPV
Industrial Corp
Q1 2024
BBB-BB
-$1.8M NPV
Tech Startup
Q2 2024
BBBBB-
+$0.9M NPV

Portfolio Credit Score

85
Q1 24
82
Q2 24
78
Q3 24
75
Q4 24
Trend Alert
Portfolio score down 10 points YTD. Recommend offtaker diversification.

Questions from CEOs

About counterparty risk management

QHow does SlideStrike assess offtaker credit risk?

We monitor public credit ratings (S&P, Moody's, Fitch), financial filings, and market signals for each counterparty. The dashboard overlays credit quality against contract tenor and revenue concentration to identify portfolio-level risk exposure.

QCan it alert me when a counterparty rating changes?

Yes. SlideStrike sends immediate alerts when any offtaker's credit rating is upgraded or downgraded. We calculate the NPV impact of each migration so you understand the financial consequence, not just the rating change.

QHow do I reduce concentration risk?

The platform recommends diversification strategies based on your current portfolio mix. This includes identifying new offtaker opportunities, suggesting tenor adjustments, and modeling credit hedging instruments like parent guarantees or letters of credit.

COUNTERPARTY INTELLIGENCE

Know Your Offtaker Risk Before It Becomes Your Problem

Credit monitoring, concentration analysis, and migration alerts

Credit rating monitoring
Concentration risk analysis
Migration alerts & NPV impact
Diversification recommendations
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Because the best PPA in the world is worthless if your offtaker can't pay.