The trusted partner of private equity firms for AI-powered risk analysis of renewable energy investments. Carefully quantified and mapped inside a mitigation plan.
The challenge
You're evaluating your assets. The revenues look solid. But physical climate risk is not fully quantified. Nature exposure remains unmapped. And your companies have incomplete visibility into their value chain vulnerabilities.
When due diligence happens, whether it's an acquisition or an exit, these findings may come to the surface.
An undisclosed climate or nature finding gets repriced by a buyer during diligence. Your deal multiple contracts.
A land-use or environmental liability becomes a fine or remediation cost waiting to happen.
The inverters come from a single manufacturer. The polysilicon is sourced from a biodiversity-sensitive region. When they hiccup, the generation stops. Revenue halts.
Your stakeholders request standard climate and nature disclosure. You have the data, but it's scattered across systems and formats. Suddenly, time and resources get diverted from value creation to compliance chasing.
Outcomes
Climate and nature risk are translated into the financial language you already speak, such as exit multiples, share of EBITDA, exit readiness.
After working with us, you'll be able to:
Flood, storm and wildfire exposure, transition risk, and nature-related exposure (land use, biodiversity-sensitive areas, water scarcity), quantified so climate and nature findings are embedded in your investment framework.
Act on the specific gaps identified in lagging companies: closing a data gap, qualifying a backup supplier for a single-sourced input, or funding the mitigation measure with the best ROI.
Tier one module suppliers behind each renewable asset, screened for materiality and liability vulnerability, flagging raw material traceability as a gap wherever supplier documentation doesn't reach that far.
Reverse risk exposure and add value across the portfolio, with a risk register your own team keeps using after the engagement ends, so you always know what to tell your investment committee or limited partners when they ask.
Services
Turns each material risk finding into a euro figure, so it sits next to every other line in the framework your investment committee already reviews. The model starts from facility-level physical risk data and tracks potential transition risks. Every figure traces to a named source, such as facility records or supplier data, so a reader can check it independently.
Builds the disclosure record that regulatory standards will ask for, before a buyer or limited partner asks for it.
Tracks the risk that sits upstream in your supply chain. Maps supplier concentration, and flags traceability, hazardous waste risk and natural resources scarcity. Issues that warrant direct engagement with an investee company are escalated for follow-up, so your team sees them.
Reviews what data a portfolio company already holds against what regulatory standards actually require for climate and nature risk disclosure. We assess the quality and completeness of what is already there, name each gap precisely, and prepare the specific data request needed to close it, so nothing surfaces as a costly surprise later in diligence.
How we work
We build climate and nature analysis using AI-generated code and centralized data infrastructure. Every calculation is transparent, auditable, and translates climate risk into financial terms that matter to your investment committee.
It bridges climate science and finance, letting us explore complex scenarios like physical risk, cost of inaction, and supply chain cascades.
Every calculation is visible and traceable. Each figure can be traced back to a source, a documented estimation or a calculation your investment committee can verify.
Analysis is built to your portfolio's structure, your investment committee's decision framework, your specific assets and questions.
Whether it's one asset or forty companies, the system scales without rework. Traditional timelines of this type of analysis are dramatically shortened.
Work with me
Nearly ten years in sustainability, including a $1 million analysis, sits behind each of our deliverables. That experience now runs through an AI-native operating system, bringing nuance, scale, and specificity to every engagement.
Mali is founder of Poppeli Consulting, a Nordic-based boutique consultancy serving renewable energy investors. It's the coming together of everything she has been working on since 2018: climate risk, nature resilience, and the decarbonization of the energy sector. A CFA Institute-certified sustainable finance analyst, she has played a key role in a landmark $1 million study for a Canadian Ministry of Environment in 2023-2024.
Mali holds a Master's in Environmental Sustainability and is certified in building AI-powered sustainability applications. Her work translates complex climate and nature risk into financial terms that drive investment decisions. Fun fact: she once attended a garden party at Buckingham Palace during her foreign correspondent days. Her admiration for the Nordic lifestyle is behind her permanent move to Helsinki in 2026.
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You're holding climate and nature risk. We help you see it, measure it, and reduce it, with precision and speed built into the system.