ISO / RTO · MODELED TAPE
PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026
SMStock & Milster

SEC/02 · Sector

Private Equity & Infrastructure Funds

IC-grade infrastructure intelligence on your timeline.

Audience

Buyout, infrastructure, and energy transition platforms.

We compress diligence cycles for funds underwriting power, generation, transmission-adjacent, and energy-intensive industrial assets — without diluting analytical rigor.

5–15 days

typical pre-LOI turnaround

IC-format

deliverables built for committee use

Independent

we do not develop, broker, or place capital

The Problems

What you are actually solving for.

P/01

Pre-LOI screening

Quickly read whether a target's stated power story holds up against ISO, utility, and queue truth.

P/02

Portfolio overlay

Energy cost, congestion, and incentive exposure across multi-asset platforms.

P/03

Thesis testing

Independent market read for new strategies, geographies, or asset classes.

P/04

Exit positioning

Surface infrastructure tailwinds the buyer pool will pay for.

Process

How the engagement runs.

01 / Scope

Calibrate to deal stage — IOI, LOI, confirmatory, or thesis-level.

02 / Read

ISO, utility, queue, and incentive read against the seller / management story.

03 / Memo

IC-format deliverable with defensible recommendations and risk register.

04 / Support

Optional standing role through closing and integration.

Deliverables

What you receive.

  • — Pre-LOI red-flag memo
  • — Full diligence support pack
  • — Portfolio energy exposure dashboard
  • — Exit positioning brief

Engagement Model:
Per-deal diligence, thesis-level retainer, or portfolio-wide standing engagement.