Question
Why do we hold this asset?
What does managing it involve?
Who does what?
When do decisions happen?
How does it run repeatedly?
Neptune Infrastructure Associates
Asset management, run to the investment case
One team across operations, commercial, strategy and stakeholders, translating what happens on your assets into decisions that protect and grow your return.
Built for the non-operating investor.
You are accountable to your own investors for returns, without day-to-day control of the assets or the operator, and rarely enough resource internally to close the gap.
Your role: COO, Head of Asset Management, Portfolio Director, MD Infrastructure or Investment Director.
Your organisation: a mid-market pension or infrastructure fund, without the fee base to justify specialist hires.
Your team: lean, or no in-house asset management team.
Your portfolio: wind, solar and BESS, growing, held not operated.
How investors come to us:
1) A first move into renewables, with no in-house capability yet.
2) A renewables portfolio that has outgrown the team managing it.
3) Freshly through a major internal restructure.
4) Improving the manager's margins, shifting overhead into project cost.
5) Significant growth plans, with no mandate to increase headcount.
Five questions every investor needs answered.
Most cannot clearly answer all five.
What is missing
No agreed view of what it should deliver, and no reference point for what good looks like. You are judged against a budget that moves.
No single view of the work, from board-level decisions down to chasing a payment. Obligations sit in contracts nobody has consolidated.
Decision rights unclear and accountability diffuse, so the same senior person is pulled into everything.
Nothing sets the pace. Meetings are called when something breaks rather than on a rhythm you can plan around.
No standard tools, templates or process, so the month is chaotic for six weeks and then silent.
What it costs you
Nothing can be prioritised, because nothing is ranked against a target.
Obligations are missed and claims expire unnoticed.
Decisions wait on one person, and that person is always the busiest.
You hear about problems the day before the board does.
Quality depends on who happens to be free.
Nail these five questions and you’re 95% of the way to improved returns. The technical issues that reach your board are symptoms of not having them.
Renewables OS
How we deliver. The investment management system for renewables investors, powering both the Blueprint and your ongoing partnership.
Answers
Why?
What?
Who?
When?
How?
Component
The Asset Management Plan
The Deliverables Register
The Governance Plan
The Drumbeat
The Asset Management Toolkit
What it is
What the asset is for, what it should deliver, and the target we hold it to.
Every activity, obligation and deliverable in one place, across the four lenses, and we drive them rather than list them.
Decision rights and accountability, agreed and written down, across your team and ours.
A fixed rhythm of meetings, set participants, set agendas. No decisions taken in the gaps.
Templates, processes and reporting formats, so the work runs the same way every month.
Output
Your Blueprint, month one
The register, month two
The Governance Plan, month three
The Drumbeat, live from month four
The Toolkit, populated by month six
The always-on layer between your investment and the operational noise.
We manage your asset across four lenses.
Operations & Technology. Asset performance and technical diligence, O&M oversight, optimisation and upgrades review, and end of warranty management.
Commercial & Finance. Budget against the investment case, revenue and OPEX, contracts, claims, warranties and liquidated damages, financial and tax compliance, distribution management.
Strategy & Optimisation. The asset management plan, benchmarking, value enhancement and life extension.
- Stakeholder Engagement. Board, operator, lenders and insurers, held to a single point of accountability. Reporting built around your specific needs.
You stay the executive. We take the management layer and supervise operations.
Executive, you. You set strategy, allocate capital and make every final decision. Full control stays with you.
Management, Neptune. We run the asset management: reporting, accountability, operator challenge and the calls in between.
Operations, your operator. Your O&M provider runs the day-to-day. We supervise, challenge and translate, across the four lenses.
We are the filter. What is material reaches you, the noise does not.
Start with The Blueprint
The Blueprint
One month, fixed fee, scoped to your portfolio.
An independent baseline of your portfolio and how it is run, a prioritised roadmap with the value at stake on each item, and how we would run it.
Asset Management Partnership
From co-source alongside your team to fully outsourced, with a single point of accountability across four lenses.
Implemented in full inside six months, and you are free to leave on a month's notice throughout year one.
Better capability, better economics
A full specialist bench of renewables investment professionals, on tap.
No hiring, no recruitment, no key-person risk. Capability without the fixed overhead, and without a twelve-month recruitment process.
Because we work at the asset level, our fees can sit in the project rather than on your fund's overhead. That protects the manager's margins and does not touch your headcount budget.