Investment and credit teams
Review the operating basis
Inspect availability, coverage and declared financial assumptions in assigned portfolio reports.
Solutions · Investors · DFIs · Lenders
See portfolio operating risks—and know where to focus your next review.
For investors, lenders and portfolio reviewers: inspect performance, asset-health estimates and data gaps across your assigned portfolios. Use the evidence to ask focused questions and agree follow-up with the operator.
Visibility
Portfolio performance
See operating performance and asset risks across the portfolios you oversee.
Transparent
Calculations
Follow reported figures to their inputs, assumptions and reporting period.
Controlled
Report sharing
Share a fixed report through a scoped link with an expiry.
01 · Built for capital oversight
Evidence for each mandate. Questions your team can act on.
Portfolio and asset managers
Prepare operator follow-up
Use the reported risks and evidence gaps to ask focused questions of the operating team.
Impact and programme teams
Distinguish measured from estimated
Keep energy, coverage and programme context with the relevant reporting period.
The figure and its basis belong together.
These fields show what to inspect in a report.
- Scope and period
- Assigned portfolio and selected period
- Which assets and obligation does this review cover?
- Telemetry coverage
- Trusted and delivered coverage, together
- Did expected readings arrive, and were the arrivals usable?
- Availability
- Raw and adjusted views with exclusions
- What changes when agreed exclusions are applied?
- Revenue basis
- Energy delivered × applicable tariff = revenue proxy
- This is not measured collections or debt-service coverage.
- Missing inputs
- Unavailable / unpriced, with the reason
- An absent input is not a zero value or an assumed saving.
Investors review assigned portfolios. Owner finalisation locks report content; a controlled share link does not open the operator workspace. Report integrity is not independent verification, certification or a performance guarantee.
Weekly portfolio summary
One summary per portfolio, in the lines meant for you.
Each Monday, an investor receives an email for each portfolio they belong to, drawn from the provisional value statement for the week just ended. It carries external lines only: no approval counts, expected values, internal notes or share-link opens. Every figure keeps its grade, and a figure that cannot be priced shows its units rather than a naira amount.
The final statement follows at least seven days after the week ends. It is hash-chained to the previous final and lists what changed from the provisional. How the value statement grades each figure →
02 · The operating review
Move from a portfolio question to its source record.
Use the report to identify the sites, asset risks and missing information that deserve follow-up. Bring those questions to the operator for deeper investigation.
What was measured?
Reported energy and availability retain their calculation and period basis.
What was missing?
Delivery and trust coverage remain distinct; gaps are not zero performance.
What is a financial proxy?
Energy multiplied by tariff is a revenue proxy. Collections and DSCR are not measured by that calculation.
Who can review it?
Investors access assigned portfolios. Owners control report finalisation; report sharing uses scoped, expiring links.
What needs follow-up?
Use reported asset risks and evidence gaps to prepare specific questions for the operating team.
03 · Why the record matters
The investment memo is a point in time. Portfolio supervision is continuous.
Read the period summary, identify changes and trace the inputs behind them. Use that account alongside your financial model and due-diligence process.
Coverage
Review what arrived and what passed validity checks, alongside the period limitations.
Explore the workflowFinancial basis
Separate measured energy, tariff-based revenue proxies and site-specific diesel comparisons.
Explore the workflowField evidence
Understand the operator's maintenance record without equating field completion with successful repair.
Explore the workflow04 · Where Gen318 fits
Not another portal. The evidence layer between operations and oversight.
SparkMeter and Koios supply metering context; Odyssey remains the programme partner. Gen318 brings the relevant operating information into a portfolio report your review team can share.
01
Site and operator record
Telemetry · operating context · field findings
02
Gen318 evidence layer
Coverage · calculations · limitations · finalised content
03
Capital review
Assigned portfolios · owner finalisation · controlled sharing
05 · Next steps
Turn the report into focused follow-up.
Follow up
Ask which sites need additional data before the next reporting period.
Data ownerReconcile
Ask the finance team to reconcile reported energy and tariff assumptions with its collections records.
Finance teamAssign
Agree who will investigate each material asset risk and when to revisit it.
Operating teamReturn
Carry unresolved questions into the next portfolio discussion.
Next reviewBring the portfolio review you already run.
Walk through an assigned portfolio report, identify the performance questions and trace the figures to their calculation basis.