Digital Transaction Infrastructure
Preserve History. Unlock Capital. Build the Future.
TaxCreditCapEx brings every participant, every document, and every stage of the transaction together through one secure collaborative platform. From project qualification and application development through due diligence, financing, compliance, and closeout, we standardize complex workflows, improve transparency, and reduce transaction costs.
› Enter an address and the platform builds a live project qualification summary.
Credit Est.
—
Eligibility
—
Total Pkg.
—
Illustrative estimate only. Final eligibility is subject to professional review and SHPO/NPS approval.
Market Overview
Historic Tax Credit transactions remain fragmented, costly, and opaque — coordinated across disconnected consultants, email threads, and paper documentation.
Fragmented workflows
Consultants, email, and paper documents scattered across every party.
High transaction costs
Manual coordination and rework inflate the cost of every deal.
Limited transparency
No shared view of status, documents, or milestones across participants.
Limited access to capital
Projects struggle to reach and coordinate the right investors.
No standardized management
Every transaction is run from scratch, with no common process.
TaxCreditCapEx modernizes Historic Tax Credit finance through standardized digital workflows, collaborative transaction management, and intelligent decision support.
One Platform, End to End
The platform manages the complete Historic Tax Credit transaction — organized around the three stages that move a project from qualification to closeout.
Qualify properties, confirm historic eligibility, identify incentives, and prepare applications. Intelligent tools help organize project information and prepare documentation.
The core of the platform. Bring teams, documents, due diligence, and capital together in one secure transaction workspace — from underwriting and credit valuation to investor coordination and closing.
Carry projects through construction, compliance, reporting, and closeout — with long-term record management that keeps every transaction audit-ready.
Collaboration
One secure collaborative workspace where every participant manages documents, communications, milestones, approvals, and due diligence throughout the transaction lifecycle.
Transaction Lifecycle
An end-to-end transaction platform — ten connected stages, managed in one workspace, with your team in control at every checkpoint.
Qualify Property
Confirm historic eligibility and identify available incentives.
Develop Project
Define scope, budget, and the project plan with your team.
Prepare Applications
Assemble Part 1–3 and supporting narratives in one place.
Coordinate Professional Services
Bring architects, consultants, attorneys, and CPAs into the workspace.
Manage Documentation
Centralize every document, version, and approval.
Due Diligence & Underwriting
Run diligence and underwriting on shared, structured data.
Market & Value Tax Credits
Value the credits and prepare them for capital partners.
Investor Coordination
Coordinate investors, terms, and commitments in one place.
Transaction Closing
Manage closing checklists, signatures, and funds flow.
Compliance & Reporting
Monitor compliance and reporting through closeout.
Mobile Application
TaxCreditCapEx enables project teams to collect, organize, and manage Historic Preservation Certification Applications directly from the field using mobile devices.
Instead of returning to the office to organize photographs, notes, and documentation, project information is captured once and immediately becomes part of the project's secure transaction workspace.
Step 1
Arrive at the property
Platform Capabilities
Project management, transaction management, and capital formation — supported by intelligent tools that help professionals work more efficiently.
Run every project from a single shared workspace.
Standardize the full transaction from application to close.
Value credits and connect projects with the right capital.
Practical assistance that helps professionals move faster.
Karman AI Transaction Intelligence Engine
The Karman AI Transaction Intelligence Engine helps organize project information, analyze documentation, identify missing requirements, and assist transaction participants throughout the Historic Tax Credit lifecycle.
Rather than replacing professional judgment, intelligent tools help project teams work more efficiently, improve documentation quality, and reduce administrative effort.
Helps evaluate properties, identify applicable incentive programs, and organize preliminary project information to support early project planning.
Assists with organizing financial information, estimating potential tax credit value, and supporting due diligence during the financing process.
Helps organize project documentation, prepare application materials, identify missing information, and improve consistency throughout the certification process.
Supports credit valuation, investor preparation, and transaction readiness by organizing project information and providing decision support throughout capital coordination.
Assists project teams by tracking milestones, organizing compliance documentation, and helping maintain complete project records through final certification and closeout.
Pricing
Start free by qualifying a property, then run complete transactions on the platform as your pipeline grows.
Qualify a property in minutes
Run deals end to end
Scale across a portfolio
Get Started
Enter a property to confirm historic eligibility, identify available incentives, estimate credit value, and open a project workspace. Intelligent tools help organize the information and prepare your documentation.
Important: Reports provide illustrative estimates only and do not constitute legal, tax, or accounting advice. Final eligibility and credit amounts are subject to professional review, SHPO/NPS approval, and applicable tax guidance. TaxCreditCapEx does not provide legal or tax advice.
Standardize workflows. Collaborate in one secure workspace. Increase transparency, reduce transaction costs, and unlock capital for historic rehabilitation projects.