
Responsible Investment Report 2025-26
Solo
Solo is a provider of tech-enabled services for residential solar installers (“SI”) and sales dealer organizations (“SDO”).
Sustainable Development Financing at Solo
Solo sought a loan to accelerate its transition to a comprehensive SaaS enabled platform. Solo sought to expand its offering beyond providing designs and proposals as a service to enabling customers' in-house control of the design process, enhanced with AI-driven capabilities. The product development will allow solar installers to design systems more efficiently through automated workflows and improve the speed of proposal generation and accuracy.
Additionally, the investment supports go-to-market expansion through marketing, sales enablement, and customer education efforts. By reducing design time, lowering soft costs, and increasing installation conversion rates, while layering in battery proposal capabilities, the project aims to scale residential solar adoption and drive meaningful emissions reductions across the energy value chain.
The company’s core functionality enables customers to design solar systems, create proposals, and streamline the system financing process. Through these processes, it assists solar installers across the country in designing and selling solar projects to homeowners.
Sustainability Rationale
"By evolving into a software-first platform, we are empowering solar installers to operate more efficiently, reduce costs, and accelerate adoption for homeowners. This investment enables us to bring powerful design and automation tools to market faster, ultimately expanding access to clean energy at scale."
Tom O'Keefe
CEO - Solo
SDF
Loan Amount
METRIC TONS
of CO2 equivalent avoided over the lifetime of incremental systems installed with Solo’s new product over the next three years
SDF
Loan Approval
Disclosure: While Bregal Sagemount is part of the Bregal platform, it applies its own responsible investment policies and procedures. None of the Bregal policies and procedures apply to Sagemount unless expressly stated by Sagemount. Sagemont does utilize and share certain resources and benefits from certain synergies and efficiencies from the Bregal platform, including with respect to responsible investing.
Disclosure