Division 04 · Tax Equity

Strategic Tax Investments

Tax-equity investment opportunities sourced through strategic partner firms, with Spero serving as fractional CFO to the funds we represent — institutional diligence, embedded oversight, and reporting that lasts the life of the position.

Schedule a Call → See what we do

Qualified-investor inquiries · Direct to a partner

Who this is for

Allocators looking for alignment, not arms-length sales.

  • High net worth individuals seeking access to energy related tax credit opportunities.
  • Family offices pursuing efficient, professionally managed tax advantaged allocations.
  • Advisors seeking a trusted partner to simplify complex tax equity structures.
  • Investors seeking professionally managed exposure without the complexity of direct project management.

What we do

Embedded CFO oversight on every fund we represent.

DILIGENCE

Investor Diligence

Independent review of structure, sponsors, and underwriting — surfaced in plain language for investors.

CFO

Embedded CFO

Spero serves as fractional CFO to the funds we represent — alignment with investors is structural, not advertised.

REPORTING

Ongoing Reporting

Quarterly position and project updates — what's funded, what's energized, what's distributed, and what's next.

COORDINATION

Tax Coordination

We partner with your tax preparer to align timing, schedules, and documentation through filing season.

How we work

Disciplined diligence — sized to qualified investor needs.

01

Discovery

Confidential conversation on tax posture, allocation goals, and the role tax-credit investments would play.

02

Onboarding

Subscription, qualified-investor verification, and project-level diligence shared in a structured data room.

03

Embedded

Quarterly reporting, year-end coordination with your tax team, and a senior point of contact for the life of the position.

For qualified investors only.

SALES @ SPEROCFO.COM · ACCESS BY INTRODUCTION

For Qualified Investors

I'm a qualified investor.

Accredited or qualified purchaser evaluating tax-equity opportunities sourced through Spero's strategic partner firms.

Schedule a Call → For Referring Advisors

I'm a referring advisor.

RIA, wealth advisor, or counsel evaluating opportunities on behalf of qualified clients.

Schedule a Call →

Important Disclosure. The information presented is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any security. Investments referenced are available only to qualified investors and are subject to formal offering documents, which contain risks, fees, conflicts of interest, and other material disclosures. Spero does not perform tax-credit recovery, amended filings, or tax-preparation services; certain activities are performed by partner platforms and operators. Past performance is not indicative of future results. Prospective investors should consult their own legal, tax, and financial advisors before making any investment decision.