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AI workflows for energy financeA practical guide to using AI in energy finance teams.
Guide
Putting AI to work in energy investment & renewable asset management
A practical guide to AI for energy investment and asset management teams, with workflows for market research, investment briefings and portfolio reporting.
21 pages · PDF · 9.0 MB
Summary
How can energy finance teams put AI to work?
Energy investment and asset management teams can use AI to research markets, prepare investment committee briefings and draft portfolio reports. This 21-page guide from Modo Energy explains the inputs, instructions and checks for each task.
Start with a market question in Ko, work from your own documents and spreadsheets, or connect approved systems for recurring work. Choose the approach that fits the task and the tools your team can use.
Learn how to use Ko Skills and save a tested process as a reusable skill. Keep the sources, assumptions and review steps with the instructions so colleagues can repeat the work.
The final section covers your first pilot, team responsibilities and adoption: choose a task, name an owner and compare preparation time, review effort and the quality of the result.
Inside the guide
Three practical AI workflows for energy teams
Use these approaches together or start with one familiar task. Each chapter includes examples and checks.
01 · Pages 4 to 7
Research and understand
Use Ko to investigate energy markets and assets, compare battery revenues and configure a forecast for a specific project.
Prepare a market briefing
Specify the market and period. Follow the sources, check benchmark definitions and keep gaps visible.
02 · Pages 8 to 13
Produce repeatable work
Prepare a briefing from approved files, try a Ko Skill, or turn a tested process into instructions colleagues can reuse.
Draft an investment committee briefing
Compare assumptions with page or cell references. Save the template and checks; the deal lead owns the recommendation.
03 · Pages 14 to 17
Connect and automate
Connect the sources a portfolio report needs, then test and schedule the task in an application your team has approved.
Prepare a recurring portfolio report
Produce a reporting draft, source list and exception log. Test missing inputs and have the owner review before distribution.
A look inside
Build a process your team can reuse
An AI skill is a saved set of instructions for a particular task. It defines the inputs, the result to produce and the checks to make each time.
Preview the guide's Ko Skills and skill-sharing pages. Then use the pilot brief and team-adoption guidance on pages 18 to 20 to put a process into practice.
Pages 12 and 13 from the September 2026 guide. Select a page to enlarge it.
Tool access and sharing options depend on your plan and workspace settings.
Before you download
About the guide
Who is this AI guide for?
Investors, lenders, developers and asset managers working with energy markets and assets. Examples cover market research, investment committee briefings, reusable skills and recurring portfolio reports.
Do I need Ko or connected tools?
You can read the guide without a Ko account. It covers Ko, work from supplied files and connected workflows. Start with an approved tool and a familiar task; the access needed depends on the example.
What will I receive?
A 21-page PDF, approximately 9.0 MB, with example prompts, Ko Skills, reusable workflows, review checks, a pilot brief and team-adoption guidance. Your download link appears after submission.
What are Modo Energy and Ko?
Modo Energy provides energy market research, benchmarks and revenue forecasts for teams building, financing and operating energy assets. Ko is Modo Energy's AI analyst for investigating those markets and assets.
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