Paired with Priority for Further Review.
Portfolio Screening
Portfolio Screening brings multiple candidate sites into one consistent early-stage comparison using the same mapped-exposure and recommended-review framework.
It helps portfolio teams avoid commissioning the same level of detailed work across every opportunity before understanding where mapped matters are concentrated and which sites require focused attention.
A Clearer View Across Multiple Sites
When several sites are under consideration, one repeatable screening method helps direct attention and further work proportionately.
Each site keeps its own Mapped Constraint Exposure, Recommended Review and principal mapped matters. The portfolio report then shows where themes concentrate and which sites warrant the earliest attention.
One framework across the portfolio
The four mapped positions remain the primary professional interpretation for every site.
Paired with Further Review Recommended.
Paired with Targeted Early Review.
Paired with Specialist Review Before Progression Decision.
What You Receive
Portfolio Screening PDF
Executive summaryPortfolio distribution and review orderTheme comparisonClear next actionsClient Workbook
Site-by-site comparison tableMapped Constraint ExposureRecommended ReviewPrincipal mapped mattersSupporting Maps
Consistent site mappingIndicative lower-constraint area plans where producedSelected-site detail where agreedWhat the Summary Shows
Portfolio View
How sites are distributed across the four exposure categoriesWhich themes recur most oftenWhere mapped matters concentrateSite-Level Detail
Relative review orderPrincipal matter for each siteFocused review routeOptional Follow-Up
Opportunity Profiles for selected sitesTargeted specialist review questionsAgreed additional mappingHow the Screening Works
1. Mapped Evidence
Site boundaries and project context are checkedThe same core datasets and assessment scope are applied2. Theme Review
Seven themes are reviewed consistentlyPrincipal mapped matters remain visible3. Portfolio Comparison
Theme findings are combined into a mapped exposure categorySites are ordered for proportionate further reviewHow the Results Stay Clear
Mapped Position First
Mapped Constraint Exposure remains the headline interpretationRecommended Review defines the next review routeEvidence Kept Visible
Theme findings and principal matters remain connected to each siteIncomplete sites are identified separatelyProfessional Review
Automated comparison is checked before client releaseA technical audit trail is retained behind the summaryWho It Supports
Portfolio Screening is suited to renewable energy developers, strategic land teams, acquisition and origination teams, estates, land agents and professional advisers reviewing multiple opportunities.
It is particularly useful where a consistent first-stage view is needed before commissioning detailed work across an entire portfolio.
Commissioning Portfolio Screening
The scope is matched to the number of sites, project context and decisions the comparison needs to support.
Send the Portfolio Information
Provide the site boundaries or portfolio list, project type, geography and any particular questions or deadlines.
Receive a Defined Scope
We confirm the assessment scope, required inputs, deliverables, exclusions, fixed fee and expected turnaround.
Screening and Review
The same mapped framework is applied across the sites and the comparative findings are professionally reviewed.
Receive the Outputs
The portfolio report, client workbook and agreed supporting outputs are issued electronically.
Request a Portfolio Scope and Quotation
Tell us how many sites you are comparing, the project type and the decision the screening needs to support. There is no obligation to proceed.
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