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How an engagement runs

The specialists

Nineteen specialist agents do the analysis in our workflows. Each has one job, works from shared files, and hands back what it found to the lead agent; none of them speaks to you directly. Several run in more than one workflow, so the same reviewer that checks a decarbonization plan also checks a portfolio screen.

Every specialist

6 workflows

Knowledge check

Runs twice: before the screen, across incentives at every level, C-PACE, the site's hazards, local rules, rates and costs; and again before the deal card, reviewing every source the specialists found mid-run so figures rest on reviewed sources rather than unknowns.

What it does
5 workflows

Quality reviewer

Recomputes every figure independently before the report is produced, then checks the finished report before you see it.

What it does
5 workflows

Report writer

Assembles the report with page 1 led by the retrofit capital to underwrite and its return, and a positioning section on green financing and the ASHRAE Standard 100 target.

What it does
4 workflows

Energy modeller

A simulated energy baseline, calibrated to the memorandum's operating statement as far as it allows, with the coverage stated.

What it does
4 workflows

Retrofit advisor

An itemized measure register with maintenance cost or saving per measure, incentive research on every screen, two capital paths over the hold period (like-for-like replacement against the alternative), and current green financing terms, such as C-PACE.

What it does
3 workflows

Building surveyor

Equipment and envelope from the memorandum, inferred from the building type and labelled where it is silent, and the remaining useful life of each major system with its basis.

What it does
3 workflows

Carbon accounting

Emissions split by who pays each meter, the grid's forward emissions, and how far the building sits from its carbon pathway today and after the measures, against the ASHRAE Standard 100 target.

What it does
3 workflows

Investment analyst

The cashflow in real dollars, with savings at the share you keep and capital counted over like-for-like.

What it does
2 workflows

Climate and insurance analyst

Physical hazards scored today, in 2030 and in 2050 after a control check, hazard by hazard with no overall level.

What it does
2 workflows

Portfolio economist

One calculation across the deal, splitting spend you are already obliged to make from spend that is a choice.

What it does
2 workflows

Regulatory and capex analyst

Every local performance standard, benchmarking, code and refrigerant rule that applies, fines over the hold, and the measures a rule makes compulsory.

What it does
1 workflow

Asset screener

Meter coverage and an energy position for every building at portfolio speed, each tagged with how confident we are.

What it does
1 workflow

Building and systems surveyor

Equipment, envelope and the systems survey, plus the site visit itself: sends a pre-filled form out and merges what comes back.

What it does
1 workflow

Carbon and compliance

Carbon pathway, forward grid emissions, local performance-standard exposure, and how the building benchmarks against its peers.

What it does
1 workflow

Compliance screener

Carbon pathway, stranding year and local penalty exposure per building, fetched by region and type but calculated individually.

What it does
1 workflow

Deal card writer

Assembles the seven pages from the specialists' work, ranks risks and opportunities by dollars, and merges every specialist's questions into one list.

What it does
1 workflow

Energy measure advisor

Proposes, screens, costs and schedules the energy measures, from low-cost and no-cost fixes to the larger capital items.

What it does
1 workflow

Financial analyst

Cashflow, NPV, IRR, payback and the effect on value, with total savings and your share shown separately.

What it does
1 workflow

Water efficiency advisor

Water measures, with every fixture group benchmarked against EPA WaterSense.

What it does

Put them to work on your buildings.

Tell us what you need answered and we will scope it with you.

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