A specialist agent. It runs in 6 workflows, does one job in each, and hands what it finds back to the lead agent. Your expert sees and decides on its findings; it never speaks to you directly.
Deal screenAsset due diligencePortfolio due diligencePortfolio analysisASHRAE Level II auditDecarbonization plan
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.
Step 1. Knowledge checkSweeps incentives, C-PACE, hazards, rules, rates and costs for this address.
Step 6. Source reviewReviews every source found mid-run before it is cited.
Works from:Our shared reference library, filed tariffs, published regulations and cost data
Runs first. Confirms our reference data (utility rates, incentives, local rules, cost benchmarks) covers your buildings. Gaps are researched, cited to the source document and reviewed before any figure uses them.
Step 1. Deal screen pickupFills gaps in rates, incentives and rules for the site.
Works from:Our shared reference library, filed tariffs, published regulations and cost data
Runs once for the whole deal, before any building starts: confirms our reference data covers every jurisdiction and building type, and researches the gaps with citations.
Step 1. Kickoff and rosterChecks every jurisdiction in the deal, once.
Works from:Our shared reference library, filed tariffs, published regulations and cost data
Runs first. Confirms our reference data (utility rates, incentives, local rules, cost benchmarks) covers your buildings. Gaps are researched, cited to the source document and reviewed before any figure uses them.
Step 1. KickoffChecks what we already know about each jurisdiction.
Works from:Our shared reference library, filed tariffs, published regulations and cost data
Runs first. Confirms our reference data (utility rates, incentives, local rules, cost benchmarks) covers your buildings. Gaps are researched, cited to the source document and reviewed before any figure uses them.
Step 1. KickoffChecks rates, incentives and rules for the building.
Works from:Our shared reference library, filed tariffs, published regulations and cost data
Runs first. Confirms our reference data (utility rates, incentives, local rules, cost benchmarks) covers your buildings. Gaps are researched, cited to the source document and reviewed before any figure uses them.
Step 1. KickoffFills gaps in rates, incentives and rules; every figure cited.
Works from:Our shared reference library, filed tariffs, published regulations and cost data
Put this to work on your buildings.
Tell us what you need answered and we will scope it with you.