Report writer

A specialist agent. It runs in 5 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.

Asset due diligencePortfolio due diligencePortfolio analysisASHRAE Level II auditDecarbonization plan

What it does in each workflow

Asset due diligence

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. A figure that was not analysed stays blank and is named as a gap.

Step 11. ReportPage 1 led by the capital to underwrite and its return.

Works from: The report template and its automated checks

Portfolio due diligence

The bid-decision report, framed for a price adjustment, a reserve or both. Where a decision was inherited, it says so and names the building it came from.

Step 8. Bid reportBid-decision report; names the source of any inherited decision.

Works from: The report template and every building's saved plan

Portfolio analysis

The portfolio report and a brief per building, built from the saved model. Rollups are sums of the rows beneath them.

Step 7. Portfolio reportPortfolio report with rollups and the phased program.
Step 8. Building briefsA brief for every building.

Works from: The portfolio and brief report templates

ASHRAE Level II audit

Assembles the report. Any extra revenue stream is shown on its own line, not folded into savings.

Step 10. Checks and reportAssembles the report.