Skip to content

The specialists

Retrofit advisor

A specialist agent. It runs in 4 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 analysisDecarbonization plan

What it does in each workflow

Deal screen

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.

  • Step 5. Measures and valueMeasures, incentives, two capital paths, financing terms.

Works from: Measure performance and cost benchmarks, incentive programs, utility rates and escalation, lender term sheets

Asset due diligence

Proposes, screens and costs the measures, tied to the capital obligations and to cited incentives. Recommended measures are installed within your hold. A cost with no benchmark comes from a named source, labelled unverified, with the quote to ask you for.

  • Step 6. MeasuresScreens, costs and dates measures within the hold, with incentives.

Works from: Measure performance and cost benchmarks, incentive programs, utility rates

Portfolio analysis

The measure list per group and per building, validating any measures your own audits state, then a program year for each recommended measure.

  • Step 3. Per-building screenValidates audited measures; proposes the rest.
  • Step 5. PhasingA program year for every recommended measure.

Works from: Your audits, measure performance and cost benchmarks, incentives, utility rates

Decarbonization plan

Proposes, screens and costs the measures, tied to your capital events and to cited incentives, booked at the low end of each program and marked pending. Recommended measures are installed within your hold; later ones are listed as not recommended with rough figures. A cost with no benchmark comes from a named source, labelled unverified, with the quote to ask you for. Systems already installed stay in the baseline; they are never claimed as plan value.

  • Step 5. MeasuresScreens, costs and dates measures within the hold, with incentives.

Works from: Measure performance and cost benchmarks, incentive programs, utility rates

Put this to work on your buildings.

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

Get in touch