How an engagement actually runs.
Six examples, each drawn end to end: where an expert decides, what runs automatically, and which specialist does which piece. Each one adds to a shared knowledge base, so a rule or a cost researched for one building is already on file for the next.
The six examples
One acquisition9 specialists If we buy this building as it stands, what will regulation, climate, utilities and capital cost us over the hold period?
A full decarbonization analysis of one acquisition from its offering memorandum, with risks ranked in real dollars and no buy or pass verdict.
It runs without stopping for an expert decision and gives no verdict: no buy, no pass, no grade. Instead of a review, the report will not issue if a required figure, research step or source is missing, and every figure names the specialist that produced it.
1Knowledge check
2Triage
3Survey and model
4Exposure
5Measures and value
6Source review
7Deal card
8Report
Expert
Share the offering memorandum.
Receive the seven-page screen and its evidence pack.
Lead agent
Reads the address and utilities first, so the check covers them.
Reads the memorandum with page numbers: the building, finance, utilities, operating statement, pro forma.
Routes a missing input to the specialist who can estimate it. A gap stops a measure, never the screen.
Passes the memorandum's tax and insurance lines to the analysts.
Sends the measures back for fines avoided, then to the investment analyst.
Re-runs every specialist whose figure rested on a newly reviewed source.
Passes every specialist's findings through unchanged. Writes no figure and no question.
Issues the report once every check passes.
Specialists
Knowledge check: incentives at every level, C-PACE, hazards, local rules, rates and costs, reviewed before use.
Building surveyor: equipment and remaining life per system. Energy modeller: a simulated baseline, calibrated to the operating statement as far as it allows.
Carbon accounting, regulatory and capex analyst, and climate and insurance analyst, all on the same model.
Retrofit advisor: measures, incentives, two capital paths, financing terms. Investment analyst: real-dollar cashflow, value bridge, financing tests.
Every source found during the screen is reviewed before its figures are used.
Deal card writer: ranks by dollars and assembles each page as the specialists wrote it.
The report will not issue with a missing figure, a missing research step or any verdict.
One building under offer10 specialists Once a building passes our deal screen, what retrofit capital should we underwrite, and what will it return?
Diligence on one building after its deal screen passes: the retrofit capital to underwrite, and its return through NOI and avoided regulatory risk.
Your expert decides three times, because this underwrites capital before close: to confirm the baseline, the utility split, the carbon target and the regulatory exposure, to approve the retrofit capital to underwrite, and to choose between packages with every option's figures side by side.
1Deal screen pickup
2Kickoff
3Data room
4Baseline
5Expert review
6Measures
7Expert approval
8Package choice
9Value and positioning
10Quality check
11Report
Expert
Share the data room, the hold and exit assumptions, and the hurdle and discount rates.
Confirm the baseline, the utility split, the carbon target and the regulatory exposure.
Approve the retrofit capital to underwrite.
Choose a package, with every option's figures side by side.
Co-author the executive summary.
Lead agent
Picks up the deal screen's model and its questions for the seller.
Asks every open question in one message, including those the deal screen raised.
Accounts for every document in the data room.
Sends the documented building to the model.
Presents the findings together; records the decision.
Collects the measures with costs, incentives and install years inside the hold.
Records the approved capital.
Builds the candidate packages.
Assembles the cashflows and the positioning section.
Holds the report until checks pass.
Issues the report, led by the capital to underwrite.
Specialists
Knowledge check: fills gaps in rates, incentives and rules for the site.
Building surveyor: reads the condition assessment in full; equipment and capital obligations.
Energy modeller: the model recalibrated to the actual bills; it must pass ASHRAE Guideline 14. Regulatory and climate analysts: exposure on the actual meters, hazards and insurance.
Retrofit advisor: screens, costs and dates measures against the capital obligations and your hold, with incentives.
Energy modeller: savings for each measure in install order. Investment analyst: each package run three ways.
Investment analyst: the value bridge and the green financing tests.
Quality reviewer recomputes every figure. A fail stops the report.
Report writer assembles the report. Quality reviewer checks the finished report.
A portfolio under offer4 specialists Across the portfolio we are bidding on, what capital will we need, and how should it shape our bid?
A full decarbonization plan for every building in the deal, required spend split from discretionary, in one bid-decision report.
Your expert decides once per building type, not once per building: a baseline decision and a roadmap decision on one representative building per group, then again on any building that does not fit its group.
1Kickoff and roster
2Set up buildings
3Grouping
4First wave
5Expert decisions
6Second wave
7Economics and review
8Bid report
Expert
Share the report date, the data room and your underwriting basis.
Resolve any folder we cannot match to a building.
One baseline and one roadmap decision per building type.
Settle any building that does not fit its group.
Receive the bid-decision report.
Lead agent
Reconciles the data room against the deal sheet; merges duplicate folders.
Sets up each building in your workspace.
Groups the portfolio and picks one building to stand for each type.
Runs the representative buildings first.
Applies your decisions across each group.
Runs the rest on those decisions.
Splits required spend from discretionary.
Issues the report and writes headline figures back to each building.
Specialists
Knowledge check on every jurisdiction in the deal, once.
A full decarbonization engagement per representative building.
Each remaining building fits its group or comes back to you.
Portfolio economist, then the quality reviewer, including a check that every decision traces to a real message from you.
Report writer: names the source building for every inherited decision.
30 or more buildings you own7 specialists Across our portfolio, which buildings clear our hurdle, what will they cost, and where are we exposed?
Screen every building you own for retrofit returns and compliance exposure in one pass, with a short brief for each.
Your expert decides once, at the start: the building list, the rates, the hurdle, the discount rate and the exit assumptions. After that the run is automatic, because the value of a portfolio pass is that it finishes.
1Kickoff
2Grouping
3Per-building screen
4Portfolio economics
5Phasing
6Review
7Portfolio report
8Building briefs
Expert
Confirm the building list, the rates, the hurdle and discount rate, and the exit assumptions.
Receive the portfolio report.
Receive a brief for every building.
Lead agent
Reconciles the list against your own count and names anything missing.
Groups buildings by age, size, systems and type.
Uses your inventories and onboarded documents first; estimates only the gaps.
Keeps total savings and your share of them separate.
Notes issues on the affected rows.
Produces each brief from the saved model, with no re-analysis.
Specialists
Knowledge check on every jurisdiction in the portfolio.
Meter coverage, energy position, compliance exposure and measures, per building.
Portfolio economist: one calculation across the set.
Retrofit advisor: a program year for every recommended measure.
Quality reviewer: issues flagged per building.
Report writer: rollups and the phased program.
Report writer: one brief per building.
One building9 specialists Where does this building use energy and water, and which measures pay back?
A full ASHRAE Level II energy audit with a water audit alongside, site visit included, ending in costed measures and their payback.
Your expert decides twice: once to confirm the baseline, the survey and the peer position before measures are proposed, and once to approve the combined energy and water roadmap, capital measures included.
1Kickoff
2Evidence
3Site visit
4Baseline
5Systems survey
6Expert review
7Energy and water measures
8Expert approval
9Savings, compliance, economics
10Checks and report
Expert
Share utility rates and assumptions.
Someone walks the building with the survey form.
Confirm the baseline, the survey, the carbon target and how the building compares to its peers.
Approve the combined energy and water roadmap.
Lead agent
Records your assumptions.
Gathers bills, plans and schedules.
Locks the floor area and grid figures for the rest of the audit.
Runs the energy and water advisors together.
Records the approved measures, capital measures included.
Sends any gap back to the specialist that owns it, then delivers.
Specialists
Knowledge check on the building's rates, incentives and rules.
Surveyor: sends a pre-filled form, merges what comes back, flags conflicts.
Energy modeller: physics model calibrated to your bills; it must pass ASHRAE Guideline 14.
Surveyor: systems survey. Carbon and compliance: peer benchmark.
Energy measure advisor and water efficiency advisor, in parallel.
Energy modeller: savings per measure. Carbon and compliance; financial analyst.
Quality reviewer: recalculation plus the Level II checklist. Either failing stops the report.
One building8 specialists Which upgrades should we fund on this building, when, and what do they return to us as owner?
A calibrated baseline, a costed measure roadmap and the owner economics for one building you intend to hold and sell.
Your expert decides three times, because this plan commits capital: to confirm the baseline, the utility split and the carbon target, to approve the measure roadmap, and to choose between packages with every option's figures side by side. Your share of the savings is asked at kickoff, building by building, and never assumed.
1Kickoff
2Evidence
3Baseline
4Expert review
5Measures
6Expert approval
7Package choice
8Economics
9Quality check
10Report
Expert
Share documents, the hold and exit assumptions, the hurdle and discount rates, and your share of the savings.
Confirm the baseline, the utility split and the carbon target.
Approve the measure roadmap.
Choose a package, with every option's figures side by side.
Co-author the executive summary.
Lead agent
Asks every open question in one message before modelling starts. Nothing unsourced counts as answered.
Accounts for every document on file.
Sends the documented building to the model.
Presents the findings together; records the decision.
Collects the measures with costs, incentives and install years inside the hold.
Records the approved roadmap.
Builds the candidate packages.
Holds the report until checks pass.
Issues the report and files it with the building's documents.
Specialists
Knowledge check: fills gaps in rates, incentives and rules; every figure cited.
Building surveyor: reads the condition assessment in full; equipment and upcoming capital events.
Energy modeller: physics model calibrated to your bills; it must pass ASHRAE Guideline 14. Carbon accounting: pathway and local rules.
Retrofit advisor: screens, costs and dates measures against your capital events and your hold, with incentives.
Energy modeller: savings for each measure in install order. Investment analyst: each package run three ways.
Investment analyst: capex, incentives, savings, avoided fines; IRR, NPV, payback, exit value.
Quality reviewer recomputes every figure. A fail stops the report.
Report writer assembles the report. Quality reviewer checks the finished report.
What one engagement learns, every engagement keeps
Every engagement raises questions nobody has answered yet. Rather than guess, or make you wait, we research them separately. Whatever comes back is checked, made general, and saved for every future engagement, not just the one that asked.
A gap surfaces
Mid-engagement a specialist hits something we do not hold: an incentive program we have not seen, a local rule, a cost with no source. It does not guess. It files the question and carries on.
Research runs separately
The question leaves the engagement and runs on its own clock. A research agent works it from primary sources and cites each one.
Checked before it is trusted
Each finding is checked back against the document it claims to come from. Anything uncertain is rejected rather than softened.
Made general, then saved
Anything specific to your portfolio is stripped out. What remains is a general fact, a rate, a rule or a cost band, saved to the shared knowledge base.
The next engagement starts knowing it
A building performance rule researched for one asset is already on file for the next asset in that city. Nobody researches it twice.
Nothing crosses between organizations. Your figures, documents and portfolios stay inside your workspace. Only the general finding is shared forward.