The question it answersAcross our portfolio, which buildings clear our hurdle, what will they cost, and where are we exposed?
One pass across a portfolio using the data you hold on each building. It produces screening economics and a short retrofit brief per building, fund and owner rollups, a program phased into years, and a portfolio report. Measures your own consultants already audited are validated and used, not replaced. A problem with one building is noted on its row; it does not stop the run.
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.
| Step | Expert | Lead agent | Knowledge check | Asset screener | Compliance screener | Retrofit advisor | Portfolio economist | Quality reviewer | Report writer |
|---|---|---|---|---|---|---|---|---|---|
| 1. Kickoff | Confirm the building list, the rates, the hurdle and discount rate, and the exit assumptions. | Reconciles the list against your own count and names anything missing. | Checks what we already know about each jurisdiction. | ||||||
| 2. Grouping | Groups buildings by age, size, systems and type. | ||||||||
| 3. Per-building screen | Uses your inventories and onboarded documents first; estimates only the gaps. | Meter coverage and energy position per building. | Carbon pathway and penalty exposure per building. | Validates audited measures; proposes the rest. | |||||
| 4. Portfolio economics | Keeps total savings and your share of them separate. | One calculation across the whole portfolio. | |||||||
| 5. Phasing | A program year for every recommended measure. | ||||||||
| 6. Review | Notes issues on the affected rows. | Recalculates the batch; notes issues on the affected rows. | |||||||
| 7. Portfolio report | Receive the portfolio report. | Produces the report. | Portfolio report with rollups and the phased program. | ||||||
| 8. Building briefs | Receive a brief for every building. | Produces each brief from the saved model, with no re-analysis. | A brief for every building. |
Each one has a single job, and all of their work reaches you through the lead agent. See every specialist.
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.
Works from: Our shared reference library, filed tariffs, published regulations and cost data
Meter coverage and an energy position for every building at portfolio speed, each tagged with how confident we are. Owner-paid meters that cover only part of a building are caught before the baseline is trusted.
Works from: Your utility data and inventories, building stock data, peer building data
Carbon pathway, stranding year and local penalty exposure per building, fetched by region and type but calculated individually.
Works from: CRREM pathways, forward grid emissions, performance-standard regulations
The measure list per group and per building, validating any measures your own audits state, then a program year for each recommended measure.
Works from: Your audits, measure performance and cost benchmarks, incentives, utility rates
One calculation across the whole set: returns per building and in aggregate, with your share of the savings kept separate from the total.
Works from: The cashflow engine and your underwriting assumptions
The portfolio report and a brief per building, built from the saved model. Rollups are sums of the rows beneath them.
Works from: The portfolio and brief report templates
Recalculates across the batch. One bad building is a note on its row, with its dollar effect stated; only a portfolio-wide problem stops the report.
Works from: The same engines and data as the specialists, run separately
Each of these is decided the same way every time.
If Its metering covers the building and the baseline calibrates: Screen it
If not Marked not screened, with the reason. The run continues
If The audit states them: Validate and use them
If not New measures are proposed only where none exist
If It affects one building: Note it on that row and carry on
If not If it affects the whole portfolio, stop the report
Tell us what you need answered and we will scope it with you.