Portfolio economist
One calculation across the deal, splitting spend you are already obliged to make from spend that is a choice.
Tools: cashflow
Portfolio due diligence
Diligence inside a deal window: a full decarbonization engagement for every building in the portfolio, rolled into one bid-decision report. To fit the window, you make each decision once for a representative building and the rest of that type inherits it. Every building stays in the report; missing data lowers confidence, it never removes a building.
The expert decides twice, once per building type rather than once per building: first on the representative buildings, then on any building that turns out not to fit its group.
From start to finish
1Kickoff
2Data room
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 set of decisions 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.
Sets up each building.
Groups the portfolio and picks one building to stand for each type.
Runs the representative buildings first.
Applies the expert's decisions across each group.
Runs the rest on those decisions.
Splits required spend from discretionary.
Renders and writes headline figures back to each building.
Knowledge check
Checks what we already know about each jurisdiction in the deal.
Per-building engagements
A full decarbonization engagement per representative building.
Fits the approved group, or comes back to you.
Portfolio economist
Required spend against discretionary, across the deal.
Report writer
Bid-decision report; names the source of any inherited decision.
Quality reviewer
Recalculation, plus an audit that every decision traces to you.
- Expert decision
- Automatic check
- Lead agent
- Specialist
- Repeats per building
- On site
Read the diagram as text
| Step | Expert | Lead agent | Knowledge check | Per-building engagements | Portfolio economist | Report writer | Quality reviewer |
|---|---|---|---|---|---|---|---|
| 1. Kickoff | Share the report date, the data room, and your underwriting basis. | Reconciles the data room against the deal sheet. | |||||
| 2. Data room | Resolve any folder we cannot match to a building. | Sets up each building. | Checks what we already know about each jurisdiction in the deal. | ||||
| 3. Grouping | Groups the portfolio and picks one building to stand for each type. | ||||||
| 4. First wave | Runs the representative buildings first. | A full decarbonization engagement per representative building. | |||||
| 5. Expert decisions | One set of decisions per building type. | Applies the expert's decisions across each group. | |||||
| 6. Second wave | Settle any building that does not fit its group. | Runs the rest on those decisions. | Fits the approved group, or comes back to you. | ||||
| 7. Economics and review | Splits required spend from discretionary. | Required spend against discretionary, across the deal. | Recalculation, plus an audit that every decision traces to you. | ||||
| 8. Bid report | Receive the bid-decision report. | Renders and writes headline figures back to each building. | Bid-decision report; names the source of any inherited decision. |
The specialists
Each one has a single job. They work from shared files, hand back what they found, and never speak to you directly. Everything comes back through the lead agent.
Report writer
The bid-decision report. Where a decision was inherited, it says so and names the building it came from.
Tools: soapbox-agent, xlsx_templater
Quality reviewer
Recalculation, plus an audit that every recorded decision traces back to a real message from a real person.
Tools: cashflow, crrem-skills, ledger
Plus the full decarbonization roster (surveyor, modeller, carbon, measures, economics, writer and reviewer) running once for every building in the deal.
When it is not clear-cut
The lead agent never improvises. Each of these is decided the same way every time.
Data is missing on a building
If Something cannot be assessed: Lower the confidence and say what is unknown
If not Never drop the building
Chase the data room or assume?
If Time remains before the report date: Chase the data room
If not Carry it as a stated assumption
A building does not fit its group
If It differs from the representative you approved: It comes back to you
If not Never quietly reshaped to fit