Document analyst
Reads the deal documents so assumptions are replaced with page-cited facts, and pins down the exact location.
Tools: document_intelligence, knowledge, building-science, overture-maps
Rapid sustainability risk analysis
A single-pass screen on a deal before it reaches the investment committee: the capital it will need, penalty exposure, physical climate risk, available incentives, the questions to put to the seller, and a clear signal on the deal.
Nobody decides mid-run. This is a screen, and speed matters more than precision, so it runs start to finish and comes back to the expert once.
From start to finish
1Documents
2Energy and carbon
3Regulation and climate
4Capital and economics
5Deal signal
Expert
Share the offering memorandum, or just the address.
Receive the report and a short summary in the thread.
Lead agent
Asks for the OM if there is none; sets the confidence level.
Flags any conflict between fund policy and the deal, and keeps going.
Compiles each seller question with the finding that raised it.
Delivers once the review passes.
Knowledge check
Checks what we already know about the location and its rules.
Document analyst
Page-cited facts and the exact location.
Energy and carbon analyst
Energy position and carbon target.
Regulatory and climate risk analyst
Local penalty exposure and physical climate hazards.
Measures and economics
Candidate measures, costs, incentives, and cashflow against your hurdle rate.
Scorecard and report writer
Four risk axes resolved into one deal signal.
Quality reviewer
Independent recalculation. A fail stops the report.
- Expert decision
- Automatic check
- Lead agent
- Specialist
- Repeats per building
- On site
Read the diagram as text
| Step | Expert | Lead agent | Knowledge check | Document analyst | Energy and carbon analyst | Regulatory and climate risk analyst | Measures and economics | Scorecard and report writer | Quality reviewer |
|---|---|---|---|---|---|---|---|---|---|
| 1. Documents | Share the offering memorandum, or just the address. | Asks for the OM if there is none; sets the confidence level. | Checks what we already know about the location and its rules. | Page-cited facts and the exact location. | |||||
| 2. Energy and carbon | Energy position and carbon target. | ||||||||
| 3. Regulation and climate | Flags any conflict between fund policy and the deal, and keeps going. | Local penalty exposure and physical climate hazards. | |||||||
| 4. Capital and economics | Compiles each seller question with the finding that raised it. | Candidate measures, costs, incentives, and cashflow against your hurdle rate. | |||||||
| 5. Deal signal | Receive the report and a short summary in the thread. | Delivers once the review passes. | Four risk axes resolved into one deal signal. | Independent recalculation. A fail stops the report. |
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.
Energy and carbon analyst
A light energy position, with no full model at this speed, and where the asset sits against its carbon target.
Tools: baseline, cambium, crrem-skills
Regulatory and climate risk analyst
Physical hazard exposure and regulatory exposure, kept as two separate questions.
Tools: physrisk, bps-compliance, crrem-skills
Scorecard and report writer
Four axes, physical climate, regulation, market liquidity and confidence in the data, resolved into one deal signal. Produces no capital-plan detail; this is a screen, not a plan.
Tools: soapbox-agent
Quality reviewer
Recalculates penalty exposure against how each jurisdiction actually charges, and checks every threshold shown against its source.
Tools: bps-compliance, crrem-skills, physrisk
When it is not clear-cut
The lead agent never improvises. Each of these is decided the same way every time.
Is there an offering memorandum?
If Attached, or already in your library: Full-confidence screen
If not Address-only screen, with the lower confidence stated up front
Fund policy and the deal disagree
If Your fund documents conflict with something in the deal: Flag it, name the action, keep going
Does a measure clear the bar?
If It beats your hurdle rate: Recommended
If not Shown anyway, marked below the bar