Houses customer records, deal pipeline, company documentation, and customer category definitions. Serves as the data layer and user-facing input surface. Not the workflow engine.

Custom-built business development hub. Cloudflare frontend, Cloud Run backend, Neon DB. Will own automated workflows, lead routing, and process orchestration. Notion feeds data in; BD-Hub runs the logic.

Generates indicative proposals for prospects. Key tool in the sales cycle — reduces time-to-proposal and standardizes the offering. Lives in or integrates with BD-Hub.

Claude-powered fill-in-the-blank system generates complete document set (SaaS + services agreement + order form). Based on 960 Sterling template. Needs: exec summary, Manrope font, DC logo, plain-language cover sheet.

Submetering + billing + usage intelligence + anomaly detection + electrification payback modeling + portfolio-level visibility. The product is live. Customers are on it.

Four-tier classification: IC (IMPEA), SC (standalone MF 40+ units), SDP (co-development partners), PFC (future customers). Well-documented in Notion. Drives prioritization and resource allocation.

Xavier — Founder/CEO. Strategy, ICP relationships, fundraising, systems design.
Alex — BD lead. ICP outreach, pipeline development, channel mix, contract process.
McGowan — Pipeline conversion. Existing relationships, organic deal flow, needs standardization.

Solar One (site analysis), Rise (quotes), Elizabeth Kelly (J51 applications). Relationships exist but aren't formalized — no playbook, no onboarding, no conversion tracking. Strategy is clear; execution is not yet engineered.

IC: FTERE, Franklin, Avalon Bay (pending)
SDP: Northwell (healthcare/PQ), L&M (LMI/electrification)
SC: 2 Charlton, 960 Sterling, Parkhill, + others

Raised ~$3.5M (vs. $6M target). Conservative: 2,000 units. Base case: 3,000 units for the year. Focus on process + discipline over aggressive growth. Establish baseline metrics for future hires.