
Consultancies
– Tiers covering the changing customer and proposal requests.
– Fully flexible fee structures for simple charging to customers or projects.
– Payment terms compatible with cashflow restrictions and risks.

Asset Managers & Investors
– Tiers tailored to specific needs of each phase of building lifecycle.
– Simple allocation of fees per m² or ft² to any entity (asset, portfolio, fund).
– Flexible payments with annual or monthly billing.
Rapid assessment
Future-proof strategies
Best value
Integrated planning
Adaptive oversight
Status quo and indicative assessment (EPC)
Portfolio & asset compliance screening (CRREM)
Data enrichment with Asset Data Passport
Prioritization of assets (worst vs. best)
Indicative EPC potentials
Transactions due diligence (ESG & Technical)
Asset value creation strategy and Capex investment plan
Company targets & regulatory feasibility analysis
Optimization to targets (ROI, Capex cap, CRREM stranding, CO2e, EPC, EUI, etc.)
Financial, Stranding, and CRREM Transition risk
Asset strategy development
and target optimization
Cost (Capex & Opex), ROI, CO2e (Scope 1-3), EPC, CRREM stranding, etc. to holding period with strategic considerations (buy / sell, hold, renovate)
Decarbonization path with validated
Component & System Action Plan
Sufficient data and Optiml support for validated & reliable decisions for all components & systems
End-to-end building lifecycle planning
Integration of various data sources (PDFs, Excel) with Optiml support from due diligence, investment & cost plan, asset management, to exit
Portfolio strategy development and target optimization
Asset prioritization, target setting (ROI vs. CO2e), Capex smoothing, etc.
Future scenarios via data customization
Create data scenarios, editing any contextual data, and apply them to strategies
Calibration of potential assessments to any data
Energy data calibration, component conditions, etc.
Concept design and investment plan with 3d Digital Twin (Rhino)
Accurate Capex with digitized with floor plans, sections, and construction plans
Multi-zone assessment with dynamic energy simulation
Granularity on all internal and external components and energy systems, energy details (e.g. occupancy profiles, temperature set points, etc.)
Iterative detailing of measures
Feasible components, materials, and systems to zone level, iterated on with stakeholders ready for tendering and execution
Long-term asset &
portfolio target achievement
Strategy realization and updating post-renovation execution
Monitoring and strategy adaptation
Contextual data changes considering changes to e.g. District heating expansion, incentive data, EU Taxonomy, etc.
Financial risk analysis
Economic environment: Interest rates, inflation, energy prices, etc. until 2050
Transition risk analysis
Policy and climate change (RCP 2.6, 4.5, 8.5) until 2050
Basic building data
Basic building data: Address, Use type, number of buildings, construction year, rentable floor area
Economic parameters
Economic parameters: Discount rate, Base rent, current operating and maintenance costs, current rental income, value, vacancy, etc.
(Optional)
Energy use in recent years (historical)
Energy use in recent years: Electricity, hot water, heating in the highest possible resolution available (annual, monthly, daily…)
Component & system info
Components & systems: Types (e.g. installed heating system), last renovation years, conditions, information and equipment data (e.g. U-value, sizing)
Energy details, EPCs/ Audits, Pictures, Condition reports, Investment plans
Energy details (monthly, hourly); EPC reports, Audit reports, Condition reports; Building pictures (interior/exterior/systems); Latest valuations and investment plans (Capex 10 years) for Baseline strategy
(Optional)
(Optional)
Detailed building and use type data
Building (Energy reference area ERA, Gross floor area GFA, Volume, Average floor height, etc.) and use type data (floor areas, units, major tenancy info, etc.), Rent roll for zoning
(Optional)
(Optional)
Detailed building and installed components & systems
Detailed building (floor plans/sections/3D models/work plans) and installed component & system data (e.g. construction of the façade, installed energy / HVAC system, PV panels)
Detailed energy data, construction costs, tariffs, building information
Detailed energy data (e.g., occupancy profiles, temp. set points, etc.), construction cost and tariffs (electricity and heating tariffs, e.g., from bills); listed building information (e.g., indication whether basement and attic are heated), major building info such as tenancy or energy zoning (e.g. heated / unheated zones), other known cost drivers at asset level (invoices of any kind)
(Optional)
Detailed Capex and Opex metrics, sustainability and certificate reports
Detailed construction cost and operating cost metrics, sustainability and certificate reports & guidelines (e.g., ESG-relevant data as GRESB, internal sustainability reports, sustainable building guidelines, ESG data platforms in the form of Excel, PDFs, etc.)
(Optional)
Simple data-entry and export via Excel
Integration with existing tools and softwares
Data input validation for details and other PDF data
Full-service support & data integrations for complex buildings
Single-zone static energy simulation (Norms)
Norms benchmark-based (ISO 52016 and related norms Switzerland: SIA 380/1, Germany: DIN V 18599, Austria: ON B 8110, UK: ISO 52016)
Multi-zone assessment via static energy simulation with tenancy and cost mgmt
Norms consumption- or demand-based
Calibrated zonal energy consumption projections
Annual data at a minimum (heat, electricity, cooling) with further granularity possible
Multi-zone dynamic energy simulation
EnergyPlus
3d building model Level of Detail (LoD)
Varies by region. For Integrated Planning, Optiml is able to import around 25 file formats of existing meshes on the clients side, including .gbxml and .ifc files
LoD 1.2 – 2.2
LoD 1.2 – 2.2
LoD 3.2
LoD 1.2 – 3.2
Detailed 3d Digital Twin models (Rhino, EnergyPlus)
Rhino, Grasshopper, Ladybug, EnergyPlus
Residential, Commercial, and Mixed-use buildings
Single-family housing, Multi-family housing, Office, Retail, Warehouse, School, Restaurant, Forum, Sports facility
Industrial buildings
Industry, Hospital, Indoor swimming pool, Airport
Specific building modeling and customization
Monuments, cooling, sun protection, district systems, etc.
Add-on
Add-on
Standardized exports for regulations and ESG reporting
Regulations: Article 9, reporting; GRESB, etc.
Add-on
Add-on
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Add-on
Customizable reporting (PDF, Excel, API)
Add-on
Add-on
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API integrations to existing systems and tools
ERP, ESG, and MIS softwares
Add-on
Add-on
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Add-on
Support for onboarding, coaching, customer service
Priority support, dedicated customer success manager
Add-on
Add-on
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Access to expert service package & modeling service
Add-on
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Individual team trainings and coaching
Add-on
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FAQs
Frequently asked questions
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