Autonomous AI agents that ingest, model, and reason over building-level data to automate the most expensive knowledge work in commercial real estate.
Investor Presentation | March 2026 | Confidential
The Repositioning
From
AI-powered building decarbonization SaaS
To
Agentic AI infrastructure for institutional CRE decisions
Same proprietary data. Same domain expertise. Same institutional customers.
Bigger buyer. Bigger budget.
Why Now
$7.3B
Agentic AI market (2025)
Projected $139B by 2034
40.5%
CAGR through 2034
Fastest-growing AI segment
1B+
AI agents operational by EOY 2026
IBM / Salesforce estimate
MCP (Model Context Protocol) is becoming "the USB-C of AI" for enterprise systems.
The Foundation
75%
of North American CRE in proprietary database
950K+
unique physics-based building models
14K+
virtual energy audits delivered
8
purpose-built AI research agents
Validated by JLL at 5% of cost, 1% of time vs. traditional audits. Recognized by GRESB and USGBC (LEED v5 certification pathway).
The Pivot
$9.7T to $16.5T
ESG-labelled assets (2026–2031)
$8–9B
DD / vendor-risk market (mid-decade)
30+
US jurisdictions with Building Performance Standards
Product Lines
Autonomous completion of institutional due diligence questionnaires. What took a team of analysts weeks now takes minutes.
Buyer
Fund managers, LP relations, ESG compliance
Revenue
Per-questionnaire or annual license
Starwood ready to buy
Autonomous capital planning across entire portfolios: prioritization, sequencing, financial modeling, regulatory risk.
Buyer
Asset managers, GPs, property managers
Revenue
Per-building or portfolio subscription
Blackstone, AvalonBay, Tishman, UDR
Audette as a callable data source within any MCP-compatible enterprise AI workflow.
Buyer
Enterprise CRE tech teams, AI platforms
Revenue
API / usage-based pricing
8 agents already deployed
Why Agentic, Not Just "AI"
| Traditional SaaS | Audette Agentic Platform | |
|---|---|---|
| Data handling | User uploads, manual input | Autonomous ingestion from 50+ sources |
| Output | Dashboards, static reports | Completed documents, decisions, actions |
| Scope | Single workflow per tool | Cross-functional reasoning across datasets |
| Integration | Point-to-point APIs | MCP-native, any LLM orchestrator |
| Scaling | More seats = more cost | More buildings = better models = more value |
| Revenue | Per-seat subscription | Per-action, per-building, usage-based |
"Vertical AI agents could be 10x bigger than traditional SaaS." Audette is the first mover in commercial real estate.
Competitive Moat
75% of North American CRE. 6 years of ingestion. No shortcut.
950K+ physics-based building models. JLL-verified.
100 years of building science expertise encoded in inference rules.
GRESB, USGBC LEED v5, blue-chip logos.
More buildings = better recommendations = more buildings.
All LLM integrations behind common API. No vendor lock-in.
Traction
Customer Voices
“Before, we had no way to quantify transition risk during due diligence. With Audette, not only can we quantify it, but we can understand it to make real decisions. That's not something we've ever been able to do before.”
Katie Cappola
VP Sustainability, Madison International Realty
$7B AUM
“What I care about is decarbonization intelligence so I can think about capital allocation at scale. You spoke the language of engineering as well as asset management, and provided a very clear capital planning tool. That really set you apart.”
Mauricio Serna
Global Head of Sustainability, Starwood Capital
$115B+ AUM
“Audette gives us the ability to conduct that quality of evaluation across our portfolio in a cost-effective way. All while producing a dynamic, interactive report. I just haven't seen an alternative that is competitive.”
Thomas Stanchak
Managing Director, Stoneweg
$11.6B AUM
Market Size
Every institutional CRE transaction, fund raise, LP report, regulatory filing, and capital plan that touches building performance data.
Audette is not a climate company that uses AI.
It is an agentic AI company with a proprietary data moat in the largest asset class on earth.
Harvey
→ Audette for CRE due diligence
Vanta
→ Audette for ESG / building compliance
Ramp
→ Audette agents for CRE capital workflows
Palantir
→ Audette ontology for building assets
Team
Founder & CEO
Engineer and building scientist. 10+ years in HVAC, building performance, M&V. Co-led USGBC and GRESB working groups.
Chief Growth Officer
Stanford MBA. Enterprise GTM at One Medical and Twin Health.
Head of Product
Leads product strategy and agentic architecture transition.
The Ask
Audette has already done the hardest part. The data, the models, the trust, the domain AI. Agentic infrastructure is the monetization unlock.
Agentic AI for the largest asset class on earth.
christopher@audette.io | audette.io
Confidential. For authorized recipients only.
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