Agentic AI for the largest asset class on earth.

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

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We saw a gap no one else could fill.

Energy audits are a $3B+ annual market, deployed across thousands of buildings, but stuck in the 1990s: manual, expensive, slow, and non-scalable. We built AI that does in minutes what took consultants weeks, at 5% of the cost and 1% of the time. We deployed it into the fastest-growing beachhead in commercial real estate.

Audette Building AI Chat

2024 proved the model.

Contracted ACV, Jan 2023 through Dec 2024.

$0$400K$800K$1.2M$1.6MJan 23Jul 23Jan 24Jul 24Dec 24$1.49M$12K
ACV (Dec 2024) $1.49M
YoY ACV Growth 3.6x
Gross Margin 73-79%

“Climate risk is investment risk. We are on the edge of a fundamental reshaping of finance. In the near future, and sooner than most anticipate, there will be a significant reallocation of capital.”

— Larry Fink, BlackRock, 2020 Annual Letter to CEOs

In 2025, things changed.

2023-20242025growthstall

Political

ESG backlash, regulatory uncertainty, mandate rollbacks.

Technological

AI commoditized overnight. LLMs collapsed the moat around "AI-powered."

Market

CRE went transactional. Deal volume cratered. Sustainability budgets froze.

Strategic

Product too vertical. Sales cycles too long. ACV out of balance with CAC.

“In 2024, I retired the term ESG. In 2025, we removed it from more than 50 European strategies impacting $51 billion in assets. The language became too politicized to be useful.”

— Larry Fink, Chairman & CEO, BlackRock ($11.6T AUM)

2025 Annual Chairman’s Letter to Investors

From product to infrastructure.

What we’re building

AI agents that embed directly into institutional CRE workflows. Not a dashboard. Not a report. Autonomous agents that ingest, reason, and act on building data at the point of decision.

Embed upstream

DDQ/RFP automation for acquisitions teams. Starwood ready to buy.

Monetize downstream

Portfolio intelligence for asset managers. Blackstone, AvalonBay, UDR.

Scale through infrastructure

MCP-native data layer for any AI workflow. API/usage pricing.

Embed upstream. Monetize downstream.

DDQ/RFP Automation Agent

Autonomous completion of institutional due diligence questionnaires. What took analysts weeks now takes minutes.

Revenue

Per-questionnaire or annual license

Signal: Starwood ready to buy

Portfolio Intelligence Agent

Autonomous capital planning across entire portfolios: prioritization, sequencing, financial modeling, regulatory risk.

Revenue

Per-building or portfolio subscription

Signal: Blackstone, AvalonBay, Tishman, UDR

MCP-Native Data Infrastructure

Audette as a callable data source within any MCP-compatible enterprise AI workflow. Any LLM orchestrator. Any stack.

Revenue

API/usage-based pricing

Signal: 8 agents already deployed

Not “AI-powered.” Autonomous.

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 building the vertical AI layer for the largest asset class on earth.

Six years of compounding advantage.

Proprietary Data

75% of NA CRE in proprietary database. Years of data partnerships—not scraped.

Validated Models

950K+ physics-based building models. JLL-verified—not hallucinated.

Domain Codification

50+ years of engineering logic encoded into inference rules—not prompted.

Institutional Trust

GRESB, USGBC LEED v5 certified pathway—not self-proclaimed.

Data Flywheel

Every building analyzed makes the next one better. Compounding by design.

Model-Agnostic

Not locked to any LLM. Runs on any foundation model. Future-proof by architecture.

Real revenue. Real customers.

Revenue (T12M) $1.73M
ACV ~$1.95M
YoY Growth 55–94%
Gross Margin 73–79%
Pipeline $2.2M
Team 12 FTEs

Notable Customers

Blackstone
Greystar
AvalonBay
Tishman Speyer
UDR
JPMorgan
Camden
Madison Intl
Starwood
KKR
Clarion Partners
Morguard

In their own words.

“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

Addressable Markets

CRE Due Diligence + Compliance $8–9B
ESG-Labelled Assets Under Management $9.7T–$16.5T
Agentic AI Enterprise Infrastructure $7.3B–$139B

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

Built for a second bite.

12 FTEs. Six years of domain depth. Ready to scale.

Christopher Naismith

Founder & CEO

Engineer and building scientist. 10+ years in HVAC, building performance, M&V. Co-led USGBC and GRESB working groups.

Pallen Chiu

Chief Growth Officer

Stanford MBA. Enterprise GTM at One Medical and Twin Health.

Tim Cull

Head of Product

Leads product strategy and agentic architecture transition.

Repositioning requires recapitalization.

Context The current cap table cannot absorb the capital required to execute the pivot. We need a strategic recap to fund the transition.
What you get Ground-floor stake in a derisked AI play (6 years, $22M+ invested, product-market fit proven) · Unprecedented ownership position (recap creates clean entry) · Proprietary data moat that took 6 years to build · Institutional customer base (Blackstone, Starwood, KKR, JPMorgan) · Team that has done the hardest part already
Use Product engineering (agent platform) · Go-to-market (partnership-led distribution) · Working capital
Structure Open to discussion.

Ground floor. Derisked. Ready to scale.

christopher@audette.io  |  audette.io

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