A grid-edge orchestration platform that ingests real-time telemetry from OEM device clouds (Tesla Powerwall, ChargePoint, Ecobee, Rheem, Enphase) via standardized adapters, runs stochastic optimization to stack value streams (energy arbitrage, frequency regulation, capacity, distribution deferral), and auto-generates ISO-compliant bid packages with measurement & verification (M&V) audit trails. Revenue: SaaS per MW under management + performance fee on stacked revenue.
Utilities and grid operators cannot reliably aggregate behind-the-meter distributed energy resources (EV chargers, home batteries, smart thermostats, water heaters) into dispatchable Virtual Power Plants (VPPs). FERC Order 2222 mandates wholesale market access for DER aggregators, but implementation is fragmented across 7 ISOs/RTOs with different telemetry standards, settlement rules, and interconnection queues. The Utilize coalition (Google, Tesla, others) signals a push for federal grid reform, but no neutral orchestration layer exists to translate heterogeneous device protocols (OpenADR, IEEE 2030.5, Matter, proprietary APIs) into ISO-compliant bid curves with nodal pricing granularity. Doing nothing costs utilities $12-18B/year in avoided peaker capacity and curtailment losses.