Momentum is the platform where retrofit projects get done–connecting owners, contractors, and capital in one place, and building a body of knowledge with every project so that improving our building stock becomes faster, cheaper, and easier to do at scale.
Whether owners are motivated by compliance, operating costs, resilience, resident comfort, or carbon reduction, Momentum helps them understand their options, build confidence in a path forward, and connect to the capital and contractors to get it done — while building a data flywheel where every project makes the next one easier, cheaper, and more certain.
Product Pillars & Objectives
The four pillars below define what Momentum must deliver to realize the product vision. Each pillar is accompanied by outcome-oriented objectives — durable statements of what success looks like for users, independent of any specific feature or implementation.
Every party in a retrofit — owners, boards, contractors, lenders, rebate programs — needs to trust the information they're acting on. For owners and boards, that means confidence levels made legible: what we know, how we know it, and what would change it. For contractors, it means building data detailed enough to bid without a site visit. For lenders and rebate programs, it means pipeline visibility and project quality signals that let them deploy capital efficiently. The product earns trust differently for each user type, but it's always the foundation.
Objectives:
Owners and boards can understand the basis for any estimate — what data it's built on, how confident we are, and what would improve it — without needing to ask a human.
Contractors have enough building information from Momentum — system details, access constraints, and likely scope parameters — to make an informed decision about whether to bid and what questions to resolve before doing so. Where a site visit is warranted, Momentum helps them arrive prepared rather than starting from scratch.
Lenders and rebate programs can quickly determine whether a building or project is a good fit for their goals and criteria, and assess the quality and volume of available pipeline without manual outreach or custom reporting.
Property managers can rely on Momentum's portfolio triage as a credible basis for internal prioritization and compliance reporting — without needing to independently verify building-level data before acting on it.
Energy service providers can present Momentum's pathway analysis to owners with confidence that the underlying assumptions and ranges reflect real-world norms, not just theoretical models.
The job isn't to show everything — it's to make the right call obvious for whoever is looking. That means collapsing each decision to its essential tradeoffs *and* embedding the expert reasoning that makes those tradeoffs legible without requiring outside interpretation. Owners and boards shouldn't need a consultant in the room to understand their options or trust a recommendation. Contractors shouldn't have to chase buildings that are a poor fit or waste time on bids they won't win. Lenders and programs shouldn't have to excavate relevant signals from noise. Service providers and portfolio managers need a clear status picture across many buildings at once, not just a deep dive on one. If any user feels like the product requires them to bring their own expertise just to get started, it's failing.
Objectives:
An owner or board member with no prior retrofit experience can understand the tradeoffs between viable paths, articulate a rationale for pursuing one, and trust that the recommendation reflects real-world expertise — not just data output.
The reasoning behind any recommendation or flag is visible and consistent, and doesn't require an expert on hand to explain it. Momentum can identify when a proposed scope, cost, or savings projection looks out of range relative to comparable projects and surface that clearly.
A contractor can quickly assess whether a building is a genuine fit for their services — understanding likely scope, timeline, and access requirements — before committing time to a bid. A lender or rebate program can evaluate whether an opportunity meets their criteria without wading through irrelevant detail.
A service provider or portfolio manager can get a meaningful cross-portfolio status view — which buildings need attention, which are ready to move, which can wait — without having to reconstruct that picture manually from building-by-building data.
Each user type receives information, language, and calls to action tailored to their role and decision context, not a one-size-fits-all view.
Nobody wants to enter data. Owners want to drop an address or a spreadsheet and get back a triage. Contractors want enough building information upfront that they can assess fit and bid intelligently. Every interaction should extract structured signal and feed it back into better estimates over time — so the product gets more empirically grounded with each project completed.
Objectives:
An owner can onboard a building with minimal manual data entry and immediately receive a useful, if rough, triage with clear next steps for what to do with it.
A property manager can onboard an entire portfolio — dropping a spreadsheet or list of addresses — and receive a structured, prioritized triage across all buildings, with each bucketed by urgency and flagged with the most important next steps, without having to process buildings one by one.
Contractors can submit bids and proposals in whatever format they already use — email, PDF, their own templates — and Momentum extracts and standardizes the relevant data without requiring them to learn a new system or re-enter information.
Energy service providers can upload existing assessments, audit reports, or prior scopes and have Momentum incorporate that information into the building record, rather than starting from scratch.
Every completed project feeds back into the system in a structured way, improving the empirical basis of future estimates.
Analysis only has value if it produces a next step. For owners and boards, that means a clear path from exploration to decision — and eventually to executed project. For contractors, it means knowing which opportunities are worth pursuing and which to pass on, without wasted effort. For property managers, it means always knowing which buildings need attention now versus which can wait. For energy service providers and project drivers, it means being in the right conversation at the right time — not following up manually and hoping the moment hasn't passed. Momentum should make the next concrete step obvious for every user, at every stage, and never leave anyone — regardless of role — without a clear sense of what to do next. A fast, well-reasoned "not now" is as valuable as a yes. But the product should always be nudging toward progress, not just deepening understanding, and never leaving someone without a clear sense of what to do next.
Objectives:
An owner or board can move from first look at a building to a well-reasoned decision — commit to a scope, investigate further, or park it with a clear revisit trigger — without needing a human to push them to the next step.
A contractor receives timely signals about buildings that match their services and capacity, can quickly assess fit and bid viability, and gets to a clear go/no-go without chasing opportunities unlikely to convert.
A property manager always has a current, prioritized view of which buildings in their portfolio need near-term action and which are appropriately parked — without having to manually reconstruct that picture on a recurring basis.
An energy service provider or project driver is notified when conditions change for buildings they're tracking — new incentives, approaching fine windows, equipment age thresholds — so they can re-engage at the right moment rather than relying on manual follow-up.
Momentum distinguishes between users who are stuck and need help moving forward versus those who are appropriately deliberating, and responds differently to each.
The time between "decision to explore” and “executed deal or project” is measurably shorter for Momentum users than the market baseline.
About this document
This document represents the current working draft of Momentum's product vision and pillars. It is intended as a living reference — a filter for evaluating new work and a foundation for mapping initiatives and objectives as the roadmap develops. It is not a feature list or a delivery commitment.
User Types, Goals & How We Can Serve Them
Momentum serves a multi-sided marketplace: building owners making compliance decisions, managers running portfolios, contractors seeking projects, and the capital and program partners that make projects financeable. Each user type has a distinct lens on the same core question — what work needs to happen in which buildings, and how does it get funded and built?
Portfolio-level pipeline views showing buildings by project readiness and fine exposure.
Notifications when conditions shift for tracked buildings — new incentives, approaching compliance windows, equipment age thresholds — so re-engagement is timely rather than manual.
Pathway analysis grounded in real-world norms that service providers can present to owners with confidence.
Ability to upload prior assessments, audit reports, or scopes so Momentum builds on existing work rather than starting from scratch.
Regardless of user type, a few principles consistently shape how Momentum should serve every participant:
Financial alignment drives adoption: Users engage when Momentum helps them make money — contractors win work, service providers earn fees, lenders find qualified deals. Where that financial incentive is unclear or absent, adoption will be fragile regardless of how good the product is. Platform and partnership decisions should reflect this: if a user type doesn't have a clear financial reason to be here, that gap needs to be resolved before investing heavily in serving them.
Onboarding reflects who you are: A contractor joining the platform should see different entry points, language, and calls to action than a board member or property manager. Where possible, Momentum should infer user type from registration context and confirm with a few targeted questions — so the experience feels built for them from the first interaction.
Meet users where they are: Don't force any user into a rigid format or workflow. Accept messy inputs and make sense of them.
Progressive disclosure: Surface the right information at the right time. Don't overwhelm owners with full scope analysis before they've confirmed their building data is reliable.
Trust infrastructure first: Every user needs to trust Momentum's outputs before they'll act on them. Confidence levels, data transparency, and honest uncertainty ranges aren't nice-to-haves — they're prerequisites for action.
Encode judgment, don't just display data: Marc's consistent rule set (optimize before replace, phase to preserve option value, policy doesn't bend) should be baked into the UI — not delivered live by a founder.
Make the next step obvious: Every interaction should end with a single, clear next step for the user — not a wall of options or an open-ended 'explore' experience.
Strategy Notebook
Momentum
Product Vision & Objectives
Draft for team review — March 2026
Product Vision
Momentum is the platform where retrofit projects get done–connecting owners, contractors, and capital in one place, and building a body of knowledge with every project so that improving our building stock becomes faster, cheaper, and easier to do at scale.
Whether owners are motivated by compliance, operating costs, resilience, resident comfort, or carbon reduction, Momentum helps them understand their options, build confidence in a path forward, and connect to the capital and contractors to get it done — while building a data flywheel where every project makes the next one easier, cheaper, and more certain.
Product Pillars & Objectives
The four pillars below define what Momentum must deliver to realize the product vision. Each pillar is accompanied by outcome-oriented objectives — durable statements of what success looks like for users, independent of any specific feature or implementation.
Pillar 1: Trust for every participant #
Every party in a retrofit — owners, boards, contractors, lenders, rebate programs — needs to trust the information they're acting on. For owners and boards, that means confidence levels made legible: what we know, how we know it, and what would change it. For contractors, it means building data detailed enough to bid without a site visit. For lenders and rebate programs, it means pipeline visibility and project quality signals that let them deploy capital efficiently. The product earns trust differently for each user type, but it's always the foundation.
Objectives:
Owners and boards can understand the basis for any estimate — what data it's built on, how confident we are, and what would improve it — without needing to ask a human.
Contractors have enough building information from Momentum — system details, access constraints, and likely scope parameters — to make an informed decision about whether to bid and what questions to resolve before doing so. Where a site visit is warranted, Momentum helps them arrive prepared rather than starting from scratch.
Lenders and rebate programs can quickly determine whether a building or project is a good fit for their goals and criteria, and assess the quality and volume of available pipeline without manual outreach or custom reporting.
Property managers can rely on Momentum's portfolio triage as a credible basis for internal prioritization and compliance reporting — without needing to independently verify building-level data before acting on it.
Energy service providers can present Momentum's pathway analysis to owners with confidence that the underlying assumptions and ranges reflect real-world norms, not just theoretical models.
Pillar 2: Clarity through encoded judgment #
The job isn't to show everything — it's to make the right call obvious for whoever is looking. That means collapsing each decision to its essential tradeoffs *and* embedding the expert reasoning that makes those tradeoffs legible without requiring outside interpretation. Owners and boards shouldn't need a consultant in the room to understand their options or trust a recommendation. Contractors shouldn't have to chase buildings that are a poor fit or waste time on bids they won't win. Lenders and programs shouldn't have to excavate relevant signals from noise. Service providers and portfolio managers need a clear status picture across many buildings at once, not just a deep dive on one. If any user feels like the product requires them to bring their own expertise just to get started, it's failing.
Objectives:
An owner or board member with no prior retrofit experience can understand the tradeoffs between viable paths, articulate a rationale for pursuing one, and trust that the recommendation reflects real-world expertise — not just data output.
The reasoning behind any recommendation or flag is visible and consistent, and doesn't require an expert on hand to explain it. Momentum can identify when a proposed scope, cost, or savings projection looks out of range relative to comparable projects and surface that clearly.
A contractor can quickly assess whether a building is a genuine fit for their services — understanding likely scope, timeline, and access requirements — before committing time to a bid. A lender or rebate program can evaluate whether an opportunity meets their criteria without wading through irrelevant detail.
A service provider or portfolio manager can get a meaningful cross-portfolio status view — which buildings need attention, which are ready to move, which can wait — without having to reconstruct that picture manually from building-by-building data.
Each user type receives information, language, and calls to action tailored to their role and decision context, not a one-size-fits-all view.
Pillar 3: Frictionless data, in and out #
Nobody wants to enter data. Owners want to drop an address or a spreadsheet and get back a triage. Contractors want enough building information upfront that they can assess fit and bid intelligently. Every interaction should extract structured signal and feed it back into better estimates over time — so the product gets more empirically grounded with each project completed.
Objectives:
An owner can onboard a building with minimal manual data entry and immediately receive a useful, if rough, triage with clear next steps for what to do with it.
A property manager can onboard an entire portfolio — dropping a spreadsheet or list of addresses — and receive a structured, prioritized triage across all buildings, with each bucketed by urgency and flagged with the most important next steps, without having to process buildings one by one.
Contractors can submit bids and proposals in whatever format they already use — email, PDF, their own templates — and Momentum extracts and standardizes the relevant data without requiring them to learn a new system or re-enter information.
Energy service providers can upload existing assessments, audit reports, or prior scopes and have Momentum incorporate that information into the building record, rather than starting from scratch.
Every completed project feeds back into the system in a structured way, improving the empirical basis of future estimates.
Pillar 4: Every user moves toward outcomes #
Analysis only has value if it produces a next step. For owners and boards, that means a clear path from exploration to decision — and eventually to executed project. For contractors, it means knowing which opportunities are worth pursuing and which to pass on, without wasted effort. For property managers, it means always knowing which buildings need attention now versus which can wait. For energy service providers and project drivers, it means being in the right conversation at the right time — not following up manually and hoping the moment hasn't passed. Momentum should make the next concrete step obvious for every user, at every stage, and never leave anyone — regardless of role — without a clear sense of what to do next. A fast, well-reasoned "not now" is as valuable as a yes. But the product should always be nudging toward progress, not just deepening understanding, and never leaving someone without a clear sense of what to do next.
Objectives:
An owner or board can move from first look at a building to a well-reasoned decision — commit to a scope, investigate further, or park it with a clear revisit trigger — without needing a human to push them to the next step.
A contractor receives timely signals about buildings that match their services and capacity, can quickly assess fit and bid viability, and gets to a clear go/no-go without chasing opportunities unlikely to convert.
A property manager always has a current, prioritized view of which buildings in their portfolio need near-term action and which are appropriately parked — without having to manually reconstruct that picture on a recurring basis.
An energy service provider or project driver is notified when conditions change for buildings they're tracking — new incentives, approaching fine windows, equipment age thresholds — so they can re-engage at the right moment rather than relying on manual follow-up.
Momentum distinguishes between users who are stuck and need help moving forward versus those who are appropriately deliberating, and responds differently to each.
The time between "decision to explore” and “executed deal or project” is measurably shorter for Momentum users than the market baseline.
About this document
This document represents the current working draft of Momentum's product vision and pillars. It is intended as a living reference — a filter for evaluating new work and a foundation for mapping initiatives and objectives as the roadmap develops. It is not a feature list or a delivery commitment.
User Types, Goals & How We Can Serve Them
Momentum serves a multi-sided marketplace: building owners making compliance decisions, managers running portfolios, contractors seeking projects, and the capital and program partners that make projects financeable. Each user type has a distinct lens on the same core question — what work needs to happen in which buildings, and how does it get funded and built?
Building Owners & Boards #
Goals #
How We Best Serve Them #
Property Managers #
Goals #
How We Best Serve Them #
Energy Service Providers #
Goals #
How We Best Serve Them #
Contractors #
Goals #
How We Best Serve Them #
Lenders & Capital Providers #
Goals #
How We Best Serve Them #
Rebate Programs & City Partners #
Goals #
How We Best Serve Them #
Cross-Cutting Principles for Serving All Users #
Regardless of user type, a few principles consistently shape how Momentum should serve every participant: