# Helios Exchange, Inc *Also known as Helios Exchange* - Website: https://helios-eex.com - Location: Sausalito, California, United States - Agent profile: https://directory.haycion.ai/agents/helios-eex-com > Helios Exchange is the world’s first commercial real estate platform for energy retrofit project development, insurance and financing. Helios Exchange is the world’s first commercial real estate platform for energy retrofit project development, insurance and financing. It provides building owners and facility managers with turnkey solutions to discover, insure and finance energy improvement projects with ease and confidence, and capture the resulting green premium on asset valuation. The rapidly growing Helios database covers over 150,000 commercial properties, 15 Billion Sq.Ft. of small to large size commercial real estate in major U.S. cities with high-energy prices, stringent energy disclosure and improvement mandates, and legislative support for innovative clean energy project financing such as PACE programs. Thanks to its city-scale smart building energy analytics, Helios Exchange has identified over $10 Billion in annual energy savings and compelling business cases. Through its network of financing partners, Helios can provide up to $500 Million in project finance across a variety of financing models for energy retrofit projects. Helios partners with a nationwide network of Energy Service Professionals to complement them with energy analytics, insurance and financing, enabling them to close more business. With the maturing of financing models such as Energy Savings Agreements and PACE financing, the emergence of big data analytics, Helios can offer zero-down financing solutions and insure performance risk to bring confidence to retrofit transactions, and do this at city-scale. Founded by sustainable investing pioneers, Helios Exchange has offices in multiple major U.S. cities. **Mission:** Helios Exchange aims to enable building owners and facility managers to discover, insure and finance energy retrofit projects through a city-scale analytics platform and financing network. ## Products & Services ### [HELiOS PROPERTY MANAGER™](https://helios-eex.com/products/helios-property-manager/) *Platform* Streamline building portfolio management and enhance energy performance for commercial properties. - **Performance Benchmarking** — Benchmark Energy Performance - **Portfolio Management** — Centralize Portfolio Management - **Real-time Performance Tracking** — Track Performance in Real-Time - **Risk Assessment Analytics** — Evaluate Project Risk - **Integration with EPA Portfolio Manager** — Integrate with EPA Portfolio Manager ### [HELiOS ENERGY ANALYTICS™](https://helios-eex.com/products/helios-energy-analytics/) *Platform* Streamlines tracking of building energy use, costs, and savings with standardized analytics. - **Energy Use Analytics** — Tracks Energy Consumption - **Data Normalization** — Ensures Accurate Comparisons - **Detailed Reporting** — Provides Insightful Reports - **Benchmarking Capabilities** — Facilitates Performance Tracking ### [HELiOS BEPA™](https://helios-eex.com/products/helios-bepa/) *Product* Assess and optimize building energy performance easily and confidently. - **Energy Efficiency Risk Rating** — Quantifies Performance Risk - **Weather Normalization** — Adjusts Data for Accurate Comparisons - **Baselining** — Establishes Performance Baseline - **Statistical Validation** — Enhances Result Reliability - **Regression Analysis** — Identifies Key Performance Drivers - **Documentation** — Provides Detailed Records ### [HELiOS EEM™](https://helios-eex.com/products/helios-eem/) *Product* Optimize energy savings and financial performance of efficiency measures with HELiOS EEM™. - **Energy Efficiency Measures Analytics** — Identify Performance Opportunities - **Performance Risk Assessment** — Evaluate Project Risks - **Financial Analytics** — Analyze Financial Viability - **Incentive Identification** — Discover Financial Incentives ### [HELiOS M&V™](https://helios-eex.com/products/helios-mv/) *Product* Verify energy savings through real-time tracking and comprehensive performance reporting. - **Real-time Tracking** — Track Retrofit Performance Instantly - **Standardized Measurement & Verification** — Ensure Compliance with Industry Standards - **Savings Reporting** — Generate Detailed Savings Reports ### [HELiOS EE-SIM™](https://helios-eex.com/products/helios-ee-sim/) *Product* Streamline energy retrofit modeling and analysis with fast, user-friendly tools. - **Energy Modeling Tools** — Model Energy Retrofit Opportunities - **Standardized Building Energy Model** — Utilize Standardized Energy Models - **Rapid Evaluation** — Reduce Analysis Time - **Performance Validation** — Ensure Accurate Energy Predictions ### [HELiOS RETROFIT EXPLORER™](https://helios-eex.com/products/helios-retrofit-explorer/) *Product* Rapidly identify energy savings opportunities among common measures. - **Remote Energy Audit** — Conduct Remote Audits - **Cost-Effectiveness Calculation** — Calculate Cost Effectiveness - **Library of Measures** — Access Comprehensive Library - **Customizable Library of EEMs** — Customize Energy Measures - **Utility Incentives Integration** — Include Utility Incentives ### [HELiOS EXCHANGE™](https://helios-eex.com/products/helios-exchange/) *Platform* Streamline energy retrofit financing with analytics and insurance solutions. - **End-to-end Analytics** — Supports Development And Financing - **Financing Coordination** — Facilitates Multiple Financing Options - **Online Financing Platform** — Provides A Cloud-Based Solution - **Performance Risk Assessment** — Quantifies Project Risks ### [HELiOS ESA™](https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/esa/) *Service* Facilitates energy efficiency through third-party financing with no upfront costs. - **Third-party Funding of Improvements** — No Upfront Investment Required - **Monitoring of Savings** — Enables Cost Savings - **Performance Guarantees** — Mitigates Financial Risk - **Flexible Payment Options** — Aligns Costs with Savings ### [HELiOS E-Lease™](https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/lease/) *Service* Finance energy retrofits with payments tied to actual savings, promoting cash flow positivity from day one. - **Savings-based Payments** — Ensures Positive Cash Flow - **Zero Upfront Cost Financing** — Launch Projects Without Capital - **Traditional Capital Lease** — Covers All Retrofit Costs - **Flexible Lease Terms** — Customizable Payment Plans - **Measurement & Verification** — Ensures Savings Accountability ### [HELiOS PACE™](https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/pace/) *Service* Financing solutions that allow building owners to implement energy projects with minimal upfront costs through tax assessments. - **PACE Financing** — Covers Entire Project Costs - **Long-term Financing** — Offers Extended Payment Plans - **Insured Savings Option** — Protects Against Performance Risk ### [Energy Performance Insurance](https://helios-eex.com/financing-2/energy-performance-insurance/) *Service* Provides performance guarantees for energy savings during energy retrofit projects. - **Energy Savings Insurance** — Guarantees Energy Savings - **Case-by-case Terms** — Varying Terms Offered - **Technical Due Diligence Services** — Comprehensive Technical Support - **HELiOS EE-Risk Rating** — Performance Risk Assessment ### [HELiOS EE-Assure™](https://helios-eex.com/financing-2/energy-performance-insurance/) *Service* Ensures reliable energy savings through rigorous technical due diligence and risk assessments. - **EE-Risk Assessment** — Quantifies Performance Risk - **EE-SIM Modeling** — Accelerates Energy Modeling - **BEPA Baseline and Weather Normalization** — Establishes Reliable Energy Metrics - **EEM Analytics** — Evaluates Energy Efficiency Proposals - **Energy Savings Insurance** — Mitigates Financial Risk - **Measurement and Verification (M&V)** — Tracks Actual Savings ## Market Segments - **Energy performance insurance and risk transfer**: Insurance and risk-transfer products that guarantee or insure projected energy savings and manage performance risk for retrofit projects. - **Retrofit financing and capital programs**: Financing options and platforms that provide zero-upfront, long-term, and third-party funded capital for commercial retrofit projects, including lease, PACE and ESA structures. - **Building energy analytics and portfolio benchmarking**: Standardized energy use analytics and benchmarking to track consumption, costs, and savings across property portfolios and integrate with EPA Portfolio Manager. - **Energy modeling, measurement and verification, and technical due diligence**: Technical services and modeling for retrofit planning and validation, including building energy modeling, measurement and verification, BEPA assessments, and technical due diligence to quantify savings and risks. - **Retrofit project development and measure analytics**: Tools and analytics to identify, evaluate, and prioritize energy efficiency measures, calculate cost-effectiveness, and integrate incentives for project development.