{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/helios-eex-com","markdownUrl":"https://nowen.ai/agents/helios-eex-com.md","jsonUrl":"https://nowen.ai/agents/helios-eex-com.json","name":"Helios Exchange, Inc","nickname":"Helios Exchange","website":"https://helios-eex.com","location":"Sausalito, California, United States","address":{"city":"Sausalito","state":"California","country":"United States"},"industry":"PropTech","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:28:13.886Z","summary":"Helios Exchange is the world’s first commercial real estate platform for energy retrofit project development, insurance and financing.","description":"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.","directory":{"industryName":"PropTech","agentCount":16,"indexable":true,"hubUrl":"https://nowen.ai/industry/proptech"},"aiReaderFamilies":["Anthropic","Perplexity","Amazon"],"products":[{"name":"HELiOS PROPERTY MANAGER™","type":"Platform","url":"https://helios-eex.com/products/helios-property-manager/","summary":"Streamline building portfolio management and enhance energy performance for commercial properties.","description":"HELiOS Property Manager is a platform that provides building portfolio management and performance benchmarking capabilities for commercial real estate energy retrofit projects.","pricing":{},"features":[{"name":"Performance Benchmarking","value":"Benchmark Energy Performance","valueDescription":"Utilizes standardized metrics to effectively compare energy performance across different properties, aiding in strategic decision-making."},{"name":"Portfolio Management","value":"Centralize Portfolio Management","valueDescription":"Enables facility managers to effortlessly oversee and optimize energy performance for an entire portfolio of properties in one collaborative platform."},{"name":"Real-time Performance Tracking","value":"Track Performance in Real-Time","valueDescription":"Allows facility managers to continuously monitor energy performance and verify projected savings post-implementation."},{"name":"Risk Assessment Analytics","value":"Evaluate Project Risk","valueDescription":"Employs sophisticated analytics to assess the risks associated with energy efficiency projects, providing insights crucial for financial backing."},{"name":"Integration with EPA Portfolio Manager","value":"Integrate with EPA Portfolio Manager","valueDescription":"Provides easy access to benchmark your properties effectively, leveraging established EPA metrics."}]},{"name":"HELiOS ENERGY ANALYTICS™","type":"Platform","url":"https://helios-eex.com/products/helios-energy-analytics/","summary":"Streamlines tracking of building energy use, costs, and savings with standardized analytics.","description":"HELiOS Energy Analytics provides standardized building energy use analytics to track consumption, costs, and savings, simplifying complex data into actionable insights for property managers and owners.","pricing":{},"features":[{"name":"Energy Use Analytics","value":"Tracks Energy Consumption","valueDescription":"Enables precise monitoring of energy use through standardized metrics, ensuring accurate insights for cost management and savings identification."},{"name":"Data Normalization","value":"Ensures Accurate Comparisons","valueDescription":"By neutralizing external factors, this feature allows for dependable comparisons of energy performance, critical for effective decision-making."},{"name":"Detailed Reporting","value":"Provides Insightful Reports","valueDescription":"These reports aid stakeholders in understanding energy dynamics within their buildings, enabling informed management decisions."},{"name":"Benchmarking Capabilities","value":"Facilitates Performance Tracking","valueDescription":"Links data with established benchmarking standards to evaluate building performance against industry benchmarks, fostering continuous improvement."}]},{"name":"HELiOS BEPA™","type":"Product","url":"https://helios-eex.com/products/helios-bepa/","summary":"Assess and optimize building energy performance easily and confidently.","description":"HELiOS BEPA delivers Building Energy Performance Assessment to benchmark and analyze energy performance during real estate transactions and retrofit planning. It utilizes rigorous standards like ASTM BEPA E2797, IPMVP, and ASHRAE 14 Guidelines for accurate assessments.","pricing":{},"features":[{"name":"Energy Efficiency Risk Rating","value":"Quantifies Performance Risk","valueDescription":"Minimizes uncertainties for stakeholders by providing a risk metric for energy projects."},{"name":"Weather Normalization","value":"Adjusts Data for Accurate Comparisons","valueDescription":"Ensures data integrity by accounting for varying weather conditions affecting energy use."},{"name":"Baselining","value":"Establishes Performance Baseline","valueDescription":"Provides a crucial reference point for analyzing energy efficiency projects."},{"name":"Statistical Validation","value":"Enhances Result Reliability","valueDescription":"Validates findings to increase trust in the assessment outcomes."},{"name":"Regression Analysis","value":"Identifies Key Performance Drivers","valueDescription":"Analyzes interactions between factors influencing energy performance."},{"name":"Documentation","value":"Provides Detailed Records","valueDescription":"Delivers essential documents to support transparency and compliance."}]},{"name":"HELiOS EEM™","type":"Product","url":"https://helios-eex.com/products/helios-eem/","summary":"Optimize energy savings and financial performance of efficiency measures with HELiOS EEM™.","description":"HELiOS EEM provides Energy Efficiency Measures Analytics to evaluate proposed efficiency measures, analyze their financial characteristics, and identify utility rebates and other incentives, streamlining energy efficiency management for building owners.","pricing":{},"features":[{"name":"Energy Efficiency Measures Analytics","value":"Identify Performance Opportunities","valueDescription":"Pinpoint energy efficiency measures that deliver significant savings and performance improvements for commercial properties."},{"name":"Performance Risk Assessment","value":"Evaluate Project Risks","valueDescription":"Quantify and understand the risks associated with performance claims in energy efficiency projects, facilitating informed decision-making."},{"name":"Financial Analytics","value":"Analyze Financial Viability","valueDescription":"Provide detailed insights on costs, savings, and ROI for proposed energy efficiency measures to aid investment decisions."},{"name":"Incentive Identification","value":"Discover Financial Incentives","valueDescription":"Maximize savings by uncovering available rebates and incentives that complement investment in energy efficiency projects."}]},{"name":"HELiOS M&V™","type":"Product","url":"https://helios-eex.com/products/helios-mv/","summary":"Verify energy savings through real-time tracking and comprehensive performance reporting.","description":"HELiOS M&V offers real-time retrofit performance tracking and reporting to verify savings while employing standardized measurement and verification guidelines.","pricing":{},"features":[{"name":"Real-time Tracking","value":"Track Retrofit Performance Instantly","valueDescription":"Provides continuous updates on energy savings, allowing for immediate insights and adjustments."},{"name":"Standardized Measurement & Verification","value":"Ensure Compliance with Industry Standards","valueDescription":"Aligns with recognized standards to guarantee the accuracy and reliability of energy savings data."},{"name":"Savings Reporting","value":"Generate Detailed Savings Reports","valueDescription":"Delivers robust reports that detail the effectiveness of energy efficiency measures tracked over time."}]},{"name":"HELiOS EE-SIM™","type":"Product","url":"https://helios-eex.com/products/helios-ee-sim/","summary":"Streamline energy retrofit modeling and analysis with fast, user-friendly tools.","description":"HELiOS EE-SIM provides Energy Modeling Tools for retrofit analysis to model project impacts. This tool allows non-experts to rapidly model their properties and analyze energy retrofit opportunities, eliminating the costly and labor-intensive energy engineering cycles typically required to identify viable retrofit projects.","pricing":{},"features":[{"name":"Energy Modeling Tools","value":"Model Energy Retrofit Opportunities","valueDescription":"Allows users to efficiently model properties with advanced algorithms, greatly reducing modeling time from weeks to less than an hour."},{"name":"Standardized Building Energy Model","value":"Utilize Standardized Energy Models","valueDescription":"Offers confidence and consistency in performance assessments, validated under ANSI/ASHRAE Standard 140-2011."},{"name":"Rapid Evaluation","value":"Reduce Analysis Time","valueDescription":"Enables efficient identification of energy savings in under an hour instead of days."},{"name":"Performance Validation","value":"Ensure Accurate Energy Predictions","valueDescription":"Provides confidence through validation studies that reinforce the efficacy of the modeling approach."}]},{"name":"HELiOS RETROFIT EXPLORER™","type":"Product","url":"https://helios-eex.com/products/helios-retrofit-explorer/","summary":"Rapidly identify energy savings opportunities among common measures.","description":"HELiOS Retrofit Explorer is a remote energy audit tool that allows Facility Managers and Energy Service Professionals to efficiently identify energy saving measures among a comprehensive library of common measures, enhancing efficiency and cost-effectiveness in energy audits.","pricing":{},"features":[{"name":"Remote Energy Audit","value":"Conduct Remote Audits","valueDescription":"Significantly reduces costs and time associated with traditional energy audits, making audits more accessible."},{"name":"Cost-Effectiveness Calculation","value":"Calculate Cost Effectiveness","valueDescription":"Enables users to make informed decisions on the financial viability of energy-saving upgrades."},{"name":"Library of Measures","value":"Access Comprehensive Library","valueDescription":"Provides a wide range of energy-saving measures to choose from, ensuring diverse solutions for various building types."},{"name":"Customizable Library of EEMs","value":"Customize Energy Measures","valueDescription":"Enables personalized solutions tailored for specific building needs and energy goals."},{"name":"Utility Incentives Integration","value":"Include Utility Incentives","valueDescription":"Enhances financial savings options by integrating applicable utility incentives into the cost-risk analysis."}]},{"name":"HELiOS EXCHANGE™","type":"Platform","url":"https://helios-eex.com/products/helios-exchange/","summary":"Streamline energy retrofit financing with analytics and insurance solutions.","description":"HELiOS Exchange is an online financing services platform that coordinates building energy retrofit finance with analytics, insurance and financing options.","pricing":{},"features":[{"name":"End-to-end Analytics","value":"Supports Development And Financing","valueDescription":"The analytics support various stages of project development, ensuring informed decision-making."},{"name":"Financing Coordination","value":"Facilitates Multiple Financing Options","valueDescription":"HELIOS Exchange integrates numerous financing models that reduce upfront costs for building owners."},{"name":"Online Financing Platform","value":"Provides A Cloud-Based Solution","valueDescription":"Offers an accessible platform for users to coordinate and manage retrofit financing easily."},{"name":"Performance Risk Assessment","value":"Quantifies Project Risks","valueDescription":"Enables insurance options through thorough assessment of potential energy savings."}]},{"name":"HELiOS ESA™","type":"Service","url":"https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/esa/","summary":"Facilitates energy efficiency through third-party financing with no upfront costs.","description":"Efficiency Service Agreements (ESAs) finance energy efficiency projects with a third-party investor who funds improvements and monitors savings.","pricing":{},"features":[{"name":"Third-party Funding of Improvements","value":"No Upfront Investment Required","valueDescription":"Building owners benefit from significant energy upgrades without any initial capital outlay."},{"name":"Monitoring of Savings","value":"Enables Cost Savings","valueDescription":"By tying costs to realized savings, clients effectively lower their energy expenses."},{"name":"Performance Guarantees","value":"Mitigates Financial Risk","valueDescription":"Insurance options protect clients against underperformance, ensuring budget stability."},{"name":"Flexible Payment Options","value":"Aligns Costs with Savings","valueDescription":"Clients pay only for the savings achieved, ensuring financial feasibility."}]},{"name":"HELiOS E-Lease™","type":"Service","url":"https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/lease/","summary":"Finance energy retrofits with payments tied to actual savings, promoting cash flow positivity from day one.","description":"HELiOS E-Lease provides Energy Efficiency Leases that cover the full cost of retrofit projects, ensuring that lease payments are less than the resulting energy savings.","pricing":{},"features":[{"name":"Savings-based Payments","value":"Ensures Positive Cash Flow","valueDescription":"Lease payments lower than energy savings enhance financial viability and facilitate immediate cost reductions."},{"name":"Zero Upfront Cost Financing","value":"Launch Projects Without Capital","valueDescription":"Clients can immediately start retrofitting projects without the need for upfront capital, reducing financial barriers."},{"name":"Traditional Capital Lease","value":"Covers All Retrofit Costs","valueDescription":"All project costs, including equipment and installation, are financed, allowing for an upfront investment without the burden of immediate capital outlay."},{"name":"Flexible Lease Terms","value":"Customizable Payment Plans","valueDescription":"Flexible terms ensure affordability and alignment with expected energy savings, providing a bespoke financing solution."},{"name":"Measurement & Verification","value":"Ensures Savings Accountability","valueDescription":"Regular assessments confirm that energy savings match projections, enhancing confidence in the project's financial benefits."}]},{"name":"HELiOS PACE™","type":"Service","url":"https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/pace/","summary":"Financing solutions that allow building owners to implement energy projects with minimal upfront costs through tax assessments.","description":"Property Assessed Clean Energy (PACE) financing enables building owners to finance energy improvements through property tax assessments, covering project costs entirely including equipment and installation.","pricing":{},"features":[{"name":"PACE Financing","value":"Covers Entire Project Costs","valueDescription":"Includes funding for all related costs—development, equipment, and installation—with no upfront payments required."},{"name":"Long-term Financing","value":"Offers Extended Payment Plans","valueDescription":"Allows building owners to pay for improvements over a lengthy period, improving cash flow and project feasibility."},{"name":"Insured Savings Option","value":"Protects Against Performance Risk","valueDescription":"Helios partners with insurance providers to guarantee energy savings, bringing confidence to energy projects."}]},{"name":"Energy Performance Insurance","type":"Service","url":"https://helios-eex.com/financing-2/energy-performance-insurance/","summary":"Provides performance guarantees for energy savings during energy retrofit projects.","description":"Energy Savings Insurance provides guarantees for energy savings during retrofit projects.","pricing":{},"features":[{"name":"Energy Savings Insurance","value":"Guarantees Energy Savings","valueDescription":"Ensures performance through comprehensive insurance policies that protect against potential shortfalls in expected savings."},{"name":"Case-by-case Terms","value":"Varying Terms Offered","valueDescription":"This feature reflects the flexibility in tailoring insurance terms for individual projects to match their specific risk levels."},{"name":"Technical Due Diligence Services","value":"Comprehensive Technical Support","valueDescription":"Technical reviews help identify risks, thus allowing clients to make informed decisions and secure proper insurance."},{"name":"HELiOS EE-Risk Rating","value":"Performance Risk Assessment","valueDescription":"Evaluates and quantifies risks associated with energy savings estimates, enabling better underwriting and project confidence."}]},{"name":"HELiOS EE-Assure™","type":"Service","url":"https://helios-eex.com/financing-2/energy-performance-insurance/","summary":"Ensures reliable energy savings through rigorous technical due diligence and risk assessments.","description":"HELiOS EE-Assure™ provides technical due diligence including building energy performance assessments, energy efficiency measures analytics, measurement and verification, retrofit energy modeling, and performance risk assessments, ensuring client confidence in energy savings.","pricing":{},"features":[{"name":"EE-Risk Assessment","value":"Quantifies Performance Risk","valueDescription":"Offers analytical insights to gauge the likelihood of achieving expected energy savings, supporting financing options."},{"name":"EE-SIM Modeling","value":"Accelerates Energy Modeling","valueDescription":"Streamlines the modeling process to quickly assess retrofit opportunities and their potential savings."},{"name":"BEPA Baseline and Weather Normalization","value":"Establishes Reliable Energy Metrics","valueDescription":"Provides an accurate baseline to measure future energy performance against varying weather conditions."},{"name":"EEM Analytics","value":"Evaluates Energy Efficiency Proposals","valueDescription":"Delivers detailed analysis of proposed efficiency measures, assessing their feasibility and potential impact."},{"name":"Energy Savings Insurance","value":"Mitigates Financial Risk","valueDescription":"Provides insurance coverage for energy savings, reducing financial uncertainty for clients."},{"name":"Measurement and Verification (M&V)","value":"Tracks Actual Savings","valueDescription":"Ensures that energy savings are monitored and verified regularly, enhancing accountability."}]}],"audiences":[],"segments":[{"name":"Energy performance insurance and risk transfer","description":"Insurance and risk-transfer products that guarantee or insure projected energy savings and manage performance risk for retrofit 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BEPA™"},{"url":"https://helios-eex.com/products/helios-eem/","text":"HELiOS EEM™"},{"url":"https://helios-eex.com/products/helios-mv/","text":"HELiOS M&V™"},{"url":"https://helios-eex.com/products/helios-ee-sim/","text":"HELiOS EE-SIM™"},{"url":"https://helios-eex.com/products/helios-retrofit-explorer/","text":"HELiOS RETROFIT EXPLORER™"},{"url":"https://helios-eex.com/products/helios-exchange/","text":"HELiOS EXCHANGE™"},{"url":"https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/esa/","text":"HELiOS ESA™"},{"url":"https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/lease/","text":"HELiOS E-Lease™"},{"url":"https://helios-eex.com/financing-2/financing-models-for-energy-efficiency/pace/","text":"HELiOS PACE™"},{"url":"https://helios-eex.com/financing-2/energy-performance-insurance/","text":"Energy Performance Insurance"}]}