- Pre-assessment checklist and kickoff call
- Limited site walkthrough or virtual document review
- Utility review where data is provided
- Priority findings and opportunity list
- Concise executive summary report
Founding Client Program
Five assessments.
Practical first steps.
Assessments are delivered during our October launch window—five slots for founding clients ready to improve cost, reliability, or facility performance.

The offer
A focused assessment—with no cost or obligation.
The Apex Founding Client Program is designed to identify practical operational, energy, and facility opportunities and create a sensible basis for future action.
Selected organizations receive a structured pre-assessment, a limited walkthrough or virtual document review, utility review where data is available, a priority findings list, and a concise executive summary.
- Stamped engineering design
- Code-compliance certification
- Detailed contractor pricing
- Investment-grade energy audit
- Repairs or implementation work
Selection
Who is a strong fit?
Priority goes to organizations where a focused assessment can create clear value and where leadership is ready to engage with the findings.
Meaningful complexity
High energy use, critical systems, a mixed-age estate, or a material operating challenge.
Decision access
A facilities, engineering, operations, or executive lead can participate and provide context.
Useful data
Utility bills, asset information, drawings, or maintenance records can be made available.
Action potential
The organization is prepared to consider sensible follow-on work where opportunities are confirmed.
What happens
From application to findings.
- 01
Fit conversation
A short call confirms the facility, objective, timing, and decision context.
- 02
Pre-assessment
A structured checklist gathers facility basics, bills, systems, and known issues.
- 03
Focused review
A virtual review or site walkthrough tests the highest-priority questions.
- 04
Executive summary
A concise report identifies findings, quick wins, data gaps, and next steps.
Apply for October
Could your facility be one of the five?
Complete four fields to prepare your founding-client application. Selection is based on fit, access, available data, and action potential.