For Asset Owners & Managers

Governance-grade data for capital allocation

Trusted energy data across your portfolio—built for institutional governance and capital allocation decisions.

Settlement: Final (R3)
v24 (point-in-time)42 assets
Record: IC-2024-Q4-0042LP-ready
Issued: 10 Jan 2026 08:42 UTCPrepared for: Investment Committee

Portfolio Value Uplift Pack

Q4 2024
Cleared record • For internal use
Executive Summary
NOI Impact (Annual)+£464kVerified savings + recovered leakage
Implied Value Uplift£7.7–9.3MAt 5–6% cap rate (illustrative)*
Underwritten Pipeline (12m)
£625kcapex
→ Net benefit: £522k
Top 3 Drivers
ActionTypePaybackIRRVerified NOIConf.
HQ Chiller ReplacementRetrofit4.2y18.2%+£92kHigh
Portfolio PPA (2026)Procurement+£340kHigh
Flexibility EnrollmentFlexibility0.8y45%++£32kMed

* Value uplift is illustrative; actual capitalisation subject to asset-specific assumptions.

SHA: 7f3a2c1

Investment Governance

For Investment Committees & LP reporting

Energy data that meets the bar for institutional scrutiny and fiduciary disclosure.

Why energy data breaks financial models

Energy costs sit buried in Excel or property-manager spreadsheets
Baseline definitions vary asset-to-asset—no consistent comparability
No clear audit trail linking savings claims to verifiable evidence
LP disclosures rely on unverified, point-in-time snapshots

What Mobius changes

A single reconciled portfolio dataset cleared to market settlement (authoritative financial record)
Continuous alignment to settlement runs (intraday → interim → final), with point-in-time outputs
Version-controlled change logs with full lineage (what changed, when, and why)
LP-ready reporting outputs backed by governed exceptions and evidence packs

Settlement evolves over time; Mobius maintains versioned, point-in-time datasets so reporting and decisions remain reproducible as the market record finalises.

How investment teams use it

Quarterly board packs with verified energy cost data
LP and regulatory disclosures backed by governed baselines and reproducible lineage
Capital allocation decisions grounded in comparable metrics
Transaction diligence with complete data history and exceptions

Investor Pack (sample)

Baseline vs actual variance

Trend

Quarterly trend showing deviation from baseline.

Exceptions flagged

Count + severity

Outstanding issues by category and resolution status.

Verified savings attribution

Attributed savings (verified)

Savings linked to specific interventions with evidence, baseline version, and point-in-time traceability.

Incremental NOI impact

OPEX impact on NOI (modeled)

Energy cost delta mapped to NOI impact for the selected scope and period, with a reproducible audit trail.

Audit trail status

Version + last updated

Current dataset version and modification timestamp.

Mocked example for illustration — format shown; values vary by portfolio.

Use Cases

How teams use Mobius

Asset managers and investment teams use Mobius data across the investment lifecycle.

Compare asset performance across the portfolio with consistent metrics
Support capital allocation decisions with verified energy cost data
Prepare due diligence packs for transactions with complete data history
Track improvement initiatives against governed baselines

Outputs

What you get

Datasets and reporting outputs designed for institutional requirements.

Portfolio dataset

A reconciled, portfolio-wide dataset you can use for underwriting, refinancing models, and cross-asset comparisons.

Comparability metrics

Standardised metrics to rank assets for cap-ex allocation and performance prioritisation across the portfolio.

Transaction-ready packs

Evidence-backed packs (exceptions + change log) that reduce data-room churn and accelerate diligence cycles.

Reporting outputs

LP-ready outputs with lineage and point-in-time reproducibility to support disclosures and internal governance.

Outcomes

What changes

Business impact from trusted portfolio energy data.

Stronger NOI

Accurate energy cost data supports better procurement and operational efficiency.

Governance confidence

Data that stands up to LP scrutiny and institutional requirements.

Portfolio comparability

Identify outliers and allocate capital based on verified performance data.

Powered by Mobius

These outcomes are built on Mobius product capabilities—the infrastructure layer for institutional energy data.

Ready to see how it works?

Schedule a call to discuss how Mobius can deliver trusted energy data for your portfolio.