Market Opportunity
Finding scarce energy, data center and industrial land deals - network + data targets a $18.0B = 90,000 organizations (developers, investors, operators, advisors globally) x $200k ACV total addressable market with medium saturation and a year-over-year growth rate of 12% CAGR - driven by energy transition investments, data center buildout, and digitization of real estate workflows.
Key trends driving demand: Energy transition - governments and corporates accelerating investment in renewables, storage and grid upgrades, increasing demand for siting intelligence; Data center concentration - hyperscalers expanding European footprints, driving competition for industrial land with power access; Digitization of CRE underwriting - investors expect data-driven site feasibility and risk modeling to speed deals; Regulatory transparency - more accessible permitting and grid connection data enables automated data products.
Key competitors include CoStar, CBRE / JLL (global broker advisory), PitchBook, Cloudscene, LinkedIn / Sales Navigator.