All users register on the platform by selecting their profile (Building Owner, Implementor or Financier) and providing basic personal and organisational information. This stage ensures clear user identification, structured user profiles and transparency from the outset.

At this stage, structured data collection takes place. 

• Building Owners input comprehensive information regarding their buildings and proposed projects, including technical, commercial and risk-related aspects. 

• The platform ensures proper and standardised data entry, covering both technical and non-technical information. 

• Based on the collected data, the system provides recommendations derived from existing projects in the ENERGATE database. 

• Buildings can be matched with suitable Implementors capable of executing the proposed energy efficiency measures and providing technical support. 

This stage ensures high-quality project preparation and facilitates informed decision-making.

This stage focuses on project aggregation and investment alignment. 

Aggregation Process 

• Similarities between individual projects are identified through appropriate filters (e.g. building typology, location, use, technologies, financial criteria). 

• Projects are grouped into bundles or “products” to enhance attractiveness and financial viability. 

Matchmaking Process 

• Bundled projects are offered to Financiers. 

• Matchmaking is based on the criteria declared by investors and supported by a multicriteria decision-making methodology. 

• Financial and energy performance indicators are considered to prioritise the most suitable investment opportunities. 

If agreement is reached among the involved parties, projects proceed to implementation and financing.

Following implementation, realised projects are monitored and documented. 

• Appropriate Monitoring and Verification (M&V) methodologies are applied. 

• Relevant performance indicators and benchmarking processes are defined and validated. 

• Users provide feedback and validation data, strengthening transparency, traceability and standardisation. 

This final stage enhances trust among stakeholders and ensures the continuous improvement of the ENERGATE marketplace.