ValueX Vail 2015: EnerNOC, Inc. (ENOC) – Hazelton Capital Partners

ValueX Vail 2015: EnerNOC, Inc. (ENOC) – Hazelton Capital Partners

Hazelton Capital Partners presentation on EnerNOC, Inc. (ENOC) from the ValueX Vail, June 2015.

Get The Full Seth Klarman Series in PDF

Get the entire 10-part series on Seth Klarman in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

EnerNOC: Can Energy Be a SaaS(e)-Business?

Enernoc: Operates in niche segment of the Electrical Industry – The Company does not….

Enernoc: Helps C&I Companies Actively Control Energy Expenses Through Demand Response & EIS

Philip Carret And Warren Buffett: Why Sell If There’s Nothing Wrong?

Berkshire Hathaway Warren BuffettPhilip Carret was an investor and founder of Pioneer Fund, one of the first mutual funds in the United States. Carret ran the mutual fund for 55 years, during which time an investment of $10,000 became $8 million. That suggests he achieved a compound annual return of nearly 13% for his investors. Q1 2021 hedge Read More

Energy = 30 - 50% of C&I Operating Expenses



EnerNoc –Demand Response

Been Rewarding to ENOC

Lucrative Business

  • $470m from $10m
  • - GM ~ 40%
  • - 40% CAGR

Strong Acquisition Model

  • 6,500 DR Customers
  • - Reward C&I with $
  • - Low Churn

Business Transition

  • US Growth down Intl up
  • - Volatile Pricing
  • - Govt Regulation

EnerNOC’s Energy Intelligence Software

Our solutions focus on the three energy cost drivers


How you buy it

Budgets and Procurement

  • Develop accurate energy budgets
  • Track cost accruals before the billing period ends
  • Manage exposure to real-time prices
  • Procure energy through competitive auctions

Utility Bill Management (UBM)

  • Collect historical utility bills
  • Track trends in utility usage & cost
  • Discover & report billing errors
  • Streamline accounts payable


Visibility and Reporting

  • Track trends in energy use & carbon impact
  • Visualize real-time energy data to understand consumption patterns
  • Automate ENERGY STAR reporting
  • Disaggregate and track actual consumption and demand costs

Facility Optimization

  • Benchmark & com pare facilities
  • Analyze meter data to identify cost saving opportunities
  • Prioritize actions across a portfolio

Project Tracking

  • Track the impact of measures


When you use it

Demand Response

  • Earn revenue to fund your energy projects
  • Measure & manage DR event performance
  • Track payment history

Demand Management

  • Alert on demand thresholds
  • Quantify cost impact of demand peaks
  • Forecast new facility & system peaks
  • Alert on real-time and day-ahead index prices

EnerNoc –Competitive Edge

Niche Segment of Electricity Industry

  • Market is Nascent & Fragmented
  • ~35% Market Share in DR

DR Help Paying for Customer Acquisition

  • Established Customer Base to Migrate to EIS
  • Strong Brand Recognition & Trusted Name

EIS – No Longer Software Package

  • New EIS Platform  SaaS Model Upside
  • Actively Manage Energy Procurement, Expenses & “Real Time” Costs

See fill PDF below.

No posts to display