NORVIA
Across projects
Next result 22 Nov

What must NORVIA win?

set by the owner, 22 Aug 2026 · click a goal to see which projects help win it

A project must help win at least 3 of these 4 goals: the first of the rule’s three checks.

1works with any battery brand2fast data, reliable enough to insure3built in the EU4neutral between battery owners and traders

How much money is there, and where does it go?

no project over 40% of the budget

€90k of the €300k budget funds new projects: €40k to Partnerships, €35k to New revenue, and €15k waits for a project that passes.

Annual budget€300k
For new projects30% €90k
Backed this year€75kPartnerships €40k · New revenue €35k
Left€15kno other project fits
Could earn a year€700–1,800k2 backed projects · forecast
runs the business · €210k backed · €75k left · €15k

Where does each project stand?

New revenue and Partnerships pass the rule. Go-to-market fits the goals, but its evidence is still thin.

How much of its evidence is well supported
100%75%50%25%0%
Passes the rule · fits, strong evidenceFits, thin evidence
NRNew revenue3 of 4 · 94%
PAPartnerships4 of 4 · 94%
GMGo-to-market3 of 4 · 17%
01234
How many of NORVIA’s 4 must-win goals it helps win
bubble size: what it could earn a year lines: the rule, at least 3 of 4 and 75%
Gates Go-to-market
Before it can be backed3 not started
13–5 pilot customers
6 months
Passes when Three to five pilots run on standalone pricing and hit their success measures.
2Usability + proven ROI
9 months
Passes when Pilots hit a usability target and show a return that can be counted.
3Two public references
12 months
Passes when At least two pilots become public references with hard return figures.
Its own analysis says defend the niche before scaling. Look again after November.
Passing a gate releases the next gate’s money.
Click a gate to see it on The plan.

How do the projects compare?

click a row or an outline

Partnerships leads: it helps win all 4 goals and could earn the most a year.

ProjectNext gateEarns a yearGoalsEvidenceRiskVerdict
New revenueCharge by results, not licence€20–35k€300–800k3 of 494%Price may slow sales
PartnershipsSecurity partner via EU makers€15–40k€400–1,000k4 of 494%May not stand out
Go-to-marketSell the software on its own€30–80k€200–500k3 of 417%May not sell unbundledfails the rule
Goals: of the 4 above · Evidence: share well supported · Risk: at the next gate
Back: 3+ goals, 75%+ evidence, money for the next gate
New revenuePartnershipsGo-to-marketProduct · weakest for allCustomersMarketBrandExperience
New revenuePartnershipsGo-to-market
Opportunity score out of 100. Dashed: Go-to-market, scored in May on an older method, with data still missing.

Why is this project backed? Not this year

Challenge this verdict Full read on Projects ›

The rule
Questions to ask in the review
+ Add a note
Kept with this project on this device. The committee decides when it is resolved.
Risks and opportunities
Weakest link

What the analysis found

3 projects · 5 areas
Why each score is what it is, and what it rests on. Pick a cell.
CustomersMarketProductBrandExperience
analysed in July
analysed in August
analysed in May

Scores 0–100 · go 70+ · middle 50–69 · weak below 50 · to prove: each project’s lowest · dashed: data still missing

Risks

money the backed projects put at stake

€270k across the two backed projects’ gates, €25k of it already released, all of it on the regulatory clock.

Committed money
the backed projects
The regulatory clock
all three · binds Dec 2027
Newcomer trust
two projects · certification is the shortcut
The wholesale claim
one project · unverified

Beyond the plan

the closer to the core, the more proven

Three of eight directions are in the plan. Two more came out of an analysis, and three are ideas nobody has examined yet.

In the planFrom an analysisIdeas · not yet analysedone analysisa gate backed
in the planfrom an analysis an ideathe seven market forces: passed, failed, cannot tell yet

Three of the eight are ideas nobody has examined; the seven forces place them, but nothing has tested the idea itself. Whether two of the eight are the same bet in different words has not been checked. What NORVIA can do in-house is assumed until Your projects is filled. Values marked “if it holds” are the demo’s own sample bands.

What’s moving this market

seven forces · three bets

The market favours The certified niche: two forces push it and none holds it back. Software on its own is held back three to one.

pushes a betholds it back contested: pushed and held back at once Every line is the same width: the evidence says which way a force pushes, not how hard.

What moves, and when

2021 to 2030
todayEU deadline
EU supplier policy25% fewer high-risk suppliers
proposed, no date set
Compliance deadlineDecember 2027
Wholesale trading shift55% → 95% of revenue by 2030
55%95% by 2030
Trading activity242M trades since 2018
Crowded software market65% of startups sell software
Unhappy customers55% unhappy with their software
Switching cost15–20% of system cost
2021202220232024202520262027202820292030
measuredproposed, no date set in forceassumed after today projectedno count since began before 2021EU deadline pushes a bet holds one back · gold: both, on the deadline

Scenarios

three possible futures, ranked as the portfolio backs them

Scenario 1 of 3 · Partnerships · ranked first, backed this year

The certified niche

If buyers pay for certified security, NORVIA owns the EU niche

Rests on EU policy cutting high-risk suppliers by 25%, and on demand for secure, reliable software holding.

When
Must be true, then
If it fails, it stopsselect one
Early 2027Gate 1 · €15–40k
1

Buyers choose a security partner over features or price.

→ Asset owners who fear cyber risk start shortlisting NORVIA.

€40k spentbuyers still choose on features or price
2027 to 2028Gate 2 · €15–30k
2

Two EU or Western manufacturers build NORVIA into their systems.

→ One Chinese channel is no longer the whole route to market.

€70k spentone channel only
December 2027Cyber Resilience Act

EU deadline: the EU’s software-security law takes effect

Utilities buy only from suppliers who can prove their software is secure.

2028 to 2029Gate 3 · €40–80k
3

A top-grade EU security certificate earns a higher price.

→ The certificate lands, and NORVIA charges more for it.

€150k spentno premium to charge
18 to 33 months after backing€150k in all
✓
All three holdA niche of its own, two EU channels, a certificate.

The catch In this order the certificate lands after the deadline. Started alongside the partner pathways, it can land before it.

Seen before, in other industriesRecognised certificates earn a premium
+11%sale price of buildings with a known green certificate
−20%cost of winning a customer after SunPower’s certification

Watch firstDo utility tenders start asking for an EU security certificate by mid-2027? If they do not, this future is fading.

If it goes the other wayThe EU simplifies its rules, rivals earn the same certificate, and it stops earning a higher price.

The gates and their money select a stop on the road to light its gates and walk its steps

PartnershipsBackSvenja VogtBD lead
2 · Two EU partner pathways€15–30k · 6–12 mo · reversible

Passes when at least two EU or Western manufacturers are integrated as working pathways.

3 · High-assurance certification€40–80k · 9–15 mo · partly reversible

Passes when a ‘High’ assurance EU cybersecurity certificate lands, alongside a flagship utility pilot.

all three gates ≈ 18–33 months if run in strict order

3 to 6 months after backingstoppedBuyers keep choosing on features or price, which means the repositioning has failed.This project stops if no certification path confirmed within 6 months of repositioning → the Partnerships road pauses at the repositioning€40k spent · €110k never released
→
The endingThe gates stop at the repositioning; the committee decides what takes the money.
3 to 6 months after backingpassedThe repositioning shows up as measurably better lead quality and win rates in the target niche.A defensible niche, with the pricing power and brand identity that come with it. · the next gate’s €30k is released
→
9 to 18 months after backingstoppedChinese suppliers clear EU regulators anyway, and a second channel matters less.€70k spent · €80k never released
→
The endingThe gates stop at the partner pathways; the committee decides what takes the money.
3 to 6 months after backingpassedThe repositioning shows up as measurably better lead quality and win rates in the target niche.A defensible niche, with the pricing power and brand identity that come with it. · the next gate’s €30k is released
→
9 to 18 months after backingpassedAt least two EU or Western manufacturers are integrated as working pathways.A resilient multi-vendor supply chain that backs up the EU-native promise. · the next gate’s €80k is released
→
18 to 33 months after backingstoppedBuyers won’t pay more for certification, which challenges the business model itself.€150k spent
→
The endingThe gates stop at the certification; the committee decides what takes the money.
3 to 6 months after backingpassedThe repositioning shows up as measurably better lead quality and win rates in the target niche.A defensible niche, with the pricing power and brand identity that come with it. · the next gate’s €30k is released
→
9 to 18 months after backingpassedAt least two EU or Western manufacturers are integrated as working pathways.A resilient multi-vendor supply chain that backs up the EU-native promise. · the next gate’s €80k is released
→
18 to 33 months after backingpassedA ‘High’ assurance EU cybersecurity certificate lands, alongside a flagship utility pilot.A price premium becomes chargeable, and enterprise sales cycles shorten. · €150k spent in all
→
The endingAll three gates passed; NORVIA now sells what they bought.

Scenario 2 of 3 · New revenue · ranked second, backed this year

Paid to trade

If NORVIA’s AI can trade, the wholesale market pays for it

Rests on one figure NORVIA supplied and nobody has checked: 95% of German battery revenue from trading power on the wholesale market by 2030.

When
Must be true, then
If it fails, it stopsselect one
22 November 2026Gate 1 · €10–25k · running
1

NORVIA IQ trades in the top quarter against the market leaders.

→ NORVIA can charge for performance.

€25k spentnothing new to sell
March 2027Gate 2 · €20–35k
2

Customers pay a base fee plus a fee on the energy traded.

→ Ten customers on the new price buy faster than on a flat fee.

€60k spentpricing stays flat, the upside capped
September 2027Gate 3 · €35–60k
3

Buyers take a core product first and add the AI later.

→ A core product ships, with the AI as a paid add-on.

€120k spentbuyers take the entry product and never expand
December 2027Cyber Resilience Act

EU deadline: the EU’s software-security law takes effect

All three tests have passed ten weeks earlier.

September 2027€120k in all
✓
All three holdPerformance pricing, a low-friction sale, an entry product.

The catch The whole case rests on one number nobody has checked: that trading on the wholesale market becomes 95% of German battery revenue by 2030.

Seen before, in other industriesCharging by results keeps customers
90%+of Enercon’s fleet signed up to servicing priced by output
+10–15 ptscustomers kept on output-priced contracts; margins swing 8–12%

Watch firstThe trading test reports on 22 November. If NORVIA IQ is not in the top quarter, this future stops there.

If it goes the other wayThe test reports average performance. Performance pricing stops, €35k is freed, and the wholesale claim no longer carries €120k.

The gates and their money select a stop on the road to light its gates and walk its steps

New revenueBackTobias HartungProduct lead
1 · Trading test running€10–25k · 90 d · reversible

Passes when it reaches the top quarter against key competitors in simulated wholesale markets.

This project stops if trading test below the top half on two consecutive runs → the premium-pricing path stops; the cost-leadership fallback stands

3 · Modular launch€35–60k · 6 mo · partly reversible

Passes when a core EMS product ships as the entry point, with the AI as a paid add-on.

22 Nov 2026stoppedAverage performance means shifting to cost leadership or a compliance niche instead.This project stops if trading test below the top half on two consecutive runs → the premium-pricing path stops; the cost-leadership fallback stands
→
The endingThe gates stop at the trading test; the committee decides what takes the money.
22 Nov 2026passedIt reaches the top quarter against key competitors in simulated wholesale markets.Premium, performance-based pricing becomes defensible, and there is a story to sell it with. · the next gate’s €35k is released
→
March 2027stoppedCustomers reject it, and pricing simplifies to a flat fee, which caps the upside.€60k spent · €60k never released
→
The endingThe gates stop at the pricing pilot; the committee decides what takes the money.
22 Nov 2026passedIt reaches the top quarter against key competitors in simulated wholesale markets.Premium, performance-based pricing becomes defensible, and there is a story to sell it with. · the next gate’s €35k is released
→
March 2027passedAt least 10 customers on outcome-based pricing show better conversion or satisfaction.A low-friction sales process, with revenue moving in step with customer success. · the next gate’s €60k is released
→
September 2027stoppedBuyers take the entry product and never expand, which breaks the model.€120k spent
→
The endingThe gates stop at the modular launch; the committee decides what takes the money.
22 Nov 2026passedIt reaches the top quarter against key competitors in simulated wholesale markets.Premium, performance-based pricing becomes defensible, and there is a story to sell it with. · the next gate’s €35k is released
→
March 2027passedAt least 10 customers on outcome-based pricing show better conversion or satisfaction.A low-friction sales process, with revenue moving in step with customer success. · the next gate’s €60k is released
→
September 2027passedA core EMS product ships as the entry point, with the AI as a paid add-on.A lower barrier to entry, faster first sales, and a clear path to upsell. · €120k spent in all
→
The endingAll three gates passed; NORVIA now sells what they bought.

Scenario 3 of 3 · Go-to-market · ranked third, not this year

Software on its own

If operators buy the software on its own, NORVIA scales without its hardware

Rests on operators wanting software that works with any maker’s hardware more than they fear switching, which no area of the analysis yet shows.

When · months from backing
Must be true, then
If it fails, it stopsselect one
Month 6Gate 1 · €30–80k
1

Three to five operators buy the software without NORVIA’s hardware.

→ They pay for the software alone.

€80k spentthe standalone plan invalid
December 2027Cyber Resilience Act

EU deadline: the EU’s software-security law takes effect

Two tests still to run.

Month 15Gate 2 · €15–30k
2

They run it without deep support and can count a return.

→ They can show what it returns.

€110k spentnot viable on its own
Month 27Gate 3 · €10–20k
3

Two of them go public as references.

→ NORVIA has a repeatable sale.

€130k spentno public proof
27 months after backing€130k in all
✓
All three holdA repeatable sale, a product that holds, two references.

The catch Not backed this year. The earliest start follows the revisit on 22 November, and the three tests take 27 months, well past the EU deadline.

Seen before, in other industriesBundles hold customers: the pattern it has to break
+30%revenue per customer when hardware ships with its own software
+25%customers kept by those bundles

Watch firstWill three operators sign a paid pilot without NORVIA’s hardware? A survey finds 55% of storage professionals unhappy with what they run today. If none signs, that unhappiness does not buy software.

If it goes the other wayOperators stay with the software their manufacturer bundles, and the pilots find no buyer. The plan stops after six months and €80k.

The gates and their money select a stop on the road to light its gates and walk its steps

Go-to-marketNot this yearKatrin AlbersMDRevisit 22 Nov
2 · Usability + proven ROI€15–30k · 9 mo · partly reversible

Passes when pilots hit a usability target and show a return that can be counted.

3 · Two public references€10–20k · 12 mo · partly reversible

Passes when at least two pilots become public references with hard return figures.

This project stops if the 22 Nov revisit reads hold again → standalone parks for 12 months

6 months after backingstoppedIf no one will buy it unbundled, the whole standalone plan is invalid.€80k spent · €50k never released
→
The endingThe gates stop at the pilots; the committee decides what takes the money.
6 months after backingpassedThree to five pilots run on standalone pricing and hit their success measures.A repeatable sales process and a pricing approach that holds up. · the next gate’s €30k is released
→
15 months after backingstoppedIf pilots need deep hand-holding to use it, it isn’t viable standalone.€110k spent · €20k never released
→
The endingThe gates stop at usability and ROI; the committee decides what takes the money.
6 months after backingpassedThree to five pilots run on standalone pricing and hit their success measures.A repeatable sales process and a pricing approach that holds up. · the next gate’s €30k is released
→
15 months after backingpassedPilots hit a usability target and show a return that can be counted.A product that survives competitive scrutiny and earns word of mouth. · the next gate’s €20k is released
→
27 months after backingstoppedIf pilots decline to go public, the value on offer isn’t strong enough yet.€130k spent
→
The endingThe gates stop at the references; the committee decides what takes the money.
6 months after backingpassedThree to five pilots run on standalone pricing and hit their success measures.A repeatable sales process and a pricing approach that holds up. · the next gate’s €30k is released
→
15 months after backingpassedPilots hit a usability target and show a return that can be counted.A product that survives competitive scrutiny and earns word of mouth. · the next gate’s €20k is released
→
27 months after backingpassedAt least two pilots become public references with hard return figures.Market credibility, easier sales conversations, and proof for future investors. · €130k spent in all
→
The endingAll three gates passed; NORVIA now sells what they bought.

Ranked as the Overview backs them: the projects that pass the rule, by what each earns per euro of its next gate, then the rest. Only 22 Nov and December 2027 are fixed; the other dates follow from how long each gate takes. Each pattern is one of 200+ in the Validatus pattern library, shown by what it measured in other industries. Which areas asked for a gate is the advisor’s reading; the record links no evidence to its gates.

What the page decides with

4 NORVIA’s · 4 assumed · 1 blank · 3 projects analysed, May to August 2026
NORVIA GmbHGermany · battery energy storagestated by NORVIA, 1 August 2026 · not independently checked · from the New revenue project

A manufacturer and integrator. NORVIA OS runs the sites; NORVIA IQ optimises them.

The page decides with NORVIA’s goals, budget and people; the 30% share, the 40% cap and the stop rules are assumed until NORVIA confirms them.

inputvaluewhosewhere the page uses it
Goalsworks with any battery brand · fast data, reliable enough to insure · built in the EU · neutral between battery owners and tradersset by the owner, 22 Aug 2026NORVIA’s
Annual budget€300kNORVIA’s
For new projects30% · €90kthe 20% nearby bets and 10% long shots of a 70 · 20 · 10 splitassumed
Max on one bet40%assumed
Stop rulesone per projectassumed
What NORVIA does itselfHeld: grid-code certified control, edge-to-cloud operation, hardware-agnostic integration, forecasting and dispatch. Bought in: a trading desk, actuarial design, regulatory affairs, a certification audit.assumed
What NORVIA won’t donot writtenblankso nothing is out of bounds
People available2NORVIA’s
OwnersTobias Hartung, Svenja Vogt, Katrin Albers; Jonas Brenner signs each release against its gateNORVIA’s

Change the budget or the share here and the Overview’s money card and the gates follow.

The projects

4 this year · 0 archived
ProjectOwnerStateLast runAsks
Charge by results, not licenceTobias HartungBacked this yearAugust 2026€20–35k
Security partner via EU makersSvenja VogtBacked this yearJuly 2026€15–40k
Sell the software on its ownKatrin AlbersNot this yearMay 2026€30–80k
Municipal VPPGrow the VPP position with utilities—Set up · not yet run——

Archived · 0

Archived projects keep every row, so next year reads what each promised against what it delivered. It cannot see what nobody has written down. On this demo the add flow is a walkthrough: no result is invented.

NORVIA portfolio · data as of 28 Aug 2026 · Validatus