What the analyses add up to
our reading of all three- Enter on certification, sold as a subscription
- Earn a fee indexed to what the system produces
- Settle it on your own delivery record
None of the three priced it. That was the gap this comparison went looking for, and in this market only two ways of charging pay for software as software: per unit under management, or against the money it earns. Both need proof a buyer will accept. NORVIA is the only DACH player already holding it.
Project compass
New revenue
Ways to win
the advisor’s readingCase studies
our research, not the analyses’Comparison
oldest to newest. The only thing sorting them| Go-to-marketMay · DACH | PartnershipsJul · EU · anonymised | New revenueAug · DE/EU | |
|---|---|---|---|
| What it concluded | HOLD Defend the niche it has, don’t scale yetthe engine set no verdict on this older run; its internal posture was stop | GO Reposition as the security partner firstconditional: the repositioning has to land before the rest follows | GO If the trading test passesconditional: everything downstream waits on the 22 Nov result |
| Steps before it can scale | 3 steps · 6 to 12 monthsthe slowest set of the three. Nothing here reports inside half a year | 3 steps · 3 to 15 monthsthe first is quick and reversible; certification is the long pole | 3 steps · 90 days to 6 monthsthe fastest set, and the first step is already funded and running |
| How solid the evidence is | Thin83% of this run’s findings carry low confidence, it is the oldest analysis, on an earlier engine | Solid6% low-confidence findings. The evidence behind it holds together | Solid6% low-confidence findings. The evidence behind it holds together |
Project overlay
What each project found
five domains · one project at a timeRisks
Where to look first
How to read this ›Seven tests were built from the forces moving this market. Whether a direction can displace an incumbent, whether it survives a change in how revenue is earned, and five more. Every direction went through all seven, including the three nobody analysed.
Left to right: tests passed minus tests failed, of seven. Bottom to top: areas NORVIA already covers in-house minus areas it would buy in, of seven. Both counted from the record. The steps are even, not proportional. Each axis puts the eight in order, and does not claim the distance between them.
The up-and-down axis leans on two assumed values. What NORVIA can do in-house, and what it would have to buy in. Both are stand-ins until the Profile is filled, and filling it moves this axis.
What we can't settle yet
have never been analysed. They are placed by the same seven tests as the rest, but nothing has examined the idea itself.
readings the in-house comparison cannot price, either the force does not bear on that direction, or the profile does not cover the capability it would need.
the check for whether two of these are the same bet in different words. Until it runs, they are counted as separate.
what NORVIA can do in-house and what it would have to buy in. Both are stand-ins until the Profile is filled, and filling it moves the vertical axis above.
What’s moving this market
ring colour = the analysis whose data surfaced itWhat each analysis claimed
Pushes forward
Holds back
Pushes forward
Holds back
Pushes forward
Holds back
The plan
order of work, not a calendarwhole chain ≈ 18–33 months if run in strict order ⓘ
solid = running · outlined = not started · ◇ = a decision · the purple thread = one analysis’s result falling due in another
Sorted shortest step first. The analyses set no priority of their own, so this order is ours, and the chain length under Partnerships is arithmetic over its three steps, not a date the record carries.
Each lane carries a sample owner and a stop rule — roles, not names; declared owners replace them through the charter. ours
Do now
Ask next time
Company
A manufacturer and integrator. NORVIA OS is the energy management system, running edge-to-cloud across multiple sites; NORVIA IQ is the optimisation layer on top of it. It sells into Germany and Europe, and three projects were analysed between May and August 2026.
Strategy
1 in your words · 3 ours · 1 blank“To be the neutral, EU-built control layer that any battery can run on, where sub-second, insurable data makes storage bankable, and operators and marketers meet on infrastructure owned by neither.”
Our draft, written from the four things NORVIA named as must-win in August. Not NORVIA’s words until NORVIA writes over it.Hardware-agnostic, sub-second data, EU-built, and a neutral role between operators and marketers. Every direction on this dashboard is read against that test.
The edges of the portfolio. Until they are written, nothing is out of bounds, which is why every direction screened so far has been allowed to compete.
We assumed the money splits 70 core, 20 adjacent, 10 wildcard, with nothing over 40 in every 100 on a single bet. A sample stop rule now stands on every lane of The plan; declared triggers replace them through the charter.
Held: 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. This split is the vertical axis of the Growth options map, so confirming it moves the map.
Every line above can be typed over. Values marked “ours” are advisor samples, the same rule applies: declaring a value through a new charter version replaces its sample, and the page converges on yours.
Market position
5 on fileTwo gaps sit behind these. The stage was recorded as early product in May and growth by July, and nothing recorded that it moved. And the competitor lists are the projects’ own. NORVIA has never declared a competitive set of its own, so there is nothing to check them against. The funded trading test reports on 22 Nov; what is claimed here becomes evidenced then, not before.
Not yet decided
4 · how the portfolio gets run9 of 9 steps on The plan carries a price, and every lane a sample owner and stop rule. The marked values are ours; declaring them through the charter makes the plan runnable as yours.