Bring EPC, property and retrofit data into one structured planning environment, compare intervention pathways dynamically, and instantly understand the impact on cost, EPC uplift, energy savings, carbon reduction, funding alignment and resident outcomes before delivery begins.
Move beyond disconnected spreadsheets and static reports with live portfolio insight, interactive forecasting and clearer investment evidence for boards, funders and delivery teams.
Portfolio-wide
Dynamic modelling
Defensible decisions
Large retrofit programmes are difficult to plan when information is spread across spreadsheets, reports and disconnected systems.
Ivynest Portfolio brings property, EPC and retrofit data into one structured planning view, helping asset and sustainability teams quickly understand where investment is needed most and where action could deliver the greatest impact.
Teams can filter and analyse stock dynamically across archetypes, regions, EPC exposure, fuel poverty risk and investment need, creating a clearer starting point for programme planning and long-term capital strategy.
Housing providers need to make major investment decisions before procurement or delivery begins.
Which homes should come first? Which measures deliver the strongest EPC uplift per £ spent? Where will investment create the best balance between compliance, carbon reduction, value for money and resident outcomes?
Ivynest Portfolio helps teams compare retrofit pathways dynamically across multiple properties and archetypes, with instant visibility into expected cost, EPC uplift, carbon impact, funding alignment and long-term programme implications.
Interactive scenario modelling and live reporting help teams move from assumption-led planning to evidence-led investment prioritisation.
Boards, funders and internal stakeholders need more than a list of retrofit measures.
They need clear evidence showing why homes, packages and programme phases have been prioritised, what investment is expected to deliver, and how decisions can be justified across compliance, cost, carbon and resident impact.
Ivynest Portfolio helps housing providers generate clearer investment evidence through live reporting, exportable outputs and scenario-based planning that supports governance, funding applications and programme approval processes.
Once priorities are agreed, teams need to move from analysis into action.
Ivynest Portfolio helps housing providers turn portfolio insight into structured work packages and delivery-ready planning information, so procurement teams, consultants and delivery partners can work from a clearer shared evidence base.
That means better visibility of programme scope, clearer grouping of measures, improved reporting consistency and a more auditable path from investment planning through to delivery.
Ivynest Portfolio gives housing providers live visibility into retrofit performance, investment priorities and programme outcomes through interactive dashboards and reporting tools.
Teams can dynamically filter housing stock, compare retrofit measures, analyse EPC uplift per £ spent, forecast CAPEX requirements and instantly generate reporting outputs that support faster and more confident decision-making.
Large retrofit programmes are not owned by one team.
Asset, sustainability, finance, procurement, governance and resident-facing teams all need confidence in the same plan.
Ivynest Portfolio creates a shared evidence base for retrofit planning and investment decisions, reducing reliance on disconnected spreadsheets, assumptions and one-off reporting exercises.
| Stakeholder | What they need | How Ivynest helps |
|---|---|---|
| Asset teams | Stock prioritisation, CAPEX planning and programme sequencing | Portfolio-level risk analysis, archetype comparisons and costed retrofit pathways across housing stock |
| Sustainability / Net Zero teams | EPC improvement, carbon reduction and ESG evidence | Scenario modelling across EPC uplift, carbon impact, energy savings and long-term decarbonisation planning |
| Finance teams | Investment justification, funding alignment and value-for-money evidence | CAPEX forecasting, intervention comparison and clearer investment reporting for funding and approval decisions |
| Procurement teams | Clear scopes, grouped measures and delivery-ready information | Structured work packages, grouped retrofit measures and exportable planning outputs |
| Compliance / Governance teams | Auditability, consistency and defensible decision-making | Standardised assumptions, portfolio-wide reporting and a clearer evidence trail from planning through to delivery |
| Resident-facing teams | Resident comfort, fuel poverty reduction and minimising disruption | Prioritisation based on resident outcomes, running-cost reduction and phased planning visibility |
| Programme / Delivery teams | Clear programme visibility and coordinated delivery planning | Shared portfolio insight, phased intervention planning and clearer reporting across programme progress and expected outcomes |
Plan retrofit investment with more clarity, consistency and confidence across the entire programme lifecycle.
Identify where EPC, carbon, fuel poverty and investment risk sit across housing stock.
Compare intervention pathways instantly across cost, EPC uplift, carbon reduction, energy savings and resident outcomes.
Move from static spreadsheets to live portfolio forecasting and reporting.
Give asset, sustainability, finance and procurement teams a shared evidence base.
Prioritise homes where retrofit can improve comfort and reduce running costs.
Turn analysis into phased priorities, work packages and delivery-ready planning outputs.
Support funding, governance and board approval with clearer evidence and auditability.
London
“Ivynest has allowed me to offer much more than a standard EPC. Using XML data, I can generate a full retrofit plan in a matter of minutes, export it as a PDF, and send it straight to the client. It’s helped me upsell my services while giving homeowners and landlords a much clearer view of their retrofit options.”
Glasgow
“We’re using Ivynest across our retrofit team and it’s become a key part of how we deliver projects. It’s fast, accurate, and gives us clear ROI-driven scenarios that we can tailor to different client needs. The reports are clean and easy for customers to understand, making it simple to compare different options and outcomes.”
Ivynest Portfolio helps housing providers prioritise stock, compare retrofit pathways, forecast investment needs and build stronger evidence for retrofit decisions before delivery begins.
Start with a focused portfolio review and see how Ivynest could support your retrofit planning workflow.
