Customer monitoring
LiveLive read-only telemetry, savings context, diagnostics, and support for connected systems.
Australia's battery hardware is ahead of its software. Kolvera helps battery owners understand what their system is really doing today, then turns high-quality telemetry into diagnostics, premium optimisation, and later managed-participation paths once readiness is proven. The moat is operational quality with evidence.
455,000+
Home batteries installed
Growing 100k+/year
7
Battery brands integrated
Tesla, Enphase, Deye, GoodWe, Fronius, Alpha ESS, Sungrow
35,000+
AEMO findings indexed
Research corpus behind the moat
300,000+
Supported battery homes today
Current software-addressable base
The Problem
The hardware works. The software operating it doesn't. AEMO's own data proves this.
Only 37% of batteries had the correct grid code settings when installed. The worst OEM compliance rate measured was roughly 10%.
AEMO's VPP Demonstrations showed only 56-68% of batteries responded to dispatch commands. Communication dropout hit 30% at peak.
Only 3 of 7 VPP portfolios responded to wholesale prices above $10,000/MWh. The majority missed the biggest revenue events of the trial.
SA Power Networks found ~70% of tested sites failed basic Volt-VAr functional tests. Western Power in WA found comparable rates.
One OEM self-reported ~100% compliance. Independent testing found actual compliance was less than 5%. After remediation: 63%.
Source: AEMO VPP Demonstrations (31 MW, 7,150 sites, 2019-2021), SA Power Networks field testing, CER site audits, AEMO-commissioned laboratory testing. These are measured results, not estimates.
The Platform
Free cross-brand monitoring earns trust and grows the fleet. Kolvera Optimise is the next paid layer on supported systems. It is not live today. Shadow optimisation runs internally against live telemetry only. Shadow dispatch runs internally against live telemetry only. Shadow workflows do not write to customer systems, settle trades, or represent live customer functionality. Managed participation remains later-stage roadmap work through the right market-access paths.
Live today, all users
Real-time energy flow
Solar, battery, grid, home consumption with 5-minute resolution
7 provider integrations built
Deye and GoodWe live through onboarding today, with Alpha ESS, Enphase, Fronius, Sungrow, and Tesla in beta.
Historical charts
1-day, 1-week, 1-month, and 3-month views with gap-tolerant bucketing
Daily savings tracking
90-day rolling history with tariff-period breakdown
Battery health scoring
Chemistry-aware degradation (NMC vs LFP), warranty tracking, 36-month trends
Anomaly detection
Outage detection, OEM overrides, frozen feeds, SOC recalibration, reserve protection
Tariff intelligence
AER tariff API integration, TOU period detection, manual override support
Government rebate eligibility
15+ rebate programs by state with amounts, criteria, and closing dates
Planning assumption: $8.99/month or $89/year
Shadow optimiser recommendations
Internal shadow-mode charge/discharge recommendations every 30 minutes with value tracking
Bill forecasting and reconciliation
Mid-period running bill estimate with line-by-line breakdown, AI bill parsing
Solar loss analysis
Monthly dollar loss from exports, recommended battery size, projected savings
ROI projections
Three scenarios (pessimistic/realistic/optimistic) with break-even dates and 10-year totals
Solar performance benchmarking
21-day baseline comparison, underperformance flagging with probable causes
Appliance timing recommendations
Best time to run dishwasher/laundry based on live solar and tariff periods
These capabilities exist in code and internal evaluation flows. Kolvera Optimise is the next paid layer on supported systems. It is not live today.
The shadow monitor optimiser runs every 30 minutes across every connected battery, evaluating three tariff-aware strategies and storing decisions with confidence scores. A separate shadow dispatch engine runs a MILP optimiser against 4-hour price forecasts every 5 minutes. Shadow optimisation runs internally against live telemetry only. Shadow dispatch runs internally against live telemetry only. Shadow workflows do not write to customer systems, settle trades, or represent live customer functionality.
Monitoring, onboarding, diagnostics, and support are live today. Kolvera Optimise is the next paid layer on supported systems. It is not live today. Shadow optimisation runs internally against live telemetry only. Shadow dispatch runs internally against live telemetry only. Shadow workflows do not write to customer systems, settle trades, or represent live customer functionality. Battery write control, live settlement, live dispatch, and production-scale VPP participation remain gated roadmap work.
Live read-only telemetry, savings context, diagnostics, and support for connected systems.
Live connection flows for supported providers, including OAuth and credential-based integrations. Live diagnostics, data-freshness visibility, alerts, and support workflows for connected systems.
New brand integrations are still being hardened and expanded before they are called fully live.
The next paid layer on supported systems is built for internal evaluation and launch gating, but it is not live in the customer product today.
Shadow optimisation runs internally against live telemetry only. Shadow dispatch runs internally against live telemetry only. Shadow workflows do not write to customer systems, settle trades, or represent live customer functionality.
Managed participation remains later-stage roadmap work. Battery write control is not live today. Live settlement is not live today. Live dispatch is not live today. Production-scale VPP participation is not live today.
Proof Phase
The proof phase is about showing that monitoring converts into paid software, installer pull, and one validated path beyond software-only value. This is stage proof, not a public live-raise page.
Broader OEM coverage, stronger telemetry quality, and a meaningful base of genuinely connected systems.
Broader OEM coverage
250-500 connected systems
Paid optimisation launched with real conversion
Installer and partner channels becoming repeatable rather than merely promising.
30-50 installer relationships
A smaller set of active channel partners
2-3 serious partner pilots
The first A$1m annualised revenue should come from a mixed business, not one fragile line item.
Optimisation subscriptions
Installer and partner software revenue
One validated managed-participation pilot path
The proof phase focuses on three things at once: monitoring converting into paid software, installers becoming a scalable channel, and Kolvera validating one real path beyond software-only value.
Three-year view
2026
Monitoring-first acquisition, paid optimisation launch, installer activation, and early partner pilots.
2027
Retailer-aligned residential participation, cleaner direct C&I/community paths, and dispatch-readiness work.
2028
Expand into larger white-label, enterprise, and operating contracts on top of the same operating stack.
Year 3
Closer in role to Evergen or SwitchDin, but with a monitoring-first wedge, installer alignment, and a more neutral operating model.
The Moat
The same installed hardware produces materially different revenue depending on telemetry quality, command reliability, and proof. The winner is the company that can prove what its fleet actually did.
Every battery receives a continuous 0-100 quality score covering freshness, completeness, timestamp trust, frozen feeds, and poll failure rate.
Multiple readiness tiers with quality gates at every stage. A connected battery is not the same as a controllable one.
Chemistry-aware degradation curves, cycle counting, warranty tracking, depth-of-discharge analysis, and behaviour heuristics.
Clean data model linking customer, site, connection point, devices, and market identity. Foundation for every reform.
A single timeline of what happened on every site: data received, commands sent, responses observed, exceptions logged.
Same battery worth far more in one location than another. Scoring by voltage risk, congestion, curtailment value, and partner relevance.
Why the same hardware earns different money
Weak fleets have more offline assets, worse settings drift, need larger bid buffers, and miss high-value events. Strong operators safely monetise more of the same fleet, support at lower cost, win more credible contracts, and keep buyers confident. Telemetry quality and proof are revenue infrastructure, not overhead.
AI can accelerate code generation. It does not instantly create production integrations, telemetry history, installer relationships, market-access readiness, or an evidence-backed operating fleet. Someone can clone interface patterns quickly. They cannot clone years of operating truth overnight.
Market Opportunity
Installed batteries, the current software-addressable base, solar conversion, grid volatility, and market reform are converging to make battery orchestration valuable and necessary.
0k+
Home batteries installed
CER, growing 100k+/year
0k+
Supported battery homes today
Current software-addressable base
0.0M+
Solar-only homes
Future battery pipeline
0%
Negative pricing frequency
Growing grid volatility
$0M
AEMO incentive pool
IPRR, from May 2027
We use 455k+ to describe the installed category and 300,000+ to describe the battery homes Kolvera can support today. The broader API-accessible market is roughly 340,000 homes as coverage expands.
November 2026
May 2027
~2030
Kolvera does not assume automatic access to the A$50M participation pool. To bid credibly, we need the right registration path, enough controllable fleet capacity, dispatch-grade telemetry and control, and the operating discipline to meet testing and reporting obligations.
Registration structure
IRP/SRA path, settlement readiness, and the right commercial wrapper for the fleet.
Controllable fleet
Enough eligible capacity in the right VSR zones to matter operationally.
Dispatch-grade operations
Telemetry, control, testing, and performance processes suitable for participation obligations.
As dispatch, telemetry, proof, and compliance standards rise, more participants need a neutral operating layer they do not have to build themselves.
Revenue Model
Each layer builds on the monitoring foundation. The sequence matters: earn trust first, monetise second, scale third.
Acquisition, trust, fleet data
Free
Homeowners
Free
Homeowners
First revenue. Bill forecasting, shadow optimiser, solar analysis
$8.99/month or $89/year
Battery households
$8.99/month or $89/year
Battery households
Higher-value diagnostics, support, and operating features built on trust
Usage-led, only where justified
Homeowners and site partners
Usage-led, only where justified
Homeowners and site partners
Later residential and site-partner managed-participation revenue
70% customer / 30% Kolvera
Households and site partners granting control
70% customer / 30% Kolvera
Households and site partners granting control
Large fleet operations and reporting
$1,500-$5,000/month + 10% platform fee
C&I, community, enterprise
$1,500-$5,000/month + 10% platform fee
C&I, community, enterprise
This table uses the public blended national mid-case. Stronger SA/QLD conditions can reach roughly A$750 gross per battery per year, while NSW and VIC are typically lower. The point is channel take-rate shape, not a single national ceiling number.
Revenue / battery
$156
Cost to serve
$13
Gross profit / battery
$143
Revenue / battery
$52
Cost to serve
$13
Gross profit / battery
$39
Revenue / battery
$104
Cost to serve
$13
Gross profit / battery
$91
Revenue / battery
$156
Cost to serve
$13
Gross profit / battery
$143
| Channel | Kolvera take | Revenue/battery | Cost to serve | Gross profit/battery |
|---|---|---|---|---|
| Installer-recommended residential | 30% | $156 | $13 | $143 |
| White-label | 10% | $52 | $13 | $39 |
| C&I aggregation | 20% | $104 | $13 | $91 |
| Direct VPP | 30% | $156 | $13 | $143 |
Go-to-Market
Free monitoring and diagnostics create trust, convert existing battery households into paid optimisation, and earn installer recommendation by reducing repetitive support burden.
3.1M solar-only homes
Free solar monitoring reveals export losses, sizes battery ROI, and starts the future battery and optimisation funnel
300,000+ supported battery homes today
Free cross-brand battery monitoring surfaces missed savings, tariff mismatch, and system-health issues before Optimise conversion
Kolvera Optimise subscribers
$8.99/month for bill forecasting, shadow-optimiser recommendations, solar loss analysis, and ongoing value tracking
Later managed-participation participants
Retailer-aligned residential and cleaner direct C&I/community participation once site and market readiness are proven
The funnel has two entry points feeding the same operating stack: solar-only households become future battery and optimisation candidates, while existing battery owners become optimisation subscribers and, later, managed-participation candidates.
South Australia / Proving ground
Highest FCAS value, most volatile wholesale prices, progressive network conditions
Western Australia / Parallel track
Live DSO architecture, Battery Rewards and NCESS services, lower VPP competition
Victoria & NSW / Volume base
Largest installed battery base and strongest high-volume proof markets
Queensland / Solar pipeline
Highest solar penetration, strong battery conversion opportunity
Installer channel progress
22 installer conversations completed. 15 have requested follow-up meetings. The strongest response so far is that installers value fewer repetitive support calls, clearer issue diagnosis, and fewer avoidable truck rolls more than portal tooling or small recurring economics.
Traction
Live systems with real telemetry. A full monitoring platform with optimisation engines running in shadow mode.
Team
A systems-building technical founder paired with a zero-to-one commercial founder. Both have built revenue-generating operations before Kolvera.
Co-founder, Engineering & Platform
Co-founder, Partnerships & Market Development
Advisory board
We have completed a targeted advisory board research pass and identified a shortlist of candidates across NEM market operations, settlement and compliance, distributed energy commercialisation, and installer channel growth. The goal is to add experienced market judgement early as Kolvera prepares for later managed trading and settlement work.
Financials
These longer-term scenarios show how the model expands over time. The near-term milestones are connected systems, optimisation conversion, installer traction, and one validated managed-revenue path.
Blended national mid-case ~$520. SA/QLD conditions can reach ~$750.
Connected batteries by end of Year 1
Connected batteries by end of Year 2
Connected batteries by end of Year 3
Cloud/API polling + AEMO energy-based fees
Team, infrastructure, and overhead
| Metric | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Fleet size | 850 | 7,000 | 24,500 |
| Revenue | $173k | $1.4M | $4.8M |
| Battery serving costs | ($11k) | ($91k) | ($319k) |
| Gross profit | $161k | $1.3M | $4.4M |
| Gross margin | 93.6% | 93.4% | 93.3% |
| Operating costs | ($372k) | ($317k) | ($413k) |
| EBITDA | $-211k | $980k | $4.0M |
| Cumulative EBITDA | $-211k | $769k | $4.8M |
Adjust the sliders to explore different scenarios. Full model detail available under NDA.
Base-scenario managed-participation gross value
~$750/battery/year
Later-stage scenario model base case. Public blended framing is closer to ~$520; strong SA/QLD can reach roughly ~$750.
Cost to serve
$13/battery/year
$6 cloud/API + ~$7 AEMO fees (from July 2026)
AEMO registration
$45-60k
Before prudential capital ($10-50k separate)
Risks & Mitigations
Honest assessment. Every risk has a mitigation path.
Fleet building continues with free monitoring and premium optimisation. Neither requires AEMO registration. Revenue starts before dispatch.
7 provider integrations are already built across battery and solar monitoring. No single-provider concentration risk. FTA improves future metering and settlement optionality, especially in partner/C&I paths, but does not remove API dependency overnight.
Incumbent structure (retail conflict, hardware lock-in, legacy systems) makes cross-brand monitoring-first approach difficult to replicate. 6-12 week AEMO registration barrier for new entrants.
The near-term plan does not depend on immediate dispatch-scale volume. Monitoring, paid optimisation, and installer-channel traction can all prove the business before large-fleet managed participation is live.
Monitoring and optimisation work now; any future residential managed trading path is expected to be partner-led, and direct C&I/community paths are the cleaner managed-participation routes.
| Competitor | Model | Key limitation |
|---|---|---|
| Amber Electric | Wholesale retailer with battery automation | Strongest household savings benchmark today. Requires switching electricity retailer. Retailer-led product rather than a neutral monitoring or partner operating layer. Well-funded ($45M, June 2025). |
| Reposit | Acquired by ENGIE | Enterprise focus. Hardware gateway dependency. Limited multi-brand support. |
| SwitchDin | Hardware gateway platform | Requires physical hardware at every site. Higher cost to deploy. |
| AGL VPP | Retailer-tied VPP | Single-retailer lock-in. No cross-brand monitoring. Retail conflict with customer outcomes. |
| Evergen | Software optimisation | Serious retailer, OEM, and community-battery software competitor. Enterprise-heavy go-to-market, not a neutral homeowner monitoring wedge. |
Go Deeper
This document covers our market thesis, product, and financials at a level appropriate for initial review. Several areas of our work are commercially sensitive and shared only under NDA.
Proprietary OEM-specific compliance data, firmware failure patterns, and per-provider reliability intelligence derived from our AEMO research corpus.
The telemetry quality scoring algorithm, site readiness classification gates, and per-battery dispatch eligibility criteria.
Optimisation engine parameters, MILP dispatch configuration, confidence scoring methodology, and shadow performance data.
35,000+ finding AEMO research database, per-state opportunity matrices, partner target prioritisation, and strategic synthesis documents.
Detailed per-channel unit economics, managed-participation assumptions, and white-label pricing models.
Core operating data platform specification, six-layer architecture design, entity relationships, engineering roadmap, and purpose-built AI systems powering support, diagnostics, telemetry analysis, and operational intelligence.
We'll arrange a meeting where we can sign NDAs and walk you through the detail.
Get in Touch
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