What Performance Systems Development does

Performance Systems Development (PSD) is a privately held, women-owned energy efficiency software and services firm headquartered in Ithaca, New York with a secondary office in Philadelphia. Founded in 2003, PSD builds and operates technology for utility demand-side management (DSM) programs, combining its proprietary PSD Compass enterprise platform, the TREAT energy audit tool (discontinuing for residential by mid-2026), the PSD Scout mobile field-data app, and the DOE-approved Clarity Heat Pump Toolkit with program implementation, quality assurance, and training services. The platform integrates with Salesforce, ENERGY STAR Portfolio Manager, GreenButtonConnect, and building modeling tools (Ekotrope, REM/Rate, Surveyor, OpenStudio) to manage the full program lifecycle from trade ally engagement through rebate processing and regulatory reporting.

PSD serves investor-owned utilities (FirstEnergy, National Grid, PECO, PPL, PGW, UGI), state energy offices (NYSERDA, Delaware DNREC, Mass Save), the U.S. Department of Energy, program implementers, trade allies, HERS raters, code officials, and homebuilders across the Northeast and Mid-Atlantic United States. Its revenue mix combines enterprise software subscriptions (Compass, Clarity HPTK), managed program implementation services, professional training (HERS, CMVP, energy codes), and quality assurance inspection services.

The firm generates recurring revenue through Compass licensing, services revenue through multi-year utility program contracts (e.g., FirstEnergy Pennsylvania EE New Homes, UGI Save Smart), and training revenue via webinars and instructor-led courses. With 51-100 employees, multiple ENERGY STAR Market Leader Awards (2020, 2022), an R&D 100 Award for TREAT, RESNET accreditation, and Women-Owned Business Certification, PSD is a niche, credentialed incumbent in regulated residential energy efficiency — well-positioned for IRA-era HOMES rebate demand but constrained by its bootstrapped capital base and concentrated Northeast utility customer mix.

Name

Performance Systems Development

Legal name

Performance Systems Development

Website

https://psdconsulting.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

Performance Systems Development provides enterprise software (PSD Compass), program implementation, training, and quality assurance to utility companies, state energy agencies, and building performance professionals across the Northeast and Mid-Atlantic United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Ithaca

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Enterprise Software Licenses: PSD Compass is sold as an enterprise software solution to utilities, agencies, and municipalities. Revenue generated through software licensing with configurable features for program management.
2. TREAT Software Licenses: TREAT energy audit software sold as licenses for single-family and multifamily buildings. Note: As of January 2025, single-family licenses discontinued; as of June 2026, multifamily licenses will also be discontinued.
3. Program Implementation Services: PSD acts as program implementer for utility energy efficiency programs, managing rebate processing, trade ally coordination, and program delivery. Revenue generated through service contracts with utilities (FirstEnergy, NYSERDA, National Grid, UGI, etc.).
4. Professional Training Services: PSD provides training courses for energy codes, HERS rating, CMVP certification, energy modeling, and other professional development. Courses offered for free to NY Code Officials, $15 for others, with CEU credits available.
5. Quality Assurance Services: PSD provides QA inspection services for energy efficiency programs, including third-party QA for New Jersey Comfort Partners and other utility programs.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels7 records

Core offering

Performance Systems Development (PSD) designs and delivers energy efficiency programs for utilities, agencies, and municipalities, supported by proprietary enterprise software (PSD Compass), energy audit software (TREAT), a mobile field data app (PSD Scout), and a DOE-approved heat pump modeling toolkit (Clarity HPTK). PSD also provides program implementation, quality assurance inspection, HERS Provider membership, and professional training services (HERS Rater, CMVP, energy modeling, and energy codes).

Product overview

Performance Systems Development offers an integrated portfolio of software products and professional services for the energy efficiency industry. The core products are PSD Compass (enterprise program management software) and TREAT (energy audit software). PSD Compass is a configurable enterprise platform that supports multiple program types across residential and commercial sectors, connecting Program Implementers, Trade Allies, Utilities, and Quality Assurance. TREAT is a DOE-approved energy audit and building modeling tool for residential properties. Additional offerings include PSD Scout for mobile field data collection, the Clarity Heat Pump Toolkit for HOMES rebate compliance, and training services covering HERS Rating, CMVP certification, energy modeling, and energy codes. The company also provides energy program implementation, QA services, and HERS Provider membership programs.

Differentiator

Problem solved

Functional benefit

Brands

• TREAT: Targeted Retrofit Energy Analysis Tool - award-winning energy audit software for comprehensive energy analysis and building modeling.
• PSD Compass
• PSD Scout
• Clarity Heat Pump Toolkit (Clarity HPTK)

Products and services

• PSD Compass Configurable enterprise software platform for managing Demand Side Management (DSM) energy efficiency programs. Connects Program Implementers with Utility Customers, Trade Allies, Quality Assurance, Utilities/Agencies, and Municipalities across residential and commercial program models.
• TREAT (Targeted Retrofit Energy Analysis Tool) Award-winning energy audit and building modeling software for residential single-family and multifamily buildings. Only DOE-approved energy audit software for all residential housing types including multifamily; RESNET accredited; uses onboard SUNREL energy modeling with local weather log integration.
• PSD Scout for Compass iOS and Android tablet application for offline on-site data and photo collection that syncs to PSD Compass. Supports lite audit, deep audit, install, and quality assurance job types.
• PSD Clarity Heat Pump Toolkit (Clarity HPTK) Software solution for modeling accuracy and utility bill calibration with BPI-2400, approved by U.S. DOE for HOMES rebate compliance for heat pump technology implementations.
• Energy Program Implementation Services End-to-end program design and implementation services for utility residential and commercial energy efficiency programs, including rebate processing, trade ally coordination, and program delivery.
• Quality Assurance Inspection Services Third-party QA inspection services for energy efficiency programs, including New Jersey Comfort Partners and other utility programs.
• HERS Provider Membership Accredited Home Energy Rating Provider membership program offering nationwide technical support and services for HERS raters.
• HERS Rater Training Training for accreditation as a Home Energy Rating Provider, covering energy code requirements and RESNET standards.
• CMVP Training Certified Measurement & Verification Professional training preparing engineers to develop Performance Risk Management Plans and address IPMVP M&V principles.
• Energy Modeling Training OpenStudio support services and energy modeling training using NREL's OpenStudio platform for EnergyPlus, focused on commercial compliance pathways.
• Energy Codes Training Training covering IECC, NYStretch, Massachusetts Stretch Code, ASHRAE 90.1, and state-specific energy codes for code officials, architects, and contractors.

Quantifiable outcome

• 62,706,245 incentive dollars paid to customers
• +5 more outcomes

Named customers11 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability3 records

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Delaware DNREC Division of Climate, Coastal and EnergycoreStrategic or Co-development Partner · 22 January 2021PSD was hired by DNREC to implement Delaware energy conservation codes transition training. This includes residential and commercial energy conservation code training to support the construction industry and local government code enforcement officials.
• FirstEnergycoreChannel Partner/ Reseller/ DistributorPSD implements FirstEnergy's Pennsylvania Utilities Energy Efficient New Homes Program under Act 129, serving Met-Ed, Penelec, Penn Power, and West Penn Power territories. PSD has worked with over 60 participating builders to support construction of energy-efficient single-family and multi-family homes.
• NYSERDAcoreChannel Partner/ Reseller/ DistributorPSD provides NYSERDA Energy Code Training including commercial and residential courses covering topics such as electrifying the energy code, building systems commissioning, and NYStretch code requirements.
• National GridcoreChannel Partner/ Reseller/ DistributorPSD supports National Grid's Energy Solutions Programs in New York State for energy efficiency initiatives.
• UGIcoreChannel Partner/ Reseller/ DistributorPSD selected as program implementer for UGI Save Smart New Homes and Home Energy Upgrades programs in Pennsylvania.
• NYCHAminorChannel Partner/ Reseller/ DistributorNYCHA used TREAT software and enlisted PSD's Training Academy to help prioritize building improvements for their housing stock.
• Mass SavecoreChannel Partner/ Reseller/ DistributorPSD provides extensive training through Mass Save program including commercial and residential energy code courses, covering topics such as building systems commissioning, lighting controls, equipment sizing, and duct sealing.
• ENERGY STARcoreChannel Partner/ Reseller/ DistributorPSD is an ENERGY STAR partner managing residential new home programs. They earned ENERGY STAR Certified Homes Market Leader Awards in 2020 and 2022, and verify ENERGY STAR homes as part of their HERS Provider Services.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Uplight: Uplight offers an enterprise customer engagement and energy efficiency platform for utilities, including behavioral, rebate, and marketplace programs. It competes with PSD Compass for the utility software wallet, especially on customer-facing program modules.
• EnergyHub: EnergyHub provides a SaaS platform for utility demand response, DER orchestration, and energy efficiency program management. It is an emerging software-focused competitor to PSD Compass in the utility DSM software category.
• Leap (formerly Opower-style startups): Leap is a marketplace and rebate-management platform that connects home electrification contractors with utility incentives and rebates. It competes with PSD's rebate processing and trade ally enablement workflows within Compass.

Direct peers

• CLEAResult: CLEAResult is one of the largest North American energy efficiency program implementers, delivering residential and commercial DSM programs for utilities and agencies with proprietary software platforms. It is the most direct competitor to PSD's program implementation + Compass model.
• Resource Innovations: Resource Innovations is an energy efficiency and equity-focused consulting and program implementation firm serving utilities, state agencies, and municipalities. Its portfolio of program design, implementation, and software-enabled services overlaps directly with PSD Compass.
• Willdan Energy Solutions: Willdan delivers energy efficiency, decarbonization, and grid modernization services to utilities, municipalities, and government agencies. Its program implementation and engineering services directly overlap with PSD's core offerings.
• TRC Companies: TRC provides engineering, consulting, and construction services for the energy and environmental markets, including utility energy efficiency program delivery and QA. It is a direct competitor for utility program implementation and energy services work.
• Franklin Energy: Franklin Energy designs and runs utility energy efficiency, demand response, and electrification programs nationwide. Like PSD, it operates as a multi-utility program implementer with bundled software, QA, and training services.

Broad incumbents

• DNV (Energy Systems): DNV's energy advisory and certification practice supports utilities on energy efficiency, renewable integration, and standards. It overlaps with PSD on energy services consulting and QA, though DNV operates across many other industries.
• ICF International: ICF operates a large energy, environment, and infrastructure advisory practice serving utilities, government agencies, and multilaterals on energy efficiency programs and policy. It competes with PSD in program implementation and energy advisory but as part of a broader consulting portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@PerformanceSystemsDevelopment
• LinkedInlinkedin.com/company/performance-systems-development
• Xx.com/wespeakbuilding

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Performance Systems Development