Energy Toolbase
Energy Toolbase is a cloud-based SaaS platform for modeling, AI-driven dispatch control, and monitoring of commercial and industrial solar and energy storage projects. It serves 1,500+ developers, EPCs, asset owners, and C&I end users across North America, and is a subsidiary of Pason Systems Inc.
- Company typePrivate
- Founded2014
- HeadquartersStuart, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Energy Toolbase does
Energy Toolbase is a cloud-based SaaS platform that provides financial modeling, energy management control, and real-time monitoring for commercial and industrial solar and energy storage projects. Founded in 2014 by John Gurski as a project analysis tool and headquartered in Stuart, Florida, the company sells a four-product suite: ETB Developer (financial modeling and proposal generation backed by a database of 120,000+ utility rates), ETB Controller (an AI-powered, hardware-agnostic energy management system using the proprietary Acumen AI engine for dynamic economic dispatch), ETB Monitor (real-time performance monitoring and savings verification), and ETB Consulting (outsourced advisory and engineering services). The platform integrates with 12+ energy storage hardware vendors including Tesla, BYD, Socomec, and Sungrow, enabling developers to model, dispatch, and validate multi-vendor storage portfolios from a single software layer.
The company serves a horizontal customer base spanning solar and storage developers, EPCs, asset owners/operators, financiers, C&I end users, and government entities — with named customers including Nexamp, Ventura County, REC Solar, Korbel Winery, and a Fortune 500 beverage manufacturer. Energy Toolbase operates a hybrid go-to-market combining product-led growth (self-serve SaaS at $299-$333 per user per month with free trials for Individual tier subscribers) and sales-led motions (Business tier and enterprise deployments supported by implementation packages and consulting services). Its competitive position rests on the in-house utility rates team, the Acumen AI co-optimization engine for grid services and bill savings, and integrations with leading financing partners (Sunstone, Greenbridge) and PV design tools. Energy Toolbase has been a subsidiary of Pason Systems Inc. (TSX: PSI) since the 2019 merger with Pason Power, and reports within Pason's Solar and Energy Storage segment, which generated $33.7M in FY2025 (+87% YoY). The company employs 80+ people and serves 1,500+ clients across 4+ countries, with 150+ controlled storage sites totaling 150+ MWh of deployed capacity.
Energy Toolbase firmographics
Firmographics- Name
- Energy Toolbase
- Legal name
- Energy Toolbase Software Inc.
- Website
- https://energytoolbase.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Energy Toolbase is a cloud-based SaaS platform for modeling, AI-driven dispatch control, and monitoring of commercial and industrial solar and energy storage projects. It serves 1,500+ developers, EPCs, asset owners, and C&I end users across North America, and is a subsidiary of Pason Systems Inc.
- Ownership category
- akta.pro rank
Energy Toolbase industry classification
Industry- Product category
- Solar and Energy Storage Software
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Industrial Instruments For Measurement, Display, And Control (3823), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)
- akta.pro primary industry
- SCADA/Telemetry, Data Integration & Device Connectivity for Storage/DER Control (EUAFAKAI)
- akta.pro secondary industries
- Energy Storage Asset Management (BESS/PCS/EMS) (EUAEAMAE), Energy Systems & Power Engineering Consulting (BPAHAIAG), DER Program Operations & Customer/Installer Enablement (Applications, Portals, Inspections) (EUADALAO)
Keywords
Where Energy Toolbase is headquartered
LocationHeadquarters
- HQ city
- Stuart
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Energy Toolbase business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Subscriptions - Individual Tier: Per-user monthly subscription at $299 billed annually. Includes 1 user, up to 10 solar and storage proposals, Acumen AI simulations, 100k+ global utility rates, 50+ Net Metering Programs, 200+ Incentive & Rebate Programs, and demand response modeling. Designed for solo energy consultants and independent developers.
- SaaS Subscriptions - Business Tier: Per-user monthly subscription at $333 for 5 users, billed annually with unlimited proposals. Includes all Individual tier features plus unlimited solar/storage proposals, ability to create customized white-labeled proposals, custom incentive/financing models, web-based proposal sharing with open notifications, and integration with 3rd party PV layout tools. Designed for growing regional installers and commercial developers.
- Professional Services - ETB Consulting: Outsourced solar and energy storage analysis handled by expert team. Services include system size optimization, ESS revenue optimization, demand response modeling, utility rate analysis, financial proforma, interconnection review, bid review, and portfolio feasibility studies. Priced on transparent hourly basis with structured service tiers.
- Implementation & Support Packages: Hands-on setup, configuration, and proposal support packages for enterprise customers. May include account setup, equipment configuration, third-party integrations, proposal support and review, incentive and financing setup, custom sales proposal templates, and training.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Individual tier: $299/user/month, annual billing, 1 user, up to 10 proposals |
| Subscription | Annual | Business tier: $333/user/month for 5 users, annual billing, unlimited proposals |
| Other | Pay-as-you-go | ETB Consulting: Hourly-based professional services |
| Other | Pay-as-you-go | Implementation & Support Packages: Custom pricing based on scope |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels10 records
Energy Toolbase product offering
Product offeringCore offering
Energy Toolbase provides a cloud-based SaaS platform for solar and energy storage project development. Its suite includes ETB Developer (financial modeling and proposal generation), ETB Controller (AI-driven energy management and dispatch optimization), ETB Monitor (real-time asset performance monitoring), and ETB Consulting (professional advisory services). The platform integrates hardware-agnostic energy management with proprietary AI optimization and a database of more than 120,000 utility rates across North America.
Product overview
Energy Toolbase offers a fully integrated suite of four core software products for solar and energy storage project development: ETB Developer (financial modeling and proposal generation), ETB Controller (AI-powered energy management and dispatch optimization with Acumen AI), ETB Monitor (real-time performance monitoring), and ETB Consulting (professional advisory services). The platform is complemented by the ETB Control Center hardware enclosure. The products are designed to work cohesively, enabling developers to model projects in ETB Developer, control assets with ETB Controller, and monitor performance via ETB Monitor, with consulting services available throughout the project lifecycle.
Differentiator
Problem solved
Functional benefit
Products and services
- ETB Developer Solar and energy storage modeling software and proposal generation tool that enables precise financial analysis, utility rate calculations, and project economics modeling for commercial, industrial, and community solar projects.
- ETB Controller AI-powered energy management system (EMS) that intelligently dispatches energy storage assets using dynamic economic dispatch algorithms, supporting demand charge management, time-of-use arbitrage, PV self-consumption, demand response, and grid services participation.
- ETB Monitor Real-time monitoring platform for tracking operational performance, savings, solar generation, and battery state of charge of solar and energy storage systems with measurement and verification capabilities and alerts for underperforming systems.
- ETB Consulting Professional consulting services providing expert project evaluations, system sizing optimization, tariff analysis, incentive calculations, and financial modeling support for solar and energy storage deployment.
Quantifiable outcome
- $484k annual electric bill savings on sample commercial project
- +9 more outcomes
Companies that use Energy Toolbase
Customer profileNamed customers12 records
Segments8 records
Ideal customer profiles4 records
Energy Toolbase technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability5 records
Feature6 records
Energy Toolbase partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, strategic and minor.
- SungrowcoreEnergy Toolbase announced partnership with Sungrow to provide integrated energy storage solutions, integrating Sungrow's PowerStack 255CS and PowerTitan 2.0 commercial energy storage systems with Energy Toolbase's software and management systems. The partnership enables developers to model and deploy commercial energy storage projects using Sungrow's hardware, supporting applications such as PV surplus storage, peak shaving, and grid support. The integration is now available, with prospect of expanding energy storage options for commercial projects worldwide.
- BPistrategicEnergy Toolbase and BPi (Napa-based EPC) deployed three energy storage systems at Korbel Winery in Sonoma County, California. Project involved 852 kW of rooftop solar and advanced battery storage to optimize energy use, address grid constraints, and enhance operational resilience. BPi handles installation while Energy Toolbase provides ETB Controller for ongoing management.
- BYDcoreBYD CHESS stackable storage systems integrated with ETB Controller management system. Partnership allows developers to run dispatch simulations and savings analysis using BYD ESS systems paired with Energy Toolbase's software. Engineering and product teams collaborated to ensure precision of dispatch simulations and analysis. 5+ projects completed, 150k metric demand savings, $21.3M total expected savings over 10 years.
- SocomeccoreSocomec SUNSYS HES L and HES XXL storage systems integrated with ETB Controller. Partnership allows developers to run dispatch simulations and savings analysis using Socomec's ESS systems paired with ETB Controller. Featured in multiple customer deployments including shopping mall backup, car dealership demand response, and high school installations.
- TeslacoreTesla Megapack 2 storage systems integrated with ETB Controller. Partnership allows developers to model and deploy projects using Tesla Megapack 2 with ETB Developer for simulations and ETB Controller for ongoing management. Featured in Ventura County's 3.7 MWh portfolio deployment across 5 sites for emergency water supply.
- Sunstone, Greenbridge (Financing Partners)minorIntegrated financing options available through ETB Developer platform including Sunstone and Greenbridge lenders. Enables real-time indicative pricing quotes from lenders directly within the proposal generation workflow.
Scale indicators22 records
Recent moves7 records
Expansion highlights6 records
Energy Toolbase competitors and assessment
Company assessmentDirect peers
- RatedPower: Solar design automation software with PV layout, production simulation, and financial analysis modules. Overlaps with ETB Developer in upstream project modeling, with growing presence in C&I and utility-scale segments.
- Stem Inc: AI-driven energy storage optimization and virtual power plant operator competing with ETB Controller on behind-the-meter storage dispatch, demand charge management, and grid services co-optimization.
- PVcase: Solar design and engineering software for utility-scale and C&I projects, with AutoCAD and SketchUp integrations. Overlaps with ETB's PV design integration partnerships and competes for upstream design workflow share.
- Fluence: Global energy storage products and services company with its own EMS/optimization stack (Niwatai). Competes with ETB Controller for utility-scale and C&I storage optimization, though more focused on larger grid-scale deployments.
- Aurora Solar: Cloud-based solar design, sales, and modeling platform serving residential and commercial installers. Competes most directly with ETB Developer on project modeling and proposal generation, with growing overlap into storage economics.
- Kiwigrid: Energy management platform for DER aggregation, virtual power plants, and home/building energy management. Competes with ETB Controller in EMS and value-stream optimization, with stronger presence in European markets.
- OpenSolar: Free, cloud-based solar design and sales platform with bankability, 3D modeling, and proposal generation. Competes with ETB Developer for residential and small-commercial installer mindshare, though more limited in storage economics.
Broad incumbents
- AutoGrid (Schneider Electric): DER management and optimization platform now part of Schneider Electric's grid operations portfolio. Competes broadly with ETB Controller in VPP/aggregation, but embedded within a much larger incumbent energy management ecosystem.
- SolarEdge: Solar inverter manufacturer with growing energy storage, EV charging, and grid services software offerings. Competes indirectly through integrated hardware/software stacks and increasingly in commercial storage optimization.
- SunPower: Residential and commercial solar and storage provider with design and proposal software stack. Broad incumbent offering that overlaps with ETB Developer at the residential end and competes for installer attention in the commercial channel.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Energy Toolbase social profiles
Digital presenceEnergy Toolbase financial estimates
Financial estimateRevenue estimate
Valuation estimate
Energy Toolbase leadership team
Management profileNumber of profiles
Profiles1 record
Energy Toolbase funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Energy Toolbase M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Energy Toolbase
What does Energy Toolbase do?
Energy Toolbase provides a cloud-based SaaS platform for solar and energy storage project development. Its suite includes ETB Developer (financial modeling and proposal generation), ETB Controller (AI-driven energy management and dispatch optimization), ETB Monitor (real-time asset performance monitoring), and ETB Consulting (professional advisory services). The platform integrates hardware-agnostic energy management with proprietary AI optimization and a database of more than 120,000 utility rates across North America.
Is Energy Toolbase a public or private company?
Energy Toolbase is a private company. It is classified as corporate owned and is currently operating.
When was Energy Toolbase founded?
Energy Toolbase was founded in 2014. It employs 51 to 100 people.
Where is Energy Toolbase based?
Energy Toolbase is headquartered in Stuart, United States, in the North America region.
How does Energy Toolbase make money?
Four revenue lines are on record. SaaS Subscriptions - Individual Tier is the primary driver. The others are saaS Subscriptions - Business Tier, professional Services - ETB Consulting and implementation & Support Packages.
Who are Energy Toolbase's main competitors?
Direct peers on record are RatedPower, Stem Inc, PVcase, Fluence, Aurora Solar, Kiwigrid and OpenSolar. Broad incumbents are AutoGrid (Schneider Electric), SolarEdge and SunPower.
Does Energy Toolbase have an API?
No public API is recorded for Energy Toolbase.
What industry is Energy Toolbase in?
Energy Toolbase's product category is Solar and Energy Storage Software. Its primary akta.pro industry code is EUAFAKAI, SCADA/Telemetry, Data Integration & Device Connectivity for Storage/DER Control, with a secondary code of EUAEAMAE, Energy Storage Asset Management (BESS/PCS/EMS). Its NAICS code is 54151 and its SIC code is 3823.