source data solution

Name

source data solution

Legal name

Source Data Solution GmbH

Website

https://sd-solution.ch

Company type

Private

Founded year

2025

Operating status

Operating

Ownership category

akta.pro rank

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Revenue model

1. TwinEstate Subscription: SaaS subscription for TwinEstate platform access. Three tiers: Basic (free), Standard, and Complete. Subscription includes access to configured property data rooms, core features, and included support.
2. Microsoft SharePoint Licensing: Fees for Microsoft SharePoint Online base technology provided by Microsoft. Customers need SharePoint Online license to use TwinEstate.
3. Storage Costs: Costs for storage space used, depending on data volume and required storage.
4. Training Services: Paid training sessions for in-depth introduction to TwinEstate. Experts guide users through features to maximize utilization.
5. Consulting Services: Individual quotes and consulting for customized solutions and implementation support.
6. Special Development: Custom developments for special customer requirements such as interfaces or specific adaptations, billed separately.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

No attributable product or service description is available for Source Data Solution in the supplied material.

Product overview

Source Data Solution GmbH offers TwinEstate, a SharePoint Online-based digital twin platform for property documentation and portfolio management, consisting of three core product versions (Basic, Standard, Complete) plus six add-on modules (AI Transfer, Archive Connect, Wissensmanagement, Scan & Capture, FM Process Mapping, Insights). The platform is extended through a network of technology partners providing specialized Digital Services including plan review/stamping, technical inspection workflows, system integration (ioSync), digital archiving, contract management, quality management (ISO 9001), and mass data/document import solutions. Services include implementation support, training, and 24/7 technical support.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Reduced manual effort in document classification and archiving
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature9 records

Partnerships

Three partnerships are on record, tiered core.

• GRAF FORM GmbHcoreImplementation/ SI/ Consulting PartnerConcept and enablement partner. GRAF FORM provides professional conceptual support for the development, introduction, and further development of all TwinEstate applications. Focus areas include change design, training concepts, organizational impact analysis, data modeling, and integration of professional standards like KBOB document type catalog.
• IOZ AGcoreImplementation/ SI/ Consulting PartnerContract management, quality management (ISO 9001), and digital workplace integration partner. IOZ provides SharePoint-based contract management, quality management system support, and digital workplace solutions integrated with Microsoft 365.
• ioLabs AGcoreTechnology or IntegrationPlan checking & stamping, technical processes, and system integration partner. ioLabs provides digital workflow for plan review, commenting, approval, and stamping. Also provides ioSync for system integration with planning platforms, CDE, CAFM systems, and digital archives.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• DocuWare: DocuWare is a cloud document management and workflow automation platform widely deployed in Europe. It overlaps with TwinEstate's document management, metadata tagging, and archiving capabilities, though it serves all industries rather than specializing in Swiss property documentation standards like KBOB/eCH-0160.
• Aareon: Aareon is a leading European provider of real estate and property management software, serving housing companies and public-sector landlords across DACH. It is comparable as a DACH-focused property SaaS incumbent with deep public-sector relationships, though it offers broad ERP-grade solutions rather than TwinEstate's documentation-focused configuration.
• iTWO (RIB Software): iTWO is a construction and real estate SaaS suite covering 5D BIM, project management, and facility operations. Comparable to TwinEstate in serving the construction-to-operations documentation handoff, though iTWO is a broad platform focused on construction project execution rather than KBOB-compliant property data rooms.
• Nemetschek Group: Nemetschek Group's portfolio includes Bluebeam, dRofus, and NEVARIS, covering BIM collaboration, document management, and construction project software. Comparable as a broader AEC/document software portfolio serving the same construction-to-operations buyer, though Nemetschek operates as a multi-brand global incumbent rather than a Swiss-specialized configuration.

Direct peers

• Planon: Planon is a global CAFM/IWMS platform used by universities, hospitals, and government bodies for building and facility management. It is comparable to TwinEstate as a software platform managing property documentation, FM processes, and integrations — but operates as a general CAFM suite rather than a KBOB- and SharePoint-native configuration.
• ARCHIBUS: ARCHIBUS is an enterprise IWMS platform covering real estate, facility, and infrastructure management with deep document and space functionality. Comparable to TwinEstate as a software platform addressing the property lifecycle and FM documentation, though ARCHIBUS targets large multinational enterprises rather than Swiss public-sector mid-market.

Emerging players

• Dalux: Dalux is a Scandinavian BIM-based collaboration platform for construction documentation, commissioning, and facility management. Comparable to TwinEstate in digitizing the construction-to-FM documentation workflow and supporting IFC/BIM viewers, but oriented to Danish/Nordic standards rather than Swiss KBOB/eCH-0160.
• BuildingMinds: BuildingMinds is a real estate data and ESG platform that digitizes building information for portfolio analytics and compliance. Comparable to TwinEstate in creating a structured digital twin of properties and providing dashboards for portfolio management, though focused on ESG and energy data rather than full document lifecycle management.

Regional players

• Wincasa: Wincasa is Switzerland's largest property management services company, managing residential and commercial portfolios. Comparable as a Swiss property ecosystem participant serving the same Verwaltungen segment, though Wincasa is a property manager that could become a customer or partner rather than a competing software vendor.
• Crealogix: Crealogix is a Swiss fintech and digital banking software provider; its real estate finance and portfolio management products overlap with property owner/manager workflows. Comparable as a Swiss-headquartered software vendor serving regulated banking-adjacent property segments, though its domain is finance rather than construction documentation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sd-solution-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 source data solution