Residential Solar
Solar has the largest automation surface in home services and some of its worst economics — which is precisely why it rewards operators and punishes tourists.
A high-ticket, project-based business whipsawed by subsidy policy and financed demand, where the highest-ROI work is not selling more — it is losing less of what is already sold.
Industry research
The economics
FIGURES FROM THE FIRM’S PUBLISHED RESEARCH · SOURCES ON REQUEST · THE 2× PLAYBOOK
Growth opportunities
Where the 2× lives
Cancellation rescue
Instrumented pipeline from signature to install: proactive scheduling, financing follow-through, objection triage, and a save workflow. Every point of cancellation recovered flows straight to margin already paid for.
Install throughput
Permitting, interconnection, and crew scheduling driven by the system, not the whiteboard. Every week between signature and install is a week the customer can reconsider.
Distressed consolidation
For acquirers: the subsidy cycle produces well-built books inside broken companies. The entry is distressed by design, with underwriting that assumes the cycle rather than wishing it away.
Our perspective
What most firms get wrong
Automatable is not valuable
Solar is the case study in the difference. The sector has more automation surface than any doorstep vertical, and thinner flow-through than almost all of them. The best targets are not the most disruptable. They are the most flow-through.
Where we’d start
A pipeline autopsy on the last two quarters: where sold deals died between signature and install, each failure mode priced, and the two save workflows that recover the most margin, specified to the trigger.
Put it to us