Everyone says your idea is great, but the market might not.

Paste your idea and Draftable researches your real competitors, sizes the actual market, and hands you a cited go-or-kill verdict in minutes.

Flat $5 per report · no subscription · results in just a few minutes

draftable.studio/report
VERDICT
CONDITIONAL
VIABILITY60/100

Real mandatory market, but incumbent is walking into your white space

CONDITIONAL GO. BPS compliance is a genuine, expanding, mandatory regulatory market, but two facts gate it: ~89% of NYC buildings already comply for 2024-2029, so the fine-driven urgency is deferred to 2030, and Measurabl (~$170M funded) just launched a free perpetual tracking tier plus a paid product that already auto-tags municipal/state regulations. The white space (automated cross-jurisdiction system of record with fine forecasting, filing generation, and retrofit financing) is real and defensible if you move before the incumbent generalizes into it.

Mandatory annual filings across an expanding patchwork (13+ cities, growing) give a recurring, sticky hook.
Acute six-to-seven-figure fine pain is deferred to 2030 for ~89% of buildings, muting near-term willingness to pay.
Measurabl's free perpetual tier plus reg-tagging paid product is visibly moving toward this exact gap.
Modest SAM (~$160M software) caps the venture-scale ceiling unless financing take-rate scales.
the verdict gates · 4
GATE 1
Market quality
CONDITIONAL
GATE 2
A defensible way in
CONDITIONAL
GATE 3
Unit economics
CONDITIONAL
GATE 4
Validation readiness
PASS
market qualityIs this market worth winning?CONDITIONAL

Mandatory, expanding regulatory tailwind (13+ cities, growing), but modest ~$160M SAM and ~89% current compliance defer acute fine-driven willingness to pay to 2030.

FLIPS IF · Pass if 2030 exposure pulls demand forward materially or covered-jurisdiction count/coverage expands sharply.

way inCan you actually get a foothold?CONDITIONAL

Real white space (automated cross-jurisdiction filing + forecast + financing) with a credible moat path, but a well-funded incumbent (Measurabl) is visibly moving toward it via free tier and reg-tagging.

FLIPS IF · Fail if Measurabl ships fine-forecast + filing automation in its free/standard tier; pass if you lock the filing-of-record and financing moat first.

unit economicsCan it make money per customer?CONDITIONAL

High ACV and mandatory annual renewal support LTV:CAC ≥3:1 and strong retention, but long CRE sales cycles raise payback and the free-tracking floor pressures price.

FLIPS IF · Pass with evidence of sub-12-month payback and >110% net revenue retention; fail if priced head-to-head with free tracking and no decisioning premium.

validationCan you test demand cheaply first?PASS

Adjacent paid willingness to pay is proven (Measurabl Navigate, Audette, consultants billing per building per year) and a cheap painted-door pre-sale to 2030-exposed NYC portfolios is obvious.

FLIPS IF · Fail only if repeated pre-sale attempts to exposed owners yield no paid pilot commitments.

market sizing · bottom-up
TAM
~$400M (all US BPS-covered buildings at ~$2,000 each, growing as cities adopt)
total market
SAM
~$160M (≈80,000 buildings inside 10+ building portfolios × ~$2,000)
serviceable
SOM
~$1.6M-$4.8M ARR year 3 (≈16-48 portfolio customers)
1-3% of SAM in year 3

Realistically you can reach low single-digit millions in yearly recurring revenue within three years, which supports a solid capital-efficient business but not a giant one unless the retrofit-financing cut grows.

SHOWN MATH · NYC ~50,000 covered buildings; ~150,000-250,000 nationally across NYC/Boston/DC/Denver/Seattle/WA/CO/MD. Addressable (inside 10+ building portfolios) ~40% → ~80,000 buildings. × ~$2,000/building = ~$160M SAM. SOM at 1-3% = ~$1.6M-$4.8M ARR. Financing take-rate is variable upside on top.

  • ~40% of covered buildings sit in portfolios large enough to buy portfolio SaaS
  • ~$2,000/building/year midpoint price
  • Financing take-rate excluded from core SAM (treated as upside)

WHY NOW · NYC enforcement and first fines began in 2025, and the city/state patchwork is expanding fast (13+ cities, projected to grow), so cross-jurisdiction tooling is newly necessary.

CROSS-CHECK · Cross-real-estate ESG software TAM is larger, but the fine-compliance-only slice is the right narrow frame; the bottom-up ~$160M SAM is intentionally conservative versus broad ESG spend.

competitor landscape · 6 · 2 price-killers
MeasurablENERGY STAR Portf…AudetteKODE LabsnZeroEnergy consultant…PRICE (LOW → HIGH)INTEGRATION DEPTH (STANDALONE TRACKING → EMBEDDED COMPLIANCE WORKFLOW)
Measurabl KILLS PRICING

Dominant real-estate ESG data platform; free perpetual tier plus paid Navigate that auto-tags municipal/state regs

Free tier in perpetuity; paid Navigate enterprise pricing (sales quote)$170M+ raised, Series D $93M (Energy Impact Partners, Sway Ventures)
THE CRACK

Broad ESG/investor reporting, not a purpose-built fine-forecast + filing-generation compliance agent

ENERGY STAR Portfolio Manager (ESPM) KILLS PRICING

Free EPA platform that all US benchmarking/BPS filings run on

Free (government)Government (EPA)
THE CRACK

Raw manual data entry, no fine forecasting, retrofit ranking, or multi-jurisdiction automation

Audette

Decarbonization/retrofit modeling; stack-ranks assets by IRR using building simulations

Not public (sales quote)Venture-backed (seed/Series A)
THE CRACK

Retrofit decisioning only; not the mandatory annual filing system of record

KODE Labs

Smart building OS with real-time meter/BMS LL97 emissions monitoring and alerts

Enterprise, hardware-integrated (sales quote)Venture-backed (Series A/B)
THE CRACK

Hardware/BMS-heavy; over-serves owners who just need annual mandatory filings

nZero

Utility data automation, energy modeling, ROI projection for BPS planning

Not public (sales quote)Venture-backed
THE CRACK

Planning/modeling focus, not integrated filing generation or financing

Energy consultants (ENGIE Impact, McKinstry, FirstService Energy)

The status quo: per-building per-year human compliance and retrofit-planning services

Per-building services engagement (high)Established firms
THE CRACK

Expensive, manual, not scalable software; no portfolio system of record

MARKET STRUCTURE · Fragmented today: a free government layer (ESPM/BEAM), a consolidating ESG-data leader (Measurabl), point retrofit/modeling tools (Audette, nZero), building-OS players (KODE), and manual consultants, but no one owns an automated cross-jurisdiction compliance-and-filing system of record.

unit economics · vs benchmarks
JUDGED AS B2B SAASSales-led B2B SaaS at $75K-150K ACV, well above the PLG threshold; it blends AI-native, but inference is periodic (filings/modeling) not high-volume chat, so the COGS warning is minor.
LTV:CAC~4:1 (estimated)
CAC payback~12-18 months (estimated)
Gross margin~75-85%
Net revenue retention>110% (target)

LTV:CAC. For every dollar you spend landing a portfolio owner you can expect to make several back over the life of the account, which is healthy enough to justify a sales team.

~4:1 (estimated) · Clears the 3:1 B2B floor; below the 5:1 target until sales motion is proven

CAC payback. It takes roughly a year or more to earn back what you spend winning each customer, so you need patient capital and should push to shorten sales cycles.

~12-18 months (estimated) · At or slightly past the ~12mo comfort line due to long CRE sales cycles

Gross margin. Most of every dollar of revenue is profit after running costs, because the AI work happens at filing time rather than constantly.

~75-85% · In the healthy SaaS band; AI inference is periodic, not a major drag

Net revenue retention. Because the filings are legally required every year and you can add buildings and a financing cut, existing customers should spend more over time rather than churning.

>110% (target) · Strong if achieved; underpinned by mandatory annual renewal and building/financing expansion

The free tracking tier from Measurabl/ESPM compresses the price floor; the per-building price only survives if the fine-forecast, filing-automation, and financing layers carry the value.

risks · 5
HIGHFree/bundled incumbents (Measurabl free tier, ESPM) zero willingness to pay for the tracking layer

FIX · Never sell tracking; lead with fine forecasting, filing automation, and financing that free tools do not offer

HIGHAcute fine pain deferred: ~89% of NYC buildings comply through 2029, so urgency peaks at 2030

FIX · Target the ~11% over-cap now plus 2030-exposed early movers; sell mandatory-filing convenience as the always-on hook

HIGHWindow closing: Measurabl already auto-tags regs and models capex and is well funded to extend into filing/forecast

FIX · Move fast to lock filing-of-record workflow and financing moat before they generalize

MEDIUMFilings require a licensed engineer's signed attestation, capping full 'automate the filing' claim

FIX · Partner with RDP firms as their tooling layer; position as accelerator, not replacement

MEDIUMRegulatory rollback/softening and varied state enforcement (ENERGY STAR under threat, LL97 watering-down attempts)

FIX · Diversify across jurisdictions and anchor value in the mandatory annual filing that persists

the plan to win
BEACHHEADwhere you start

Mid-size NYC portfolio owners (30-100 buildings) with assets already over their cap or facing steep 2030 exposure under LL97.

WEDGEyour foot in the door

Own the mandatory annual LL97 filing with automated fine-exposure forecasting, then expand to Boston/Denver/Seattle/WA in the same portfolio.

WHITE SPACEthe gap rivals left open

An automated, cross-jurisdiction compliance system of record that forecasts fines, generates filings, ranks retrofit payback, and attaches financing, no incumbent offers this as one integrated product.

MOAT PATHwhat stops copycats

Workflow lock-in via ownership of the mandatory annual filings plus a compounding proprietary dataset of retrofit-cost-versus-savings outcomes; a feature alone is not a moat, the filing-of-record plus financing attach is.

DIFFERENTIATION (ERRC)what you do differently

You would be the only tool that not only tells an owner what they owe across every city but actually files it and lines up the money to fix it.

ELIMINATE

General-purpose ESG/investor/GRESB reporting modules that Measurabl over-builds

REDUCE

Real-time BMS/5-minute interval hardware integration that KODE/Bueno over-serve; ingest utility-bill-level data instead

RAISE

Cross-jurisdiction coverage and per-year fine-exposure forecasting accuracy far above the norm

CREATE

An AI agent that auto-generates mandatory filings, ranks retrofit paths by payback, and connects to financing as one system of record

PRICINGhow you charge

Per-building per-year ($1,200-3,000) anchored to fine exposure avoided, plus a take-rate on facilitated retrofit financing; never price the tracking layer against free.

GO-TO-MARKEThow you reach buyers

Sales-led at ~$100K ACV: direct outreach to portfolio owners and property managers, plus RDP/consultant channel partnerships.

VALIDATIONhow to test demand cheaply

Painted-door pre-sale to 5-10 NYC portfolio owners with 2030-exposed assets: pitch the fine-forecast + filing automation and ask for a paid pilot commitment before building.

LEADING INDICATORS
Demand: search and inbound around LL97/BERDO fines, rising over-cap building counts as 2030 nears, owner complaints about consultant costsIncumbent velocity: Measurabl shipping fine-forecast or filing-generation into its free/standard tier, or job posts for BPS compliance/filing engineers
the fair comparison

Why not just paste it into ChatGPT?

Honestly? ChatGPT and Claude are good at thinking about markets. Draftable runs that same intelligence through a rigorous, grounded, repeatable process, and commits to an answer you can act on.

A raw chat prompt
Draftable
Reasons well about a market
Yes, genuinely capable
Yes, the same class of model, aimed at one job
Grounds every number in a live source
Sometimes; can state figures it made up
Always, live web search, every figure cited
Charts you can read at a glance
Prose only
Positioning map, sizing, unit economics, gates
Commits to a clear verdict
Usually hedges both ways
A build-or-kill verdict + a 0–100 score
A structured, exportable deliverable
A chat thread to re-read
One structured, cited report
Scored for your stack & stage
Only with a perfect prompt
Built in
The same depth every time
Depends on how you ask
The same rigorous pass, every run
how it works

One deep, adversarial analysis.

A single deep pass researches the live web, scores your idea against the way real markets actually work, and commits to a verdict. Three things make it rigorous:

Adversarial, not agreeable

It's instructed to hunt the free or bundled incumbent that zeroes your pricing, the crowded market, the broken unit economics. It will tell you NO-GO. A chat turn is built to encourage you.

Receipts, not vibes

Every competitor, price, and number is grounded in live web search with real sources: pricing pages, G2 and Capterra cons, Crunchbase, filings. Not un-cited prose a model half-remembered.

A committed, graded call

A GO / CONDITIONAL / NO-GO verdict from a deterministic four-gate matrix, with a 0–100 score and the exact thresholds that would flip it. No hedging, no 'it depends'.

what’s in every report
Verdict + 0–100 score
from the four gates
Bottom-up market sizing
with the math shown
Competitor landscape
+ a positioning map
Unit economics
vs SaaS benchmarks
The real risks
ranked, with mitigations
The plan to win
wedge, moat, GTM

Built for builders, not marketers.

The report uses real market terms because that rigor is the whole edge over a vague chat answer. Every one comes with a plain-English line built in, so a solo developer can read the whole thing with no marketing background. A few you’ll see:

LTV:CAC
What a customer is worth versus what it costs to win one.
CAC payback
How long until a customer pays back what you spent to get them.
TAM, SAM, SOM
The whole market, the slice you can sell to, and the slice you can realistically win.
Net revenue retention
Whether your existing customers spend more, or less, over time.
Gross margin
How much of each dollar is left after the cost of delivering the product.
Moat
What stops a bigger company from copying you and taking the market.
see for yourself

Real reports you can read end to end.

why I built draftable
Terrence (Jihoon), founder of Draftable

I built Draftable after watching my own idea fail for reasons I should have seen coming. I spent months on a social media growth assistant for X before I realized it would break the platform's scraping rules, and that plenty of competitors had already shipped the same thing. The lesson stuck. Know the market before you write a line of code. When the market and the idea hold up, you can shape the product to fit them. When they don't, nothing else saves you. Market over everything.

The report is built on real market math and marketing rigor, every number cited to a reputable source. That depth is the whole point, and it should not take an MBA to read. I write it for solo developers like me: the honest verdict, in plain language, with the receipts to back it.

There is no shortage of idea validators. The edge here is the work behind each report. Tested on real samples, sharpened over many prompt iterations, and grounded in research I did by hand. I keep each report cheap on purpose, so any indie developer can afford the truth, at the highest quality I can produce, in a few minutes.

Terrence (Jihoon)Founder, Draftable
pricing

One report. One flat price.

No subscription, no caps, no upsell. A flat one-time $5 per report. Buy one only when you have an idea worth the truth.

One-time
One report
$5/ report · one-time

One deep, web-grounded market verdict. No subscription, no caps. Pay once, only when you have an idea worth the truth.

Adversarial analysis, not a yes-man: it will tell you to kill it
Web-grounded competitor landscape, every claim cited
Bottom-up market sizing with the math shown
Unit economics scored against the SaaS benchmark spine
A clear build-or-kill verdict, graded 0–100
Positioning map chart, TAM→SAM→SOM, the gate matrix
Export as both markdown and PDF
draftable

draftable.studio · paste an idea, get the honest verdict.

PrivacyTerms© 2026 Draftable