Verantum’s Plan: Collect, Analyze, Act on HVAC IQ

IRVINE, CA -- Verantum, a developer of building intelligence and HVAC-R asset optimization, has launched HVAC IQ Capital Planning, an expansion of its platform and a major step in its Pillar 3 strategy for condition-based asset lifecycle management.

Designed for multi-site retailers and commercial building operators, the new capability enables smarter, data-driven capital investment decisions by combining real-time and historical HVAC performance, asset age, maintenance and repair history, refrigerant information, and other critical asset attributes.

HVAC IQ’s Capital Planning addresses a critical challenge across large commercial building portfolios: capital investment decisions are often made using incomplete information—primarily asset age, historical spend, or fragmented maintenance records—without a clear view into actual asset condition, comfort performance, energy impact, or operational risk.

This can lead to inefficient capital allocation, where healthy equipment is replaced too early while underperforming assets remain in operation too long.

“The next era of facilities management will not be defined by who has the most data, but by who can turn that data into better decisions at enterprise scale,” said Ryan Adelman, CEO of Verantum. “HVAC IQ Capital Planning is a major step in our Pillar 3 strategy and our broader vision for condition-based asset lifecycle management. We are helping customers move beyond fragmented systems, reactive maintenance, and age-based assumptions by connecting real-time performance, asset condition, cost, and capital strategy into a single decision framework.”

A New Standard for Condition-Based Capital Planning
HVAC IQ Capital Planning introduces a condition-based approach to capital decision-making by benchmarking HVAC assets across multi-site building portfolios. By integrating real-time and historical operating data with asset age, maintenance and repair history, refrigerant information, and other critical asset attributes, multi-site operators gain a unified, portfolio-wide view of asset health, replacement priority, and operational risk.

This enables multi-site operators to:

• Optimize capital allocation and planning by targeting investment toward the assets and locations with the greatest condition, comfort, cost, and operational risk.
• Improve repair-versus-replace decisions through clearer categorization of asset condition using performance, age, maintenance, and cost data.
• Strengthen lifecycle management by extending the useful life of well-performing assets while proactively addressing failing or high-risk equipment.
• Reduce operational disruption by aggregating asset insights at the store and portfolio level to support practical capital planning and execution.
• Support sustainability and regulatory planning by incorporating refrigerant, energy, and emissions-related considerations into asset lifecycle decisions.

For multi-site operators, this portfolio-level view is critical. Replacing even one or two rooftop units can be disruptive and costly, particularly when crane rental and store disruption are involved.

HVAC IQ’s Capital Planning helps facilities and finance teams prioritize HVAC investments by identifying which stores and assets should be addressed first, enabling smarter capital planning across the portfolio.

At the center of HVAC IQ is Verantum’s unit-level Risk Score, which synthesizes comfort performance, fault signals, operating patterns, asset age, and maintenance history into a practical indicator of asset condition and replacement priority.
By combining this condition intelligence with commonly siloed data, HVAC IQ Capital Planning helps organizations improve capital efficiency, reduce operating costs, and support consistent comfort across stores.

Based on Verantum modeling and field experience, the capability is designed to help customers:

• Reduce capital expenditure forecast variance to below 15%, compared with 40–65% without condition-based data.
• Defer capital investments by 2–5 years for many packaged rooftop and air handling units through better lifecycle management.
• Lower asset lifecycle costs by 15–25% through timely maintenance, fewer emergency repairs and downtime, and improved energy efficiency.
• Improve comfort and reduce operational disruptions by identifying underperforming systems earlier.
• HVAC IQ Capital Planning creates a shared decision framework across Facilities, Finance, Procurement, Energy, Sustainability, and Store Operations.

Facilities teams can focus on the assets causing the greatest operational risk. Finance and Procurement teams can build more defensible capital plans. Energy teams gain better visibility into efficiency and consumption patterns. Sustainability teams can better support Scope 1 and Scope 2 emissions goals. Store Operations benefit from fewer disruptions and more consistent comfort for employees and customers.

Verantum unifies HVAC, refrigeration, lighting, and building automation systems into a closed-loop framework of Collect. Analyze. Act. Performance issues are identified early, prioritized by operational and financial impact, executed through coordinated workflows and services, and measured to ensure results hold over time.

For more information on HVAC IQ Capital Planning, visit: https://verantum.com/hvac-iq-capitalplanning.