Strategy Labs AI · Executive Proposal Q2 2026 · Vertical Channel Initiative

Take SunAtlas from
regional EPC to
national dealer
powerhouse.

A vertical outside-EPC sales channel, fully turnkey. Strategy Labs AI markets the channel, recruits the dealers, trains the reps, and builds the software. SunAtlas keeps doing what SunAtlas does best: engineer, procure, and install. In return, a small per-watt override, plus an enterprise software platform that compounds in capability every quarter, at zero cost to you.

01 / Experience
10 yrs
Building dealer-driven solar sales channels
02 / Network
120+
Dealer organizations recruited and managed
03 / Revenue
$35M
Annual EPC revenue built (single California operation)
04 / Thesis
10×
Replicate the same playbook nationwide
We've already done this once: built a single-state EPC into a $35M dealer channel. Now we want to do it ten times bigger, with SunAtlas, on the operating system we built for exactly this.
The proposal in one sentence · Strategy Labs AI / SunAtlas Channel Initiative
01 / Thesis
Why this works

Outside sales is the highest-leverage growth lever in solar, and almost nobody can run it well.

Most EPCs are great at one thing: building. Dealer channel is a different muscle entirely: recruit, train, equip, retain, route deals, manage compliance, keep reps in their seat. Without that muscle, dealer programs collapse into chargebacks and churn. Strategy Labs AI has built it, run it, and broken $35M doing it. Now we want to plug it into SunAtlas.

01

Volume without cost.

Every watt sourced through our channel is a watt SunAtlas didn't have to recruit, market, or close. Pure incremental EPC volume at your contracted EPC margin, with no acquisition spend.

02

Aligned economics.

Strategy Labs earns a small per-watt override on deals we source plus a 10% commission on adders. We only win when SunAtlas wins. No retainer. No floor. Total alignment, every install.

03

The platform comes with.

BriteBuild, our production-grade solar OS, deploys for SunAtlas at zero cost, custom-tuned to your install workflow. Continuous build-out funded entirely by override revenue. No CapEx line item, ever.

02 / Credibility
Track record

We've already built this once. We're proposing to do it ten times bigger.

A decade in dealer-driven solar. Real volume. Real installs. Real recruiting funnel. Real chargeback discipline. The replication thesis is not theory; it's already in our bones.

120+
Dealer organizations recruited, onboarded, and managed across multiple cycles
$35M
Annual EPC revenue built from a single California operation
10 yrs
Operating dealer-channel solar through tariff cycles, NEM 3.0, and rate shocks
National
Reach: recruiting playbook proven in every state with material solar economics

The replication thesis is not theory.

Everything we built in California: the dealer recruiting funnel, the rep onboarding curriculum, the lender bench, the redline-to-install workflows, the compliance scaffolding. All of it portable. State boundaries are not the problem. Channel infrastructure is the problem. We have it.

  • Recruiting machine. Inbound and outbound dealer acquisition system, retained relationships from 120+ prior orgs, repeatable in any solar-viable state.
  • Rep onboarding curriculum. Week-one productivity. Week-four close-rate parity with veteran reps. Documented and operator-tested.
  • Lender bench. Multi-lender financing relationships pre-integrated into BriteBuild. Every dealer's full lender stack on day one.
  • Operational discipline. Survey, design, contract, install, M1 / M2 / M3. The muscle memory of running thousands of installs without melting down.
  • Technology, in-house. BriteBuild eliminates the third-party CRM tax and the custom-build delay that historically bottlenecked our scale.
03 / Platform
BriteBuild

A production-grade solar operating system. Not a slide deck.

BriteBuild is already live. 375+ database migrations, multi-tenant architecture, real-time roof design, integrated multi-lender financing, contract automation, AI customer assistance, and contractor-side data sanitization. Every dealer onboarded gets a fully equipped tech stack from day one, at zero deployment cost to SunAtlas.

Real-Time Design

Google Maps + WebAssembly roof design, at the kitchen table.

Polygon roof drawing, intelligent panel placement, magnetic snap, pitch-adjusted area calculation, MeasureTool, RoofLineManager. Reps close at the table because the design is real and the proposal is signed before they leave the driveway.

Financing

Multi-lender, integrated.

Lender approval flows, territory-aware product catalogs, cash, loan, lease, PPA scenarios, live rates. Every dealer's full lender bench in one screen.

Contract

Quote to signed in minutes.

DocuSign, auto-generated PDFs with bill of materials, milestone scheduling, real-time customer notification.

Pricing

Tiered, territorial, dynamic.

Tiered list pricing, continuous-scale profiles, territory-based pricing, full adder and rebate catalog with eligibility scoping.

Multi-Tenant

Every dealer their own world.

EPC to contractor to crew hierarchy with field-level data sanitization. Dealers see exactly what they need to close. Margins, internal identities, and inter-dealer data stay invisible.

Customer Portal

Self-service savings.

Shareable proposal links, financing comparison, savings calculator, accept-and-sign workflows. The customer becomes the closer.

AI Assistance

Always-on customer support.

Claude-powered chat answering customer questions, reducing rep load, closing the gap between submission and signature.

Field Operations

Contractor dashboard + quests.

Site survey tracking, crew assignment, install milestones, gamified objectives that keep field teams completing checklist items on schedule.

Production-Ready Today

Built for scale, not pitched as it.

WebSocket real-time collaboration, 246 test specs, S3 file storage, SES delivery, Stripe payments, Sentry monitoring, Heroku-ready. The platform isn't roadmap. It ships.

Built In-House

No third-party CRM tax. No build delay.

The historical bottleneck on dealer-channel scale was always vendor CRMs that didn't fit the workflow. BriteBuild is ours, end to end. Every feature gap closes on our own roadmap, on our own clock.

04 / Investment
Continuous Build

Strategy Labs AI keeps building BriteBuild, specifically for SunAtlas's vertical use case.

The platform isn't a static deliverable. It's a living roadmap, funded entirely by the override, prioritized to SunAtlas's install workflow, your adder schedule, your contract language, your reporting needs, your compliance footprint. Every quarter the platform moves further into your shape, and SunAtlas pays nothing for it.

The platform becomes yours, piece by piece.

Most software vendors sell you a generic product, charge you to "customize" it, and stop building when the contract renews. We invert the model entirely. The override funds the build. SunAtlas's priorities drive the roadmap. Every feature shipped for SunAtlas's channel makes the platform stickier, more defensible, and more durable for both sides.

01
SunAtlas-branded customer experience

Customer portal, proposal templates, savings disclosures, accept-and-sign flows wrapped in your brand, your tone, your trust signals. End customers see SunAtlas, not a vendor.

02
Your install workflow, native

Site survey checklists, crew assignment rules, M1 / M2 / M3 milestone definitions, photo-of-record requirements, inspection workflows. Built around how your crews actually work, not generic.

03
Your adder catalog and pricing logic

Battery, MPU, re-roof, EV, trenching, ground mount. Each priced and scoped per your install standards, with eligibility rules and approval flows that match your real-world ops.

04
Your contract templates

Master service, change-order, customer-acceptance, warranty disclosures. Your legal language, your structure, your DocuSign workflows. We maintain the system; you control the words.

05
Executive reporting and pipeline

Live install pipeline, dealer leaderboards, channel-level revenue and margin views, regional heatmaps, M1-to-PTO cycle time. The dashboards your leadership wants, exactly as you want them.

06
Your lender stack, pre-wired

Whichever finance partners SunAtlas trusts get pre-integrated, pre-approved, and pre-priced inside the dealer experience. No integration cost, no API headaches.

07
State-by-state compliance modules

Permitting checklists, AHJ-specific submittal packages, state-required disclosures, NEM tariff tracking. Added per state as the channel expands, never as billable change orders.

08
Whatever's next, built in

NEM 4.0, V2H, virtual power plants, agentic AI for service, new finance products. As the market shifts, so does the platform. SunAtlas is on the build queue, permanently.

"
SunAtlas does not pay for software. SunAtlas does not pay for integrations. SunAtlas does not pay for customizations. The override pays for all of it. Forever. Term Commitment · Built into the partnership agreement
05 / Structure
The Model

A clean division of labor. No overlap. No politics.

SunAtlas does what SunAtlas is great at: being the EPC. We do everything else. Each side does the thing they're already best at, and the math compounds quarter over quarter.

The Channel + The Technology

Strategy Labs AI brings
  • Dealer recruiting and retention.Inbound funnel, outbound BD, contracting, compliance, retention loops.
  • Rep training and enablement.Onboarding curriculum, certification program, ongoing coaching, compliance education.
  • Marketing and demand generation.Co-branded materials, dealer portal, recruiting marketing, market launch playbooks per region.
  • BriteBuild platform at zero cost.Deployed, hosted, maintained, custom-built to SunAtlas's workflow. Funded entirely by override revenue.
  • Lender relationships.Pre-integrated multi-lender stack, ready to underwrite from day one.
  • Channel operations.Deal routing, chargeback management, dispute resolution, monthly reconciliation.

The EPC

SunAtlas brings
  • EPC pricing schedule.Dealer-channel pricing locked at $2.20 to $2.45 per watt, with adder schedule per agreement.
  • Engineering, permitting, procurement.The install-side machine SunAtlas already runs at scale. Unchanged.
  • Installation and inspection.Your crews, your standards, your reputation. The customer's experience stays SunAtlas-grade.
  • Warranty and long-tail service.The customer relationship lives with the EPC, as it should.
  • Capacity for volume.Willingness to ramp install capacity as the channel ramps deal flow.
06 / Math
Live Model

Move the sliders. Watch the model. This is what the channel produces.

Every input default is conservative. The override is small. The volume is enormous. SunAtlas captures the bulk of the value as incremental EPC revenue. Strategy Labs earns a per-watt override plus 10% on adders, which funds the channel and the platform build. Both sides win on volume.

Strategy Labs AI × SunAtlas / Channel Model
Interactive · Live
50
Across active markets · ramped over Year 1
5
Healthy mid-size org runs 8 to 15 reps
2.0
Industry productive average sits 1.2 to 2.0
12
Residential national average 8 to 10 kW
$2.30
Negotiated EPC schedule with SunAtlas
$0.10
Strategy Labs override · floor 10¢, ceiling 15¢
$10,000
Battery, MPU, re-roof, EV, ground mount · combined ticket
10%
Default 10% · negotiable in agreement
SunAtlas · Annual Gross Revenue
$0
Base EPC + adders · all flowing through SunAtlas as the install partner
Strategy Labs · Annual Channel Take
$0
Override + 10% adder commission · funds channel ops & BriteBuild build
Annual Channel Volume
0 MW
0 deals · 0 watts installed
Total Installed Value · Customer-Facing
$0
Total value of solar installed via channel
07 / Roll-out
National in 24 Months

Phase by phase. Capacity-aligned. We don't outrun the trucks.

Channel growth is matched to SunAtlas's install capacity. We expand exactly as fast as you can build, and not faster. The risk profile stays controlled at every stage.

Phase 01

Beachhead markets

Q1 to Q2 · Months 1 to 6
  • 5 to 8 priority states with strongest economics
  • 15 to 25 dealer organizations onboarded
  • BriteBuild deployed and battle-tested in market
  • Lender stack pre-integrated and live
  • Recruiting playbook tuned to SunAtlas brand
Phase 02

Regional expansion

Q3 to Q4 · Months 7 to 12
  • Expand to 15 to 20 active states
  • 50 to 100 dealer organizations active
  • Co-marketed dealer summit (SunAtlas branded)
  • Tier-1 dealer certification program live
  • Adder catalog tuned to local incentive landscapes
Phase 03

National operating standard

Year 2 · Months 13 to 24
  • National footprint (every viable solar state)
  • 200+ dealer organizations in the channel
  • SunAtlas as the preferred EPC for outside-sales solar
  • BriteBuild matures into the channel's permanent OS
  • 10× California revenue replication on track
08 / Terms
The Ask

What we need from SunAtlas leadership to make this real.

Clean terms. No surprises. Aligned incentives. Built to scale. Six items, that's the whole agreement.

A Vertical Channel Agreement

Six terms · One handshake

Each term is meant to be exactly what it sounds like. Direct, simple, and aligned. No retainers. No floors. No hidden software invoices. Both sides win on volume.

01
EPC pricing lock

Dealer-channel EPC pricing locked at $2.20 to $2.45 per watt, schedule reviewed quarterly. Adder schedule jointly defined.

02
Override on channel-sourced deals

10 to 15 cents per watt on every deal originated through our dealer channel. Floor 10¢, ceiling 15¢. Recognized at install milestone.

03
Adder commission

10% commission to Strategy Labs on adders sourced through the channel: battery, MPU, re-roof, EV, ground mount. Standard term, transparent on every deal.

04
Channel exclusivity (bounded)

Right of first refusal on new dealer-channel partnerships in active markets. Not blocking SunAtlas. Protective of the build.

05
BriteBuild stays free, and keeps building

The platform deploys at zero cost, hosted and maintained by Strategy Labs AI. Continuous build-out specifically for SunAtlas's vertical use case is a contractual commitment, funded entirely by override revenue, with no software invoices to SunAtlas, ever.

06
Joint go-to-market

Quarterly business review. Co-branded recruiting events. SunAtlas leadership at flagship dealer summits. We market the partnership; you stamp it.

The dealer channel is going to get built. Build it with us.

Outside-sales solar is the largest under-served opportunity in the residential market. Someone is going to capture it. Strategy Labs AI has already built it once, at $35M of annual EPC revenue, on the back of a hundred-plus dealer organizations, through a decade of policy whiplash. We have the playbook, the relationships, the technology, and the team. SunAtlas has the EPC machine. The math is already done. The only question is whether we run it together.

Re-Run the Numbers