AI-NATIVE SERVICES
FOR THE BULK POWER SYSTEM
FOR THE BULK POWER SYSTEM
2026
The new bulk power system is dominated by power electronics. It acts three orders of magnitude faster than a conventional grid. It demands new operational, IT, planning, and regulatory paradigms. The consultant-spreadsheet model that built the old grid simply breaks here. The market is crying out for GridStrong.
Compliance, studies, and interconnection on one platform.
COMPLIANCE WORKFLOWS
NERC, ERCOT, and ISO/RTO programs covered out of the box.
POWER SYSTEMS STUDIES
Modeling, validation, ride-through, protection coordination.
INTERCONNECTION
Queue management, study coordination, GO and GOP handoffs.
EVENT ANALYSIS
PMU, SER, and DFR ingestion, automated event identification and reporting.
A multi-billion-dollar consulting market still delivered by humans on spreadsheets, in a grid those humans were not trained for.
The grid changed
Power electronics now dominate. The grid acts orders of magnitude faster than the one built around synchronous machines.
The toolchain didn't
FERC Order 901, NERC's IBR registration expansion, and 50+ new standards demand precision the old workflows cannot deliver.
The workforce is leaving
The senior engineers who built compliance the manual way are retiring. Junior engineers won't replace them at the same headcount.
One company is meeting the moment
GridStrong is the only AI-native services firm building infrastructure for the new bulk power system from first principles.
Yesterday's Grid
Today's Grid
Synchronous machines dominate generation
→
Power electronics dominate generation
Seconds-scale electromechanical physics
→
Microsecond-scale inverter dynamics
Centralized dispatch, predictable response
→
Distributed resources, complex interactions
Compliance fits in spreadsheets
→
Compliance breaks the spreadsheet model
The new normal. Whoever builds the operating system for the new bulk power system owns the category, the data moat, and the next decade of compliance spend.
TRADITIONAL CONSULTING
LINEAR GROWTH
Revenue and headcount scale together. Margin caps at ~1.5x labor. Every new contract requires a new hire, every new hire needs 6 to 12 months to become productive, and the math never improves.
FRAGILE KNOWLEDGE
Domain expertise lives in people. When the senior engineer leaves, the workflow leaves with them. Every turnover event is a re-learning event for the customer.
SAME ANSWER, WITH LUCK
Manual delivery means rework, transcription error, and outcomes that depend on which consultant got assigned to your file. The work is hand-built; the quality is a coin flip.
GRIDSTRONG AI-NATIVE SERVICES
DRAMATICALLY BETTER OUTCOMES
More comprehensive. More precise. More reliable. More repeatable. An order of magnitude faster than the manual alternative.
COMPOUNDING MOAT
The most comprehensive dataset for a grid dominated by power electronics: OEM equipment data, grid code requirements, modeling packages, plant settings, configurations. All highly proprietary, all dispersed today across actors with no incentive to share. We are the only company centralizing it.
SOFTWARE ECONOMICS
5x+ margin at the same price customers already pay. Automation replaces headcount; one engineer plus software does the work of seven.
Each service line moves from human-led delivery (mirage PMF) to fully automated platform delivery (real PMF). Two crossings done. Two in flight.
MQT STUDIES
Fully automated
Server to server. Zero humans in the loop. Two months collapsed to twenty-four hours.
FORWARD DEPLOYED OPERATIONS
Fully automated
Software-led migration. Six legacy systems consolidated into one platform in 90 days at Engie. Embedded staff for ops continuity; the heavy lift is the software.
PRC-029
Validating
30+ auto-populated fields in production. Industry backlog being cleared at scale.
DOE AI4IX
Validating
Quantifying automation across three additional ISOs under DOE-funded validation.
What you all have built is truly amazing.
Dominion Energy, March 2026
Full commercial rollout
Pilot testing
$4M+
Annualized recurring revenue
$8M+
Lifetime bookings
8 / 10
Largest NA renewable asset owners
4 / 7
North American grid operators
80 GW
Operational fleet under management
15
States where every new plant flows through us
10x+
ARR expansion from initial contracts
100%
Renewal rate
MEDIAN 10X EXPANSION. 100% RENEWAL.
Every customer from our first contracts has expanded. Anonymized for confidentiality.
Embedded GridStrong staff inside the customer's compliance and operations teams, building on the GridStrong platform from day one. The playbook compounds with every deployment.
FORWARD
DEPLOYED
OPERATIONS
DEPLOYED
OPERATIONS
Case Study
Engie
North America
North America
6 SYSTEMS. 90 DAYS.
SharePoint
Document management
Archer (RSA)
GRC platform
Internal spreadsheets
Compliance tracking
Email threads
RFI response tracking
Ticketing system
Task management
Point compliance tools
RadianGen and similar
One Platform
90-day migration
“Before GridStrong, compliance was reactive. Now we have visibility across the whole fleet.”
Engie North America
Moat 01
OEM Master Data
We know how every piece of equipment behaves better than our customer.
Every OEM, every model, every setting. Locked across vendors today; we are the only company centralizing it.
Moat 02
Transmission Network
We know how every substation operates better than the operator.
Every line, every bus, every interconnection. Mapped and machine-readable. The grid as it actually runs today.
Moat 03
Grid Code Requirements
91,000+ regulatory requirements indexed. Most competitors have hundreds.
The most comprehensive regulatory dataset in North America. Growing daily as new standards land.
How every project makes the moats stronger
Step 01
Customer project
Real data, real models, real engagement
→
Step 02
Domain data captured
OEM specs, plant configs, grid-code interpretations
→
Step 03
AI encodes
Workflows automate, knowledge is captured
→
Step 04
System of record
All three moats deepen together
→
Step 05
Next project compounds
Faster delivery, higher margin, better outcomes
and the
cycle repeats
cycle repeats
SAME OUTPUT. 5X MARGIN.
We are taking PRC-029 share from the largest grid compliance firms with one-fifth their team.
Traditional Consulting
- Linear scaling Most common competitor: ~45 engineers per PRC-029 program
- Manual delivery MQT: 2-month engagement per study
- Thin margin ~1.5x labor cost
- Knowledge in heads Domain expertise does not compound
GridStrong AI-Native
- Automation, not headcount GridStrong: ~10 engineers, same PRC-029 volume
- Server-to-server MQT: 24-hour automated delivery
- 5x+ margin at same price PRC-029: 80% automated, $20-30K per plant
- Domain expertise encoded 91,000+ requirements indexed and growing
01
Mirage PMF
Watch consultants do it manually. Learn the workflow. Embed with customers.
02
The Crossing
Encode domain expertise into automation. The existential step most companies never make.
03
Real PMF
Fully automated. Server-to-server. Exponential unit economics. We are here.
Tom Scaramellino
CEO
SOFTWARE + FDO
Ryan Quint
President
CONSULTING SERVICES
Anushka Makhija
Chief of Staff
Teddy Kramer
Tim Gildea
CTO
Grant Hutchins
VP Software Eng
Manuel Aristaran
Dakota Berg
Diego Algorta
Chris Colson
Jacek Juraszek
Eirik Dentz Sinclair
Mehboob Shrivastava
VP FDO
Poria Astero
Sr. Dir. Power Systems
Ocean Islam
Charles Yeung
Dir. Compliance
Ari Wigder
Kyle Thomas
VP Compliance
Jeff Zhao
Ana Ospina
Robert Orndorff
Sing Tay
Sirisha Tanneeru
Joseph Ciccarello
Francisco Velez
Jeremy Till
Kasun Samarasekera
Dir. Power Systems
Goodarz Ghanavati
Amin Banaie
Andy Zhou
Nick Giffin
Nancy Mohamed
Dylan Hamilton
Sally Zabetian
Matthew Kulasza
Cristina Conway
Head of Operations
Hayley Quint
Liz Ryan
Megan Zeeb
01
Scale PRC-029 Automation
Clear the PRC-029 backlog exponentially. Customer onboarding meetings already scheduled across the portfolio.
02
Onboard into April Release
Deploy file management, workflow automation, model read/write, and fleet-level operations to every active customer.
03
Deliver DOE Milestones
M3 ($400K) upcoming. M6 ($750K) and M9 ($600K) scheduled. Stay ahead of the milestone schedule.
04
Expand FDO
Apply the ninety-day playbook to the next asset owner. Every deployment compounds the playbook.
05
Commercial ISO Expansion
Convert ISO relationships (MISO + DOE cohort) into additional commercial MQT-style contracts. Each ISO that institutionalizes us pulls asset owners with it.
06
Event Data Ingestion
Stand up the ingestion pipeline for PMU / SCADA / event data from customer fleets. The data moat behind every downstream workflow.
TOM SCARAMELLINO ·
tom@gridstrong.ai ·
gridstrong.ai/investors