Evergreen Advisory Group helps operators, allocators and product teams move from open question to confident execution — across go-to-market strategy, EV charging, distributed energy, IoT connectivity, custom software, and AI-native operational leverage. We bring the answer and the path to ship it.
We frame the decision, design the path, and stay alongside your team through execution — across GTM, charging, energy, connectivity, and software.
Practice Areas · Live
EV ChargingPV + BESSIoT NetworksAI Leverage
§ 01 / Practice Areas
Five domains where we help you think clearly.
Five practice areas, one operating principle: we work shoulder-to-shoulder with your team to define the outcome, design the path, and stay through execution. Engagements are shaped to the decision on the table — a GTM motion to stand up, a charging network to plan, a software bet to size, an operating layer to modernize. We help you frame it, then help you build it.
01 / Go-to-Market Strategy
Go-to-Market Strategy
We help leadership teams pick the wedge, price it, and design the channel to scale it. Segmentation, pricing architecture, partner ecosystems, and the sales motion calibrated for the long, regulated cycles that define energy and infrastructure markets — and we stay in the room while you execute.
SEGMENT
ICP & account targeting
PRICING
Packaging & commercial model
CHANNEL
Partners, OEMs, utilities
MOTION
Sales process & team design
02 / Product & Software
Product & Software Development
We help founders and corporate teams shape what to build, sequence the roadmap, and stand up the operating model — discovery, scoping, vendor or in-house engineering, hiring plan. We bring the playbooks; we'll walk it through with you, end to end.
DISCOVERY · ROADMAP · TEAM↗ 02
03 / IoT Connectivity
IoT Network Connectivity
We help you choose the right connectivity stack — cellular, mesh, private LTE, satellite — design the data plane behind it, and select the integration partners who'll keep it usable five years in. We'll sit alongside the deployment.
EDGE · MQTT · IEC-61850↗ 03
04 / EV Charging Infrastructure
EV Charging Infrastructure
We help charging operators, fleets, and site hosts plan the network, secure the capital, and choose the right hardware and operating partners — siting, utility coordination, NEVI & make-ready capture, and the buy-vs-build call on the operating layer.
SITING · UTILITY · FUNDING↗ 04
05 / PV & BESS Deployment
PV & BESS Deployment
From greenfield siting through hybrid AC-coupled plants — we sit on your side of the table for the structure, capital, offtake, and EPC selection decisions that actually move IRR. We'll see the project through to COD.
Most advisory firms hand you a deck and a recommended vendor list. We do the opposite — we sharpen the question, surface the trade-offs, and leave the choice of how to execute squarely with you. Whether that's a build, a buy, a partnership, or a deliberate pause.
"The teams making the best decisions right now aren't the ones with the most data. They're the ones asking the right question of it."
— L. Marchetti · Managing Partner, Evergreen
PHASE 01
Frame
Half a day to a week. We meet your team, understand the decision on the table, and define what a clear answer would actually look like.
3–7 d
PHASE 02
Diagnose
The candid view: where you're strong, where the gaps are, and which of those gaps are worth solving versus working around.
2–5 wk
PHASE 03
Trade-off
Build vs. buy, own vs. partner, ship vs. wait. We lay out the alternatives with the math and the second-order effects underneath each one.
3–6 wk
PHASE 04
Recommend
A written point of view your board can act on — with the assumptions stated plainly so you can stress-test them yourself.
2–4 wk
PHASE 05
Stand alongside
We stay reachable through execution — vendor selection, board updates, post-decision course-corrections. On call, not in charge.
as needed
§ 03 / Software & AI Leverage
When to build custom software — and how to get leverage from AI.
Two questions every leadership team is wrestling with right now: do we need our own software, and how do we put AI to work without setting fire to a year of operating budget? We help you decide — and then help you stand up the answer with the right partners and the right operating model.
CUSTOM SOFTWARE · DECISION FRAME
▸ EXAMPLE WORKING-DOC · ABRIDGED
Operating platform — what to build, what to configure, what to avoid.
▸ DIFFERENTIATION × COST-TO-OWNWORKLOAD MAP
▸ HOW WE HELP
Map your workloads, score them on differentiation and cost-to-own, then design the build, the team, and the rollout — and stay through MVP.
▸ WHAT YOU GET
A defensible build/buy plan, a sequenced roadmap, a partner shortlist, and an engineering operating model that fits the organization.
AI-NATIVE OPERATIONAL LEVERAGE
▸ DEPLOYMENT SHAPE · TYPICAL
A thin layer of AI-native tools that compounds across the org.
L · 01
AI-native software development
Coding agents, eval harnesses, and a CI loop that ships reliable code 2–3× faster than a hand-rolled team.
L · 02
Employee-facing AI agents
Function-specific copilots for finance, legal, ops and sales — wired into your tools, with the guardrails and audit trail your business actually needs.
L · 03
Knowledge dissemination layer
Your documents, decisions and tribal knowledge — indexed, retrievable, and answerable in plain English. So the second hire onboards as fast as the second-hundredth.
L · 04
Operating cadence around all of it
Adoption isn't a launch — it's a quarterly rhythm. We help you set the metrics, run the reviews, and retire what isn't working.
▸ HOW WE HELP
We introduce, configure and roll out the layers above — with your team, on your stack — and own the change-management plan that gets it adopted.
▸ WHAT YOU GET
Faster shipping, smarter day-to-day work, and an institutional memory that scales with the team — not against it.
§ 04 / Who We Advise
Who we advise.
Operators, allocators, founders and public-sector teams making consequential decisions across mobility, distributed energy, connectivity and software. We work in small, senior teams — typically two partners and a senior associate per engagement.
/01
EV Charging Operators
Strategy, siting economics, sourcing decisions.
/02
Energy Developers & IPPs
PV, BESS and hybrid project diagnostics.
/03
Software & Product Founders
Product strategy, roadmap, GTM motion.
/04
Infrastructure Funds
Commercial diligence and portfolio decisions.
/05
Fleet & Logistics Operators
Electrification roadmap, vendor selection.
/06
Industrial Off-takers
Behind-the-meter, PPA structuring, Scope 2.
/07
Corporate Innovation Teams
Build-vs-buy frameworks for AI & IoT bets.
/08
Public Sector & Coops
Resilience, grant strategy, program design.
§ 05 / Engagement Inquiry
Bring us your hardest open question.
Tell us the decision on the table. We'll come back inside a week with a candid read on the trade-offs, the questions worth asking next, and whether we're the right fit to help you think it through.