enleashed

Workstream 2Commercial
& economics

Scoping question

How big is the prize, what slice can a testing layer actually address, and how does it earn revenue?

Research inputs

Value-map pools · NESO balancing data · GB market structure (≈25 suppliers, 6 DNO groups, ≈30 aggregators) · comparable SaaS pricing.

Method

Bottom-up SOM from addressable accounts × ACV; SAM as the de-risking slice of the pool; TAM as the coordination value at stake. Assumptions stated.

Market model

From value pool to revenue.

The value map sizes the problem; this sizes the business. Enleashed doesn't capture the constraint pool directly — it sells the ability to test your way into capturing your share. So the model is a software-and-trust business priced against the value it de-risks, with a bottom-up beachhead and a value-led expansion.

All revenue figures are indicative — Enleashed commercial thesis, pending NUMBERS v2.2 sign-off. Macro pools are sourced (NESO, ESO, DESNZ). The TAM/SAM/SOM and ACV figures are a bottom-up model for discussion, not forecast or booked revenue. £540/yr remains an EV-tariff customer benefit; 34% is published (CSIRO/AU), GB replication in progress.

The opportunity · TAM → SAM → SOM

How each plane earns · monetisation by side

Land & expand · illustrative ARR path

ARR figures are illustrative thesis scenarios to show the shape of expansion (low ACV / high volume on Plane A → high ACV / few logos on Plane B), not a forecast. Pending NUMBERS v2.2 sign-off.

Assumptions register · every number is challengeable

Assumption	Value used	Basis & sensitivity

Sources