Tower companies · carriers · data centres · utilities
A tower portfolio is tens of thousands of structures, each with a lease, a permit history, a set of as-built drawings and an inspection record — and the truth about the structure is in imagery that nobody has time to look at twice. The document estate and the physical estate drift apart quietly, and the gap only surfaces during a transaction or an outage.
Where the cost sits
Structural inspection is the clearest case. A climb or a drone flight produces imagery; converting that imagery into a conformance judgement — corrosion, member deformation, mount loading, antenna inventory against the record — is done by an engineer looking at photographs, one site at a time, at a rate that cannot keep up with the portfolio.
Lease abstraction is the quiet one. Ground leases, rooftop agreements, amendments and estoppels accumulate across decades and acquisitions, and the escalation clauses, exclusivity terms and assignment rights inside them are the economics of the business. Most portfolios have never had all of it read consistently by the same standard.
The document says the mount was upgraded in 2021. The imagery says otherwise. Somebody has to be the one who noticed.
A portfolio acquisition or carve-out. A densification or upgrade programme. A structural failure or a near miss. A new Chief Data or Automation Officer. Any of those makes this a shorter conversation, because the document estate has just become somebody's explicit problem.
Why the evidence layer matters here
Digital infrastructure is not prudentially regulated, and it is tempting to conclude the audit layer is unnecessary. The opposite is true: because the supervision is episodic rather than continuous, the record has to survive being examined years after it was made, by people who were not there and are not friendly.
A structural conformance judgement made in 2026 may be read in 2031 by a carrier's counsel, an insurer, or a regulator after an incident. The question will be the same one a bank examiner asks: show me that this was checked, against what standard, by whom, and what happened when it was not right.
When the inspection is completed by an agent, that record is a by-product. When it is done by an engineer with a camera roll and a spreadsheet, it is a reconstruction — and reconstructions are what fail under examination.
Automated structural inspection of telecommunications towers from imagery, together with site and lease documentation, in production across a national portfolio. Physical-asset inspection evidenced per site rather than sampled.
Your fully loaded cost of a single site inspection, and how many sites you are contractually required to inspect this year. Those two decide whether this is worth either of our time.
Fit
| Organisation | Size band | Why this band |
|---|---|---|
| Tower companies and neutral hosts | Above 5,000 structures | Inspection and lease volume is continuous, and one capability serves the whole portfolio at once. |
| Carriers and network operators | Above US$1B revenue | Site documentation, permits and as-built reconciliation at a scale where manual review has already been outsourced once. |
| Data centre and utility infrastructure | Above US$500M revenue | The same problem in a different building: physical assets, permit estates and inspection obligations that must be evidenced. |
| Not a fit | Under 1,000 sites; single-market operators | Below that scale a specialist inspection firm is cheaper than any platform, including ours, and we would tell you so. |
The next step
A scoping session is not a demo. Bring twenty real files, redacted if you need to. We take three numbers off you — annual volume, fully loaded cost per file today, and what happens when the output is wrong — and hand back a one-page value case in your own KPIs.
If the arithmetic says we are not a fit, we will tell you in the room rather than six weeks later.
If your data can go anywhere and your documents are already clean and digital, you do not need us. Use a hyperscaler document API and spend the money on something harder.
Densery