Next-Generation Investment Analysis

The future of underwriting

AI powered investment analysis for commercial real estate deal makers.

Matt
Matt
Deal Manager AI - Proforma Analysis

From Operating Memorandum to Proforma to Executive Memo in seconds.

Now Live in Excel

The AI underwriting assistant that lives inside Excel

Real institutional analysts already work in Excel. We didn't build a competing web app. We built the AI directly into the workbook.

Deal Manager AI Excel Add-in
67
CRE-specific skills
Sensitivity sims, goal seek, IRR/XIRR builds, waterfall, debt sizing.
10+
Pre-loaded institutional models
Multifamily, industrial, retail, hotel, mixed-use, REIT, LP syndication.
4
AI models in one tool
Claude Opus 4.8, Sonnet 4.6, Haiku 4.5, plus Perplexity for live research.
60s
OM → proforma
Drop an offering memorandum into Excel. AI extracts and fills your model.
Deal Sourcing

Every data layer serious underwriters need

3D parcels, traffic counts, demographics, permits, pre-foreclosures, and more, all overlaid on one map.

3D Property View
3D Property View
Photorealistic 3D Maps
Traffic Analysis
Traffic Analysis
AADT Vehicle Counts
Retail & POI Data
Retail & POI Data
Points of Interest
Demographics
Demographics
Census & Rent Data
3D Buildings
3D Buildings
Google 3D Tiles
Development Permits
Development Permits
Construction Pipeline
Distressed Properties
Distressed Properties
Pre-Foreclosures & Liens
Multi-Layer Analysis
Multi-Layer Analysis
Combined Data Overlays

Built for institutional rigor

AI you can show your IC. Source citations on every benchmark. Audit logs on every cell write. No fabricated numbers.

Source citations on every benchmark

Cap rates, IRR hurdles, vacancy ranges, construction costs. Every figure carries the source (CBRE, JLL, ULI, FRED, NAREIT) and as-of date inline. Never fabricated.

Audit logs on every write

Every cell the AI writes is logged with the prompt, model, source attribution, and reasoning. Export the full audit trail for IC review.

Your data stays yours

No training on your data. Workbook contents are not used to retrain models. Personal research library is private to your tenant.

Ready to transform your investment process?

Try the full platform free for 7 days. Or talk to us. We'll walk through the deal you're working on right now.