AI workflows for acquisitions teams.
Every OM screened against your buy box in minutes, every IC memo drafted in house style, every data room read with citations. Your analysts do judgment. The agent does the re-keying.
Five workflows we ship into acquisitions teams.
Deal screening from OMs and T-12s
Broker packages land in a folder or inbox; a structured screen against your buy box comes back — asking versus underwritten, rent growth assumptions, expense outliers — with page citations. Pass or dig deeper in minutes, not days.
IC memo drafting
First-draft investment committee memos against your house template: market, deal, business plan, risks, sensitivities. Pulls from your screen, your model outputs, and your comps. Analysts edit and own it.
Diligence data room review
The agent grinds through the data room overnight — leases, estoppels, contracts, environmental — and returns a findings log with citations and a red-flag list ranked by dollar exposure. Your team verifies instead of hunting.
Off-market sourcing and outreach
Owner universes built from county records and enrichment, scored against your strategy, and worked with personalized outreach in your principal's voice. Replies triaged and routed. The same outbound pattern behind our showcase apps.
Pipeline hygiene and broker coverage
Every broker conversation logged, every deal status current, every coverage gap flagged weekly. The Monday pipeline meeting runs off a report nobody had to assemble.
Custom advisory
If your acquisitions process has a workflow that does not look like the five above, we will scope it. Common asks include disposition support, LP reporting, and fund-level pipeline analytics.
Engagement: Scoped during discovery.
Common questions from acquisitions principals.
Can the agent actually read an OM?
Yes. A 90-page OM plus rent roll and T-12 goes in; a structured screen against your buy box comes out — asking versus underwritten, assumed rent growth, the three things the broker is hiding. First pass in minutes, with page citations for every number.
Does the model do our underwriting?
No. Your model stays your model. The agent populates the inputs from source documents, flags what falls outside your assumptions, and drafts the narrative around your outputs. Analysts audit and own the numbers.
How do you handle confidentiality on live deals?
NDAs before the first call, deal-level confidentiality in the SOW, and your data stays in your tenancy. We are comfortable operating under fund-level compliance requirements.
Will it replace our analysts?
No. It kills the re-keying — OM to spreadsheet, spreadsheet to memo, memo to email. Analysts spend their hours on judgment: assumptions, structure, and the deals worth fighting for.