AI workflows for multifamily owners and syndicators.
Deal screening, IC memos, investor relations, asset management variance tracking. The repeatable work runs itself. The GP keeps the judgment and the conviction calls.
Five workflows we ship to multifamily sponsors.
Deal screening from offering memos
OM and T-12 land in a shared folder. Agent extracts the rent roll, unit mix, opex, cap stack assumptions. Runs against your underwriting box. Produces a one-page screen memo with thumbs up or down and the three reasons.
IC memo drafting against firm templates
Agent pulls the comp set from CoStar and your prior deals. Drafts the market thesis, asset thesis, operating thesis, capital stack, risk register in your house style. Associate edits. Time per memo drops from 15 hours to 5.
Investor relations at scale
Drafts the quarterly update for every fund and every property. Personalizes the cover for every investor. The IR principal reviews, edits, signs. Investors feel attended to without burning IR's weekend.
Asset management variance tracking
Reads monthly reports as they land. Compares to budget and prior month. Updates the running action register. Drafts the email to the property manager flagging variances. Closes the loop most sponsors leave open.
Capital calls and distributions
Notices drafted automatically with correct amounts per investor. CFO reviews, signs. Receipts tracked. Reminder emails to laggards go out automatically. Half-day workflow collapses to one hour.
Custom advisory
If your workflow does not match the five above, we will scope it. Common asks: vendor selection, data infrastructure for AI readiness, board-level AI strategy.
Common questions from multifamily principals.
Will the agent underwrite deals?
No. The agent handles the data work around underwriting: comps, market data, operating expense benchmarking, deal screening memos. Rent growth assumptions and exit cap rates stay in human hands.
How does this work with my fund accounting platform?
We integrate with Juniper Square, AppFolio Investor Management, and Yardi Investment Manager via API. Capital call notices, K-1 delivery, and investor reports get drafted and sent through the platform you already run.
What is the cost of a deal screening workflow?
Fixed price scoped during discovery, typically in the range of $45K to $85K for a single workflow ready for production. Multi-workflow programs are priced as 90-day partnerships starting at $250K for a 3-workflow pilot.
Can it draft an IC memo from scratch?
It drafts the memo against your standard template using your firm precedent. Market thesis, asset thesis, capital stack, risk register. The associate edits and ships. Time per memo drops from 15 hours to about 5.