Every OM screened. Every deal memo drafted. Before lunch.
Deal flow is a volume game your analysts lose by Thursday. Our screening agent reads every OM and broker blast against your buy box, kills the misses with a reason, and drafts the IC memo for the ones worth your afternoon.
An analyst that reads everything and forgets nothing.
Your buy box, enforced
Markets, deal size, asset class, return thresholds, red flags. Encoded once, applied to every deal identically. The 47th OM of the week gets the same discipline as the first.
From OM to draft memo
For deals that pass, the agent extracts the rent roll, T-12, and assumptions into your underwriting format and drafts the IC memo in your house style. Your analyst starts from page three, not page zero.
An audit trail for passes
Every kill is logged with its reason. When a passed deal trades above your number, you can see exactly why, and tune the box instead of arguing about memory.
What the product includes.
- Automatic intake from email, data rooms, and broker blasts
- Buy-box screening with pass/kill reasons on every deal
- Rent roll and T-12 extraction into your model format
- IC memo first drafts in your firm's template
- Comp pulls against your history and market data
- A searchable archive of every deal ever screened
- Weekly pipeline digest ranked by fit
- Feedback loop where corrections tune the screen
From inbox chaos to ranked pipeline.
Encode
Your buy box and memo template become the agent's instructions, including the unwritten rules your best analyst carries in their head.
Backtest
We run it against last quarter's deal flow. You see exactly what it would have passed, killed, and flagged, before it touches a live deal.
Deploy
The agent takes intake. Analysts review its screens and drafts instead of doing first passes, and every correction makes it sharper.
Compound
The archive becomes an asset: comps from every deal you've ever seen, and screening discipline that survives analyst turnover.
What acquisitions teams ask first.
Will it kill deals we'd have wanted?
The backtest answers that with your own history before launch. In practice teams tune toward 'flag, don't kill' for edge cases. The agent's job is to guarantee nothing good dies unread in the inbox.
Does it replace our analysts?
It replaces their worst hours. Screening the 40 obvious passes a week is not analyst work. Underwriting the three real deals properly is. Teams keep the same analysts and triple the deals each one actually underwrites.
How does it handle our confidential deal data?
Everything stays in your instance and is never used to train shared models. NDA-covered materials get the same treatment your own team gives them.
What does it cost?
Priced on deal-flow volume as a subscription. The backtest engagement comes first and is priced flat, so you'll know it works on your deals before you commit.
Send us last week's deal flow.
We'll run a sample screen against your buy box and show you the memo draft it produces. Thirty minutes to see it on your deals, not a demo reel.
Kevin Krone, founder. Fifteen years operating institutional real estate before building AI for it.
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