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Services

Build. Operate. Scale.

Three engagement phases plus Strategy & Advisory as a standalone product. Quant and Microsoft Track are capabilities that span every phase. Deployed inside your Microsoft Azure tenant. SOW and pricing produced during a paid discovery phase. Operated alongside your team by forward-deployed engineers.

Phase 1

Build

Cloud data warehouse, ETL connectors, CRE ontology, and governance, deployed inside your Microsoft Azure tenant. The layer your Excel models, Power BI dashboards, AI agents, and quant models all run on. Every engagement starts with a paid discovery phase.

  • Cloud data warehouse and ETL inside your Microsoft Azure tenant. Pre-built connectors for Yardi, MRI, AppFolio, CoStar, ESRI, Entrata.
  • CRE ontology and governance so every number ties, every output cites a source, every refresh is validated. Foundation built quant-ready from day one.
  • Paid discovery phase at kickoff. Architecture blueprint and per-department SOWs lock the scope before any build begins.
Phase 2

Operate

AI workflows run every day on your platform. Specialized agents on a shared foundation: OM and rent roll parsing, IC memo drafts, variance reports, capital call automation. Operated alongside your team by forward-deployed engineers.

  • Acquisitions, AM, IR, and accounting workflows operated on the platform
  • New model versions, connector updates, and security patches flow continuously into your tenant
  • Customer success led by CRE operators, not a generic SaaS support desk
Phase 3

Scale

Forward-deployed engineers ship new workflows, agents, and integrations every quarter. Department by department, deal by deal, your firm becomes AI-native. Same team, more leverage every cycle.

  • New AI workflows, agents, and quant models shipped on a quarterly cadence
  • Acquisitions to Asset Management to IR. Every department augmented over time.
  • AUM grows. Headcount holds. The platform compounds with your business.

Not sure where to start?

Walk us through your stack. We confirm fit on a consultation call. A paid discovery phase produces your SOW and pricing before any build begins.