Know what to build and what it costs.
6-8 weeks at a fixed fee. You leave with ranked workflows and a set-fee quote for the Build, or a written reason not to build.
Overall readiness
1.8/ 5
- Your firm
- Target
Data layer
1.5 / 5
Underwriting
3 / 5
Reporting
2 / 5
Deal intake
1 / 5
AI readiness
0.5 / 5
Market data
2.5 / 5
Target 4.3 average
- We build onClaudeDatabricks
- Runs in your tenantMicrosoft Azure
- Your team works inExcelCustom apps
Data readiness review
A readiness score for every system.
We trace your data from source systems to the IC memo and LP report.
- Systems, models and reports mapped by function
- Each gap rated by severity, with an owner
- A buy-or-build call on each gap
Overall readiness
1.8/ 5
- Current
- Target
Data layer
Owner: CFO
1.5BuildUnderwriting
Owner: Deal team
3BuildReporting
Owner: Controller
2BuildDeal intake
Owner: Acquisitions
1BuildAI readiness
Owner: COO
0.5BuildMarket data
Owner: Research
2.5Buy
Each gap has an owner
Governance
Every AI output reviewed before IC.
Permissions, review gates and logging, set before the first workflow runs.
- Access mapped to your Entra ID groups
- Each figure traced to its source page or cell
- Human review before anything reaches IC
Required
Source citations
Logged
Flagged items
Before IC
Reviewer sign-off
- Passing
Agent output check
Each assumption traced to a source document
- Passing
Source citations
Each value linked to its page in the OM
- 2 flagged
Unsourced figure check
2 assumptions with no source match
- Active
Review policy
AI-assisted outputs reviewed before IC
Audit trail
- 2:14 pmLinden Ridge IC memoSigned off
- 11:05 amRiverside Commons OM2 flagged
- 9:30 amParkview rent rollSigned off
Human review before investment committee
Ranked workflows
The first workflow, priced.
We rank workflows by return and effort and quote the first one.
- Scope, timeline and fee for the first workflow
- Effort and payback for each workflow
- Data cleanup scoped by system
- 1Quoted
Rent roll ingestion
Return high, 6 weeks
- 2Ranked
Variance commentary
Return high, 5 weeks
- 3Ranked
OM screening
Return medium, 8 weeks
- 4Ranked
Covenant tracking
Return medium, 4 weeks
- 5Ranked
LP quarterly report
Return medium, 10 weeks
- 6Ranked
IC memo draft
Return low, 12 weeks
First Build at a set fee
Kickoff
We start with your function leads.
A half-day with your leadership team, then one interview per function.
- Current workflows mapped by function
- Read-only access to the systems in scope
- Priorities scored with your team
- 9:00am
Current state review
Systems, workflows and pain points by function
- 10:30am
Data sources
Where the numbers in each report come from
- 1:00pm
Prioritization
Return and effort, scored live with your team
- 3:00pm
Next steps
Interview schedule and system access
Then, function interviews
You leave with an interview plan and system access.
Week by week
How the 6-8 weeks run.
- 1
Weeks 1-2
Access and interviews
Read-only access to the systems in scope. A half-day with leadership, then interviews with each function lead.
- 2
Weeks 3-4
Trace the numbers
We follow reported figures in the IC memo and LP package back to Yardi, the administrator package or the model cell they came from.
- 3
Weeks 5-6
Score and rank
Each system gets a readiness score and each gap an owner. Workflows are ranked with your team.
- 4
Weeks 7-8
Readout
A set-fee quote for the first Build, or a written reason not to build. You keep the readout.
Why 6-8 weeks
We tie real reports back to source files before we quote. A shorter review would price the Build on assumptions.
Two steps
First meeting, then the Diagnostic.
| First meeting | Diagnostic | |
|---|---|---|
| Time | 30 minutes | 6-8 weeks |
| Fee | None | $25K-$50K+, fixed |
| Who | Our founder | Engagement lead and engineer |
| You get | A view on fit | Readiness review, ranked workflows, set-fee Build quote |
| Access to your data | None | Read-only, removed at the readout |
| Does not include | Any analysis of your data | Building anything |
First meeting
- Time
- 30 minutes
- Fee
- None
- Who
- Our founder
- You get
- A view on fit
- Access to your data
- None
- Does not include
- Any analysis of your data
Diagnostic
- Time
- 6-8 weeks
- Fee
- $25K-$50K+, fixed
- Who
- Engagement lead and engineer
- You get
- Readiness review, ranked workflows, set-fee Build quote
- Access to your data
- Read-only, removed at the readout
- Does not include
- Building anything
Questions
Start with a Diagnostic.
One call to check fit, then 6-8 weeks at a fixed fee.
Work after the Diagnostic is scoped in its own statement of work.