AI workflows for acquisitions, asset management,
reporting, and IR.
Automate OM and rent roll parsing, draft IC memos, run actuals-vs-underwriting variance reports, and ship investor and accounting deliverables on schedule. Built on Azure AI Foundry under enterprise zero-data-retention. Deployed inside your Microsoft tenant and operated alongside your team.
Deal Intake Workflow
AI Agent Pipeline
New OM received
Trigger
Extract & validate
Processing
Route to acquisitions team
Routing
Populate model template
Output
Custom Agents
Built for your deal flow
Any Document
OMs, rent rolls, leases
Managed for You
We operate and maintain
Your Systems
Yardi, Excel, SharePoint
Agent Workflows
Specialized agents. One shared foundation.
Department-specific agents that share the same ontology, governance, and data layer. Each one parses, reasons, drafts, and cites in its own lane. Deal intake. AM reporting. IR drafts. Capital calls. Every answer traces back to source.
- Deal intake: OM parsing, deal screening against fund criteria, rent roll extraction, model population
- AM reporting: pulls T12 from your PM system, runs variance analysis, drafts commentary, populates templates, queues follow-up tasks
- Portfolio roll-ups: reasons across every asset, consolidates financials, generates fund-level summaries with citations
Incoming Deal Flow
Last triggered: 3m ago
Broker email arrives
OM + rent roll attached
|2 files detected
Auto-parsed
42 pages extracted
|18 fields mapped
Team notified
#acquisitions channel
|3 recipients
Model populated
Template ready for review
|Cypress Creek MF
Recent Activity
Reporting / Automation
Property Reports. Fund Reports. On Autopilot.
Monthly and quarterly reporting at every level. Property-level variance, fund-level financials, LP statements, capital call notices, and distribution summaries. Pulled, formatted, and delivered on schedule.
- Property-level: budget-to-actual variance, NOI waterfall, covenant monitoring, expense analysis
- Fund-level: LP distribution summaries, capital call letters, fund financial statements, investor updates
- Engineers embedded: we operate and evolve your reporting workflows as your portfolio grows
Q1 2025 Investor Package
12 properties
Recent Deliveries
Models / Dashboards
Deal Models. Fund Models. Live Dashboards.
Excel acquisition models, fund models with LP waterfall and promote/carry, and Power BI dashboards. All connected to your warehouse, updated daily, no manual pulls.
- Acquisition models: deal-level underwriting with live market data, rent comps, and sensitivity tables
- Fund models: LP waterfall, promote/carry calculations, IRR sensitivity, distribution scheduling, and capital call tracking
- Power BI dashboards: portfolio KPIs, occupancy trends, expense analytics, debt service coverage, and multi-fund roll-ups
Portfolio Dashboard
- Power BI DesktopNet Operating Income
$4.82M
+3.2% vs. prior
Occupancy
94.1%
+1.8% vs. prior
Avg. Rent / Unit
$1,842
+2.7% vs. prior
DSCR
1.32x
-3.6% vs. prior
| Property | Type | Units | Occ. | NOI | |
|---|---|---|---|---|---|
| Cypress Creek | MF | 245 | 94.8% | $1.42M | |
| Summit Ridge | MF | 180 | 92.1% | $980K | |
| Parkview Ind. | Ind | 12 | 97.3% | $1.18M | |
| Lakeshore Ret. | Ret | 8 | 89.5% | $640K | |
| Oakmont MF | MF | 312 | 95.2% | $1.58M |
How We Deliver
Discovery & Design
Map your workflows, define model specs, and design agent architecture.
Build & Test
Models, dashboards, and agents built and validated against your live data.
Deploy & Train
Production deployment with team training. Your team is ready to run.
Operate & Evolve
We stay in as a retained partner. Agent maintenance, system updates, and workflow expansion as your needs grow.
Let's scope it.
Walk us through your workflow. We scope the build, the data it needs, and the ongoing support model that keeps it running.