Databricks in your Azure, Claude on top.
Claude reads your documents. Databricks holds the data. Your team works in Excel and apps we build.
Claude
Reads and cites
Databricks
Lakehouse, Unity Catalog
Microsoft Azure
Your subscription
Excel
Reads the lakehouse
Custom apps
Built for your workflows
SharePoint and Teams
IC memos, alerts
You own your data, outputs and the code we write for you. Our framework is licensed to you.
Models run under commercial terms that exclude training on your data
Reference architecture
How the stack fits together.
Your team
Excel and custom apps
- Excel models that read the warehouse
- Custom apps for your workflows
- Teams and Outlook alerts
AI agents and models
Claude and code
- Claude reads and drafts
- Code calculates
- A person approves
Governed warehouse
Azure Databricks
- Delta Lake tables
- Unity Catalog permissions and lineage
- One set of KPI definitions
Ingestion and parsing
Scheduled and on demand
- Exports and APIs
- OMs, rent rolls and P&Ls parsed with citations
Data sources
Your systems
- Yardi
- MRI
- Fund admin reports
- Excel
Components
What each part does.
Claude
Answers that cite the file, page or cell.
Claude reads documents and drafts answers, each with its source.
- Works in Claude and Claude for Excel
- Read-only by default, as the signed-in user
- Human review before anything reaches IC
Claude agents
Access
Read-only
Answers
Cited
Review
Gated
- Review queue
OM intake
Page citations
- Review queue
Rent roll intake
Unit level
- On demand
IC memo draft
Cited to source
- Monthly
Variance commentary
Reviewed
- Read-only
Claude for Excel
As the signed-in user
Databricks
One lakehouse for property and fund data.
Figures are calculated in code on this layer, and each one traces to its source.
- Permissions, row-level access and lineage in Unity Catalog
- Feeds from Yardi, MRI, fund admin reports and Excel
Databricks lakehouse
Tables
47
Refresh
Scheduled
Access
Row-level
- Governed
deals_canonical
12,847 rows
- Governed
rent_rolls_unit_level
184k rows
- Governed
operating_statements
38k rows
- Joined
market_comps
92k rows
- Lineage
extraction_audit
4.2k rows
Microsoft Azure
Your data platform runs in your Azure tenant.
Cloud, Databricks and model usage bill to your own accounts.
- Entra ID sign-in and your existing permissions
- Secrets in your Key Vault, behind your network rules
- Infrastructure as code you can review
Your Azure tenant
Sign-in
Entra ID
Secrets
Key Vault
Deploy
As code
- Running
Azure Databricks
Lakehouse, Unity Catalog
- Running
Container Apps
Apps and agents
- Private
Blob Storage
Source files, raw exports
- Private
Key Vault
Secrets and keys
- SSO
Entra ID
Sign-in and groups
Excel and custom apps
Results land where your team works.
Memos save to SharePoint, and alerts arrive in Teams or Outlook.
- Excel models read from the lakehouse
- Custom apps on the same KPI definitions
- Row-level security by fund, LP or region
Portfolio apps
Reports
18
Refresh
Daily
Sign-in
SSO
- Daily
Portfolio NOI variance
12 properties, year over year
- Daily
Occupancy trend
Multifamily, 24 months
- Live
Deal pipeline app
Stage and IC date
- Quarterly
LP reporting pack
Saved to SharePoint
- Live
Excel model
Reads the lakehouse
How it works
Four stages, each priced separately.
Diagnostic
We review your Azure footprint and data, then quote the Build.
Build
We set up the stack in your tenant. Target: first workflow live in 90 days.
Scale
Add workflows on the same lakehouse, each scoped in its own SOW.
Operate
Optional. Engineers keep the stack running and current.
Questions
Find your first workflow.
Bring one workflow. In 30 minutes with the founder, we will tell you whether it is worth building.