Maximize profit. Optimize utilization. Automate compliance.
Expand services within your existing clients.
AI analyzes engagement and service patterns to identify cross-service and advisory opportunities across your book of business.
Streamline client acceptance.
Centralized risk data and automated workflows cut acceptance time without compromising due diligence.
Stay independent and compliant.
Automated conflict detection flags independence issues across your firm — before they put engagements at risk.
Identify conflicts early.
Continuous monitoring detects emerging conflicts and independence issues — keeping you ahead of regulatory requirements.
Move from acceptance to billing instantly.
Eliminate engagement setup delays with secure, auto-provisioned workspaces and built-in permissioning and compliance controls.
Eliminate revenue leakage.
Automatic time capture across devices ensures every billable hour is recorded.
Win more work. Deliver flawlessly. Protect confidentiality.
Win the pursuits that matter.
Full pipeline visibility helps you identify the most promising pursuits and focus resources where they'll win.
Map client relationships.
See who matters, where to expand, and how delivery is landing – firmwide.
Accept the right clients faster.
Build client trust with automated risk screening, centralized third-party data, and compliance checks — all in one streamlined workflow.
Surface conflicts early.
AI proactively detects potential conflicts across clients and team assignments — before they impact delivery.
Protect client confidentiality.
Centralized ethical wall barriers secure sensitive data across systems while supporting seamless collaboration.
Move from acceptance to billing instantly.
Secure, auto-provisioned workspaces with built-in permissioning and compliance controls eliminate engagement setup delays.
Deeper relationships. More mandates. Superior execution.
Identify mandates ahead of competitors.
AI synthesizes market signals, relationship data, and client intelligence to identify high-probability mandates.
Close deals faster.
Automated workflows and milestone tracking accelerate deal progression across sectors and transaction types.
Turn relationships into deals.
AI-powered outreach recommendations, relationship tracking, and coverage analysis help you expand your network.
Clear deals without delays.
AI-powered screening across clients, deals, and team assignments surfaces conflicts early so deals don't stall.
Accept the right clients faster.
Automated risk assessment workflows and centralized compliance documentation streamline new client acceptance without cutting corners.
Automate regulatory requirements.
Automated attestations and pre-clearance workflows make compliance effortless for bankers and compliance teams.
Build competitive advantage at every stage of the client lifecycle – win more work, maximize profitability, and maintain seamless compliance.
Surface your next mandate.
AI maps firmwide relationships and matter activity to identify warm introductions and cross-serving opportunities — before competitors do.
Comprehensive client intelligence.
Automatically pull matter history, relationship context, client news, and recent interactions from Outlook and Teams into a single view.
Onboard clients in days, not weeks.
Accelerate acceptance decisions with AI-powered risk assessment, integrated third-party screening, and automated approval workflows.
Resolve conflicts in minutes.
Resolve conflicts in minutes with AI-assisted screening that searches across matters, relationships, and corporate hierarchies — then routes escalations automatically.
Enforce every client term.
Continuous OCG monitoring catches billing violations before they cost you revenue.
Capture time automatically.
AI reconstructs your day from emails, meetings, and documents, generating compliant time entries across all devices — no manual entry required.
Institutionalize origination, accelerate execution, and compound returns
Find opportunities before the market.
AI-powered search scans internal databases, third-party sources, and market intelligence to surface deals that match your thesis.
Target qualified LPs.
Build targeted outreach lists with precision segmentation based on strategy, geography, check size, and investment preferences.
Stay ahead of market shifts.
Shareable watchlists and event-driven alerts keep your team informed of portfolio movements, competitor activity, and emerging opportunities.
Centralize pipeline oversight.
Real-time dashboards show deal progression, team ownership, and sector performance across your entire pipeline.
Optimize your exit strategy.
Intelligent mapping identifies optimal buyers based on fund mandate, size, track record, and strategic fit.
Strengthen investor relationships.
Automated activity capture and relationship strength signals help you nurture LP relationships and identify re-up opportunities.
The real estate operating system: Source smarter. Build faster. Manage better. Exit stronger.
Surface your best opportunities first.
AI ingests OMs and scores deals against your investment criteria automatically — so your team reaches a qualified yes or no before the competition does.
Make location-intelligent decisions.
Integrated GIS mapping surfaces market data, demographics, flood zones, and comp sales across 152M+ parcels in a single view.
Deliver projects on time and on budget.
Auto-scheduling, Gantt charts, and budget-vs.-actual reporting give development teams a single source of truth across every project phase.
Manage every relationship across the deal lifecycle.
Centralize transaction parties, brokers, advisors, and lenders — with investor management powered by DealCloud.
Full visibility from asset to portfolio.
Manage leasing, CapEx, and occupancy at the property level, with performance metrics and appraised values rolled up across every fund and asset class.
Accelerate every stage with embedded AI.
Embedded AI eliminates manual work across sourcing, underwriting, and portfolio analytics — at every point in the lifecycle.