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Validates new intake and conflicts submissions for completeness and legal name quality before an analyst opens them. Returns a clear verdict and a draft outreach email for anything that needs fixing.
Pulls every company and contact linked to a deal record and builds a fully populated conflicts search around them. Each party arrives pre-scored for risk, so reviewers start with a shortlist already sorted by what needs attention.
Generates a status brief for your intake requests, or anyone else’s, grouped by requestor with each item’s current state. Flags anything that’s been sitting untouched past your threshold, so nothing slips through unnoticed.
Builds a workload and coverage brief across your intake team, showing active load, stale requests, and unassigned work by assignee. Flags where the balance is off so a lead can rebalance before it becomes a backlog.
Pull deal data, financials, and sponsor history straight from your firm’s own records into a structured, committee-ready Investment Committee memo. Spend your time on the analysis, not the formatting.
See exactly which asset records in your portfolio are missing key information, and how much that’s costing your reporting accuracy. Get a scored, ranked list of what to fix first.
Checks the health of your active acquisition and development pipeline every two weeks, flagging stalled deals and rising risk before they cost you a closing. Delivers one consistent report instead of a fresh spreadsheet pull each time.
See the full capital structure behind a real estate deal in one report, from funding sources and uses to provider relationships. Spot leverage and data gaps before they become a problem.
See your real estate investor relationships and pipeline health for any metro area in one place. Get a ranked view of top investors, coverage gaps, and where momentum is stalling.
Build an evidence-based performance record for a real estate deal team member, grounded in their actual deal activity. Get a clear, structured review ready for your next conversation.
Pulls every active and closed deal for a chosen fund straight from your live records and organizes it into one pipeline report. Breaks deals down by type, strategy, stage, team, asset type, and geography, so the full fund story is in one place.
Compare a deal’s original underwriting guidance against every version that’s come since. See exactly where the numbers have moved and why it matters.
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