Deal material and screening
Organise offering material and supporting documents against your team’s criteria. Surface the information and exceptions needed for an initial assessment.
We build AI tools that organise property information, compare deal material and prepare work for review. Documents and calculations stay connected to their sources so your team can assess the opportunity.
Prepared for Review
A useful property workflow needs consistent information, visible assumptions and a clear hand-off to the people making decisions.
Organise offering material and supporting documents against your team’s criteria. Surface the information and exceptions needed for an initial assessment.
Normalise relevant statement information into an agreed structure. Retain source references so figures and classifications can be checked.
Prepare summaries or document drafts from approved inputs. Keep assumptions, missing information and the required reviewer visible before anything is used externally.
Example Workflow
A possible property-review workflow using material your team has approved.
Collect the offering documents and operating information.
Map relevant fields into the agreed review structure.
Show gaps, inconsistent figures and assumptions to check.
Your team verifies the material and decides what to pursue.
Investment, legal and tenancy decisions require accountable people. The system’s scope is document preparation and analysis support, with data access and external actions defined before the build.
Explore the workflow, the controls and the decisions people retain.
Demonstration
Property tools organise asset signals, normalise offering material and operating statements, and prepare financial comparisons and drafts. Investment and tenancy decisions stay with people.
Review the asset
Loan-level signals feed an asset brief for an analyst to inspect.
Prepare the deal
Visible mappings connect offering and operating-statement lines to the chart of accounts. Software computes financial measures and prepares a draft letter of intent.
Prepare screening information
The screening workflow documents the configured criteria and excluded factors, then routes the information and any draft notice to a person.
Controls and responsibility
Financial mappings remain visible. Screening criteria, exclusions and notices require jurisdiction-specific review. The demonstration does not establish legal compliance or make an investment or tenancy decision.
Those can be scoped as approved source documents. We agree the extraction structure, checks and reviewer needs rather than assuming every document has the same format.
No autonomous investment decision is promised. The tools organise and compare information so your team can review the opportunity.
Yes. External communications and document changes can remain drafts until the appropriate person has reviewed and approved them.
Bring a workflow, a requirement or a problem your team wants to solve.