Autonomous AI for Expert Teams

Built by AI researchers & teams previously at

CBREBerkadiaPGIMGoldman SachsKochava

Hours of Work. Done in Seconds.

ARC Ventures embeds AI employees that absorb your firm's templates, tone, and standard, then quietly run the work that eats your team's hours. Underwriting. IC Memos. LP Letters. Pitch Books. Research. Drafted in your voice, shipped on your infrastructure, in under a month.

Start a Conversation →See Case Studies
arc · underwriting_pipeline.run
LIVErun #3170.0s
PIPELINE STEPS
Extract
T12.pdf + rent_roll.xlsx → 142 leases
ANTHROPIC
Classify
recoverable / non-recoverable opex
ANTHROPIC
Normalize
roll-up to stabilized NOI
DETERMINISTIC
Underwrite
growth, vacancy, cap-ex, exit cap
OPENAI
Populate
IC memo template · 46 fields
WORD COM
Ship
ic_memo_q2.docx → /shared/underwriting
DETERMINISTIC
OUTPUT
ic_memo_q2.docx
EGI
Opex
NOI
Cap Rate
Exit Value
DSCR
IRR / MOIC
7 Metrics · 46 Values0 Errors

Runs in the tools and data your team already uses

ExcelWordOutlookGmailReonomySalesforceHubSpotSlackTeamsZoomSnowflakeNotionDocuSign

No rip-and-replace and no new dashboard to learn. Agents work inside the systems your team already uses, with their own approved access, and hand back finished work.

The AI Suite

The Team of AI Employees You Hire.

Each one is built around your firm's templates, voice, and standard. Same engine underneath.

Meet the Team →
Throughput
10–30 min

AI Analyst

Underwrites OMs, builds the model, and drafts the IC memo - in your template, in your voice.

  • -Rent rolls, T12s, sensitivities
  • -Underwriting model populated
  • -IC memos, OMs, CIMs drafted
  • -Source-traced, every number cited
6–8 Hr Underwrite→10–30 min
Throughput
5 Min, on Cadence

AI Researcher

Pre-reads prepared, sectors mapped, portfolio alerted before the desk is asking.

  • -Morning briefings + pre-market
  • -Competitive landscape mapping
  • -Earnings + filings monitoring
  • -Portfolio alerts on what matters
Hours Per Brief→5 Min, on Cadence
Throughput
2 Hr Per Quarter

AI Reporting Agent

LP letters, quarterly updates, and partner-facing summaries drafted in your voice on your cadence.

  • -LP letters + investor updates
  • -Quarterly reports
  • -Pitch books, teasers
  • -Drafted in your firm's template
1-Week IR Cycle→2 Hr Per Quarter
Throughput
100+/Day

AI Outreach Operator

Owner, broker, and LP enrichment plus outreach - drafted, verified, and queued into your CRM.

  • -Owner + decision-maker enrichment
  • -Verified contact stacks (email + phone)
  • -Personalized outreach drafted
  • -CRM-ready exports
10–15 Contacts/Day→100+/Day
Throughput
30 min

AI Operations Agent

Data rooms, CRM hygiene, submission triage, policy review - the unglamorous hours, handled.

  • -Data room indexing
  • -CRM hygiene + enrichment
  • -Submission triage
  • -Recurring reconciliation
2 days→30 min
Throughput
5–15 Business Days

AI Product Engineer

Internal ops dashboards, client portals, and LP portals - the interface on top of the pipelines.

  • -Internal ops dashboards
  • -Client + LP portals
  • -Marketing & brand sites
  • -Admin tools and reviewer UIs
Per engagement→5–15 Business Days
Built to Spec

Custom AI Employee

Workflow we don't list? Send your process docs and templates. We scope and build a dedicated AI employee around it.

Scoped to Spec
5–10 Days to First Deploy
→
Why ARC

You've Tried the AI Tools. The Work Is Still There.

Generic AI explains the work. ARC does it, in your template, end to end.

Underwriting
ChatGPT
Explains how to underwrite a deal.
▸▸▸
ARC
Underwrites it. Hands you the model and memo in your template.
Deal Sourcing
Zapier
Follows the rules you write.
▸▸▸
ARC
Finds the opportunities, scores them, drafts the pipeline into your CRM.
Client Updates
✦Claude
Drafts a doc you still have to rebuild.
▸▸▸
ARC
Drafts, formats, and queues recurring client updates across your book.
Meeting Follow-ups
Copilot
Summarizes your meetings.
▸▸▸
ARC
Creates the tasks, sends the follow-ups, updates the CRM.
How It's Built

The Best Model Per Step. Not the Loudest One.

Every pipeline we build is actually a chain of small, specialized steps. Extraction wants a different model than reasoning. Reasoning wants a different model than populating a Word template or navigating a browser. ARC routes each step to what is genuinely best.

  • Extraction Goes to Anthropic. Where structured recall from long documents matters most.
  • Reasoning Goes to OpenAI or Claude. Whichever model's judgment on the edge case will outperform the other.
  • Execution Is Deterministic Code. Excel, Word, and browser automation stay rule-based.
See How We Engage →
parseclassifysanity-checkpopulateINPUTRent Roll + T12ARC ROUTERBest ModelPer StepEXTRACTIONAnthropicREASONINGOpenAIBROWSER / COMPlaywright

Example: a rent roll and T12 routed through classification, sanity-check, and deterministic template population.

Live Operations
24/7 monitoring · Production pipelines · Last sync 0.0s ago
See the work →
Pipeline runs today
127
across active engagements
Audit-logged steps
8,432
source-traced, every step
Deliverables shipped
14
this week, auto-distributed
Reported errors
0.0%
documented window
Case Studies

Live Pipelines. Real Deliverables. Signed-Off Results.

A few pipelines drawn from Maxwell's prior work on CBRE enterprise licenses. The same operating pattern ARC applies for expert teams today.

All Case Studies →
Client-FacingRetail ExpansionCBRE · Prior Work

Weekly LOI Pipeline for a National Retail Brand

Weekly LOI pipeline synthesizing dozens of expansion opportunities into one partner-facing summary. What used to take a half-day of pulling, reading, and formatting now runs in roughly ten minutes.

WEEKLY · PARTNER-FACING SYNTHESIS
~10 min
Weekly Runtime (Was a Half-Day)
0
Reported Errors in Documented Window
Multi-Market
National Retail Expansion Coverage
SourcingLand BrokerageCBRE · Prior Work

Daily Pre-Market Land Brief - Southern California

Weekday 6 AM sourcing pipeline scanning local news, social signals, and public filings for sale, entitlement, and rezone events across San Diego and Orange County. The ranked brief lands in inboxes before the market opens.

DAILY 6 AM · AUTO-SEND
6 AM
Pre-Market Send Time
2 Counties
San Diego + Orange County
Ranked
Property + Ownership Resolved
ResearchCommercial Real EstateCBRE · Prior Work

Overnight Lease Comp Resolution at Scale

Overnight pipeline that ingested raw address lists, identified the tenant and suite for each record, and entered resolved comps directly into the research platform. One run resolved nearly a thousand comps without an analyst touching the work.

OVERNIGHT BATCH · PLATFORM ENTRY
1,000
Comps Resolved in One Run
100%
Entered Overnight Into Platform
Months → Hrs
Manual Analyst Work Compressed
Fit

Is This Right for You?

We take on a select few partnerships per quarter. This is built for a specific situation - four signals that an ARC engagement actually fits the team.

01

50+ Hours a Week in Excel and Decks

Your team is buried in spreadsheets and presentations. Strategic work gets pushed to nights and weekends.

02

Work Is Outpacing the Team

Deals, research, and reporting pile up faster than anyone can produce them. Good opportunities slip.

03

Market Intelligence Is Scattered

Comps, activity, and signals live in inboxes, PDFs, and people's heads. Nothing centralized to pull from.

04

Generic AI Can't Do Your Job

ChatGPT doesn't know your templates, your assumptions, or your standard. Faster wrong answers aren't the fix.

Not a Fit If

You want a generic chatbot wrapper or a pilot you babysit forever. We build production-grade AI employees wired into your stack, not demos.

Security & Integrity

We Take Accuracy and Data Seriously.

Five guardrails built into every output, because this work goes to your client, committee, or board.

Full Security Model →
01

Source-Traced Output

Every number traces back to a source document. If it can't verify, it flags it.

02

Your Data Stays Yours

Your work never trains public AI models and is never added to public training data.

03

AI Recommends. You Decide.

Agents flag uncertainty and hand off cleanly. The heavy decisions stay with your team.

04

Full Audit Trail

Every input, assumption, and step is traceable. Proof, not a black box.

05

Encrypted End to End

AES-256 at rest, TLS 1.3 in transit, least-privilege access, retention off by default.

About ARC

The Work Is Known. The Output Is Standard. Only the Hours Are the Problem.

Our Story →
Our Standard

If a professional at your firm could sign their name to it, our agents should be able to produce it.

ARC exists because the same conversation keeps happening. A senior person describes a workflow that follows a rulebook. They describe the analyst hours it eats. They describe what "good" looks like - and it's specific, learnable, and consistent.

Founder
Maxwell Rady

Maxwell Rady

Founder of ARC AI Consulting

Meet the Founder →Founder on LinkedIn →Email the Founder →
Next Step

Pick a Workflow. Let's Build It.

A short call is the start. Bring one deliverable that eats your team's time. We will sit with the analyst who owns it, map the pipeline end-to-end, and show you exactly what an ARC agent would do.

Start a Conversation
30-Day Money-Back Guarantee
Or reach us directly at maxwell@arconsulting.ai