What We Build
The Work, Across Six Areas.
Deal & Investment Work
- •Underwriting, rent roll and T12 review, loan sizing
- •Comp analysis, DCF and LBO model population
- •CIM and OM review, LOI drafting, IC memos, deal screening
Research & Intelligence
- •Market briefings, company and property research
- •Competitive landscapes, expert call prep
- •Monitoring and recurring reports
Lead Gen & Business Development
- •Prospect identification and contact enrichment
- •Outreach drafting, pipeline organization
- •Meeting prep, follow-up tracking, CRM updates
Client-Facing Deliverables
- •Pitch books, teasers, investor updates
- •LP letters, quarterly reports
- •Proposals and presentations
Operations & Compliance
- •Data room organization, CRM enrichment
- •Submission triage, policy summaries
- •Document routing, reporting, reconciliation
Custom Software
- •Client portals and internal tools
- •Dashboards and web applications
- •Built to fit your existing workflow
What We Operate
Every Operational Layer, Handled.
01
Model & API Costs
- •All model provider API costs included
- •All AI provider costs included: Anthropic, OpenAI, Google
- •Each step runs on the provider that handles it best
02
Cloud Infrastructure
- •All cloud compute, storage, and managed services
- •Configured to your IAM, network, and audit standards
- •Runs inside your firm's controls and policies
03
Hosting & Deployment
- •Production and staging environments
- •Uptime monitoring and alerting
- •Deployment matched to your firm's data policy - your environment or ours, including on-prem where your policy requires it
04
Management & Operation
- •We run, monitor, and improve your AI employees continuously
- •Workflow additions within engagement scope
- •A long-term partnership, not a one-time handoff
What's Included
One Scope. No Hidden Layers.
Bring one workflow that eats your team's time. We scope exactly what gets built, run, and delivered, with the costs included.