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What's Included

One Engagement. Everything to Run It.

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.