Solutions · Investment
Operational superintelligence for real estate investment.
AI workers that analyse every opportunity that comes in, prepare due diligence and keep your investors informed. They operate across your systems, with the permissions you set, and your committee decides.
Journey
A deal is one journey with someone in charge of every stage.
From teaser to investor report, every stage has an AI worker assigned and a person on your team who decides.
From opportunity to investor
01 · Origination
Origination
Reads every teaser and deck that arrives by WhatsApp or email and logs it.
Deal Screener
02 · Origination
Analysis
Checks price, rent and comparables against the fund’s thesis.
Valuation Desk
03 · Management
Site visit
Books the visit with the broker and puts it in the partner’s calendar.
Executive Assistant
04 · Due diligence and closing
Due diligence
Sorts the data room against your checklist and requests what is missing.
Diligence Desk
05 · Management
Committee
Prepares the memo, the open risks and the agenda.
Chief of Staff
06 · Due diligence and closing
Closing
Coordinates notary, financing and signing with every party.
Closing Desk
07 · Portfolio and investors
Investors
Updates each investor when something changes in the portfolio.
Investor Relations
Org chart
An AI workforce with the same structure as your firm.
AI workers grouped by department, each with a role, its permissions and a person on your team who answers for it.
9
AI workers · 4 departments
Management
Chief of Staff
Prepare the committee and the partners’ daily brief.
WhatsApp · Slack
Origination
3Deal Screener
Read and score every opportunity that comes in.
Off-Market Scout
Watch off-market sources and flag what fits.
Valuation Desk
Estimate value, rent and yield from comparables.
Due diligence and closing
2Diligence Desk
Close out the data room checklist.
Closing Desk
Take the deal through to signing.
Portfolio and investors
2Investor Relations
Keep every investor informed.
Reporting
Prepare the quarterly portfolio report.
Management
1Executive Assistant
Run the partners’ calendars and site visits.
01 / 03 · Origination
Opportunities arrive through any channel. They all end up in the same analysis.
Brokers, owners and other funds send teasers by WhatsApp, by email or as a forty-page PDF. Each one is read the day it arrives and compared with your thesis.
- Deal ScreenerOrigination
- Valuation DeskOrigination
This week’s opportunities
Deal Screener
- 8624-unit residential building · Russafa, ValenciaWhatsAppOff-market
- 74Retail and offices · Poblenou, BarcelonaOutlookOff-market
- 58Residential land · Teatinos, MálagaOutlookOff-market
- 31140 m² flat · Salamanca, MadridIdealista
- 01
Intake by WhatsApp and email
Teasers, decks and fact sheets are read as they arrive. Price, floor area, rent, occupancy and location are logged as an opportunity.
- 02
Screening against your thesis
Every asset is compared with your criteria: ticket size, location, asset type and minimum yield. What does not fit is dropped with the reason in writing.
- 03
Comparables and yield
Price per square metre against local transactions, market rent and estimated gross and net yield, with sources cited.
- 04
Broker follow-up
Requests what is missing, such as the rent roll, floor plans or energy certificate, and replies to the broker in the same thread, under your signature.
02 / 03 · Due diligence
A data room is a checklist someone has to close.
Every document the seller uploads is sorted against your checklist. What is missing gets requested, what does not match is flagged with its source page, and the memo reaches the committee with the open risks.
- Diligence DeskDue diligence and closing
Data room · Russafa building
56 documents
18-point checklist
- Received · mortgage to be cancelled at completion
- 22 of 24 received
- €214,800 per year
- Pending from seller
- Rating E · valid until 2027
- Failed on facade
- Land registry extract
- Received · mortgage to be cancelled at completion
- Leases
- 22 of 24 received
- Rent roll
- €214,800 per year
- Property tax 2025
- Pending from seller
- Energy certificate
- Rating E · valid until 2027
- Building inspection
- Failed on facade
- 01
Data room checklist
Land registry extract, permits, leases, property tax, certificates and inspections: every document in its place and every gap requested from the seller.
- 02
Lease abstraction
Rent, expiry, review clauses and guarantees for every lease, in a table that feeds your model.
- 03
Flags with their source
Registered charges, floor area discrepancies or failed inspections are flagged with the document and page where they appear.
- 04
Committee memo
Asset summary, open risks and pending questions, in the format of your investment memo and ready for review.
03 / 03 · Portfolio and investors
Your investors, up to date. They hear what changes when it changes.
Rents, leases, works and distributions for every asset are logged as they happen. Each investor gets a summary on the channel they prefer, reviewed by your team before it goes out.
- Investor RelationsPortfolio and investors
- ReportingPortfolio and investors

- 01
Portfolio tracking
Rent collection, lease expiries, works and permits for every asset, in a log that updates every day.
- 02
Investor updates
A message by WhatsApp or email when a purchase closes, a lease is signed or occupancy changes, with your approval.
- 03
Capital calls and distributions
Capital call and distribution notices with each investor’s amount, prepared for you to approve.
- 04
Investor questions
Answers with the figures from the latest report and passes to your team the questions that need judgement.
Exception
An off-market deal on a Friday. At 9:00 on Monday, the committee already has the memo.
A broker writes late on Friday. Four AI workers analyse the deal, request the documents and set up the visit, and the partner decides from their phone.
Trigger
18:00
An off-market opportunity lands on a Friday
- Message
- Action
- Approval
- Handoff
18:00
18:00Deal Screener· Message
A broker sends a WhatsApp teaser for a 24-unit building in Russafa: €3.9M, 92% let.
18:03
18:03Deal Screener· Action
Extracts the data and checks it against the fund’s thesis: ticket size, location and minimum yield. It fits.
18:09
18:09Valuation Desk· Action
14 local comparables, market rent and an estimated 6.4% gross yield.
18:14
18:14Diligence Desk· Message
Asks the broker for the land registry extract, rent roll and energy certificate, and opens the data room checklist.
18:20
18:20Executive Assistant· Action
Agrees a visit with the broker for Monday at 10:00 and puts it in the partner’s calendar.
18:26
18:26Executive Assistant· Handoff
Sends the partner a one-page WhatsApp summary with the recommendation and what is still missing.
18:41
18:41Javier · Managing partner· Approval
The partner approves, from their phone, asking the seller for 15 days of exclusivity.
Approved by Javier
09:00
09:00Executive Assistant· Action
Monday, 9:00: the investment memo is on the committee agenda.
Reach
Every analysis, up to date. It happens the day the opportunity arrives.
What changes when every teaser is read on arrival and every data room has someone closing it out.
of opportunities analysed
Every teaser and deck that comes in is read and scored, weekends included.
- 2 h
from teaser to first analysis
With comparables, estimated yield and fit with your thesis.
- 3.2×
more deals analysed per analyst
The team spends its time on the ones that fit.
- 58%
less time on document due diligence
Sorting, requesting and extracting stop being manual work.
Enterprise
Every action, in view. Every decision, with a reason.
Every step an AI worker takes is logged. Your team sees what they do, why they do it and with which permissions, and can change it at any time.
Visible
Every message, call and change goes into a log with author, time and outcome.
Explainable
Every decision carries its reason: which data the worker read and which rule it applied.
Isolated data
Data in the EU, isolated per client and encrypted. Access with two-step verification.
SecurityGovernable
You decide, channel by channel, what each worker does on its own, what needs approval and what it never touches.
GovernanceQuestions
What investment teams ask before they start.
If your question is not here, we will answer it in the demo.
- Do they replace our analysts?
- No. They do the work that slows your analysts down today: reading decks, requesting documents, sorting the data room and building tables. The investment decision stays with your committee.
- Do they work with our financial model?
- Yes. They read and write in your spreadsheets, folders and systems with the permissions you set. The model, the assumptions and the memo format stay yours.
- How is confidential data room information handled?
- Each AI worker only accesses the folders and systems you assign to it, and every access is logged with an author, a timestamp and a reason. Where data is hosted and how it is protected is set out on the security page.
- Can they write to investors directly?
- Only if you decide so. By default they draft each message and a person on your team approves it. Your team grants them more autonomy channel by channel and withdraws it at any time.
Other sectors
One system, shaped to each sector.
The processes change from one sector to the next. The operating system underneath stays the same.




