Step 2 of 4
Automations
Select the type of common automations below or describe your own.
Personalized Software
Role Specific Dashboard
Custom dashboards built for each role — acquisitions, asset management, IR, and more.
Company Specific Dashboard
Single-pane-of-glass view of company-wide KPIs, benchmarks, and performance metrics.
Integrations with Other Systems
Connect dashboards with your existing tech stack for unified real-time data across platforms.
Other
A custom software or dashboard not listed above.
Fundraising
LP Criteria Vetting
Research and scan for LPs that meet your specific investment criteria, fund size, and sector preferences.
Personalized Outreach Automation
Create personalized drafts to LPs with hyper-targeted messaging synced to your CRM.
Integration
Integrate outreach and vetting workflows into existing systems and CRM platforms.
Other
A custom fundraising automation not listed above.
Acquisitions
Deal Screening & Pipeline
Automatically ingest, score, and rank inbound deals against your investment criteria.
Market Comp Analysis
Pull and synthesize comparable sales, rent comps, and market data from multiple sources.
Due Diligence Automation
Automate checklist tracking, document collection, and third-party report ingestion.
Other
A custom acquisitions automation not listed above.
Document Abstraction
Document Abstraction Engine
Extract key terms, clauses, and structured data from Leases, Operating Agreements, JV Agreements, REAs, Title Commitments, and Environmental Reports in seconds with 99.9% accuracy.
Other
A custom document automation not listed above.
Asset Management
CAM Reconciliation
Audit GL expenses against lease recovery clauses to find leakage and protect NOI.
Other
A custom asset management automation not listed above.
Investor Relations
Reporting Automation
Transform raw property data into high-quality LP reports with automated narrative generation.
Other
A custom investor relations automation not listed above.
Have an automation in mind that isn't listed? Describe it below and we'll include it in your business case.