Intake
Organized deal file
Table of Contents
- Five stages.A clearer decision.
- Intake
- Screen
- Underwrite
- Diligence
- Decide
- The work behindyour next investment.
- Deal intake & screening
- First-pass market research
- Underwriting support
- Diligence coordination
- Investment committee packs
- Development & value-add scenarios
- We prepare.You make the call.
- One reviewable pack
- Add capacitywhere the pipeline needs it.
- Scope the work.
- Meet your specialist.
- Review the output.
- What is waiting in your deal pipeline?
Deal flow & diligence support
From first look
to investment committee.
Screen more opportunities. Pressure-test the numbers. Keep diligence moving. Our real estate specialists use AI to prepare the work, in your models and to your investment rules.
Your pipeline. More review capacity.
Five stages.
A clearer decision.
Start at any stage. Get the output your investment team needs next.
Screen
Buy-box & market brief
Underwrite
Model & sensitivities
Diligence
Issue & document tracker
Decide
Investment memo
The work behind
your next investment.
Defined deliverables. Visible assumptions. A source trail.
Deal intake & screening
Organize incoming opportunities. Check fit against your buy box. Track the next action, missing inputs and reasons to advance or pass.
Your pipeline. Your investment criteria.First-pass market research
Compare rents, sale evidence, supply and submarket conditions. Separate observed facts from assumptions.
Market research →Underwriting support
Reconcile rent rolls and trailing financials. Populate your model. Compare base, downside, debt and exit assumptions.
Financial modeling →Diligence coordination
Abstract key lease terms. Cross-check documents. Maintain an issue log, request list and summary of third-party findings.
Document review →Investment committee packs
Bring the thesis, model, market evidence, risks and unresolved questions into your memo and presentation.
Investment memos →Development & value-add scenarios
Test the business plan, phasing and cash-flow assumptions against market evidence and client-approved inputs.
Development analysis →Clear ownership at every step
We prepare.
You make the call.
Agree the asset class, investment criteria, templates, sources and review standard before work starts.
Your investment team sets assumptions and approves bids and decisions. Legal, engineering, environmental and valuation sign-offs stay with your appointed advisers.
Investment committeeYour format
One reviewable pack
Market & comparablesDated sources
Model & assumptionsSensitivity checks
Diligence issuesOwner + next action
Memo & recommendationYour final approval
Editable workbooks. Source links. Open questions.
Add capacity
where the pipeline needs it.
Scope the work.
One deal, a defined review stage or recurring pipeline support.
Meet your specialist.
Agree the deliverables, access, turnaround and fee.
Review the output.
Resolve exceptions and move the next decision forward.
What is waiting in your deal pipeline?
Bring one opportunity. We’ll define the work that moves it forward.