What we've built.
What it changed.

An 8-person team with 2 dedicated acquisitions staff was screening 80–100 inbound OMs per month. Analysts were spending roughly 80% of their time on deals that failed the first filter. By the time strong deals were identified, competitors had already submitted offers. Deal flow wasn't the problem. Speed of triage was.

Automated deal screening system connected to the team's shared inbox.

Analysts now work only the deals that pass. The firm is seeing the same deal volume, with a fraction of the triage time. Offers go out faster.

Managing 220+ leases across a mixed-use and retail portfolio. Lease abstraction was handled manually by one person part-time. Expiration dates, option windows, and rent escalation clauses were tracked in a shared spreadsheet that was routinely out of date. Two missed option windows in 2024 cost the firm meaningful revenue.

Automated lease abstraction pipeline connected to their existing document storage.

New leases are abstracted same-day. The spreadsheet is gone. Option windows fire as calendar alerts 90 days out, automatically.

Fund-of-funds structure: 14 LP investors, 6 underlying assets across 3 operators. Quarterly LP reporting took 12–15 hours every quarter. Data was pulled manually from three different operator portals, reconciled against accounting, formatted into branded PDF, reviewed, distributed. GP team spending two full days per quarter on a reporting process, every quarter.

Automated LP reporting pipeline running on a quarterly schedule.

Reports go out within 48 hours of quarter-end instead of 3–4 weeks. Manual reconciliation errors are gone. LPs receive personalized views rather than a single shared document.