Real Estate · Industrial Value-Add Investing
15 hours to 3 minutes to underwrite a deal.
We built a Florida industrial value-add investment firm a full deal pipeline platform: AI deal capture, an industrial scoring engine, a Florida-focused comp database, and an investment memo generator that ships branded PDF and PPTX decks on demand.
The Challenge
The firm runs a Florida industrial value-add strategy: dozens of broker emails per week, every one with an OM attached. Their analysts were spending 15+ hours per deal re-keying property and rent-roll data, running disqualifier checks by hand, building underwriting models, and stitching together investment memos slide by slide. Hot deals slipped because no one had time to score and memo them in the same week they hit the inbox.
Our Approach
We shipped a full-stack deal pipeline platform (Express API, React 19 + Vite SPA, Supabase Postgres, Claude for extraction and memo drafting):
Deal Capture & AI Extraction
Brokers forward an OM, flyer, or email to a dedicated address. Claude parses the PDF, fills the deal record, and flags missing fields against a 26-point checklist.
Industrial Scoring Engine
Three automatic disqualifiers (significant vacancy, price > $15M, no lease upside) plus five weighted criteria (tenancy, rent upside, location, building size, financial returns), surfacing hot deals in seconds.
Pipeline & Comp Database
Kanban + list views with Florida market filters, drag-and-drop stage changes, comp database with import/export, and Recharts-powered Market Intelligence dashboard.
Investment Memo Generator
Upload underwriting Excel, live market data with hierarchical fallback, Claude-generated memo, branded PDF via Puppeteer and editable PPTX via pptxgenjs uploaded to Supabase Storage.
The System in Action
Stack: React 19 + Vite + TypeScript + Tailwind / Express 5 + Node 20 / Supabase (Postgres + Auth + Storage) / Claude (extraction + memo) / Resend (inbound + notifications) / Puppeteer (PDF) + pptxgenjs (PPTX) / BullMQ + node-cron / Turborepo
Results
Time to Underwrite a Deal
15 hours
3 minutes
Scoring Engine
manual checks
5 weighted criteria + 3 disqualifiers
Investment Memo Output
days of analyst work
branded PDF + PPTX, on demand
Deal Throughput
300x faster intake to memo
What Feeds the System
Inbound deal flow
- Broker emails forwarded to a dedicated capture address
- OMs, flyers, rent rolls, and underwriting Excel files
- Manual deal entry with multi-step form + live score preview
Market intelligence
- Internal Florida comp database (industrial focus)
- Hierarchical market data fallback: CoStar, public research, internal comps
- 24h cache layer to keep memos fresh without burning quota
