For CRE investment firms

One platform.
Your modules.

Choose the workflows your team needs, from sourcing to investment review.

Platform modules

Sourcing: Find properties that fit your buy box, markets and investment criteria.
Owner resolution: Research owners and decision-makers, with source records and unresolved gaps.
Outreach: Prepare outreach for approval. Keep replies and follow-ups linked to the deal.
Underwriting: Map deal documents into your Excel model. Review assumptions and scenarios with your team.
Documents: Prepare investment memos, teasers and presentations from the reviewed case.

Keep pipeline stages, tasks and evidence together, from sourcing to investment review.

Use enabled workflows in the platform, by email with Cole, or through agreed AI connections.

Implementation & engagement

Your scope: Your proposal sets the modules, included and additional usage, implementation and subscription term. Deployment, data access and integrations are agreed with your firm.
Your model. Your review.: Underwriting is scoped around your workbook and its calculation logic. We agree input mapping and checks together. Your team reviews the sources, assumptions and outputs.
A scoped paid proof of concept: A POC has its own fee, deliverables and written acceptance criteria. Any ongoing subscription is agreed separately after the review.