The AI Deal Room

Set your acquisition criteria once: target markets, asset classes, vintage range, return hurdles, deal-breakers. The Deal Screener reads the same field names, so your criteria carry straight over.

One row per deal from first contact to close. Stage, next action, and the date that action is due. Keeps ten deals visible at once.

Paste a broker email or listing and your buy-box. Claude computes the five numbers that matter, runs them against your criteria, lists the obvious red flags, and tells you one thing: skip, request the package, or worth underwriting.

The deal-killers experienced operators catch on a first read, organized into income, expense, market, and financing flags. Walk it before you spend money on third-party reports.

Give Claude the OM. It pulls every financial figure into a structured Deal Sheet, sections A through J, and quarantines the broker pro-forma separately. The output drops into the Pro-Forma Model's Inputs tab.

The core underwriting model. Returns a full five-year pro-forma, a sized loan tested against LTV, LTC, DSCR, and debt yield, levered IRR, equity multiple, cash-on-cash by year, and a two-way exit sensitivity grid. All formulas, no manual math.

Paste your T-12 and rent roll. Claude normalizes both, computes the diagnostic metrics, and flags every anomaly: non-recurring income, below-market management fees, taxes that have not been reassessed.

Market-standard ranges for vacancy, credit loss, expense ratios, reserves, and exit cap rates, organized by market tier and asset class. A starting point when you do not have local data. Override any line with confirmed actuals.

93 items across eight workstreams: financial, physical, legal and title, lease audit, third-party reports, insurance, operations, and closing. A progress summary updates automatically as you work through it.

Paste your rent roll and lease abstracts. Claude builds a cross-check grid, compares every field, and flags every discrepancy. The output is a prioritized list of open items for your attorney.

Enter NOI, price, total cost, and the four lender constraints. The calculator tells you which constraint is binding and what loan you actually get, with a rate sensitivity table.

Paste the key outputs from your Pro-Forma Model. Claude drafts a structured one-page LP summary: the opportunity, the business plan, projected returns, key risks, and the equity ask. Run it by your counsel before sending.

A quarterly investor update with every section pre-structured: occupancy and NOI versus pro-forma, capital projects, cash management, risks, and the distributions table. Replace the bracketed placeholders with your figures.

One row per owned asset: purchase price, capex, current value, NOI, loan balance, LTV, cash-on-cash, equity, and unrealized gain. A live read of how the portfolio is tracking against your original underwriting.