Deal Sourcing Agent
Focused Deal Sourcing
AI Agent
Turn fragmented market intel, teasers, CIMs, and internal notes into a clean, searchable deal pipeline. Surface relevant opportunities faster, with structured summaries, comparable context, and source-linked evidence.
Built for investment workflows, with citations on every output.
Real Estate Intelligence Agent
Turning complex property analysis into controlled, AI-driven workflows
Thesis-aligned Screening
Instantly score inbound opportunities against your mandate, sector focus, geography, ticket size, and return profile.
Fast First-Read Summaries
Generate an IC-style first read from CIMs and teasers, key facts, key risks, and what to validate next.
Comparable Signal Extraction
Pull relevant comps, pricing, multiples, and precedent deal context from your internal corpus and approved sources.
Red Flag Detection
Identify inconsistencies, missing disclosures, unusual adjustments, and legal or structural tripwires early.
Pipeline Notes that Stick
Convert messy notes and scattered files into structured pipeline fields, consistent tags, and searchable rationale.
Decision-ready Sourcing Packs
Export shortlists with defensible summaries, citations, and a clear “why this fits” narrative.
Too many inbound deals, too little time for first-pass quality screening.
Critical information buried across CIMs, emails, and meeting notes.
Inconsistent screening logic across team members and geographies.
Weak documentation, hard to justify why a deal was pursued or dropped later.
How The Real Estate Intelligence Agent Works
Turning Fragmented Real Estate Data Into Clear, Risk-Ready Decisions
S1 : Ingestion and Normalization
Bring CIMs, teasers, pitch decks, meeting notes, and prior IC memos into one structured deal workspace.
S2 : Thesis Matching and Evidence Linking
Extract key deal facts, match to mandate, highlight the “why”, with citations back to the source pages.
S3 : Outputs and Workflow Handoff
Generate first-read memos, shortlists, and pipeline fields, ready for CRM, IC prep, or partner review.
How Businesses Gain By Using The Agent
From slower property decisions to faster, risk-ready outcomes
Faster Deal Turnaround
Accelerated Property Evaluations
Move from inbound docs to a structured first-read in hours, not days.
Higher Accuracy and Confidence
Data-Driven Valuations
Same screening standard across associates, sectors, and regions.
Lower Risk of Missing Red Flags
Built-In Compliance & Risk Controls
Early detection of gaps and contradictions, before time gets wasted.
Scalable Sourcing Ops
Automated Workflows at Scale
Handle more deals without ballooning headcount or losing discipline.
Private Equity Deal Teams
Screen inbound opportunities, prep first reads, build shortlists.
Private Credit Teams
Assess borrowings, covenants, and structure fit at first pass.
Corporate Development
Triage targets, align with strategy, and document rationale.