01 Sourcing
- Owners likely to sell
- 23
- Fit your buy box
- 9
- Top reason
- Loan due in 18 months
Each with the owner and the person to call
The OS Investors · Owners, REPE and investment managers
Run your investment firm on one operating system.
From the first look at a deal to the letter to your investors: sourcing, underwriting, legal, asset and property management in one place.
- OM inBroker email: OM, T-12, rent rollRead
- Buy boxMultifamily, Texas, 50 to 150 unitsFits
- Rent roll96 units, 4 vacant, 2 downChecked
- TaxesReassessed after a sale+$118k
Screen note
Look: rents 6% under the street
- Asking
- $14.2M
- In-place cap
- 5.4%
- Taxes after sale
- +$118k
What firms like yours got.
What our clients got, without their names, and what our runs found.
- Acquisitions team · New YorkClient result2 h 42 minFrom a broker’s email to the first read of the deal, back in the same thread.4 deals and 2 market briefs in 19 days.
- Acquisitions team · New YorkClient resultTheir formatDeals now come back in the team’s own Excel returns model and Word IC sheet.Sent two days before the promised date.
- Acquisitions team · New YorkClient resultAbout 1 hourFrom naming two target markets to the buildings under stress there.The team asked for a call on two of them.
The OS Investors, in one minute.
One system. One goal.
Every step of your work runs through one system, toward the numbers you are paid on.
- 01Sourcing
- 02Screening
- 03Underwriting
- 04Legal and DD
- 05Investment committee
- 06Closing
- 07Asset management
- 08Property management
- 09Investor reporting
- 10Disposition
The OS InvestorsOne system for the firmRunning 24/7
- 7:05 am14 new deals screened against your buy box
- 9:30 amCedar Row model built from the T-12
- 4:10 pmQ3 letter to investors drafted
Deals readAll
Hand-keyed0
The goal
Deals closedUp
ReturnsUp
Your workflow, end to end.
10 steps, one system. Pick a step to see what it hands back.
Measured, not promised.
Medians of our production runs over the last 30 days, from the request to the delivered files.
- About 1 hourUnderwriting with its live Excel model
- About 20 minutesComps
- About 40 minutesValue opinion
It works inside the firm you already have.
Nothing to move, nothing to replace. Our team connects The OS to your stack.
- Excel
- Your CRM
- Data room
- Shared drive
The OS InvestorsReads, checks, writes
- Your inbox
- Your Excel model
- Your CRM
- Your memo template
Your stack, anyEmail, Excel, your CRM, your data room. Nothing to move, nothing to replace.
Answers where you workIn your inbox, in Excel, in your CRM. Every number traced to its document.
Learns your formatYour memo, your model, your checklist. The more it does, the closer it gets.
Running on your work in 72 hours.
- Day 1MapWe sit with the person who does the work and write the process down: what comes in, what gets checked, your template, who signs.
- Day 2BuildOur team connects it to your stack (where the work arrives, your models, your CRM or warehouse) and to your template, then runs it on the work already arriving.
- Day 3Run and measureYour team runs it on live cases. Together we time each one and check every figure against its source.
- ThenAn annual agreementThe process keeps running and we tune it to your team. The next process is mapped, built and measured the same way.
Book a demo.
We run the demo on your kind of work, start to finish.
- Your workflow, the way your team runs it
- Your formats: your memo, your model
- Who signs, and what changes for the team