01 Inbox
- Documents
- 9
- Mandate
- Fits
- Missing
- T-12 for 2025
Back in the same thread
The OS Multi-Asset Managers · Firms where real estate is one division
The real estate vertical for your AI stack.
Your firm already runs AI across credit, equity and legal. Real estate joins the same stack: new deals from Signals, and every deal checked by Underwriting before you commit.
- Package inBroker email: OM, T-12, rent rollRead
- MandateCore-plus, logistics and multifamilyFits
- Fast screenThe OM against the marketDone
- DebtLoan matures in 14 monthsFlagged
Screen note
Look: priced 7% over the market range
- Asking
- $86M
- Market range
- $76M to $81M
- Back in
- Same thread
What firms like yours got.
What our clients got, without their names, and what our runs found.
- Real estate division · underwritingFound on our runsAbout 1 hourFrom the deal documents to the model and the memo, on our runs.About 22 hours of analyst work by hand.
- Deal package before ICFound on our runs78 minFor a full audit of six deal files, every figure and formula.6 red flags across 46 items on the sample.
- TexasFound on our runs260 loansCommercial loans maturing in 24 months across Texas, 76 of them in Houston.New deals for a real estate debt desk.
The OS Multi-Asset Managers, in one minute.
One system. One goal.
Every step of your work runs through one system, toward the numbers you are paid on.
- 01Inbox
- 02Fast screening
- 03Underwriting
- 04Deal audit
- 05IC memo
- 06Signals · debt
- 07Signals · equity
- 08Your AI stack
The OS Multi-Asset ManagersOne system for the firmRunning 24/7
- 7:10 am11 packages screened against the mandate
- 11:40 amDeal audit ready for Thursday’s IC
- 3:25 pm14 new signals in your markets
Packages readAll
Data keptIn your stack
The goal
Hours per dealDown
Deals reviewedUp
Your workflow, end to end.
8 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
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 Multi-Asset ManagersReads, 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