Turn your investment criteria into an always-on filter that ranks inbound opportunities by fit, so your team stops wasting time on deals you’d never buy. The output is a prioritized shortlist with clear “why this fits / why it doesn’t” logic.
HOW IT WORKS
We encode your firm’s strategy (markets, asset types, size, return targets, exclusions, risk preferences) into a scoring model, then ingest deals from broker emails, OMs, spreadsheets, and listing feeds. The system extracts the key fields, scores each deal, flags missing info, and routes it into “reject / needs info / priority underwrite,” with a short rationale so humans can trust and override quickly. Every override is captured as feedback so the screening gets tighter over time.
Move from a pile of deal docs to an IC-ready first pass fast. AI parses materials, structures the underwriting packet, finds comparable assets in your portfolio, highlights risks, and drafts the memo in an editable Word format.
HOW IT WORKS
We ingest all deal materials (OM, rent roll, T-12, lender terms, broker threads, photos) and extract/normalize the numbers into a consistent schema, running reconciliation checks to catch gaps and contradictions early. Then the system pulls portfolio comps, generates a comps/risk section, and drafts a full investment memo using your past memos as style and structure examples—complete with flagged open questions and diligence requests—exported as a .docx so your team can edit, comment, and finalize without fighting formatting.
Turn your investment criteria into an always-on filter that ranks inbound opportunities by fit, so your team stops wasting time on deals you’d never buy. The output is a prioritized shortlist with clear “why this fits / why it doesn’t” logic.
Move from a pile of deal docs to an IC-ready first pass fast. AI parses materials, structures the underwriting packet, finds comparable assets in your portfolio, highlights risks, and drafts the memo in an editable Word format.
“Thanks to Teammate AI, we’re in a completely different space. Without them, we would be years behind.”
CEO Sante Realty, YPO Scottsdale
Member
CEO Sante Realty, YPO Scottsdale
Member
"Teammate AI's approach toward AI is spot on. AI is a tool for humans to enable better teamwork and build better client experiences."
Founder of Strategic Coach
Founder of Strategic Coach
“A great starting place for entrepreneurs.” Peter Diamandis, XPrize Founder
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