The Data Room that actually Understands your deal
Upload investment documents. AI agents extract data, run analysis, and generate decision-ready outputs.
WHAT IS AGENTIC DATA ROOM
Purpose-Built Agentic Data Rooms
for Deal Analysis and Marketing
Each workspace contains specialized AI agents trained for specific financial workflows.
Financial Analysis
AI-powered document analysis, asset evaluation, and investor-ready content generation for Analysts and Sponsors
CMBS Workspace
End-to-end commercial mortgage underwriting — NOI normalisation, loan sizing, risk scoring, and lender-ready credit memos in minutes.
CRE Workspace
Dedicated tools for CRE brokers and sponsors — lease abstraction, offering memorandums, podcast generation, and property microsites.
PLATFORM OVERVIEW
Multiple Workspaces, One Platform
Financial Analysis, CMBS, and CRE run side-by-side
— same login, same credits, purpose-built environments.
HOW IT WORKS
The Flow – Step by Step
Every user follows the same core path, regardless of which workspace they are in.
Log In
Secure sign-in
Select Workspace
Financial, CMBS, CRE
Upload Docs
Reports, statements, files
Choose Agent
Select the right AI agent
Preview Cost
Cost estimate before run
AI Executes
AI agents analyze fast
Get Output
Structured reports
Share
Export and share
INCREASE PRODUCTIVITY
Stop Reading Documents. Start Analyzing Deals.
Run Structured, Secure Deal Workflows
Centralized documents in one secure workspace
Real-time activity tracking and audit logs
Pay only for the executed tasks
PROVEN TRACK RECORD
Trusted by analysts working with
PLANS & BILLING
Process More With Flexible Credit Bundles
COST COMPARISON
- •Typical 100-page investment memo + financial statements: ~$4 Analysis vs $500+ analyst time
- •Evaluate a 200-page investment package for ~$8 in minutes.
GET STARTED
Manage all your CRE work in one secure platform
Are you ready to make your analysis faster and more cost-effective?
