Intelligence-Grade
Deal Analysis
Modeled after military intelligence analysis and data handling workflows — structured data collection, multi-source verification, cross-validated analysis, and actionable briefings.
Applied to commercial real estate and business transactions.
The Approach
Three principles borrowed from intelligence analysis, applied to deal underwriting.
Structured Collection
Code extracts every data point from uploaded documents exactly as it appears. No AI interpretation of numbers. Raw figures, line items, and terms are pulled verbatim with page-level citations.
Multi-Source Verification
Extracted data is cross-referenced against market sources, public records, and comparable transactions. No single data point stands alone without corroboration.
Actionable Briefings
Seven specialist reports synthesized into an executive package with capital matches and communication drafts. Every finding cited to its source document and page.
The Analysis Team
Nine specialist agents, each with a defined role in the intelligence pipeline
Jacob
Platform Architecture
Designed the intelligence pipeline that coordinates 9 specialist agents from extraction through capital matching. The system architecture mirrors military intelligence workflows — structured collection, cross-validation, and actionable output.
“The machine handles the grunt work. The human reviews, verifies, and makes the final call.”
Alison
Personal Deal Assistant & Chief of Staff
Your primary point of contact. Alison manages the deal room, coordinates the specialist agents, and ensures everything runs smoothly.
“Let me get that analysis started for you. I'll coordinate with the team on this.”
Chloe
VP of Investor Relations
Chloe manages the diplomacy. She drafts messages to sponsors and structures pitch emails to capital providers to ensure clarity and high engagement.
“It's not just what you ask, it's how you ask it. I'll get us the documents we need without spooking the sponsor.”
Leo
Chief Investment Strategist
Leo is the storyteller. He takes the raw data from the analysts and synthesizes it into a compelling narrative that highlights the investment thesis.
“Investors don't buy spreadsheets; they buy stories backed by data. Let's weave these numbers into a thesis they can't ignore.”
Victor
Head of Capital Markets
Victor is the matchmaker. He understands the specific "buy boxes" of capital providers and matches the deal to the right source.
“I don't blast deals to a list. I know exactly who wants this asset class, and I know how they want it served.”
Marcus
Lead Quantitative Analyst
Marcus lives in the spreadsheets. He handles pro-forma validation, debt service coverage ratios (DSCR), and sensitivity analysis.
“Optimism is not a strategy. I don't care if the building is pretty; I care if the debt coverage holds up in year three.”
Maya
Head of Market Intelligence
Maya looks outward. She runs web research to find rent comps, vacancy rates, local economic drivers, and demographic shifts to validate if the location supports the deal.
“Data is living. A census report from two years ago won't tell you about the coffee shop opening next door that's going to drive up rents.”
Arthur
Senior Asset Specialist
Arthur brings the "boots on the ground" experience. He analyzes the physical characteristics of the asset, renovation budgets, CapEx plans, and property condition.
“You can change the tenants, but you can't change the foundation. Let's see what this building is actually made of.”
Julian
Director of Due Diligence
Julian is the investigator. He validates the sponsor's track record, cross-references background data, and builds the "Trust Profile" so capital providers feel safe.
“A great deal with a bad operator is a bad deal. My job is to make sure the person signing the checks is who they say they are.”
Grace
Compliance & Audit Lead
Grace is the safety net. She doesn't generate new data; she verifies it. She ensures every claim is cited, sourced, and free of hallucinations.
“If you can't cite the source, delete the sentence. Accuracy is the only metric that matters to me.”
Built for the Individual
Solo capital advisors. Boutique firms. Independent sponsors.
- —Not enterprise software. No 6-month implementation. No sales calls.
- —Sign up, upload a deal, get the analysis.
- —Nine agents run extraction, financial modeling, market research, sponsor vetting, QA, executive synthesis, capital matching, and outreach drafting.
- —Every claim cited to its source. Every number traced to the document.