Developers & Asset Managers
Instant, trusted answers on the numbers that run your portfolio, so your team manages assets instead of hunting for facts.
Unlock more value from every asset you manage.
Strong asset management comes down to knowing what's happening across your portfolio: income, expenses, capex, compliance as well as acting before value leaks. But that intelligence is buried in the densest documents in real estate: thousand-page closing binders, rent rolls, P&Ls, environmental studies, appraisals, and loan docs.
We give asset managers instant, trusted access to their entire portfolio's data. Ask a critical question about loan covenants, budget variance, lease terms or a capex figure and get a comprehensive answer in seconds, every one linked back to the source document and page so it can be verified.
Julia, a document retrieval agent built on a real estate data layer
The first customer for Julia was a New York City property management and asset management company that needed faster access to the information buried across its operating records: leases, invoices, vendor contracts, owner communications, building documents, financial reports, and historical files.
Before Julia, the team spent more than 60% of its time digging through email and OneDrive to find the data needed to answer questions, prepare updates, and move work forward. Julia now handles that search layer. It sits on top of a structured data layer that ingests and organizes the company's records, preserves source links, and lets the team ask questions in plain English.
Instead of searching through folders, inboxes, and disconnected systems, users can ask for the document or answer they need and get a response tied back to the underlying source.
The same architecture applies directly to developers and asset managers. Closing binders, rent rolls, P&Ls, loan agreements, HAP schedules, environmental reports, insurance policies, vendor contracts, and compliance documents all become more useful once they are organized into a searchable, citation-backed data layer.
Help your team spend more time managing assets instead of gathering facts.
Instant, trusted access to the income, expense, capex, and compliance data locked in your portfolio's documents.
Finding the right documents and information
Looking for a portfolio building's current HAP rent schedule? Combing through cloud storage for the exact DSCR loan covenant buried in a 2,000-page closing binder from five years ago? Digging through email for the latest property insurance policy?
We ingest, aggregate, and index the raw data into a single, searchable, citation-backed source of truth so any of those answers is a question away, with a link straight to the source.
Getting structured reporting from unstructured data
The most important data often lives in the documents that are hardest to read quickly: monthly P&L statements, rent rolls, Phase I environmental studies, appraisal reports and scanned vendor contracts. Real estate is complex, and its information lives in complex, sometimes messy documents. Getting answers or running a report against that data usually means hours of pulling and validating figures by hand.
Our AI solutions extract any piece of information from those sources and give you answers in seconds, not hours.
Monthly financial review
A key part of the asset manager's job is spotting patterns and outliers, especially in the monthly financials. But before any trend-spotting can happen, the data has to be prepared, and that means laborious collection and entry, endless email chains, and checking actuals against budget.
Our solutions use AI to speed up fact-gathering and budget-variance calculations, and to run comparisons against prior historical context so anomalies get flagged early. You spend your time understanding how revenues and expenses are actually moving and walk away from each month's review with a deeper grasp of the property faster, with the routine work already done.
Compliance monitoring
Compliance is non-negotiable in an industry with layered local, state, and national regulation and complex financing structures. Loan covenants, HAP contract terms, audit filings, investor reporting, municipal inspections, all of it has to be tracked, and the information needed to do so is scattered across hundreds of documents.
Our systems surface and track these terms both on demand and proactively, so you get answers in seconds and see issues before they become problems.
Vendor tracking and income contract management
When is the sprinkler repair contract up for renewal? How much did we spend on pest control last year? How much revenue is due from the cell tower lease?
We put this information in one place and let you answer these questions instantly, using AI-powered search and indexing across your own records, for both the money going out and the money coming in.
Make your portfolio records usable.
If the information that runs your assets is buried in binders, folders, email, and spreadsheets, we can help you build the data layer and AI retrieval system on top.