Turn CRE deal chaos
into investment decisions you can defend.
EQUIRE helps CRE investment teams turn fragmented deal evidence into source-grounded assumptions, visible diligence risks, valuation context, and IC-ready decision records.
Numbers that point back to their source.
Select a value to see the document it came from, with the page or workbook cell when one is recorded. Values with open conflicts or review items wait for a reviewer before release, and the source link stays attached through valuation and the IC memo.
- Building area312,000 SF
- Clear height32 ft
- Offering price$24,500,000
- Price per SF$78.53
- Loading48 dock doors
Purchase price $24.5M. Source: Offering memorandum, page 2, “Offering price”.
Turn source documents into underwriting inputs.
Upload the OM, rent roll, T-12, leases, and diligence files. EQUIRE abstracts the deal data, flags conflicts, and links each value to the document it came from, with the page or cell when one is recorded.
Your team reviews the call. EQUIRE handles the document work.
Keep your model, memo, and approval process.
EQUIRE adapts to your underwriting model, IC memo format, diligence checklist, investment criteria, and asset-class standards. Approved assumptions flow into valuation work and IC materials without another handoff.
Your team keeps the standards. EQUIRE keeps the work moving.
Delegate bounded deal-preparation tasks.
Ask it to run sensitivities, update IC memo sections, compare source documents, prepare next-step tasks, and flag assumptions that still need approval. It works from the reviewed deal record and your team rules.
EQUIRE does the prep and workflow tasks. Your team makes the investment call.
3 material assumptions need reviewer approval
Every deal gets one clear record.
Extracted data, assumptions, risks, approvals, valuation, and memo outputs stay connected in one source-linked workspace. The team can move faster without losing control of the recommendation.
Agents that work the way your team works.
Map EQUIRE to your model, memo template, diligence checklist, approval gates, and asset class standards. Its agents follow your process, so analysts spend more time on the deal and less on the handoffs.
Give every deal a clear path from intake to IC.
Intake, document abstraction, underwriting, diligence, valuation, and IC work stay in one source-linked operating record.
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Good fits and weak fits arrive together. Analysts spend time sorting before they can underwrite.
With EQUIREEQUIRE applies mandate filters, required fields, and intake rules so the team can decide what deserves review.
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Analysts spend the first pass manually entering OM, rent roll, T-12, and lease data.
With EQUIREEQUIRE converts source documents into structured underwriting inputs, flags conflicts, and links each value to the document it came from.
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Checks depend on memory, email threads, and spreadsheet notes.
With EQUIREValues with open conflicts or review items wait for a reviewer, and each keeps its source document and review state.
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Model inputs, lease data, and memo language drift apart as the deal changes.
With EQUIREApproved assumptions move into valuation and memo work from the same reviewed record.
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Open issues scatter across email, docs, and meetings.
With EQUIRERisks, owners, deadlines, and phase gates stay visible in one deal workspace.
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Memos, lender packages, and LP updates get rebuilt from the same data by hand.
With EQUIREIC, lender, and LP outputs draw from the reviewed record, with sources attached.
Every deal preserves what mattered: why it fit, what failed review, which risks changed the recommendation, and which standards applied. The next deal starts with that context.
Analyze more deals.
Defend better decisions.
EQUIRE guides the CRE deal cycle from source documents to IC materials, so your team can spend less time managing the process and more time making the investment call.
See EQUIRE on one of your live deals.
Book a private walkthrough and we'll show how EQUIRE helps CRE teams analyze more deals, more thoroughly, with your process built in.