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The deal agent

Give the assistant real deal work.

An agent that works from your reviewed deal record, source documents, and your team's rules, not a generic chat pane.

Explore the Example Deal

Fictional example · Southpoint Industrial Park

From a question to a reviewable proposal

Scripted example · Complete answer

Your task

Cross-check the rent roll, T-12, and OM for inconsistencies.

EQUIRE’s proposed answer

I found 2 proposed conflict resolutions that still need human approval:

  • Total SF: 182,350 (Rent Roll, 99%) vs 183,000 (OM, 85%). Proposal: use 182,350 because the suite-level rent roll is more granular.
  • Year Built: 2018 (Appraisal) vs 2019 (OM). Proposal: use 2018 based on the certificate-of-occupancy evidence.
  • Operating statement tie-out: base rent plus expense recoveries equals EGI, and EGI less operating expenses equals $2,888,349 NOI.

I can prepare the proposals, but a reviewer must approve them before the current edits are released.

Answer source references

Published source references only. Original files and excerpts are unavailable; source-linked does not mean independently verified.

Proposed changes · Human review required

Total SF
182,350 SF
Year Built
2018

These are unresolved current edits. A reviewer must decide before a new release; the released snapshot remains separate.

Southpoint Industrial Park · fictional scripted answer. Current proposals remain separate from Released Deal Data v3.

Ask a question. Then ask it to update the work.

Works from the deal record

  • Starts from your extracted, reviewed deal data. Web and market research only when you turn them on.
  • Cites the source document for each figure it uses, with the page or cell when one is recorded.
  • Knows each value's review state and labels preliminary figures as preliminary.

Handles the prep work

  • Re-runs sensitivities and scenarios on the live model.
  • Reconciles extraction conflicts across the rent roll, T-12, and appraisal.
  • Drafts IC memo sections and turns open items into diligence tasks.

Your team keeps control

  • Flags open conflicts and review items before values move downstream.
  • Records what it did, so the deal has a decision trail.
  • Every action is logged with who asked for it and who approved it.
Ask the assistant

What's our riskiest assumption on this deal?

EQUIRE

The 3.5% rent growth is above the submarket comp set, which is trending closer to 2.5%.

“Lower it to 2.5% and re-run” updates the model and records where the new assumption came from.

Draft the market section of the IC memo.

EQUIRE

It pulls the released market research and comps for this submarket.

Writes the section with [Source: …] citations as a tracked edit, ready for review.

8
Common deal file types
11
Deal stages connected
4
Decision-ready outputs
12
IC memo sections drafted

See EQUIRE on your next deal.

Explore the Example Deal