Parse documents, build connected models, compare scenarios, and move multifamily deals from first look to investment decision without rebuilding work in spreadsheets.

$279MM AUM

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$831MM AUM

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$1.4B AUM

$311MM AUM

$550MM AUM

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$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM
Cash Flow Portal connects the work that usually lives across spreadsheets, one-off AI prompts, PDFs, and email threads.
Move from broker packet to investment decision in one connected workspace.
Turn rent rolls, T-12s, and OMs into editable data for the model.
Compare scenarios, waterfalls, exports, and sensitivity analysis without spreadsheet sprawl.
Walk through the documents, metrics, process steps, and AI workflow decisions behind a commercial real estate deal.
The underwriting assistant is grounded in the actual model, documents, and deal context. It can help reviewers understand risks, pressure-test returns, and act on the same scenarios your team is modeling.
A chat tab can summarize pasted text, but it does not own the source rows, active scenarios, formulas, waterfalls, exports, or team permissions behind the deal.
The assistant can read underwriting context and support actions around scenarios, unit mix, rent comps, waterfalls, feeder funds, target metrics, and source-data review.
The workflow stays connected as a deal moves from document intake into analysis, scenario planning, investor-ready reporting, and team review.
Bring in rent rolls, T-12s, OMs, and supporting files.
Edit parsed rows, classifications, and assumptions before modeling.
Create unit mix, income, expenses, debt, capex, and return scenarios.
Use sensitivity analysis and metric basis controls to pressure-test outcomes.
Export reports, pitch decks, waterfalls, and shared underwriting views.
The overview page is the connected workflow hub: document intake, source-data review, modeling, diligence, AI assistant context, and shareable outputs.
Upload rent rolls, T-12s, OMs, and supporting files without splitting source data across disconnected tools.
Turn parsed data into unit mix, income, expense, debt, capex, and return scenarios inside one underwriting workspace.
Track notes, deadlines, stakeholders, documents, and AI assistant context around the actual commercial real estate deal.
Export reports, pitch deck sections, waterfall views, and sensitivity analysis when a deal is ready for review.
Cash Flow Portal uses AI parsing to turn PDFs and spreadsheets into editable source data for unit mix, income, expenses, and qualitative deal attributes.

Keep multifamily opportunities, lender deadlines, broker notes, rent comps, and historical deal context in the same place your team models returns.

Visualize lease expirations and unit-level rent data so renovation timing, turnover risk, and market-rent assumptions are easier to defend.

Our cloud underwriting model connects source data to scenarios, financing, waterfalls, feeder funds, and sensitivity analysis so the deal story stays consistent.

Use deal context, documents, assumptions, and model outputs to move faster than generic AI chats while keeping the underwriting trail attached to the opportunity.

Incorporate acquisition fees, asset management fees, IRR hurdles, feeder fund classes, and metric-basis views directly into the model.

Track diligence, prepare exports, and keep investment committee materials aligned with the model your team actually reviewed.

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