Investor Diligence Agent
Performs investment diligence on properties and portfolios — financials, market, legal, physical.
InvestmentDocument AI
Investor Diligence Agent
Polished agent demo — preview
Agent running
Agent thinking
- 1Reading inputs and pulling relevant context across systems…
- 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
- 3Executing steps with progress streaming back to the user.
- 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.
The problem
Diligence is people-intensive and quality varies. Small teams miss material issues until close.
What the agent does
- Reviews OM, rent rolls, T-12, leases, environmental, and zoning
- Builds the underwriting model and sensitivity analysis
- Drafts the IC memo with risk-ranked findings
Business value
Compresses diligence from 6 weeks to 8 days and catches deal-killers earlier.
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