AI for CRE Executives – Instant Insights for Your Portfolio

It's your on-call financial analyst. We take your CRE portfolio data, store it securely, and layer on a private, finance-trained AI model so you can ask complex questions and get instant insights — no coding, no ChatGPT prompt engineering, no technical lift.

Here are a few examples:

• "Which loans in my portfolio are eligible for defeasance?"
• "What's the best strategy for optimizing my debt?"
• "Write a narrative summary for my investor report."
• "Analyze my current debt strategy and suggest changes."
• "We just closed Q2 — what should I be asking my property manager?"

Our platform is purpose-built for commercial real estate and finance—designed to deliver real value without complexity. Your data remains fully siloed and secure, never shared or used to train public models. There's no need for an enterprise license or a technical team to get started. You'll have built-in access to proprietary financial models, including advanced tools like interest rate forecasting. And when you need support, you won't be left with just a chatbot—you'll connect with real debt advisors who understand your business.

Designed for CFOs, finance leaders, and real estate owners who want fast, smart answers from their own data — without a team of analysts or Excel gymnastics.

Yes. Your data is hosted in a private cloud, completely siloed from other customers. Only you (and your approved users) can access it. We don't use your data to train other models.

Every subscription includes monthly strategy calls with our advisory team. We also update the AI models and add new capabilities regularly — no extra charge.

AI isn't a luxury anymore — it's a necessity. But building your own system or trying to make ChatGPT work for CRE is a waste of time. We've taken care of all the complexity. You get insights, not interfaces.