Practitioner-Built Workflows

The AI playbook your
real estate firm actually needs

Downloadable guides and toolkits for asset management, deal sourcing, and LP reporting. Built on a live portfolio. Not a lab.

3 Workflow Pillars
$9 Full Toolkit
15+ Years in RE
The Story

We didn't build these workflows for a product launch. We built them because we needed them. Our team manages real assets across Northern California. Every workflow in this toolkit runs on our own portfolio, every day, on live deals. Now we're packaging what works and sharing it with firms like ours: family offices, owner-operators, and small PE shops that don't have a $50K software budget but still need institutional-grade operations.

Three Pillars

Agentic AI workflows across the full GP lifecycle

01

Asset & Portfolio Management

Automated reporting, variance detection, and portfolio-level pattern recognition that runs while you sleep.

  • NOI trend analysis and anomaly alerts
  • Lease abstraction and renewal tracking
  • Capex prioritization workflows
  • Automated investor reporting drafts
02

Sponsor Evaluation & Deal Sourcing

Screen operators and surface deals with structured AI workflows instead of spreadsheets and gut calls.

  • Sponsor track record analysis
  • Market screening and deal scoring
  • Due diligence document parsing
  • Comp set assembly and benchmarking
03

LP Relationship Management

Keep your capital partners informed and engaged without burying your team in quarterly updates.

  • Automated LP letter generation
  • Distribution waterfall summaries
  • Capital call and commitment tracking
  • Relationship touchpoint scheduling
What You Get
Free Guide
$0
A single-pillar starter guide covering one workflow area in depth. Includes step-by-step implementation instructions, prompt templates, and the exact tool stack we use. Enough to prove the approach works on your portfolio.
Full Toolkit
$9
All three pillars. Complete workflow documentation, prompt libraries, integration guides, and the operational playbook we run on our own assets. Updated as we refine the workflows on our live portfolio.
Implementation
Waitlist
We help your firm build these workflows internally. Hands-on implementation, custom to your portfolio, your tech stack, and your team's existing processes. Limited availability.
LP Access
Waitlist
We run a co-GP platform and selectively open it to aligned capital partners. If you're a family office or allocator looking for operators who run on these systems, this is for you.

The firms that move first will operate differently than everyone else

AI workflows are not a nice-to-have for real estate operators. They're the new baseline. The question is whether you build them from scratch or start with what already works.