Scale Your Deal Flow
Not Your Headcount
Agentic Data Room gives investment teams of any size. From a single analyst to a full desk. A fleet of specialist AI agents that run institutional-grade analysis, scenario planning and create a structured export - within minutes, not weeks for less than $5 per asset
Run a Live Analysis at $5Less than the cost of an hour of analyst time
Orchestrator, analyst, legal, diligence, marketing.
64 questions answered from your documents.
Industry specific KPIs, Digital Asset Structure and evaluation
Stop reading documents. Let AI Agents read them for you
See how CRE analysts and fund managers use the Agentic Data Room to cut through stacks of offering documents and get to the numbers that matter: NOI, DSCR, LTV, and scenario models in minutes, not days.
A full analyst team
running inside your documents
Five roles you'd otherwise have to hire, budget for, and manage - running as one coordinated system. Agentic Data Room puts a fleet of specialist AI agents to work on your financial documents. Upload a loan package, an offering memorandum, or a fund document and watch Orchestrator Omni route the work to the right agents in real time.
- Analyst Annie runs the underwriting model.
- Legal Lori abstracts loan terms and covenants.
- Diligent Dave answers deal questions from source documents.
- Marketing Mary packages everything into an investor-ready credit memo.
Every step is observable, exportable, and auditable.
Designed for
Whether you're a team of one or a full desk, Agentic Data Room scales with you, not your payroll
Investment Analysts & Underwriters
Run NOI, DSCR, LTV and stress scenario modeling on uploaded documents. Get citation-backed answers from Agents - in minutes, not days.
Fund Managers & LP Relations Teams
Auto-complete ILPA DDQ 2.0 across 20 sections, generate LP reporting packages, and produce AI podcast briefings for IC preparation and partner review.
Equity Research & Trading Desk
Run Quick Snapshot BUY/HOLD/SELL signals, deep Sentiment Analysis across news and social signals, and extract structured data from any public company's SEC filings - on demand.
Built on institutional AI infrastructure
From document upload to deal-ready output
Choose your intelligence mode
Select from Asset Analysis, Trading Bot, SEC Filings, Podcast Generator - each purpose-built for a different financial task.
Upload documents
Drop PDFs, XLSX, or CSV files for document-based analysis - or enter any public stock ticker to pull live SEC filings and trading signals instantly.
Agents run in real time
Watch specialist agents extract, model, and package findings - with live orchestration steps, flagged risks, and citation-backed outputs at every stage.
Export structured outputs
Download credit memos, DDQ packages, underwriting reports, trading signal reports, SEC filings extracts, and podcast episodes - or embed analyses in internal portals.
Five specialists,
One orchestrated fleet
- Orchestrator Omni - The deal lead you won't need to hire. Routes tasks to the right specialist agents and triggers multi-agent pipelines for every deal type.
- Analyst Annie - The underwriting analyst you won't need to hire. Computes NOI, DSCR, LTV, cap rate, and stress scenarios from uploaded financial documents.
- Legal Lori - The loan and covenant associate you won't need to hire. Extracts and structures key loan terms, covenants, triggers, and rent escalations from complex agreements.
- Diligent Dave - The due diligence hire you won't need to make. Answers structured and ad-hoc deal questions directly from source documents, hallucination-free.
- Marketing Mary - The deal packaging coordinator you won't need to hire. Converts deal findings into investor-ready credit memos and structured marketing content.
Every analysis is different
Your agents are ready
Schedule a 30-minute call. We'll run a live workflow on your documents. Asset analysis, SEC filings extraction, trading signals, or a full CMBS agent pipeline and show you exactly what Agentic Data Room produces end-to-end.
A junior analyst costs $70K+ a year. Agentic Data Room costs less than $5 a deal.
