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AI underwriting parser for commercial real estate documents

Transform rent rolls, T-12s, and offering memorandums into editable source data for unit mix, income, expenses, and the underwriting model.

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Underwriting ai parsing
Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

AI underwriting suite

One connected underwriting workspace for the whole deal.

Cash Flow Portal connects the work that usually lives across spreadsheets, one-off AI prompts, PDFs, and email threads.

Source-data workflow

Parsing is only useful when the output is reviewable.

Cash Flow Portal keeps AI-extracted data visible, editable, and connected to downstream commercial real estate underwriting assumptions.

Rent rolls

Turn unit data into model inputs

Extract unit mix, in-place rent, market rent, lease dates, and source rows from PDFs and spreadsheets.

T-12s

Classify operating history

Review parsed income and expense line items, reclassify rows, and reuse those classifications on future deals.

OMs

Capture qualitative assumptions

Pull attributes like year built, roof, plumbing, and wiring details into the underwriting record.

Source data

Edit once, regenerate downstream

Update the parsed source data and regenerate unit mix, income, and expenses without starting over.

Ingest rent rolls before the acquisition meeting

Our continuously improving AI model parses PDF and Excel rent rolls into editable commercial real estate underwriting data, saving time before every first-pass analysis.

Ingest rent rolls before the acquisition meeting

Handle messy PDF rent rolls without manual cleanup

Many commercial real estate rent rolls arrive as PDFs, scanned exports, or inconsistent spreadsheets. Cash Flow Portal is built to turn those files into structured rows your team can review.

Handle messy PDF rent rolls without manual cleanup

Visualize parsed rent data before it hits the model

Once a rent roll is parsed, review rent statistics, lease expiration dates, and unit-level patterns before deciding how aggressive the business plan should be.

Visualize parsed rent data before it hits the model

Try parsing without a heavy implementation project

Create an account, upload sample documents, and see whether the parsed output gives your acquisition team enough confidence to move faster.

Try parsing without a heavy implementation project

Review source data instead of trusting a black box

Edit parsed source rows directly, then regenerate unit mix, income, and expenses without re-uploading the same document or rebuilding assumptions.

Review source data instead of trusting a black box

Parse T-12s into operating-history assumptions

Convert T-12 PDFs and spreadsheets into classified line items for income, expenses, trends, and pro forma review.

Parse T-12s into operating-history assumptions

Extract OM details that matter for diligence

Upload an offering memorandum and extract attributes like wiring type, plumbing type, year built, roof materials, and other qualitative facts that affect diligence.

Extract OM details that matter for diligence

Keep every classification auditable

After parsing a T-12, review raw data and parsing details, reclassify line items, and save those classifications for future commercial real estate underwriting work.

Keep every classification auditable

Match the categories your team already uses

Customize expense categories, combine or separate utilities, and teach the parser to recognize the way your team structures operating statements.

Match the categories your team already uses

Reuse pro formas across similar deals

Save recurring pro forma assumptions for closing costs, CapEx, and custom expenses so future deals start closer to investment-committee quality.

Reuse pro formas across similar deals

Trusted and recognized

Best estimated return on investment in Summer 2024Best meets requirements in Summer 2024Best results in total in Summer 2024Best usability in Summer 2024Users most likely to recommend in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest admin in Summer 2024Easiest to set up in Summer 2024Easiest to use in Summer 2024Highest user adoption in Summer 2024Leader in Summer 2024Best support and quality of support in Summer 2024
System and Organization Controls (SOC) for Service Organizations
G2
Five star ratings
G2- out of 5
Capterra
Five star ratings
Capterra- out of 5
Backed by Y Combinator
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