The AI-native transaction management system
From deal intake to signing.
Built for real estate teams that acquire, divest, and develop. Designed for the AI era.
Every deal starts with work that nobody would call value creation.
Before a single number gets checked, the manual groundwork begins. That is exactly where teams lose time, focus, and speed.
Manual data entry
Addresses, figures, PDFs, and attachments are transferred by hand. Only then does the actual review begin.
Admin instead of analysis
Senior profiles spend time on data capture and maintenance. Less capacity remains for valuation and negotiation.
Excel workarounds
New lists and helper tools keep emerging around the process. Every edge case makes the setup more fragile.
Slow triage
Relevant information has to be gathered from scattered sources. This slows down every initial review unnecessarily.
The Platform
Everything your transaction team needs
Deal tracking, pipeline meetings, resource planning, management / board reporting, market insights
Deal Intake
Every deal, structured from the first email.
Re: Alpenstrasse 17
Sehr geehrter Herr Muster, Anbei schicke ich Ihnen eine top Möglichkeit.
Re: Hauptstrasse 25
Hallo Frau Schmidt, Ich hoffe, es geht Ihnen gut. Hier ist das Angebot…
Re: Lindenweg 3
Guten Tag Herr Müller, Ich freue mich, Ihnen die Ergebnisse unserer letzt…
Pipeline
Run your pipeline meeting from one live view.
Screening
Alpenstrasse 17
CHF 19M
Bahnhofstr. 1
CHF 32M
LOI
Bergweg 8
CHF 7.4M
Due Diligence
Seestrasse 12
CHF 14M
Analysis
One deal, one workspace. Everything in context.
Alpenstrasse 17
Kaufpreis
CHF 19M
Angebotspr.
Nettomiete
CHF 98k
p.a.
Rendite
4.8%
Netto
Fläche
1'240 m²
Nutzfläche
AI Due Diligence
Upload the documents. Get the findings.
Legal
Technical
Commercial
Tax
Collaboration
One place for your team and your counterparties.
Guten Tag Herr Müller,
vielen Dank für Ihr Angebot bezüglich Alpenstrasse 17 zum Kaufpreis von CHF 19'000'000.
Für unsere Prüfung benötigen wir folgende Unterlagen für 8418 Schlatt: Grundbuchauszug, Mieterliste, letzte Jahresrechnung.
Reporting
Reports for management and board committees.
Deals
25
Volume
CHF 184M
Top broker
JLL
CRM
Every email, in the context of your deal.
Document Generation
IC Memos, NBOs/BOs, rejections. Generated, not drafted.
Objekt
Alpenstrasse 17, Schlatt
Kaufpreis
CHF 19'000'000
Nettomiete
CHF 98'000 p.a.
Rendite (netto)
4.8%
Strategie
Value Add
Objekt
Alpenstrasse 17, Schlatt
Angebotspreis
CHF 18'500'000
Renditeerwartung
5.0% netto
Strategie
Value Add
Bedingungen
Vorbehalt DD
Transaction types
Acquisition, divestment, or development - your team works in one system.
Source smarter. Screen faster. Invest with confidence.
- AI-powered capture of exposés and investment memos
- Structured pipelines with live status for efficient pipeline meetings
- Standardized, fact-based investment memo
Manage your buyer pipeline. Run a structured sales process.
- Track every buyer and NBO in a dedicated pipeline
- Know exactly who has received the IM, signed the NDA, and gone cold
- Never brief your CFO from memory again - deal status on demand
Source and track development projects - in the same workspace.
- One pipeline for existing assets and project acquisitions, side by side
- Structure every site from first feasibility to signing
- Same team, same tool - whether you're buying Bestand or a development project
Customer stories
Don't take our word for it.
“Our pipeline meetings are significantly more structured.”
John Iseli, Investment Manager
“What used to take hours of manual work is now structured and instantly available. It noticeably changes the quality of our decisions.”
Roberto Lauener, Investment Manager
“AI-powered pipeline management, deal documentation, and reporting in one platform. It saves our transaction team a significant amount of time.”
Gilles Wilten, Head of Transaction Management
Privacy & Security
Your privacy, our priority.
Built for teams that don't compromise on data sovereignty.
Data Residency
Data Residency, Your Choice
Switzerland or EU - you decide where your data lives. Full sovereignty, zero compromise.
- AWS Zürich for Swiss clients
- AWS Frankfurt for EU clients
- Data never leaves your chosen jurisdiction
No model training
AI Without Compromise
Your data is never used for model training. Full transparency on how AI processes your documents.
- No model training on your data
- AI models hosted in Switzerland & EU
- Zero data retention by AI providers
27001 · GDPR
Enterprise-Grade Security
Built on certified infrastructure with enterprise security controls you can trust.
- ISO 27001 certified infrastructure
- GDPR and nDSG compliant
- Encryption at rest & in transit, RBAC, RLS, SSO