PURE Funds' Path to Scalable Transaction Processes
Screen more deals. Make clearer decisions. Identify risks.
01 Starting Point
PURE Funds is an active real estate investor focused on a structured, data-driven acquisition strategy. As the number of opportunities increased, so did the requirements for automation, transparency, and data quality in the transaction process.
Particularly in the early phase of offer evaluation, a growing bottleneck emerged:
- High manual effort in initial analysis and data capture.
- Information scattered across exposés, teasers, emails, and various documents.
- Structures for pipeline, due diligence, and decision-making foundations are currently not fully harmonized.
Previous workflows were primarily based on Excel lists, manual data consolidation, and individual folder structures. This approach worked in principle—but was time-intensive, error-prone, and made consistent, data-driven decisions difficult. With growing deal flow, this setup clearly reached its limits.
PURE Funds was therefore not simply looking for another tool, but for an approach that substantially improves and makes the entire transaction process scalable.
02 Solution
Goal
Reduction of manual effort, higher data quality, a transparent pipeline overview, and a standardized decision-making foundation for acquisition, leadership, and reporting.
Implementation
With AssetOS, PURE Funds chose an AI-powered all-in-one workspace for real estate transactions. Excel was deliberately abandoned to avoid media and version breaks and to further automate processes. AssetOS combines data and document management, screening, due diligence, and reporting in one central system. The migration was carried out with a clear focus on efficiency gains, transparency, and scalability in the acquisition team.
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Why AssetOS„AssetOS offers exactly what's missing in day-to-day transactions: a central, AI-powered workspace that structures data, accelerates processes, and makes decisions more informed."
„What used to require a lot of time and manual work is now structured and immediately available. This noticeably changes the quality of our decisions."
Tech-Setup - Before
- Excel lists for pipeline and analysis
- Manual data capture from exposés and teasers
- Individual folder and storage structures
- High time investment in screening and due diligence
- Inconsistent data quality and error-prone processes
Tech-Setup – With AssetOS
- Unified foundation for meetings, reporting, and decisions
- AI-powered screening of exposés and teasers
- Automated data capture and structuring
- Support in due diligence and document review
- Centralized Deal Operating System
03 Result
Even during ongoing use, clear added value is already evident. The initial analysis of offers is significantly faster, more structured, and more consistent. Relevant information is immediately available—without manual transfer or time-consuming consolidation.
The effect is particularly noticeable in the following areas:
- Faster offer review and structured decision-making foundations.
- Higher number of screened opportunities with the same resource allocation.
- Consistent, data-driven acquisition decisions.
- Reduced manual effort.
- Better overview of pipeline and status of all deals.
04 Recommendation
For PURE Funds, in addition to functionality, the way of collaboration with AssetOS was crucial. Direct access to the development team, short feedback cycles, and rapid implementation of new features made AssetOS an early true working partner.
The accuracy of the AI, the immediate access to relevant information, and the ability to test the system in your own workflow beforehand created trust. Ultimately, the deciding factors were the people behind the product and the shared commitment to continuous improvement.
On this basis, PURE Funds recommends AssetOS. The reason is clear added value:
- Efficiency gains in screening and due diligence.
- Standardized decision-making foundations for management and reporting.
- Scalable, centralized workflow for acquisition teams.
- Screen more deals, decide faster, identify risks earlier.
Roberto Lauener
Investment Manager
PURE Funds
„Working with AssetOS in three words:
Efficient. Transparent. Reliable. That's why I recommend AssetOS—it has measurably improved our acquisition process. We screen more deals, make more informed decisions, and have full transparency at all times. AssetOS makes a real difference in day-to-day work."
Roberto Lauener
Investment Manager
PURE Funds
