Your team aligned - without the status meeting.
Status updates, notes, tasks, and deadlines - all on the deal. No side channels.
Deal status that lives on the deal.
Post updates directly on the transaction. Every assessment, every decision, every broker call - documented where it matters. No one hunts through MS Teams or email to find out where things stand.
Met with broker. Property condition better than expected.
IOI submitted at CHF 18.5M. Awaiting response.
Initial screening complete. Moving to LOI phase.
Context that stays with the deal.
Notes, meeting summaries, and broker intel - attached to the transaction, not buried in a shared drive. Your team picks up any deal in seconds, even months later.
Meeting Notes — 15.03.2025
• Seller motivated, timeline Q2 2025
• Tenant mix: 60% residential, 40% commercial
• Cap rate acceptable at current asking price
Next Steps
• Schedule site visit with @Laura
• Request updated rent roll from broker
Every deadline visible. Nothing falls through.
NBO/BO deadlines, site visits, DD kick-offs - all on a shared timeline, synced to the deal. See what's due this week across your entire pipeline without opening a separate calendar.
Tasks on the deal, not in a separate tool.
Assign tasks with owners and due dates directly on a transaction. Review tenant register, request building survey, draft NBO/BO terms - tracked where the work happens.
Explore the platform
01Deal Intake
Every deal, structured from the first email.
02Pipeline
Run your pipeline meeting from one live view.
03Analysis
One deal, one workspace. Everything in context.
04AI Due Diligence
Upload the documents. Get the findings.
05Collaboration
One place for your team and your counterparties.
06Reporting
Reports for management and board committees.
07CRM
Every email, in the context of your deal.
08Document Generation
IC Memos, NBOs/BOs, rejections. Generated, not drafted.
FAQ
See AssetOS in action
A short demo to show how AssetOS fits into your workflow.