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1.0 Deal Intake

Deal intake without data entry

Exposés and teasers are automatically read, structured, and added to your pipeline - ready to evaluate.

Without AssetOSWith AssetOS
VeriumPureB+V UnionGreysky Properties HoldingInfinitas CapitalInfinitas CapitalHelveticaGRUNDWERTVeriumPureB+V UnionGreysky Properties HoldingInfinitas CapitalInfinitas CapitalHelveticaGRUNDWERT
1.1Capture

Exposé, teaser, IM, process letter, or email content.

Forward an exposé, upload a teaser or information memorandum, or paste in a process letter and email content. However the deal comes in – AssetOS picks it up.

Outlook

Re: Alpenstrasse 17

Sehr geehrter Herr Muster, Anbei schicke ich Ihnen eine top Möglichkeit.

4
Send
Outlook

Re: Hauptstrasse 25

Hallo Frau Schmidt, Ich hoffe, es geht Ihnen gut. Hier ist das Angebot…

5
Send
Outlook

Re: Lindenweg 3

Guten Tag Herr Müller, Ich freue mich, Ihnen die Ergebnisse unserer letzt…

6
Send
1.2Extract

Automatically read, structured, ready for your review.

AssetOS extracts all relevant information from the documents - property data, pricing, contacts, key figures - and structures it for your review.

CHF 8'200'000
Lindenweg 3

Lindenweg 3

1

3011 Bern

Wohnen
Core
CHF 12'500'000
Hauptstrasse 25

Hauptstrasse 25

3

8001 Zürich

BüroAssets
Core Plus+2
CHF 19'000'000
Alpenstrasse 17

Alpenstrasse 17

2

8418 Schlatt

MischnutzungAssets
Value Add+1
Erstellt
1.3Match

Automatic matching against your acquisition profile – for one or multiple vehicles.

Every incoming deal is checked against the acquisition profiles of your vehicles. You see instantly which fund or mandate it fits – and which ones it doesn't.

Gewerbe Suchprofil

KaufpreisCHF 5M – 25M
AssettypMischnutzung
LandSchweiz
KantonNicht eingeschlossen
BauzoneKernzone
1.4Decide

Triage - every decision on the record.

Yes, No, or Maybe - on the deal itself, not in a chat or someone's head. Every assessment is saved, every opinion visible. Your team always knows where a deal stands and why.

Inbox/Alpenstrasse 17
AblehnenPipeline
Suchen…

Alpenstrasse 17, Schlatt

CHF 19'000'000Mär 11

Hauptstrasse 25, Zürich

CHF 12'500'000Mär 11

Lindenweg 3, Bern

CHF 8'200'000Mär 3

Adressdetails

Alpenstrasse 17, Schlatt

Ankaufsprofil-Matching

Investorenfirmen

assetos.ch

Wohnen Suchprofil

Passt nicht

HEV Verwaltungs AG

Wohnen Suchprofil

Passt nicht
Gewerbe Suchprofil
Wohnen Suchprofil

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

Forward any broker email to your dedicated AssetOS inbox. Our AI reads the email and attachments, extracts property details, pricing, contacts, and documents, and creates a structured deal - typically in under 30 seconds.

See AssetOS in action

A short demo to show how AssetOS fits into your workflow.