Your templates. Your documents. One click per deal.
Document generation that works with your templates, your formats, and your SharePoint.
Prepare once. Generate on every deal.
Upload your DOCX or PPTX template, map the deal variables once, and generate a fully populated document on any deal with one click. No reformatting. No copy-pasting.
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
Works in DOCX and PPTX.
Whether your team produces NBOs/BOs, IC memos, presentations, or bank documents - AssetOS fills every format with your existing corporate identity, branding, and structure intact.
Deal overview
Risk summary
Recommendation
Lands directly in your SharePoint.
Generated documents are automatically uploaded to the deal's SharePoint folder. No manual filing, no version confusion - the right document is always in the right place.
Share via link or download.
Every generated document gets a shareable link with a built-in Office preview - no download required. Or export and send directly from AssetOS via Outlook or Gmail.
Dashboards
Recipients
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.