Your team receives dozens of exposés by email every week. Each one is manually transferred into Excel, checked against the acquisition profile, and filed somewhere. What if the entire process ran on one platform?
How it works
Every exposé, captured automatically.
Forward the seller email - done. AssetOS reads the exposé, extracts every data point, and creates a structured deal. Instantly. No copy-pasting, no intake spreadsheet, no analyst retyping data.
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…
Swiss Core Residential
KO criteria applied automatically after extraction.
Screened against your acquisition profile, instantly.
Every deal is automatically matched against your acquisition profiles. KO criteria kick in immediately. Before the morning meeting, you see what fits, what needs follow-up, and what to reject.
Every deal, every status - live and visible to everyone.
Kanban, list, or map - however your team works. No manual status updates. The pipeline is current because the deals are.
Screening
Alpenstrasse 17
CHF 19M
Bahnhofstr. 1
CHF 32M
LOI
Bergweg 8
CHF 7.4M
Due Diligence
Seestrasse 12
CHF 14M
Pipeline meeting at your fingertips.
A shared board showing the status of every deal - by stage, provider, captain, and geography. No prep needed, no manual consolidation. Just open and go.
From screening to IC memo. No copy-paste.
DD findings captured, documents tracked, readiness visible at a glance. The investment committee gets a prepared case - not a summary from memory, not slides assembled the night before.
Missing
4
Requested
3
Received
9
Accepted / N.A.
2
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.
Explore more solutions
By transaction type
By initiative
Efficiency & Professionalization
Eliminate manual work and build institutional-grade processes.
AI Use Cases
Automate extraction, screening, and document generation with AI.
Team Growth
Scale your team without scaling complexity.
New Platform Setup
Professional transaction infrastructure for a new fund - from day one.
Compliance
Rejections documented, investment guidelines provable, audit-ready.
See AssetOS in action
A short demo to show how AssetOS fits into your workflow.