Compliance that builds itself as you work.
Rejection reasons documented, investment guidelines provable, process steps auditable - with no extra effort from your transaction team.
How it works
The process builds itself as you work.
AssetOS automatically generates a complete audit trail for every decision on a deal - whether approval, rejection, or team comment. Documentation and compliance obligations on autopilot.
Swiss Core Residential
KO criteria applied automatically after extraction.
Missing anchor tenant appendix
Parking ratio mismatch
Roof survey quote pending
Every rejection - with documented reasons, automatically.
Incoming deals are evaluated against your investment criteria. Deals that don't qualify receive a documented rejection. No auditor needs to ask why a deal was turned down - the reason is already there.
Investment guidelines built directly into the process.
Configure your search profiles against investment criteria - price range, asset type, canton, building zone. Every incoming deal is evaluated automatically. Compliance isn't a separate check at the end - it's part of every step.
Missing
4
Requested
3
Received
9
Accepted / N.A.
2
Dashboards
Recipients
Ready for your next audit.
Auditors and boards see not just the outcome - but every decision step behind it. Complete transaction history, provable process steps, exportable reports. No gaps, no rework.
Equal treatment in deal allocation - operational and documented.
Managing multiple vehicles? AssetOS documents the allocation of properties under review according to the principle of relative equal treatment (AMAS RL Immobilienfonds, Rz. 57-58). Every allocation decision is traceable - who confirmed it, which fund was considered, and why. Your internal allocation directive becomes operational.
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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.
See AssetOS in action
A short demo to show how AssetOS fits into your workflow.