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Efficiency

Do more with the same team. Without the Excel chaos.

Eliminate duplicate data entry, manual status tracking, and scattered communication - so your team can focus on deals, not admin.

How it works

1Data Capture

No more copy-pasting between systems.

Deal data flows in once and populates everything - pipeline views, reports, checklists. No re-entering the same figures in a spreadsheet, a presentation, and a CRM.

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
2Pipeline

Live pipeline, zero manual effort.

Your pipeline is always current because every deal update happens in one place. No Monday morning status calls. No outdated trackers. Just open the board.

Live

Screening

Alpenstrasse 17

CHF 19M

Bahnhofstr. 1

CHF 32M

LOI

Bergweg 8

CHF 7.4M

Due Diligence

Seestrasse 12

CHF 14M

Alpenstrasse 17CHF 19MScreening
Bahnhofstr. 1CHF 32MScreening
Bergweg 8CHF 7.4MLOI
Seestrasse 12CHF 14MDue Diligence
3Document Management

All documents on the deal, not in inboxes.

Exposés, NDAs, appraisals, and contracts stored directly on the deal. Automatically categorized, instantly searchable. No digging through email attachments or shared drives.

Missing

4

Requested

3

Received

9

Accepted / N.A.

2

Document readinessCommittee prep
Lease agreementsReceived
Fire insurance policyRequested
CapEx historyMissing
4Collaboration

Every conversation in context.

Comments, emails, and decisions attached to the deal - not buried in inboxes. New team members get the full picture instantly. Knowledge stays when people leave.

Deal/Alpenstrasse 17/Communication
ToH. Müller <h.mueller@colliers.ch>
ReAlpenstrasse 17 — Anfrage Unterlagen

Guten Tag Herr Müller,

vielen Dank für Ihr Angebot bezüglich Alpenstrasse 17 zum Kaufpreis von CHF 19'000'000.

Für unsere Prüfung benötigen wir folgende Unterlagen für 8418 Schlatt: Grundbuchauszug, Mieterliste, letzte Jahresrechnung.

5Reporting

Reports for management, board, and trustees - that write themselves.

Generate pipeline summaries, portfolio overviews, and transaction reports from live data. Stop assembling slides manually before every quarterly review.

Deals

25

Volume

CHF 184M

Top broker

JLL

Transactions dashboard
Geography
Screening
12
LOI
7
DD
4
Won
2
6Document Generation

From deal to finished document in seconds.

Generate offer letters, IC memos, and factsheets directly from deal data. Set up a template once, then create with a click. No more manual assembly.

Deal Data

Objekt

Alpenstrasse 17, Schlatt

Kaufpreis

CHF 19'000'000

Nettomiete

CHF 98'000 p.a.

Rendite (netto)

4.8%

Strategie

Value Add

NBO Draft

Objekt

Alpenstrasse 17, Schlatt

Angebotspreis

CHF 18'500'000

Renditeerwartung

5.0% netto

Strategie

Value Add

Bedingungen

Vorbehalt DD

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 initiative

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.