Scale your team without scaling your complexity.
Onboard new team members in days, not weeks. Ensure every deal is handled consistently - regardless of who's managing it.
How it works
New hires contribute from day one.
Every deal's full history - documents, decisions, communications - is in one place. New team members don't need three weeks of handover calls. They open the deal and get the full picture.
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…
Screening
Alpenstrasse 17
CHF 19M
Bahnhofstr. 1
CHF 32M
LOI
Bergweg 8
CHF 7.4M
Due Diligence
Seestrasse 12
CHF 14M
Distribute deal work across a growing team.
Assign deals, tasks, and checklists to specific team members. Track progress without micromanaging. The pipeline view shows who owns what and where every deal stands.
Every team member follows the same process.
Structured pipeline stages, mandatory data fields, and approval workflows mean quality doesn't depend on who's doing the deal. Junior and senior analysts work to the same standard.
Deals
25
Volume
CHF 184M
Top broker
JLL
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.
Institutional knowledge stays - no matter who's out of office.
Comments, decisions, and deal history are stored in the platform - not in someone's head or inbox. Whether someone is on holiday or moving on to their next chapter - nothing goes with them.
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.
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.