Why teams choose AssetOS over Excel & SharePoint
Spreadsheets got you started. AssetOS gets you further - with structured deal flow, AI-powered screening, and live pipeline visibility. No more version conflicts. No more manual consolidation.
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Three people edited the same deal sheet overnight. Monday morning, nobody knows which version is current - and the numbers don't match.
Every Monday starts with 30 minutes of copying data from individual spreadsheets into the master pipeline file - before anyone can discuss actual deals.
IC meeting in two hours. The analyst is still pulling numbers from five tabs, reformatting the summary, and hoping nothing got pasted wrong.
Copy key data from email into spreadsheet. Create folder on SharePoint. Upload documents manually. Notify team via chat.
Forward the email. Deal is auto-created, documents extracted, key data structured, team notified.
Update deal stage in master spreadsheet. Hope everyone uses the same status labels. Consolidate individual sheets for pipeline view.
Live pipeline with real-time deal stages. No manual updates, no consolidation. Filter by status, assignee, or phase.
Build a financial model per deal in a separate tab. Copy numbers between sheets. Manually cross-reference against market data.
Structured analysis per deal. Rent rolls extracted automatically. Key figures calculated and comparable across the pipeline.
Pull data from five tabs. Reformat into PowerPoint. Double-check numbers. Fix formatting. Print. Repeat next week.
Investment memo always current. Export or present directly - data is already consolidated and structured.
Checklist in yet another spreadsheet. Document status tracked via email. Missing items discovered at the last minute.
Structured checklists with document tracking. See what's missing, what's complete, and who's responsible - in one view.
Discuss deals in chat, email, and meetings. Decisions live in people's heads. New team members start from zero.
Comments, decisions, and notes on the deal itself. Full history. New team members see exactly where things stand.
“Our pipeline meetings are significantly more structured.”
John Iseli, Investment Manager
Read case study →Built for impact
90%
less manual work in deal screening
8
integrated platform capabilities
100%
Swiss & EU data residency
CH / EU
Data Residency
AI
No model training
ISO
27001 · GDPR
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A short demo to show how AssetOS fits into your workflow.