Analyze, Automate
and Reason
Agentic Data Room is where investment professionals upload financial documents and deploy a fleet of specialist AI agents to run institutional-grade analysis, scenario planning and create a structured export - within minutes, not weeks for less than $5 per asset.
Run your first analysis, $5
Orchestrator, analyst, legal, diligence, marketing.
Industry specific KPIs, Digital Asset Structure and evaluation
Stop reading documents. Let AI Agents read them for you
See how CRE analysts and fund managers use the Agentic Data Room to cut through stacks of offering documents and get to the numbers that matter: NOI, DSCR, LTV, and scenario models in minutes, not days.
An Orchestrated set of AI Agents
Agentic Data Room uses a fleet of specialist AI agents. Upload an offering memorandum, or a fund document and watch Orchestrator Omni route to the right agents in real time.
- Analyst Annie runs the underwriting model.
- Legal Lori abstracts loan terms and covenants.
- Diligent Dave answers deal questions from source documents.
- Marketing Mary generates podcasts, videos, message posts.
Every step is observable, exportable, and auditable.
Designed for
Investment Analysts & Underwriters
Run NOI, DSCR, LTV and stress scenario modeling on uploaded documents. Get citation-backed answers from Agents - in minutes, not days.
Fund Managers & LP Relations Teams
Auto-complete ILPA DDQ 2.0 across 20 sections, generate LP reporting packages, and produce AI podcast briefings for IC preparation and partner review.
Equity Research & Trading Desk
Run Quick Snapshot BUY/HOLD/SELL signals, deep Sentiment Analysis across news and social signals, and extract structured data from any public company's SEC filings - on demand.
Built on institutional AI infrastructure
From document upload to deal-ready output
Choose your intelligence mode
Select from Asset Analysis, Trading Bot, SEC Filings, Podcast Generator - each purpose-built for a different financial task.
Upload documents
Drop PDFs, XLSX, or CSV files for document-based analysis - or enter any public stock ticker to pull live SEC filings and trading signals instantly.
Agents run in real time
Watch specialist agents extract, model, and package findings - with live orchestration steps, flagged risks, and citation-backed outputs at every stage.
Export structured outputs
Download credit memos, DDQ packages, underwriting reports, trading signal reports, SEC filings extracts, and podcast episodes - or embed analyses in internal portals.
Five specialists,
One orchestrated fleet
- Orchestrator Omni - Deal Coordinator. Routes tasks to the right specialist agents and triggers multi-agent pipelines for every deal type.
- Analyst Annie - Underwriting Analyst. Computes NOI, DSCR, LTV, cap rate, and stress scenarios from uploaded financial documents.
- Legal Lori - Lease & Loan Analyzer. Extracts and structures key loan terms, covenants, triggers, and exit calculations from complex agreements.
- Diligent Dave - Due Diligence Analyst. Answers structured and ad-hoc deal questions directly from source documents, hallucination-free.
- Marketing Mary - Deal Packager. Converts deal findings into investor-ready credit memos and structured marketing content.
Every analysis is different
Your agents are ready
Schedule a 30-minute call. We'll run a live workflow on your documents. Asset analysis, SEC filings extraction, trading signals, or a full CMBS agent pipeline and show you exactly what Agentic Data Room produces end-to-end.
