Introduction

EQUIRE is a deal management workspace built for institutional CRE acquisitions teams. You ingest source documents — offering memoranda, rent rolls, T-12 operating statements, lease abstracts — and EQUIRE extracts structured deal data, runs it through a multi-scenario DCF engine, and surfaces the outputs your IC needs to make a decision. The system carries source provenance through every step, so each assumption traces back to a document or a user override.

What EQUIRE Produces

Each deal progresses through a defined artifact chain:

• Extracted deal record — property attributes, rent roll, T-12 financials, and debt terms pulled from uploaded documents with field-level confidence scores and conflict flags
• DCF model — multi-scenario (base, upside, downside) discounted cash flow with tenant-level cash flow schedules, sensitivity matrices, and assumption audit trail
• IC memo — a 12-section Investment Committee memorandum covering deal thesis, risk factors, lease-by-lease analysis, debt structure, and recommendation
• Deliverables — formatted exports for different audiences: executive summaries, risk assessments, loan packages, and comparable sales analyses in Word, Excel, and PowerPoint

How It Fits a Deal

1. Source — Prospecting and mandates, or add deals directly after intake.
2. Ingest — Upload the OM, rent roll, and financial statements. EQUIRE routes each document through the extraction pipeline and populates the deal record.
3. Review — Examine flagged conflicts between documents, resolve discrepancies, and clean the Rent roll & financial data surfaces. Every field shows its source.
4. Underwrite — Open the DCF model. Adjust assumptions, run scenarios, inspect the sensitivity matrix. The model recalculates in real time.
5. Deliver — Generate the IC memo and export Deliverables for each audience — IC internal, LP, lender, or broker.

Where to Start