Getting Started
Upload an OM or rent roll, extract deal data, and reach a working DCF model in a single session.
EQUIRE takes a property document and produces a structured deal record: extracted financials, a tenant roster, resolved conflicts, and a pre-populated DCF model. By the end of this page you will have a deal workspace ready for valuation work.
Before You Start
- An active EQUIRE account with an organization configured
- At least one source document — an OM, rent roll, or T-12 financials in PDF, XLSX, DOCX, or CSV format
- Permission to create deals in your organization (granted by default to all org members)
Walk Through
Create a Deal
From the deals list, open the sidebar create menu and select New Deal. The dialog that appears — titled Create New Deal — asks for the property name, asset type, and asking price. Fill those in and confirm. EQUIRE creates a deal workspace with all tabs pre-configured and lands you on the Overview.
Upload Documents
Navigate to the Documents tab. Drag files anywhere onto the page or use the upload area to browse. EQUIRE accepts PDF, Excel (.xlsx), Word (.docx), and CSV files. Upload the OM, rent roll, and T-12 in one pass — there is no required order.
Wait for Extraction
Processing typically completes in under 90 seconds per document, depending on file size. EQUIRE auto-classifies each document: OMs, rent rolls, and T-12 statements are identified and routed to the appropriate extraction pipeline without manual tagging. A status indicator on the Documents tab updates as each file moves through the pipeline.
Scanned PDFs that are image-only (no embedded text layer) require additional OCR processing and may take longer. Searchable PDFs process fastest.
Review Extracted Data and Resolve Conflicts
Open the Review tab. EQUIRE surfaces every item that requires attention: extracted values with low confidence, fields missing from source documents, and conflicts where two documents disagree on the same value.
Every extracted value links to its source document and page. Selecting a conflict shows both candidates with their provenance so you can choose the correct value or enter a manual override. Resolved items are cleared from the queue; unresolved items remain visible until addressed.
For a granular view of all extracted fields, the Extracted Data tab shows the full schema with source attribution and verification state for each value.
Open the Valuation Tab and Build the Model
Navigate to Valuation. If no model exists yet, the blank state shows a Start Valuation Wizard button. The wizard runs three steps — Property Details, Investment Params, and Build Model — and uses your extracted data to pre-populate assumptions. EQUIRE runs market research and risk scoring as part of the build, then opens the live DCF dashboard with base, upside, and downside scenarios ready to explore.
If a model already exists (for example, a colleague built it earlier), the dashboard opens directly.
Generate the IC Memo or a Deliverable
Navigate to IC Memo to draft an Investment Committee memorandum. Select the sections to include; EQUIRE drafts each section from your deal data. Review and edit inline before finalizing.
For external outputs, open Deliverables and choose a format: executive summary, risk assessment, or lender package. Each deliverable is audience-scoped — IC internal, LP, lender, or broker — and exports to Word, Excel, or PowerPoint.
Invite Teammates
Navigate to Team to add colleagues to this deal. Each team member is org-scoped and will see only deals within your organization.
Where to Go Next
Document Ingestion
For a detailed look at how EQUIRE processes documents and resolves extraction conflicts, see Document Ingestion.
AI Trust and Provenance
To understand how extracted values carry source provenance and confidence through the platform, see AI Trust and Safety.
Data Isolation
For information on how deal data is isolated between organizations, see Data Isolation.
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Introduction
EQUIRE automates CRE acquisition diligence — extracting deal data from source documents, building DCF models, and generating IC-ready deliverables.
Prospecting & Origination
How EQUIRE scouts opportunities, scores them against mandates, uses the Prospecting Analyst and Scout Review, and converts prospects into Screening deals — with server-enforced conversion gates.