The deal agent

Give the assistant real deal work.

Not a generic chat pane — an agent that works from your reviewed deal record, source documents, and your team's rules.

EQUIRE deal assistant answering a question about a CRE deal with cited sources

Ask a question. Then ask it to update the work.

Works from the deal record

  • Grounded in extracted, reviewed deal data — not the open web.
  • Cites the exact source document and page for every figure it uses.
  • Knows each value's approval state, so it never quotes an unreviewed number as fact.
Assistant response citing a rent roll source

Handles the prep work

  • Re-runs sensitivities and scenarios on the live model.
  • Reconciles extraction conflicts across the rent roll, T-12, and appraisal.
  • Drafts IC memo sections and turns open items into diligence tasks.
Assistant performing a multi-step deal task

Your team keeps control

  • Flags assumptions that still need approval before they move downstream.
  • Records what it did, so the deal has a decision trail.
  • Every action is traceable back to a source and a reviewer.
Assistant flagging an assumption for approval
Ask the assistant

What's our riskiest assumption on this deal?

The 3.5% rent growth is above the submarket comp set, which is trending closer to 2.5%.

Lower it to 2.5% and re-run → EQUIRE updates the model and records the new assumption source.

Draft the market section of the IC memo.

It pulls the released market research and comps for this submarket.

Writes the section with [Source: …] citations as a tracked edit, ready for review.

100%
Material numbers tied to source
8
Common deal file types
11
Deal stages connected
4
Decision-ready outputs

See it on a deal

Assistant re-running a DCF
Re-run the model with a stressed exit cap
Assistant reconciling financials
Reconcile the rent roll against the T-12
Assistant summarizing deal changes
“What changed since the last review?”
Assistant creating diligence tasks
Build the diligence task list

See EQUIRE on your next deal.