Unlock Creative Deal-Making
Move from surface-level triage to creative underwriting with bespoke strategy recommendations, capital stack alternatives, and editable month-by-month models in minutes.
Embrace your unique insights and don't let automation get in the way of your deal-making.
Ingest
OM + broker context parsed
Data readiness identifies what can run immediately.
Analyze
2–4 strategic paths generated
Rent roll, market, and ESG inputs drive recommendation logic.
Strategize
Quickly iterate to see returns
Edit assumptions in plain English and instantly see return impact.
The Problem with AI Automation
Many teams now use AI agents to automate the “low value” initial analysis of a deal. Forward the OM, get back the numbers. It saves time, but it directly impacts the creative, strategic deal-making that investment managers do best.
When you only see four metrics and a yes/no, you lose the opportunity to think strategically. Deals that could have worked with the right structure get binned. Opportunities slip by.
The Deal Genie Approach
Instead of taking analysis out of your hands, we give you a toolset that lets you be creative about any deal and go deeper, in less than 15 minutes.
Explore strategies quickly. Throw away what doesn't work. Find opportunities that automation alone would miss. Your world view, your skills, your competitive edge - configured in the system, not replaced by it.
Built for How You Think
Deal Genie combines AI with deterministic financial modeling so you stay in control.
Conversational Deal Creation
Describe deals in plain language and let the system collect required context. Data readiness highlights what can run now and what to add next.
Strategy Recommendations
Generate 2–4 strategy options from rent roll, market/location, and ESG signals, each with rationale, risk framing, and hold-period guidance.
Capital Stack Alternatives
Compare conservative, moderate, and aggressive structures with transparent leverage and layer assumptions tied to deal context.
Editable Deterministic Models
Adjust line items in natural language (e.g. vacancy, growth, capex). Re-run monthly cash flow and metrics instantly with auditable logic.
A 15-Minute Workflow That Goes Deeper
Deal Genie is built to preserve strategic judgment, not replace it. Your team keeps control while AI handles repetitive setup.
Ingest the deal instantly
Forward or enter deal context once, and Deal Genie builds the initial picture without manual spreadsheet setup.
Run targeted analyses
Automatically evaluate rent roll readiness, location/market context, and ESG risk so your team starts with signal, not noise.
Explore strategy paths
Generate multiple strategy options and pressure-test each one with deterministic monthly cash flow assumptions.
Decide with confidence
Edit line items in natural language, compare outcomes, and move forward with a clearer, more defensible investment decision.
Differentiate Your Investment Process
If every firm uses the same automated screening output, every firm sees the same opportunities. Deal Genie helps your team think differently and act faster with a process that is uniquely yours.
Most tools return the same headline numbers to everyone. Deal Genie is designed to reflect your assumptions, preferences, and strategy overlays.
Use custom strategy guidance and integration workflows so your team's worldview is embedded in every analysis, not flattened by generic defaults.
Recommendations are supported by explicit model assumptions and monthly projections, so teams can inspect, adjust, and defend outcomes.
Connect to Your Existing Stack
Deal Genie is built to plug into your reality. Bring in market data, automate repeatable workflow steps, and keep your team in control of the final investment decision.
CoStar, CompStak, Reonomy, RealPage, Yardi, Census, ESRI
ESG and climate overlays, location context, construction-cost inputs
N8N-based workflow hooks for custom triggers and post-analysis actions
Outcomes You Can See and Measure
The goal is not just faster analysis, it is better decisions your team can trust at scale. Deal Genie keeps people in control: inspect assumptions, challenge outputs, and still move quickly. That mix of transparency and pace is what turns automation into sustained performance.
Get beyond four headline metrics and evaluate deal mechanics earlier. Move from binary triage to structured strategy evaluation with explicit assumptions.
Analysts and managers stay in a familiar workflow with less repetitive modeling—so more deals get a serious review in the same time window, without spreadsheet bottlenecks.
Track cycle time, rework rates, and decision confidence as automation scales. Fewer dead-end analyses and clearer confidence in go/no-go calls.
Rapidly test alternatives that traditional triage would discard too early.
Ready to See Deals Others Miss?
Book a demo and discover how Deal Genie can unlock your team's creative deal-making.