Investment firm · Live deployment
Screened 217 deals in 9 weeks vs. 38 the prior quarter
Memo draft pipeline cut analyst time per deal from 4 hours to 35 minutes. IC decisions still human; the funnel widened.
Value-add fund, $420M AUM · January 2026
Deals screened (9 wks)
217 vs. 38 prior quarter
Analyst time / deal
4 hrs → 35 min
Memo template adherence
100%
The bottleneck was not deal flow. It was the time between OM arrival and a screening memo the team could discuss. Analysts were spending most of their week extracting numbers and formatting paragraphs.
What we shipped
OMs land in Drive. A worker pulls rent roll, T-12, and submarket comps into a structured object. A second worker drafts the screening memo against the fund’s template. Analyst opens, edits, and routes to IC.
What stayed human
Pricing risk. Reading the seller. Knowing when the market is rolling over.