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Elevare Technologies
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03 — AI Systems

Deal Screening & Underwriting Copilot

Offering memoranda, rent rolls, and T-12s parsed into your underwriting model, screened against your criteria, with every assumption traceable to a source page.

Segment
Investment & Development
Discipline
AI Systems
Typical build
10–16 weeks
Profile
03 of 06

/ The problem

Analyst capacity, not deal flow, is the constraint. Documents are re-keyed by hand, so the funnel narrows at the top and promising deals expire in the queue. Worse, the screening criteria that supposedly govern the pipeline live in a spreadsheet that has quietly diverged from what the committee actually approves.

/ Architecture

5 stages, each one observable and individually replaceable.

  1. 01Ingest

    PDF and spreadsheet intake with layout-aware parsing for rent rolls, operating statements, and OMs.

  2. 02Extract

    Line items mapped to your chart of accounts; every extracted value linked to its source page and coordinates.

  3. 03Model

    Populated into your underwriting template — your formulas, not ours — with assumptions flagged by confidence.

  4. 04Screen

    Deals scored against codified investment criteria; near-misses surfaced rather than silently dropped.

  5. 05Review

    Analyst confirms or corrects; corrections feed the evaluation set that tunes the next extraction.

Stack

PythonDocument AIVector retrievalPostgresNext.jsExcel / Google Sheets interop

What people actually use

  • Deal inbox with screening score and rationale
  • Side-by-side extraction review against source document
  • Populated underwriting model export
  • Pipeline dashboard by market, sponsor, and stage

How we know it works

  • Deals screened per analyst per week
  • Extraction accuracy by field class
  • Time from OM receipt to committee-ready model
  • Correction rate trend across releases

Baselines are captured during discovery so the effect of the system is measurable against the process it replaced — not asserted afterward.

Next system

MLS & Market Data Platform

/ Build this

Want one of these
running in your operation?

Thirty minutes. We map one workflow, size what fixing it is worth, and tell you honestly whether we're the right build partner for it.

Book a scoping callhello@elevaretechnologies.io

Engagement profile

First build
One system, 6–12 weeks, production-ready
Team
Senior engineers only — no offshore handoff
Stack
TypeScript, Next.js, Postgres, Python, LLM infra
You keep
Source, data, infrastructure, documentation
Accepting engagements for the next quarter