Commercial Real Estate
From data room to governed investment decision.
Documents and data, underwriting, market validation, exceptions and committee authority, on one recorded decision.
Meet Inversiq for CRE
From the Deal Desk to a decision on record, and what happens after approval. Three minutes in the workspace, on synthetic deal data.
Why now
AI is already here.Trust and infrastructure are not.
Adoption
66%
of CRE professionals use AI weekly or daily
First American + DealGround · 2026
Trust
5%
trust it enough to inform real deal decisions
First American + DealGround · 2026
Integration
8%
of CRE firms have integrated AI
Deloitte · 2026
Inversiq is the layer that makes AI usable for real institutional decisions.
- Authoritative data
- Deterministic computation
- Policy
- Human authority
- Decision record
Sources: First American Data & Analytics and DealGround, CRE Industry Pulse Check (May 2026); Deloitte, 2027 Commercial Real Estate Outlook (September 2026).
AI agents
A team of agents around every deal.
Specialist agents read, research, reconcile, model and prepare the decision. People retain authority over what becomes part of the record.
Turns the data room into decision-ready evidence.
Proposes facts. An analyst accepts what enters the record.
What it does
- Reads and classifies every document
- Extracts facts and links each to its source page
- Reconciles conflicting claims
- Flags missing evidence
- Systems
Microsoft SharePoint
Box- Inputs
- Data roomLeasesRent rollsValuations
- Hands off to
- Underwriting AgentValidation Agent
Latest work
46 facts from 18 documents · 3 conflicts surfaced, among them the Unit C lease end (Mar 2029 vs Mar 2031).
Agents prepare the work. The runtime computes. People retain authority.
Speed · Control · Memory
Teams buy speed.Committees buy control.Institutions buy memory.
One governed system, three returns: the deal team prepares faster, the committee approves with control and the institution keeps every decision.
Data room, model, findings and committee pack read from one connected deal record. Nothing is rebuilt at the next handoff.
2–8 hrsto15–45 minhuman time
From today’s underwriting workflow to human review with Inversiq
Timed internal runs in progress
- Less re-keying between data room, model and memo
- Conflicts surfaced before committee, not in it
- Analysts review, not assemble
Evidence, model outputs, exceptions and reviews are checked before the decision reaches committee.
- Every number traceable to source and model run
- Policy and approval gates hold the decision until ready
- AI work is bounded, reviewed and recorded
What was known, computed, challenged, changed and approved remains part of the institution’s decision history.
- Every decision can be reconstructed later
- Human judgement and exceptions remain on the record
- Precedents stay with the institution, not with individuals
Where Inversiq fits
Your tools hold parts of the investment decision.Inversiq connects the decision itself.
Research tools hold knowledge. Deal systems hold the pipeline. ARGUS and Excel hold calculations. Agent platforms perform tasks. Inversiq connects evidence, computation, policy, authority and record into one governed decision.
Scroll sideways to compare
| Capability | AI research & document toolsHebbia, Rogo, AlphaSense | Deal managementDealpath, DealCloud | ModelsARGUS, Excel, house models | Copilots & agent platformsMicrosoft Copilot, Palantir AIP | Decision infrastructure |
|---|---|---|---|---|---|
| Reads data room and extracts facts | Native | Limited | External | Partial | Native |
| Links figures back to source evidence | Partial | Limited | Limited | Requires build | Native |
| Deterministic underwriting | External | External | Native | Requires build | Native |
| Cross-document validation | Partial | Limited | Limited | Requires build | Native |
| Policy and IC readiness | Limited | Partial | External | Requires build | Native |
| Approval gates and authority | Limited | Partial | External | Requires build | Native |
| Frozen decision basis | Limited | Limited | Limited | Requires build | Native |
| Full decision record | Partial | Partial | Limited | Requires build | Native |
- Native built into the product
- Partial covers part of it
- Limited possible, not what it is for
- External done in another system
- Requires build possible with custom development
A category-level view of where each kind of tool typically stops, not an assessment of any individual product. Capabilities vary by product, configuration and deployment. Product names are trademarks of their respective owners.
Each system keeps its part.Inversiq governs the decision across them.
AI interprets. Software computes. Governance controls. People decide.
Decision infrastructure for CRE
Every major CRE workflow.One governed infrastructure.
Acquisition, financing, asset management, leasing, hold or sell and portfolio allocation ask different questions. Inversiq carries the same data, models, policy, review, authority and decision history across all of them.
01 / 06Acquisition
Shared infrastructure under every workflow
- Data
- Models
- Policy
- Review
- Authority
- Decision record
- Memory
Existing stack
Keep your stack. Add the decision layer.
Inversiq works alongside your models, property systems and data platforms, connecting evidence, computation, policy, authority and record across them. No rip‑and‑replace.
- PDF documents
They stay in place. The decision runs through Inversiq.
Connector availability and configuration vary by deployment. SharePoint connects read-only through your organisation’s own app registration. Product names and logos are trademarks of their respective owners.
Institutional learning
Every decision makes Inversiq smarter.It learns from what actually happened.
Inversiq holds every governed decision against its realised outcome. It learns where your assumptions ran high or low, and uses your own history to forecast how the next deal’s assumptions are likely to land. Every lesson arrives with its data and is adopted by a named person.
One deal, recorded with everything it was made of.
The next deal starts from what earlier ones recorded.
Your own deal history, learning from every outcome.
Security & deployment
Ready for your security review.
Access, tenant separation and decision authority are enforced in the product itself, so your risk and security teams can review controls rather than promises. Consequential steps are written to append-only records, and Inversiq does not train or fine-tune models on customer data.
- 01
Isolation & access
Logical tenant isolation
Enforced in application code on every workspace, model and review query.
Provisioned access
Named, provisioned accounts and signed sessions that expire.
- 02
Authority & control
Authority that fails closed
Only the required role can record a final decision. No platform-admin bypass.
Approval before action
An outbound action runs only after a different person approves it.
- 03
Record & protection
Append-only records
Reviews, decisions and connector actions, with the actor resolved on the server.
Encryption in transit and at rest
TLS in transit. Storage encrypted at rest by the hosting platform.
Assurance: security & architecture review available; formal assurance programme planned.
Common questions
Commercial real estate combines dense documentation, financial models, repeated workflows and high-value, named-authority approvals in one demanding decision process, which makes it the clearest place to prove governed decision infrastructure.
No. You keep your existing model, documents and underwriting logic. Selected calculations can move into Inversiq's deterministic runtime where that creates clear value: configuration on top of what you already trust, not a replacement forced on day one.
AI reads and classifies documents and extracts the fields that matter. Questions about a deal are answered from its own documents, model and findings, with sources cited, and notes are drafted for a person to review. Calculations with a defined right answer run through deterministic software, not a language model.
A deterministic rule raises it as a finding: the assumption, the conflicting data and where that data came from. An analyst or reviewer examines it, and any override is stored outside the generating engine so it survives a rerun. The final investment decision can only be recorded by a named authority.
No. Agents prepare the work: they answer questions from the deal's own sources and draft notes and summaries for review. They cannot act on connected systems or record a decision, and nothing they draft is sent on its own. Broader coordination and tool use are an expanding capability, not a current one.
Alongside them. It does not require you to replace your systems of record. SharePoint connects read-only through your organisation's own app registration, and anything that would change a connected system must be proposed and approved before it can run. Which integrations are enabled is agreed as part of implementation scope.
An initial deployment is scoped at 6 to 8 weeks. Inversiq is configured around your data, underwriting structure, rules, review and authority, then validated with the people accountable for the decision before it expands.
No. Customer data is not used to train models. Document classification and field extraction call an external model provider under contract; the calculation path calls no language model at all.