Built for enterprise decision workflows. Explore the Inversiq Platform
Commercial Real Estate
Analyze deal materials, validate assumptions, run underwriting and prepare committee-ready decisions in one governed workflow.
Investment Workflow
Analyze deals, run models, coordinate decisions and move work forward from one governed workspace.
Which assumptions have the greatest effect on the investment case, and which still require review?
Three assumptions drive most of the levered return. Two reconcile to source; one does not.
Occupancy conflicts with the Lease Schedule
The model runs Building C through 2029. The Lease Schedule records a tenant break option in 2027.
Lease Schedule.pdf §4.3Held for Daniel Reed · Deal Lead before the exit value is accepted.
Investment Workflow
Analyze deals, run models, coordinate decisions and move work forward from one governed workspace.
01
Ask one question across connected deal materials, the underwriting model and your review policy — answered from linked sources.
Which assumptions have the greatest effect on the investment case, and which still require review?
Three assumptions drive most of the levered return. Two reconcile to source; one does not.
Occupancy conflicts with the Lease Schedule
The model runs Building C through 2029. The Lease Schedule records a tenant break option in 2027.
Lease Schedule.pdf §4.3Held for Daniel Reed · Deal Lead before the exit value is accepted.
02
Analyze every document, lease and assumption in the deal together, with source coverage and reviewers in one view.
| Item | Review state |
|---|---|
| Building C — occupancy to 2029 | Review required |
| Rent roll total vs model | In review |
| Northline Logistics — lease expiry | Reconciled |
| Service charge schedule | Requested |
| Capex programme 2027 | Reconciled |
46 items analyzed, 91% linked to a source location. Three still require a reviewer.
03
Run the model inside the workspace, with versioned assumptions reconciled to the sources they came from.
Levered IRR
8.6%
Equity multiple
1.6x
Net initial yield
6.2%
Exit value
€28.5m
Model v3 reconciled to source. One assumption is pending review.
04
Run the analysis as a governed workflow, where every step records what ran and who has to approve it.
Approvals are never automated. The run holds at the gate until a reviewer clears it.
05
Route findings to the people accountable for them, and keep rationale and approvals on the record.
Underwriting assumes Building C is let through 2029. The Lease Schedule records a tenant break option in 2027.
The break is tenant-only, with nine months notice. A re-let scenario is prepared against the same sources.
Daniel Reed is accountable for this decision. Deal Agent prepares and routes work; it cannot approve it.
06
Work alongside the systems the firm already runs, under existing identity, permissions and approval rules.
Nothing is written back to a connected system without an approval step.
07
See what the deal on the table does to portfolio exposure before the decision is taken.
28%
Share of contracted rent, up from 24% before Project Meridian
Lease expiries by year
Financing maturing 2027–29
€38m
Capex committed
€5.5m
Open IC blockers
2
Project Meridian adds to the 2027 expiry cluster. Flagged for the investment committee.
The Deal Agent
It works across deal materials, underwriting models, review states and approval policies to surface issues, involve the right people and complete approved follow-up tasks.
Connected to
Deal materials analyzed
Active lease terms checked
Assumptions evaluated
Required approvals identified
Stage and blockers understood
Instruction
Analyze the underwriting assumptions against the active lease terms and coordinate any required follow-up.
Issue detected
The underwriting assumes Building C remains fully let through 2029, but the Lease Schedule shows a tenant break option in 2027.
Coordination
Human control
Broker clarification request awaiting approval
After approval
The agent prepares and executes approved work. The material decision stays with the accountable reviewer.
Human Control
Inversiq connects the data sources, surfaces the issue and routes the action — accountable people remain in control.
Material finding
Lease break conflicts with the occupancy assumption.
Analyst
Deal Lead
Investment Committee
Firm-Specific Intelligence
Inversiq combines shared CRE intelligence with your firm's models, criteria and reviewer decisions — creating a governed intelligence layer that improves over time.
A common intelligence foundation for documents, underwriting and investment workflows.
Configure underwriting models, investment criteria and assumptions around your organisation.
Structure how opportunities are reviewed, escalated and approved across your team.
Capture corrections, approvals and expert judgement as governed learning signals.
Connect investment decisions with actual outcomes to improve future detection and recommendations.
Your data, models and customer-specific learning remain isolated to your organisation.
Security & Governance
Permissions, source evidence, human review and auditability remain connected from deal intake to the final decision record.
Permissioned access
Source-linked evidence
Validation rules
Human review
Governed output
Audit trail
Permissioned access
Source-linked evidence
Validation rules
Human review
Governed output
Audit trail
Access
Permissioned
Access follows roles, teams and the configured customer environment.
Oversight
Human controlled
Material findings and actions remain subject to accountable review.
Auditability
Traceable
Sources, assumptions, approvals and outcomes remain connected.
See the controls, data architecture and assurance roadmap behind Inversiq.
Explore Security01
Automate the manual preparation around the decision, without automating the judgment.
Deal queue
Only material exceptions are routed to the analyst
02
Deal materials enter one connected workspace before the analysis begins.
Deal materials
Data sources structured
03
Underwriting assumptions are checked against their sources before the decision meeting.
Assumption validation
Assumption
Building C assumed fully let through 2029.
Data source
The Lease Schedule records a tenant break option in 2027.
Result
Conflict detected
Human review required
04
Findings, rationale, approvals and data sources remain attached to the final decision.
Decision record
Get started
Start with a working session using your document types, underwriting model and review process.