Bring the deal file together.
Start with the T-12, rent roll, and offering memorandum already in your diligence process.
BUY-SIDE ACQUISITION INTELLIGENCE SYSTEM
Read the deal beneath
the deal.
Upload the T-12, rent roll and OM. Rebuild the operating picture, see what doesn't reconcile, and test what the deal supports before you make an offer.
20 free credits · Enough for ~1 full deal · No credit card required
Source-linked financialsReviewable NOIExplicit assumptionsUnresolved items stay visible
A DEAL, MADE LEGIBLEDOCUMENT TO DECISION
SOURCE DOCUMENTS
Operating statements01
Rent rolls02
Offering memorandum03
ORGANIZED FINANCIALSNOI
Review the operating picture
REVIEW & MODEL
Assumptions
Understand the basis
Valuation
Explore the range
Built for scrutiny
Every number needs
a clear basis.
A useful analysis shows how it was built. Review the source periods, income basis, and assumptions before drawing a conclusion.
Illustrative financials · Annual basis
Understand what drives the NOI.
Annual in-place income$2,460,000
Annual operating expenses($980,000)
In-place NOI$1,480,000
Rent-roll income and operating expenses shown on a consistent annual basis. Source periods and assumptions remain visible.
Separate fact from assumption
Historical performance, annualized estimates, and market-rent scenarios serve different purposes. Keep each basis explicit.
Keep open questions visible
Missing data and unexplained differences need investigation. An incomplete analysis should not imply certainty.
Keep the decision with your team
Use an organized first pass to support diligence, broker questions, and investment discussions.
The analysis, in view
Understand the numbers.
Then test the investment case.
Move the cap-rate slider to see how the value compares with the asking price.
Property overviewUnderwritingCash flowReturnsSample dealOakline Residences
Austin, TX · 128 units · Multifamily
$1.48M
Annualized, as operating
$1.62M
As presented in the offering
5.92%
In-place NOI ÷ $25.00M ask
First-pass verdictFirst pass
Seller-reported NOI of $1.62M sits above the $1.48M in-place figure — a $140K gap this sample surfaces but does not resolve.
Cap at the ask — in-place NOI implies a 5.92% cap at the $25.00M ask.
The seller-reported figure would imply a tighter cap. Both framings are shown side by side, not merged into one number.
Calculation basis
Cap at ask = in-place NOI ÷ asking price = $1,480,000 ÷ $25,000,000 = 5.92%.
NOI difference = seller-reported − in-place = $1,620,000 − $1,480,000 = $140,000.
In-place NOI reflects contract rent, other income and vacancy as currently operating. Seller-reported NOI is the figure presented in the offering. This sample shows the difference between them; it does not reconcile individual line items or complete a review.
In-place valuationIncome approach
In-place NOI $1,480,000 ÷ cap rate
$24.67Mat 6.00% cap
5.00%6.00%7.00%
Asking price $25.00M$333K below ask (1.33%)
At a 6.00% cap, in-place value is $24.67M versus the $25.00M ask.
Inside InvestAssist
See the product
at work.
From uploading documents to reviewing financials, adjusting assumptions, and exporting the analysis.
How it works
From source files
to a considered decision.
Let AI handle the first pass. Keep your team focused on the assumptions that matter.
Establish the operating picture.
Review extracted income, expenses, and leasing data. Investigate missing information and differences before relying on the result.
Test the investment case.
Compare NOI bases and valuation scenarios. Take specific questions into your next broker or investment committee discussion.
Try a deal you already know. Compare the results with your existing underwriting.
Start freeBuilt to compound
Your underwriting gets smarter
with every deal.
InvestAssist is designed to turn each analysis into reusable context for the next one, so your team starts with what it already knows instead of rebuilding from scratch.
Platform direction · This progression shows our intended development, including planned capabilities. Deal numbers are illustrative, not feature unlocks.
- Deal 01
Establish the basis
Source-linked financialsNOI - Deal 08
Carry context forward
Sources + NOISaved assumptionsReview history - Deal 24
See across deals
Sources + assumptions + historyBenchmarksDeal comparisons - Your underwriting intelligence
Build a lasting record
Accumulated deal contextReusable patternsPersistent underwriting record
Start with one deal.
Build an underwriting advantage over time.
Start with a real deal
Start with one deal.
Choose a plan for your pipeline.
Start with 20 free credits. Paid plans support a regular flow of underwriting work.
Free trial
See it work on your documents.
$020 credits · one-time grant
Roughly one full deal · No credit card required
T-12, RR & OM extraction
Start freeStarter
For investors underwriting their own deals.
$79 / month100 credits / month
Approximately 5–6 full deals · Document extraction + analysis
$1.00 / credit on overage
Explore StarterGrowth
For a steady pipeline of opportunities.
$199 / month300 credits / month
Approximately 16–18 full deals · Benchmarking + comparison
$0.90 / credit on overage
Explore GrowthPro
For acquisition teams reviewing at scale.
$499 / month900 credits / month
Approximately 50–55 full deals · Shared workspace + deal history
$0.80 / credit on overage
Explore ProA typical full deal uses approximately 16–18 credits. Usage varies with the analysis.
Before your first deal
Before you begin.
What do I get back?
A first-pass view of the financials, NOI and valuation scenarios, plus findings to review. The sample above illustrates the distinction between seller-reported, in-place and economic NOI.
Does this replace my underwriting judgment?
No. It helps organize and analyze the deal so you can investigate assumptions and make your own decision. Review the documents, confirm material gaps and complete your diligence before relying on an investment case.
How far do the free credits go?
The free trial includes 20 credits. The current pricing model estimates about 16–18 credits for a typical full deal, so you can explore the workflow before choosing a paid plan.
Is my data secure, and who controls it?
Yes. InvestAssist is SOC 2 compliant and follows strict security and data-handling standards. Your documents and deals stay yours — you decide what to upload, how it's used and when to remove it. We don't repurpose your data, and you stay in control of your deal information at every step.
Bring the documents. Build the investment case.
Bring your next deal into clearer
focus.
Review the financials. Test the assumptions. Decide what comes next.
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20 free credits · No credit card required