🤖 What’s the Investment Summary Agent?

This AI-powered tool is designed to help real estate operators quickly pull together a clean, consistent summary of an investment opportunity.

Think of it as a first-pass dossier – the kind of overview you’d find in Section 3.1 of a crowdfunding offering document (but not quite a replacement for it!).

🎯 What does it do?

The agent reviews key property documents and generates a concise, structured summary of the opportunity. This summary isn’t for the public — it’s used internally and shared with deal partners to streamline your review process.

The AI reads through documents like:

• Title search

• Appraisal report

• Building condition assessment

• Purchase agreement or LOI

• Zoning summary

• Environmental report (if available)

• Financials and rent rolls (if available)

• Pro forma or operator’s underwriting (if shared)

• Background on the operator/sponsor

It then pulls out key information like:

• 📍 Property location & type (e.g., multifamily, commercial, land)

• 🏗️ Building description (year built, condition, square footage)

• 💰 Purchase details (price, terms, closing date)

• 👥 Operator background and experience

• 📊 High-level financial info (estimates, not verified)

• 🔍 Notable risks, red flags, or conditions to watch

• ✅ Next steps or follow-ups needed from the operator

🧩 How does it build the summary?

After pulling out the key information, the agent organizes it into a clean, easy-to-follow summary — kind of like a simplified version of what you’d find in an offering document. Each section is grounded in real source material, with light citations that point back to the original documents (so anyone reviewing it can quickly check where the info came from).

Here’s how it breaks things down:

🔍 Title

The agent scans the title document to identify ownership details, any existing mortgages or liens, and restrictive covenants that could impact development or operations. If a charge or easement is listed, the summary will call it out and reference the registration number or page.

📄 Source: Title Search

🧾 Appraisal

The agent pulls out the as-is value, date of the report, valuation approach used, and highlights anything notable about the market context or assumptions. If there are comps, the agent may summarize or reference them.

📄 Source: Appraisal Report

📝 Purchase Agreement

If the deal hasn’t closed yet, the agent looks for the agreed-upon purchase price, deposit structure, closing date, and key terms or conditions precedent.

📄 Source: Purchase Agreement or LOI

🌱 Environmental (Phase I & II, if provided)

For Phase I reports, the agent flags any recognized environmental concerns (RECs), historical site uses, or recommendations for further investigation. If a Phase II is included, it may summarize the sampling results or note if remediation is needed.

📄 Source: Phase I or Phase II Environmental Report

🏗️ Building Plans (if available)

The agent can pull square footage, number of units, floor layout details, and highlight any proposed changes if the plans show upcoming renovations or additions.

📄 Source: Building Plans

🤝 LPA or Shareholders’ Agreement

If this is a partnership structure, the agent identifies the legal entity involved, roles of the general partner or managing shareholders, and any relevant clauses around distributions, voting rights, or exit strategy.

📄 Source: Limited Partnership Agreement or Shareholders’ Agreement

🧠 Who uses this and when?

This tool is designed for real estate executives and deal teams. It’s triggered early in the evaluation process — usually once you’ve submitted a full set of preliminary documents for a property you’re looking to finance or co-invest on the platform.

It helps your investment team review and understand your deal faster, so you can move more efficiently through your internal review and due diligence steps. The AI-generated summary gives you a high-level overview before you dive into the full underwriting process.

It doesn’t replace formal due diligence or legal review, but it does help speed things up by giving you a fast, structured readout of what’s in front of you.

💡 Why it matters

Before you say “yes” to a property, you need to be sure it fits your model, aligns with your mission, and meets the expectations of your team. The Investment Summary Agent helps you:

• Save time combing through long documents

• Spot issues early (e.g., title defects, zoning problems)

• Compare opportunities apples-to-apples

• Prepare for internal investment committee conversations

• Start drafting content for a potential offering

📬 What’s the end result?

Once the Investment Summary Agent finishes reviewing the documents and generating the summary, the final output is packaged into a polished PDF. This PDF includes all the key sections — property overview, deal terms, risks, financials, and citations — laid out in a clean, professional format.

When it’s ready, the agent automatically sends the summary by email to the designated contact(s), whether that’s:

• A real estate executive submitting the deal

• An addy investment team member

• Anyone else involved in reviewing the opportunity

📄 You’ll get a PDF copy of the summary in your inbox — no downloads, no logins, just a clean report ready to review, share, or forward.

This helps keep the process fast and collaborative, especially when multiple stakeholders are reviewing a deal.