Bring your data out of the dark ages and into the light.
Here's where the legwork pays off. Combining the extracted data from project documents, critical information from the closing binder and LPA gives us everything you need to generate this formatted dealbook for each of your projects. Data comes from the same tables and storage location as that used in your dashboards and trackers, so there are not discrepancies from one report to the next.
The dealbooks are accessed by virtual assistants and Copilot agents to provide quick answers to daily questions, eliminating hours of research time and freeing up asset managers from being the go-to for project data.
Two hands-on building sessions and trial period access to your populated dealbook template.
