For sub-scale CRE sponsors

From Spreadsheets to
Instant Intelligence

An AI underwriting agent that lives inside your Excel. Built for sub-scale sponsors, family offices, and emerging GPs.

Drop in your deal docs. Get a full pro forma in your existing template—minutes, not hours.

Excel-native Inside the sheet you already use
Multi-asset MF, industrial, retail, mixed-use
Live formulas Change an input—returns recalc

IC is Monday and the model isn't done.

Three OMs landed in your inbox over the weekend. The template from last quarter still has broken links from when you patched the rent-roll tab. A broker called Wednesday wanting a number you didn't have. The deal you passed on last month is the one your competitor just closed. Excel didn't get you here. Hand-rolling models won't get you out.

Your week with teez

Monday, 9:01 AM.

Three new OMs came in over the weekend. The agent's already triaged them, drafted models in your template for the two worth a real look, pulled comps, and flagged a rent-roll inconsistency on the third. You're on the phone with the broker by 10. By Friday you've underwritten more deals than you used to look at in a month.

Same templates. Same data. Same you. Different week.

How it actually works

Lives in your Excel. Never overwrites your formulas.

Keep your templates (BYOS). Keep your data in your tenant (BYOD). The agent lives inside Excel and Google Sheets—no migration, no new software, no tenant changes.

01

Parse your documents

Drop in your deal docs. The agent reads them in parallel and pulls live market context from public data.

02

Fill your template

Bring your firm's existing Excel model. The agent scans it, fills the right input cells, and never overwrites your formulas.

03

Verified output

A separate verifier checks cap rate, DSCR, and cross-doc consistency—then flags anything worth a second look before IC.

See it on your deal

What a Friday IC looks like with the agent in the loop.

An underwriter at a sub-scale sponsor has three OMs to clear before Friday's IC. She drops them into the agent. By the end of the morning, two have models drafted in her template, the agent has flagged a unit-mix discrepancy on the third, and she's on a call with the broker. The deal she'd have triaged last is the one she actually pursues.

20 minutes. We'll run the agent on one of your live deals in front of you. You leave with the model, regardless. No commitment, no slide deck.

Or email hello@teez.live