Investment firm

Screened 217 deals in 9 weeks vs. 38 the prior quarter

Value-add fund, $420M AUM

Numbers from the engagement window

Deals screened (9 wks): 217 vs. 38 prior quarter
Analyst time / deal: 4 hrs → 35 min
Memo template adherence: 100%

The bottleneck was not deal flow. It was the time between OM arrival and a screening memo the team could discuss. Analysts were spending most of their week extracting numbers and formatting paragraphs.

What we shipped

OMs land in Drive. A worker pulls rent roll, T-12, and submarket comps into a structured object. A second worker drafts the screening memo against the fund’s template. Analyst opens, edits, and routes to IC.

What stayed human

Pricing risk. Reading the seller. Knowing when the market is rolling over.