A diligence workspace that shows its evidence
A real estate investment company was running acquisitions out of shared drives and mail threads. Koca Ventures designed and built a private workspace where the deal team asks a question and gets an answer from that deal's own documents, with the page behind it one click away, and where the markets the company watches carry a priced history it no longer has to keep by hand.
- IndustryReal estate investment
- EngagementInternal tool, designed and built by us
- DeploymentPrivate, on the client's own hardware
Built for the whole arc of a deal
Every property has one place where everything about it lives. The team drops documents in and the workspace files them, asking before it files anything it is unsure of.
A deal then carries its status from sourcing through diligence, offer and closing into ownership, and the team can see at a glance what a file is still missing. One place holds the whole arc.
Deal knowledge sat in files nobody could search
The documents that decide a purchase were arriving faster than anyone could file, read or check them.
Evidence spread across drives and mailboxes
Listings, valuations, title and land registry papers, tax records, community documents and correspondence arrived by mail and settled into shared drives. Answering one question meant remembering which file held it.
Summaries that could not be checked
A written summary is worth exactly the reader's trust in it. With no line back to the source page, every conclusion had to be re-derived by hand before anyone would act on it.
Markets watched by hand, with no price history
Properties the company was tracking had to be re-checked manually, and an asking price that moved between two checks left no trace. Without a recorded history per property and per district, market due diligence rested on whoever remembered the last price.
A workspace that answers from the file and shows you the file
Each capability exists so that a person can check what the workspace told them.
Answers the team can check at the source
A question asked in plain language is answered from that deal's documents, and every answer opens the page or the row it came from, so a reviewer checks the answer at its source.
- Every answer opens the source page behind it
- Figures from spreadsheets are traced to the row they came from
- A reviewer opens the cited page or row to check the answer at its source
Search agents that keep a priced history of the contracted markets
Search agents watch listings in the countries and cities fixed in the contract and record asking prices and property details with the date they were seen, so the company has a priced history per listing and per district that it no longer keeps by hand. District-level predictions built on that history support the company's own market due diligence.
- Asking prices and property details logged as they are found, with the date seen
- A price history per listing and per district that can be queried after the fact
- District-level predictions that sit inside the workspace with their history beside them; they inform diligence and are never published as a promised price
Market commentary checked before it goes out
Market writing the workspace produces is checked for unsupported promises before publication, in the languages the workspace supports. Wording that promises certainty, predicts a sale price or reads as investment advice is flagged for review.
- Wording that reads as investment advice is flagged before publication
- Every published note must point at the evidence behind it
- The check runs on every note, in every supported language
Working through a model outage
The team can still look up a deal's files and the properties on watch during a model outage.
- Essential lookups stay available during an outage
- Questions typed the way people type them, in several languages
- No match returns nothing, never a guess
Text-document analysis on the company's hardware
The workspace, its index and its model run on the company's own machine. Cloud text chat is off by default and switched on only by the company; image analysis uses an external service.
- Text-document analysis available on the company's own hardware
- Access stays under the company's control
- Text-document analysis runs locally
What changed in the work
Deal documents and market history available for the team's review.
Checkable
Every answer
A reviewer opens the cited page and confirms the claim at its source, instead of re-reading the file it came from.
One place
The whole deal, and the market around it
Sourcing, diligence, offer, closing and ownership sit in the same workspace, each property carries what it is still missing, and the priced history of the contracted markets sits beside the deal.
Client hardware
Where it runs
The workspace's text-document analysis runs on the company's own machine, and cloud chat stays off unless the company switches it on.
Talk to us about your deal documents
If the answer lives inside documents, we build the system that reads them and shows where every answer came from.
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