Deal Screening
Evaluate property acquisition opportunities and record an authorized pursue, hold or reject decision.
- Opportunity intake and investment underwriting
- Inputs: Broker offering memorandum, Trailing-12-month operating statement, Room inventory
- Outputs: Preliminary acquisition underwriting, Investment screening memorandum
Explore the workflow
Input evidence
- Broker offering memorandum
- Trailing-12-month operating statement
- Room inventory
- Comparable sales
- STR/CoStar performance report
- Preliminary financing terms
Operational actions
- Register opportunities
- Verify room counts and operating history
- Normalize preliminary NOI
- Calculate price per key
- Calculate capitalization rate
- Compare valuation sensitivities
- Identify capital liabilities
- Approve or reject acquisition pursuit
Output records
- Preliminary acquisition underwriting
- Investment screening memorandum
- Due diligence authorization
Assistive AI
- Offering memorandum extraction
- Financial claim discrepancy detection
- Missing evidence identification
- Underwriting sensitivity explanation
- Preliminary risk narrative generation














