AI-native workspace for real estate teams
DealCase.ai is a shared workspace built for teams — your assets, contacts and documents live in one place so the whole team can collaborate on them, maintain a shared repository, and produce consistent, on-brand reports instead of five versions of the same memo.
Team enablement
Ask two people to prompt an AI for an investment memo and you'll get two different documents — different structure, different tone, different level of detail. DealCase.ai standardizes both halves of that problem: what your team asks, and what comes back.
The result isn't just faster output — it's output your IC, your compliance team, and your clients can trust looks the same no matter who produced it.
Every case starts from built-in, editable prompts for what your team actually does — an asset summary, a DD pass, a partner briefing — one click to run, refined once and reused by everyone, instead of reinvented per person, per week.
Upload your firm's actual memo, financial model, deck, or agreement template with tagged placeholders — DealCase.ai fills the data automatically and drafts the AI-authored sections in place. Same structure, same sections, same look, whether it's your newest analyst or your most senior one running it.
The product
A structured relational core sits behind every chat — the difference between "upload a file and ask about it" and a system that actually knows your portfolio. Every chat, asset and report is shared across the team by default, so progress is trackable and every output follows the same house standard, not whoever drafted it that week.
A central register of every property you hold or track, with up to ~100 structured fields — identity, location, physical condition, ownership, financials, and lease terms. Start from a standard template or define your own; bulk import and export via Excel keeps it in sync with how your team already works.
| ID | Property | Status |
|---|---|---|
| DC-0142 | 24 Fitzrovia Square, London | Under mgmt |
| DC-0098 | 14 Rue de Rivoli, Paris | For sale |
| DC-0211 | Via Garibaldi 8, Milano | Due diligence |
Your assistant has your firm's actual asset and contact data as context — not generic web knowledge. Set an "About this firm" profile and behaviour instructions once (terminology, units, tone), and every answer comes back the way your team actually talks about deals.
Upload a Word, PowerPoint, or Excel file with tag placeholders — the system fills them from real asset and contact data automatically. Placeholders like an AI-written paragraph are handed to the assistant, which drafts the narrative in your firm's own voice.
PDF and Word text extraction, Excel cell values, and vision for images — the AI can read a floor plan or describe a property photo directly. No more manual copy-paste from a data room into a prompt.
Full data isolation between tenants — your own asset fields, your own AI context, your own users and permissions. Run each client or fund as its own branded workspace, in its own language, from one platform.
Who it's for
Different roles, same workspace — DealCase.ai adapts to how each part of the team already works.
Every asset with live, structured data in one register. Ask the AI portfolio-level questions — "which assets have leases expiring in the next 12 months?" — instead of digging through spreadsheets.
Generate memos, teasers and summaries automatically from asset data, with AI-written narrative sections — cutting document turnaround from hours to minutes.
Upload leases, valuations and PDFs into a chat and ask the AI to extract and cross-check figures — instead of manually reading every document.
Run each client or fund as its own branded tenant with its own fields and AI behaviour — from a single platform, with no data crossing between them.
Get the AI — and the whole interface — working in your firm's own language and local conventions: cap rate vs. rental yield, m² vs. sq ft, EN, IT, FR, ES, DE or PT.
Why AI, why now
The industry's expensive manual work — reading data rooms, producing memos, tracking deadlines — is exactly the work that's automatable, without removing human judgement from the loop.
The AI answers from your firm's actual assets, contacts and documents — not general web knowledge.
Leases, scans, spreadsheets, even property photos — text extraction and vision mean the AI reads what you already have.
A cap-rate fund and a rental-yield fund shouldn't get the same answer — per-tenant AI context makes it match how you talk.
Memos and teasers are data plus narrative — the template engine automates the data, AI drafts the narrative, a human reviews.
A chat over live data means the "report" is generated fresh each time — never a PDF that was accurate the day it was exported.
Isolation, per-tenant context, and secure integrations are hard to build well — DealCase.ai gives you the benefit without the build.
Trust & compliance
Data residency and handling commitments aren't an add-on here — they're structural.
Free resources
Five step-by-step recipes you can build this week with tools you already have — plus exactly where each one hits its limit at scale.
Enforce process sequence without a human chasing it.
Turn scattered PDFs into a queryable register.
Route buyer requests within minutes, not days.
Draft section-by-section, with gaps flagged not hidden.
Track partner quality before it becomes a problem.
Start here for the overview, implementation sequencing, and what's next.
DealCase.ai is sales-assisted — we'll walk through your portfolio and data with you before anything goes live.