Real estate deal review

A lean acquisitions team received roughly 1,000 inbound deals each month from a nationwide broker network. About 10% received meaningful review, and each review could take anywhere from a brief glance to an hour of analysis.

The targeting criteria lived in the partners' heads with no written SOP. Brokers who did not hear back sent their best opportunities elsewhere first.

What Cobalt built

Cobalt turned interviews and observed deal work into a partner-approved buy-box. The agent reads every inbound package in full, including the offering materials, financials, diligence documents, and broker correspondence.

• Disqualify deals that fail the screen and answer the broker.
• Prepare a decision-ready summary for deals that clear the bar.
• Route borderline cases with the analysis done up to the point of judgment.
• Enrich every deal with market comparables, public records, and ownership.

The result

The same lean team increased screening throughput tenfold. Every inbound deal is reviewed, every broker receives an answer, and qualified deals arrive in a prioritized queue with each figure linked to its source.

Start with one workflow

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