Screen 10x the Deal Flow.
Close with Institutional Confidence.
Without Hiring a Single Analyst.

We build the data architecture underneath your existing Excel models. Your team changes nothing about their workflow. The infrastructure assembles underneath. Every deal becomes queryable, trackable, and IC-defensible.

Infrastructure That Compounds | Pipeline That Builds Itself | Deal History You Own

Founder Institutional Experience

NYMTBaringsWells Fargo

150+ deals underwritten. Data solutions across 3 institutional platforms.

Alpha CRE data architecture: Excel models feeding a SQL database powering pipeline dashboards

Your Team Runs on Excel. Your Data Lives in a Folder.
That's Costing You Deals.

Your team underwrites 50 deals a year.
Where do those models live?

Shared drives. Email attachments. Someone's desktop. Version 7_final_FINAL_v2.xlsx.

Teams chat message asking for the latest deal modelOneDrive folder showing seven versions of the same underwriting model

How many deals did your team miss out on last quarter — not because the deals were bad, but because you couldn't get to them fast enough? At $15–25M per deal, three missed opportunities a year is $50–75M in unrealized acquisition volume. Not because of bad deal flow. Because of infrastructure.

This is not a technology problem. It's an architecture problem.

The Alpha Advantage

DEAL LANGUAGE + DATA ENGINEERING

Most CRE consultants understand deals but can't build infrastructure. Most developers build infrastructure but can't structure a waterfall. Alpha does both in the same conversation — 150+ deals underwritten at an institutional pref shop, and the SQL database the acquisitions team ran on, built by the same person. The diagnosis is in deal language. The build is institutional-grade. Your team keeps using Excel. We build the foundation underneath it.

Zero disruption. Same Excel. Same workflow. The infrastructure runs underneath.

What You Get When You Work With Alpha

One stacked engagement. Named deliverables. Everything your team needs to move faster.

01

The Underwriting Engine

Your Entry Point to the Data Bridge

Alpha's institutional-grade Excel underwriting model — IC-ready, database-connected from day one. Every deal underwritten in this model flows into the Data Bridge automatically. Need underwriting capacity now? We underwrite deals alongside your team using this model, so you get institutional-quality output and a system that's already wired for infrastructure from the start.

Underwriting ModelsDeal ScreeningIC-Ready Output
Underwriting model spreadsheet template
02 Core Product

The Data Bridge

Excel In. Database Out. Pipeline Built.

A centralized database and custom Excel integration that pushes and pulls deal data with one click. Upload a rent roll, OM, or T12 — Alpha's AI extracts, normalizes, and pushes structured data directly into your database. No manual entry. No separate extraction tool.

Already have a model your team trusts? We plug directly into it — no rebuilds, no migration, no disruption. Your team underwrites in their same spreadsheet, same tabs, same formulas — but now every deal, every version, every assumption lives in a centralized system. Pipeline tracking, version control, and deal history become a byproduct of the work your team already does.

Centralized DatabaseExcel Add-InAI-Powered IngestionPipeline AutomationVersion Control
Deal upload animation showing data flow from Excel to database
03

The Command Center

Your Pipeline, One Click Away

Power BI dashboards and reporting layered on top of your new infrastructure. Real-time pipeline visibility, deal comparison, underwriting-vs-actuals tracking — all updated automatically from the models your team builds every day. When leadership asks "where do we stand," you pull it up in 10 seconds instead of making three phone calls.

Power BI DashboardsPipeline ReportingPortfolio Analytics
Pipeline dashboard showing deal flow and analytics

Every Deal Compounds the Value.

Six months in, your database holds every deal your team has touched — queryable by market, vintage, cap rate, or any metric you track. Twelve months in, you have historical benchmarks, assumption patterns, and institutional memory that survives any hire or departure. The longer you use it, the more valuable it becomes. This isn't a tool you subscribe to. It's an asset you own.

The Handoff Package

Full documentation, team training, and 30-day support window. Your team runs it without us.

Demo Before You Commit

Every engagement starts with a live demo — so you see what your pipeline looks like with infrastructure underneath before you invest a dollar. Want to go deeper? We'll underwrite a deal with your actual data for free.

A full-time analyst costs $120–180K and takes 6 months to ramp. Enterprise deal management platforms charge $15,000–$50,000 per year and take months to implement — and your team still has to leave Excel to use them. Alpha delivers the same pipeline visibility in weeks, inside the spreadsheet your team already trusts, at a fraction of either cost.

Zero disruption. Same Excel. Same workflow. The infrastructure runs underneath.

How It Works

Three steps. Zero disruption to your team.

01

The Demo

We walk you through a working Data Bridge in 15 minutes — pipeline dashboards, AI ingestion, and version control in action.

02

The Diagnosis

We walk you through your infrastructure gaps and exactly what we'd build to fix them.

03

The Build

We build the data layer underneath your existing model. Every deal your team underwrites from this point forward feeds a centralized database automatically. Your pipeline builds itself from the work your team already does — no manual updates, no new systems to learn. Usable output from Week 1.

Proof

Specific results from institutional experience

Joshua Sampson — Founder & Lead Architect

Joshua Sampson, Founder of Alpha CRE Solutions — 150+ deals underwritten at an institutional pref shop, built SQL database infrastructure for the acquisitions team, analytics at Barings, enterprise data at Wells Fargo

150+ multifamily deals underwritten at an institutional pref shop. Built the SQL database infrastructure the acquisitions team ran on. Built the analytics tool Barings' Structured Credit team didn't know to ask for. Enterprise data analysis at Wells Fargo.

I started Alpha CRE Solutions because the people who understand the deals never speak the same language as the people who build the systems — and I want to help smart deal teams running on broken infrastructure run at institutional speed.

See What Your Pipeline Could Look Like.

In 15 minutes, we'll walk you through a working Data Bridge — from Excel model to centralized database to pipeline dashboard. You'll see AI-powered ingestion, automated version control, and the deal comparison view your team doesn't have today.

No deal data required. No commitment. Just a clear picture of what's possible.

Prefer to reach out directly?

Want to test it with your own data?

Send us a deal — active, passed, or dead — and we'll run it through the full system. You'll see the quality and the infrastructure in action with your actual numbers.

We take on 2–3 infrastructure engagements at a time to ensure delivery quality.