*Underwritten at New York Mortgage Trust. Deal value reflects the total capitalization of deals analyzed. Data and analytics platforms built at New York Mortgage Trust, Barings, and Wells Fargo.
The AI Deal Workspace.
Four workflows, in the order a deal moves, on one deal database your firm owns. AI handles the documents, the research and the first drafts of the model and memo.
See a sample dealDeal Set Up
A deal arrives and gets its own room, email address and diligence checklist.
Diligence Screen
Package claims, key parties, market and rent roll, read and tested before the model opens.
Underwriting Draft
Every assumption drafted with its source, and nothing enters the model until your team approves it.
Memo Draft
Your memo template, filled section by section, with every figure cited to its source.
Every deal in one view.
One deal database your firm owns, and the two views your team works in: the Command Center, where the principal sees the pipeline, each deal, the assumptions and the team's activity on four dashboards, and My Desk for each analyst. Every figure on screen is one your team approved.
See the setup
Your team reviews and approves every output. AI never decides a number or moves a file without a click.
Capital follows conviction.
In the pipeline meeting, the investor call, and the committee room, you are either ready or you are not. Everything we build exists to make sure you are.
Joshua Sampson
Most consultants understand deals but cannot build infrastructure. Most developers build infrastructure but cannot explain a waterfall. Alpha exists to do both in the same conversation: the diagnosis in deal language, the build to institutional standard.
Joshua has spent over 7 years building solutions across commercial real estate, structured finance, and Corporate and Investment Banking, including the data and analytics platforms behind institutional investment teams at NYMT, Barings, and Wells Fargo. That combination, deal judgment and the systems underneath it, is the firm.
Perspectives from the deals.
A tool, a workflow and an agent are three different things, and a chat window is none of them. The distinction decides what breaks on a live deal.
Why I kept AI agents off real work until the structure was ready, the two kinds of rules they run under now, and the one test that sorts them.
Where sponsor assumptions break, what to do when the data you asked for is late, and why the sprint on a live deal is never actually the deadline.
Start the conversation.
A short intro call on how your team runs deals today and which workflow would earn its keep first.
Schedule a callOr write directly: joshua@alphacre.io