Have a live deal? Start with The Deal Screen.
Send the deal package and get a red-flag read on whether the headline returns hold up, in 2 business days. The fee credits in full toward a complete underwrite of the same deal.
See deal supportWire. $2,500.
If you would rather have it done: I instrument one of your models so AI reads every assumption by name, audit it, and prove it on one of your live or past deals with the numbers pulled into memo excerpts, every figure traced to the model. Five business days from the day the model and payment are in. Half up front, half on delivery. If I cannot get it to an institutional standard, it is on me.
See deal supportThree lanes run your firm.
Everything the firm is measured on runs through one of them — so that is how the system is built, lane by lane.
Judged on throughput — and killing the weak ones early.
Monday's pipeline meeting: “Where is everything, and what's current?”
Today: a hand-maintained tracker, stale by the time it is read.
The pipeline, straight from the record — including the deals you passed.
What changes
- Every deal on one screen — stage, headline numbers, model status, straight from the record.
- One button captures the underwrite — from the Excel your team already uses. Nothing retyped into a portal.
- The weak ones surface early — go / no-go against structured numbers, before a deal eats a week of modeling.
Judged on underwrite versus actual — and catching drift before it is a surprise.
The budget review: “Are we on the plan we bought?”
Today: the underwrite in one workbook, the actuals in another.
The whole portfolio against its underwrite — a report, not a project.
What changes
- Underwrite versus actual is a report — the plan you bought and the performance you are getting, in one database.
- Drift is caught while it is a correction — on a screen someone already checks, not at the annual review.
- The history stays attached — budgets, performance and deal documents beside the deal they came from.
Judged on answering capital's questions — without a fire drill.
Wednesday, an investor asks: “Profile the deals you passed on last quarter.”
Today: a week of digging through folders and old email.
The letter starts drafted, and the numbers already tie — they come from the one source of truth. Your team reviews and sends.
What changes
- The answer is a pull, not a scramble — from the same records the team works in daily.
- Reporting becomes an output of daily work — commitments, distributions and the quarterly letter start structured.
- Same numbers in every room — the IC, the lender and the LP read from one record.
Name the lane and you get one page back: what gets built for it, how long it takes, and what it costs. Two business days, nothing owed after.
Built in four steps. The order is the point.
Anyone can promise the top step. The order is what separates a system that holds from a tool that gets abandoned.
One place your firm owns: every deal you touch, its documents and its email — including the ones you pass on.
Your team pushes the underwrite from the Excel they already use, with one button. Nothing gets retyped into a portal.
Pipeline, deal comparison and underwrite-versus-actual read straight from the record. Everyone quotes the same number.
Deal documents read, email filed, drafts started from the record — with your team reviewing and approving.
Everyone asks for step four first. It is the one step that cannot go first.
One system
The four steps, running as one system — acquisitions, asset management and investor relations reading from one database your firm owns.
AI synthesizes. Your people decide.
The foundation stores your deals. The Deal Desk runs them: a broker package arrives, gets classified and filed, screened, underwritten, and delivered as an audited memo. AI does the synthesis at every stage. Your people hold the gates. It is based on the system we run internally.
Each layer stands alone and each leads to the next. Together they are The Operating System: the full stack, installed in your tenant, owned by your firm. Flat, per-firm pricing, scoped on the call. Never hourly, never per-seat.
Every deal compounds the value. Six months in, your database holds every deal your team has touched.
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. Your team runs it without us.
Demo before you commit
See the full system working before you invest a dollar. No commitment beyond 15 minutes.
Request a DemoJoshua Sampson
Most CRE consultants understand deals but can't build infrastructure. Most developers build infrastructure but can't explain a waterfall. Alpha does both in the same conversation — the diagnosis is in deal language, the build is institutional-grade.
AI is part of how Alpha builds, not just what it sells. Every Data Bridge engagement uses AI ingestion for rent rolls, OMs, and T12s — the same tooling our clients are evaluating, wired into the foundation underneath.
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 real deal intelligence looks like.
15-minute walkthrough of the Data Bridge on a live model. We'll show you exactly what this looks like for your team.