[PLATFORM_OUTCOME] — [CASE_004_REAL_ESTATE] — Self-serve compatible workflow

Investment Dossier Generator

Multi-step AI system that turns 10-40 hours of analyst work into a comprehensive investment memo in minutes.

95%

Time saved per deal

10-40h

Analyst hours replaced

Specialized agents

<15min

Full dossier generation

[PROBLEM] — Before workflow automation

Due diligence was the bottleneck

×Each investment memo took 10-40 hours of analyst time

×Data scattered across land registries, market reports, and PDFs

×Financial modeling done manually in spreadsheets

×Inconsistent memo quality across team members

×Missed deals due to slow analysis turnaround

[SOLUTION] — The platform approach

Four specialized agents, one dossier

This multi-step AI system assigns one specialized agent to each investment-analysis phase. The Data Extractor pulls registry and document data. The Market Analyst benchmarks comparable transactions. The Financial Structurer builds ROI models. The Memo Drafter compiles everything into a polished investment dossier.

✓Automated data extraction from land registries and PDFs

✓Comparable transaction analysis with market benchmarks

✓Financial modeling: IRR, NPV, cash flow projections

✓Risk scoring across location, legal, and market factors

✓Polished investment memo with executive summary

✓Export to PDF, Excel, and presentation formats

[ARCHITECTURE] — Agent pipeline

How the agents work together

Data Extractor

Pulls data from registries, PDFs, and databases

→

Market Analyst

Benchmarks comparable deals and market trends

→

Financial Structurer

Builds IRR/NPV models and cash flow projections

→

Memo Drafter

Compiles polished investment dossier with risk scoring

[RESULTS] — The numbers

Measurable impact

95%

Reduction in analysis time

More deals evaluated per quarter

<15min

From input to finished dossier

Additional analyst headcount needed

[TIMELINE] — From brief to production

Live in 72 hours

Day 0

Kick-off call

Mapped existing workflow, data sources, and memo template requirements

Day 1

Agents built

Four specialized agents developed and interconnected

Day 2

Calibration

Tested against 5 historical deals, refined financial models

Day 3

Production

Multi-step AI workflow processing live deal flow

[NEXT_STEP] — Try the same playbook

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