For real estate syndicators and funds investing in multifamily
Broker numbers
are marketing.
DealBasis is your firm's AI analyst. It reads every OM, T-12 and rent roll, cites each number to its page, and tells you Pursue, Watch or Pass on your buy box.
Your own buy box. Your own Excel model. Every number cited.
SCANNING · FICTIONAL CEDARS (SAMPLE)
Fictional Cedars
Puget Sound, WA · Built 2019 · 468 units
Asking price
$166,000,000
Per unit
$354,701
Broker NOI
$8,718,262
Documents support
$8,335,762
Illustration. Sample deal, made-up numbers.
■ Your AI analyst at work
An AI analyst
that shows its work.
Upload a deal and DealBasis's AI reads every page of the OM, T-12 and rent roll, pulls every number and ties each one to the page it came from. Where the broker's numbers and the real documents disagree, it flags them.
OFFERING MEMORANDUM · p.4
Fictional Pines Residences
AI-READ BRIEF · CHECKED TWICE · CITED
WATCHQuestions for the broker: Which unit count is right, 122 or 120? Which expense lines differ, and why?
■ The problem
Too many OMs.
Not enough hours.
10 to 50 OMs a month, 2 to 4 hours each to type in and check. Most are a no, and the numbers came from a sales document.
What gets missed · made-up sample deal
The broker's OM says the property makes $1,128,798 a year. The T-12 says $1,083,403.
The OM left out $45,395 of repairs and payroll. Typed straight from the OM, your income starts $45,395 too high. DealBasis catches it and cites the page.
What the broker claims
OM · p.4
Expenses the OM left out
T-12 · p.2
What the property really makes
T-12 · p.2
INBOX
10–50
OMs land in a sponsor's inbox every month.
PER DEAL
2–4 hrs
to type one into Excel and check it.
■ How it works
One dashboard.
Every deal
reviewed by AI.
Upload the OM, T-12 and rent roll. Your AI analyst reads every page, and each deal lands in your firm's dashboard with cited numbers, a Pursue / Watch / Pass call and your model filled in, so your team sees the whole pipeline at a glance.
Your firm's deal desk
SAMPLE DASHBOARD · MADE-UP DEALS
1
1
1
Example Ridge Apartments
Every buy-box filter met
Fictional Pines Residences
Cap rate 5.76% vs your 6.00% minimum; OM doesn't match the documents
Willow Test Court
24 units, below your 50-unit minimum
How each deal gets there
01
Drop in the deal
Upload the OM, T-12 and rent roll: PDFs, scans or spreadsheets. OM-only works too, as a fast first screen.
02
Real numbers, cited
Every number is read twice and checked against its page. The broker's NOI is rebuilt from the T-12. Anything that doesn't check out is flagged, never silently used.
03
Pursue, Watch or Pass
Screened on your own buy box, with a one-line reason. Close misses are Watch, not Pass, so near-misses stay on your radar.
04
Your model, filled in
Your own Excel model, pre-filled, plus quick returns on your standard assumptions: cap rate, DSCR, cash-on-cash and IRR.
■ Who it's for
Built for one job:
multifamily.
Built for
- Buying existing multifamily, value-add or stabilized
- $5M+ deals
- 10 or more OMs a month
Not for
- Ground-up development and land
- Office, retail and industrial
- Investment advice: DealBasis never says "buy"
■ Pricing
One price.
No per-deal fees.
Your firm's AI deal desk: every OM screened on your buy box, every number cited, your model filled in. One yearly price, no per-deal or per-seat fees.
Start free
$0
Book a 30-minute call and send one deal you're looking at now. Within 2 business days, we walk you through its one-page brief on a 30-minute review call.
No card, no commitment
Run your first deal freeYour deal desk · every deal, all year
$10,000
Setup and your first year: tuned to your buy box, your Excel model and your past deals, with logins for your team.
Then $3,000 a year to renew
Schedule a demo98%
GUARANTEED MINIMUM
180-day accuracy guarantee.
Every number DealBasis marks as checked is cited to its page; anything it's unsure of is flagged for you. In your first 180 days live, if more than 2 in 100 checked numbers don't match their page, we refund the setup fee. Full terms in the Client Agreement.
AI usage is billed by Anthropic to your own account.
■ Security
Your deals stay yours.
Private desk per firm
Your deals live in your own workspace. No other firm can see them.
You own your data
Your documents and outputs belong to you. Export them any time.
Your own AI account
Deals are read on your firm's Anthropic account, not ours.
■ FAQ