AssetOS is an AI‑native transaction management platform for real‑estate investment teams that automates deal intake, data extraction, and pipeline visualization, turning emails, PDFs and data‑room files into a structured, searchable workspace. The system provides collaborative document handling, AI‑driven due‑diligence insights, and one‑click generation of investment memos and reports while ensuring data sovereignty with Swiss or EU residency and enterprise‑grade security.
Funding
Funding not disclosed
Founders
Product
Problem
Real estate transaction teams spend extensive time on manual data entry, spreadsheet workarounds, and fragmented communication during deal intake, pipeline management, due diligence, and reporting. This manual effort reduces analysis capacity, slows triage, and makes it difficult to maintain a single source of truth for deal status and documentation.
Solution
AssetOS provides an AI‑native, end‑to‑end transaction management platform that automates the capture and structuring of deal information from emails, exposés, and data rooms. The system extracts key property data, pricing, contacts and matches each deal against predefined acquisition profiles, eliminating manual entry and enabling instant triage. A unified workspace combines pipeline visualization (Kanban, list, map), collaborative document handling, AI‑driven due‑diligence findings, and automated generation of investment memos, NBOs and reports. All data resides in a secure, sovereign cloud environment (Swiss or EU residency) with ISO 27001, GDPR and encryption controls, ensuring privacy while supporting real‑time, role‑based access for teams and counterparties. The platform thus shifts senior staff from administrative tasks to analysis and negotiation, accelerates decision cycles, and provides live, auditable deal status for management and board reporting.
Target Audience
AssetOS is designed for real‑estate investment teams, asset managers and development groups in banks, private equity firms, and corporate real‑estate departments that handle acquisition, divestment or development pipelines across Switzerland and Germany.
Features
- AI‑powered deal intake that reads emails, PDFs and data‑room files, extracts property details and populates a structured pipeline in seconds
- Automatic matching of incoming deals to acquisition profiles with instant KO criteria evaluation
- Configurable multi‑pipeline architecture (acquisition, divestment, development) with custom stages and Kanban, list or map views
- Integrated AI due‑diligence module that captures findings, ranks risks, links each issue to its source document and triggers follow‑up workflows
- Collaborative workspace for team members and external counterparties, including communication logging, NDA tracking and document sharing
- One‑click generation of standardized investment memos, NBO/BO drafts and board reports directly from extracted data
- Enterprise‑grade security: ISO 27001 certified infrastructure, GDPR/nDSG compliance, data residency choice (AWS Zurich or Frankfurt), encryption at rest and in transit, RBAC, RLS and SSO