Underwrite four deals
before lunch. Sourced data. Persona-targeted decks.
VR. Syndication. BRRRR. NNN commercial. The math, the comps, the permits, the persona-fit deck. Built for the agent whose buyers are spreadsheets, not families.
Investment work is different work.
Residential agents sell properties. You sell math. Different inputs, different buyers, different time pressure. The off-the-shelf real estate stack does not contemplate your day.
Underwriting eats hours.
ADR research. Cap rate math. Permit verification. Sensitivity analysis. Comp pull. Four hours per pro-forma. By Wednesday, twelve hours of your week are already spent in spreadsheets.
Investor lists are spreadsheet hell.
Forty-three names in a Google Sheet. Cash flow buyers, 1031 exchangers, syndication LPs, BRRRR specialists. No segmentation. No deal-flow matching. New deal, manual triage, every time.
Persona decks take days.
A cash-flow buyer wants different metrics than a 1031 exchanger wants different metrics than a syndication LP. Three personas, three decks, three days. By the time you send, the deal is gone.
Audit trail is paper hell.
Reg D 506(b) and 506(c) syndications need documented investor accreditation, communication history, subscription docs, K-1 distribution. SEC audit asks for it next week. You still have it in email.
Twelve hours of math.
Compressed to twelve minutes.
Three places where the investment-deal tax disappears. Sourced data. Auto-targeted decks. Searchable investor list. The math gets done, the deck goes out, the deal closes.
Pull ADR from AirDNA. Calculate cap rate in Excel. Verify STR permit on city site. Build sensitivity table. Format pro-forma. Per property.
AirDNA + Excel + city portalDrop the address. ADR sourced, cap rate calculated, permit verified, sensitivity built, pro-forma formatted with citations. Per property.
VR CalculatorBuild cash-flow deck. Rebuild for 1031 buyer. Rebuild for syndication LP. Three decks, three days, by which point the deal is dead.
PowerPoint + manual segmentationOne deal, four persona variants. Cash flow leads on yield. 1031 leads on basis. LP leads on IRR and pref. All branded, all sourced.
Investor Pitch + Persona Targeting43 investors in a Google Sheet. No segmentation, no deal-flow matching, no communication log. Manual triage every time.
Google Sheets + memoryInvestors segmented by strategy, ticket size, geography, hold horizon. New deal → matched investor list, comm history, ready to send.
Investor List ManagerSix tools that
residential agents don't need.
VR, BRRRR, NNN, syndication. The math, the deck, the investor match, the audit trail. All seventeen tools are included on the Agent plan; these six handle the eighty percent of weekly investment work.
VR Calculator
Vacation rental pro-formas with sourced ADR, occupancy, cap rate, sensitivity table. STR permit verification per city. Cited from AirDNA-grade datasets.
"$642 ADR sourced from 247 listings within 0.5 miles. 78% occupancy modeled. Cap 8.4%. Permit ALLOWED in zone..."
Investor Pitch
Twelve-slide deck per deal, one click to retarget for cash flow, 1031, syndication LP, or appreciation buyer. Same deal, persona-fit framing.
"For cash flow: 9.2% cash-on-cash, $4,200/mo NOI. For 1031: matches your basis range, closes in 38 days..."
BRRRR Analyzer
Buy, Rehab, Rent, Refi, Repeat math in one panel. ARV calc, rehab budget, hold cost, refi proceeds, cash recycled, profit waterfall.
"Buy $145K. Rehab $38K. ARV $238K (82% LTV). Refi nets $179K. Cash left in $4K. Profit $32K..."
NNN Lease Analyzer
Triple-net commercial deals. Cap rate, lease term remaining, rent escalations, tenant credit (S&P / Moody's), replacement cost, structural fit for 1031.
"7.5% cap. 12-year lease. 1.5% annual escalator. Tenant BBB+. Replacement cost $3.2M, asking $2.8M..."
Syndication Memo Builder
Investor memo for Reg D 506(b) and 506(c) deals. IRR, equity multiple, pref, GP/LP waterfall, sponsor track record, risk disclosures, sources and uses.
"18% projected IRR. 2.1x equity multiple. 8% pref + 70/30 split above. Sponsor: 14 deals, $84M AUM..."
Investor List Manager
Searchable investor database. Segment by strategy, ticket size, geography, hold horizon, accreditation status. Match new deals to qualified investors automatically.
"This deal matches 14 of your cash-flow segment, 7 of your 1031 queue. Accreditation verified for syndication LPs..."
Tuesday, sixth of November.
Four deals underwritten before noon. Six investor segments matched and sent. The seven hours that used to be spreadsheet time, now back on calls and closings.
Underwrite three incoming deals before the day starts
Naples waterfront, Detroit duplex, Phoenix NNN. Three pro-formas, sourced data, sensitivity tables. By 8:42 you know which two you're pitching.
Match the Naples deal to qualified investors
Investor List runs the match. Fourteen cash-flow buyers, seven 1031 exchangers, nine accredited syndication LPs. Communication log shows last touch on each.
Generate four persona-targeted decks for the Naples deal
Cash flow variant leads on yield. 1031 variant leads on basis and closing timeline. LP variant leads on IRR and pref. Appreciation variant leads on rent growth.
Send the four decks to thirty matched investors
Each persona gets the variant tuned to them. Open tracking, click tracking, follow-up reminders set. By 2 PM you have three replies, two calls scheduled.
Build the Brooklyn syndication memo
Reg D 506(c). 18-unit value-add. Sources and uses, GP/LP waterfall, sponsor track record, risk disclosures. Memo ready for counsel review by 4:30.
Audit trail check · SEC compliance
Pull last 30 days of investor communications, accreditation verifications, subscription docs, K-1 distribution. Five-year retention confirmed. Counsel inbox at 5:14.
One twenty-nine,
brand voice + persona targeting.
Investment specialists work persona-first. The Pro plan adds brand voice training (so every memo and deck sounds like you) and persona targeting (so every deal lands as the right buyer's story). Step up from Agent if you're sending more than ten decks a month.
- Everything in the Agent plan
- Brand voice training (for memos, decks, emails)
- Persona targeting on Investor Pitch (4 personas)
- Investor List Manager with CRM sync
- 300 generations / month
- Priority support and turnaround
- 7-day free trial, no credit card
- All 17 tools, day one
- Brand voice training
- Persona targeting (4 investor personas)
- VR Calculator with sourced data
- Investor Pitch with persona variants
- BRRRR + NNN + Syndication tools
- Investor List Manager + CRM sync
- 300 generations / month
- Priority support and turnaround
The investment stack you stitched,
vs the one already built.
Most investment specialists assemble four to six paid tools and still have to re-key data between them. Here is the math on consolidation.
Stitched Investment Stack
- AirDNA Pro$65/mo
- CoStar / commercial data$120/mo
- BRRRRMath / DealCheck$40/mo
- Juniper Square Lite / similar$120/mo
- ChatGPT Plus + Excel$20/mo
- Mailchimp + Pitch tool$35/mo
Pro Plan, All In
- All 17 tools$129/mo
- Sourced ADR / cap rate / compsincluded
- VR + BRRRR + NNN + Syndicationincluded
- Persona targeting (4 investor personas)included
- Investor List Manager + CRM syncincluded
- Brand voice trainingincluded
Investment specialist questions, answered.
Vacation rental (short-term and mid-term), BRRRR (Buy/Rehab/Rent/Refi/Repeat), NNN commercial (single-tenant net lease), syndications (Reg D 506(b) and 506(c) value-add multifamily, industrial, mixed-use), 1031 exchanges, build-to-rent. Coming in 2026: ground-up development, mobile home parks, self-storage. Tools updated quarterly based on user demand.
Every numeric output includes its source citation. ADR pulled from a licensed AirDNA-grade dataset with sample size and date range visible. Cap rate calculated from CoStar-grade comparables, also with sample size. STR permits verified against city portals (45+ markets supported). Tenant credit ratings sourced from S&P or Moody's where public. Citations export with every pro-forma and pitch deck for due-diligence audit.
Yes. Syndication Memo Builder produces investor memos sized for Reg D offerings: sources and uses, GP/LP waterfall, projected IRR and equity multiple, sponsor track record section, risk disclosures, sponsor history. Audit trail captures investor accreditation verifications, communication history, subscription docs, K-1 distribution records with five-year retention. Reviewed by securities counsel for general suitability; final memos should still be reviewed by your own counsel before SEC filings.
Import investors from a CSV or your existing CRM. Tag by strategy (cash flow, 1031, syndication LP, BRRRR, NNN), ticket size range, geography, hold horizon, accreditation status. New deals run a match against the list, surface matched investors, and pull communication history per contact. Send pitch decks directly from the workspace with open and click tracking. Two-way sync with Follow Up Boss, kvCORE, HubSpot, Salesforce.
Yes. Standard integrations on Pro plan: Follow Up Boss, kvCORE, HubSpot, Salesforce, Pipedrive. Integrations push generated decks, pro-formas, and memos directly to investor contacts in your CRM. Track opens, clicks, replies in your existing pipeline. Custom CRM integrations (proprietary or smaller vendors) available on Brokerage plan.
RealtrAI scales to where you are.
Three other personas, three other plans. Same seventeen tools, configured for the way you actually work.
Solo Agents
Independent agent running a one-person book. All 17 tools, $59 a month, 4.5 hours saved per week.
View Solo → For TeamsTeams
Two to nine licensed agents working together. Shared brand voice, role permissions, lead routing, compliance review queue.
View Teams → For BrokeragesBrokerages
Ten or more licensed agents, multi-office, multi-brand. Custom tools, locked compliance, white-label, full audit trail.
View Brokerages →Underwrite four deals before lunch.
Persona-fit decks before close.
Try the Pro plan free for seven days. No credit card. Sourced data, persona targeting, investor list, audit trail. Day one.