Never Lose a Deal to Silence Again

Your AI Deal Monitor watches every deal across Asana, Cloze CRM, and Gmail 24/7, detecting stalled pipelines and taking action before opportunities disappear. Built for real estate private credit and PE firms that can't afford to miss six-figure deals.

PROBLEM

Deals Fall Through the Cracks When You're Not Looking

Real estate deals require constant attention across multiple platforms. When a deal goes silent for days or weeks, it's often too late to recover. Your team can't manually monitor every relationship, every task, and every email thread simultaneously. Critical follow-ups get missed. Stalled deals stay stalled. Revenue disappears.

SOLUTION

How It Works

Cross-Platform Deal Intelligence

Your AI agent continuously scans Asana, Cloze CRM, Gmail, Airtable, and Dropbox to detect patterns humans would miss. It identifies stalled deals, missed follow-ups, and broken promises the moment they happen. No more wondering if something important slipped through the cracks.

Automated Action with Human Control

When your AI agent detects a problem, it doesn't just alert you, it takes action. It creates follow-up tasks, drafts personalized re-engagement emails, and updates your CRM with context-aware notes. Every action requires your approval before execution, keeping you in control while saving hours of manual work.

Extensible Multi-Agent Architecture

Start with one deal monitoring agent and expand to specialist agents for CRM management, task automation, email handling, and data analysis. Your system grows with your business. Fully documented and designed to run unattended on triggers and schedules, giving you a true AI operating system for your firm.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.