REMI
Bespoke AI Agents for Modern Asset Management
REMI
Bespoke AI Agents for Modern Asset Management
My Journey Here
My Journey Here
Fairview Capital Partners
Supported onboarding of the firm's largest commitment (PA-SERS) at this $3.3B PE fund-of-funds — first exposure to institutional capital workflows.
Fairview Capital Partners
Supported onboarding of the firm's largest commitment (PA-SERS) at this $3.3B PE fund-of-funds — first exposure to institutional capital workflows.
IBM Watson AI + Global Financing
Led 0→1 integration of Watson AI into IBM's largest deal-making platform.
IBM Watson AI + Global Financing
Led 0→1 integration of Watson AI into IBM's largest deal-making platform.
Point72 Asset Management + New York Mets
Built multiple data platforms from 0→1 ranging from crypto to baseball. Featured in WSJ, NY Times, & more.
Point72 Asset Management + New York Mets
Built multiple data platforms from 0→1 ranging from crypto to baseball. Featured in WSJ, NY Times, & more.
SMBC / Jenius Bank
Helped SMBC build & scale data platform for their first Digital Banking Unit.
SMBC / Jenius Bank
Helped SMBC build & scale data platform for their first Digital Banking Unit.
REMI
Building the intelligence layer I wished existed — now with AI capable enough to make it real.
REMI
Building the intelligence layer I wished existed — now with AI capable enough to make it real.
Nadi Haque — Founder
Nadi Haque — Founder
AI has Proven its Power.
But It Still Needs a Human to Start Every Task.
Because AI has intelligence — the ability to process and analyze — but not wisdom — the knowledge of why your firm does what it does, how past deals played out, and when to act without being told.
AI has Proven its Power.
But It Still Needs a Human to Start Every Task.
Because AI has intelligence — the ability to process and analyze — but not wisdom — the knowledge of why your firm does what it does, how past deals played out, and when to act without being told.
Intelligence
What AI has
Process documents in seconds
Generate memos and models
Analyze data at scale
Answer questions about files
Every AI tool on the market has this.
The Gap
The Gap
Wisdom
What AI is missing
Why your IC passed on that Nashville deal
How your fund's screening criteria actually work
When to flag an LP concentration concern
What happened last time you saw this cap rate
This lives in one person's head. And it walks out the door every 2.3 years.
Intelligence
What AI has
Process documents in seconds
Generate memos and models
Analyze data at scale
Answer questions about files
Every AI tool on the market has this.
The Gap
The Gap
Wisdom
What AI is missing
Why your IC passed on that Nashville deal
How your fund's screening criteria actually work
When to flag an LP concentration concern
What happened last time you saw this cap rate
This lives in one person's head. And it walks out the door every 2.3 years.
Human Triggered Work.
Intelligence & Automation don't have to be mutually exclusive.
Human Triggered Work.
Intelligence & Automation don't have to be mutually exclusive.
🧠 THE ANALYST
is still the integration layer
Single point of failure
~2.3 yr avg tenure
When they leave, context leaves
Next person starts from zero
🧠 THE ANALYST
is still the integration layer
Single point of failure
~2.3 yr avg tenure
When they leave, context leaves
Next person starts from zero
IC Memo / Model / Report
IC Memo / Model / Report
The “Go-To” Person
Every firm has one — the senior who knows where every doc is, how past deals played out, and why decisions were made.
When They Leave
Deal history, fund strategy, LP preferences — years of context vanishes overnight. The next hire starts from scratch.
Data Stays, Wisdom Doesn't
Memos and models are still in the drive. But no one knows why they matter or how they connect.
The “Go-To” Person
Every firm has one — the senior who knows where every doc is, how past deals played out, and why decisions were made.
When They Leave
Deal history, fund strategy, LP preferences — years of context vanishes overnight. The next hire starts from scratch.
Data Stays, Wisdom Doesn't
Memos and models are still in the drive. But no one knows why they matter or how they connect.
The Smartest AI Coworkers for Each Step
of the Investment Lifecycle.
Four specialized agents that learn your firm's reasoning, criteria, and decision patterns — not just your documents. Each one handles a stage of the deal lifecycle. A human approves at every gate.
The Smartest AI Coworkers for Each Step
of the Investment Lifecycle.
Four specialized agents that learn your firm's reasoning, criteria, and decision patterns — not just your documents. Each one handles a stage of the deal lifecycle. A human approves at every gate.
Deal Screening
100% of pipeline screened in minutes
Every OM scored against your IC criteria, with comps pulled from your deal history
Pursuit
Bid with precision, not guesswork
Comp sets, broker intel, and bid ranges modeled from your firm's own track record
Due Diligence
Surface deal-breakers before money hardens
Marketing claims tested against leases, financials, and inspection data automatically
Asset Management
Run every asset against its original thesis
Monthly actuals vs. underwriting, variance flagged, and risk tracked continuously
Deal Screening
100% of pipeline screened in minutes
Every OM scored against your IC criteria, with comps pulled from your deal history
Pursuit
Bid with precision, not guesswork
Comp sets, broker intel, and bid ranges modeled from your firm's own track record
Due Diligence
Surface deal-breakers before money hardens
Marketing claims tested against leases, financials, and inspection data automatically
Asset Management
Run every asset against its original thesis
Monthly actuals vs. underwriting, variance flagged, and risk tracked continuously
Human-in-the-Loop at Every Gate
AI proposes. Your team decides. Nothing advances without explicit approval.
Human-in-the-Loop at Every Gate
AI proposes. Your team decides. Nothing advances without explicit approval.
Sample REMI Output
· Screening Agent · Auto-triggered“This 240-unit Nashville deal resembles Elm Street (Fund II) — similar cap rate but 15% better basis. IC passed on Elm Street citing tenant concentration. This deal diversifies across 3 segments.”
LP concentration concern — mirrors Austin deal review (March IC). 3 prior deals compared, 2 IC memos cited, Fund II screening criteria applied. Awaiting GP approval.
Sample REMI Output
· Screening Agent · Auto-triggered“This 240-unit Nashville deal resembles Elm Street (Fund II) — similar cap rate but 15% better basis. IC passed on Elm Street citing tenant concentration. This deal diversifies across 3 segments.”
LP concentration concern — mirrors Austin deal review (March IC). 3 prior deals compared, 2 IC memos cited, Fund II screening criteria applied. Awaiting GP approval.
$0B+
Total Addressable Market
$0B+
Total Addressable Market
0K+
Real estate firms in the US alone
0K+
Real estate firms in the US alone
$0.0B+
RE-specific software TAM
$0.0B+
RE-specific software TAM
Most databases only track ~10K institutional firms. The real opportunity is the invisible majority — 90K+ boutiques, syndicators, and family offices desperate for institutional-grade tools.
Most databases only track ~10K institutional firms. The real opportunity is the invisible majority — 90K+ boutiques, syndicators, and family offices desperate for institutional-grade tools.
Visible (Preqin Tracked)
~10K Firms
~15K Firms
~35K Firms
30K+ Reg D/Yr
The Invisible Market
Visible (Preqin Tracked)
~10K Firms
~15K Firms
~35K Firms
30K+ Reg D/Yr
The Invisible Market
Segment
Firms
TAM
Enterprise & Global Giants
~500
$125M+
Core: Mid-Market Institutions
~8,000
$800M
Active Capital Raisers (Reg D)
~35,000+
$1.05B+
Adjacent: Private Credit
~4,000
$480M
Adjacent: Infrastructure & PE
~6,000
$900M+
Real Estate TAM
~53K+
$3.4B+
All Private Capital
$25B+
Sources: Preqin 2025, SEC Reg D Filings (Annual), AppFolio 10-K, IRS Partnership Data
Sources: Preqin 2025, SEC Reg D Filings (Annual), AppFolio 10-K, IRS Partnership Data
Segment
Firms
TAM
Enterprise & Global Giants
~500
$125M+
Core: Mid-Market Institutions
~8,000
$800M
Active Capital Raisers (Reg D)
~35,000+
$1.05B+
Adjacent: Private Credit
~4,000
$480M
Adjacent: Infrastructure & PE
~6,000
$900M+
Real Estate TAM
~53K+
$3.4B+
All Private Capital
$25B+
Sources: Preqin 2025, SEC Reg D Filings (Annual), AppFolio 10-K, IRS Partnership Data
Sources: Preqin 2025, SEC Reg D Filings (Annual), AppFolio 10-K, IRS Partnership Data
The Market is Begging for a Solution.
The Market is Begging for a Solution.
Context Windows Explode
1M+ token models mean REMI can hold an entire fund's deal history in a single reasoning pass. This was impossible 18 months ago.
Context Windows Explode
1M+ token models mean REMI can hold an entire fund's deal history in a single reasoning pass. This was impossible 18 months ago.
Cost Collapse
97% cost reduction in 18 months. Agent economics are now viable — what cost $100 per deal review now costs $3.
Cost Collapse
97% cost reduction in 18 months. Agent economics are now viable — what cost $100 per deal review now costs $3.
LP Pressure Mounts
LPs are demanding AI-augmented processes. Firms can't hire their way out of this. They need an intelligence layer.
LP Pressure Mounts
LPs are demanding AI-augmented processes. Firms can't hire their way out of this. They need an intelligence layer.
Coding Assistant Adoption — Operations is Next
Coding Assistant Adoption — Operations is Next
AI Workers Projection
Benjamin Miller, CEO FundriseBy 2030: 35.4% of all US knowledge-work hours automated — equivalent to 20.4M FTE workers.
AI Workers Projection
Benjamin Miller, CEO FundriseBy 2030: 35.4% of all US knowledge-work hours automated — equivalent to 20.4M FTE workers.
Sources: GitHub Octoverse (2024–2025), Sequoia “State of AI”, Anthropic Public Metrics
Sources: GitHub Octoverse (2024–2025), Sequoia “State of AI”, Anthropic Public Metrics
Smart Money is Validating the Space. No One Owns the Wedge.
Smart Money is Validating the Space. No One Owns the Wedge.
AI for finance is a proven category — Rogo alone is valued at $750M. But no one is building firm-specific institutional memory with autonomous agents across the full investment lifecycle. That's the gap REMI fills.
AI for finance is a proven category — Rogo alone is valued at $750M. But no one is building firm-specific institutional memory with autonomous agents across the full investment lifecycle. That's the gap REMI fills.
Rogo
$165M+Full-stack finance AI for elite investment banks
Lazard, Jefferies, Rothschild
The Gap
Targets IB workflows, not asset management. No firm-specific memory or autonomous agents.
Alt-X
YC W26AI Excel agent for RE underwriting models
Early-stage, 2-person team
The Gap
Narrow scope — only builds Excel models from deal docs. No screening, no lifecycle, no institutional memory.
o11
YC W26Horizontal AI plugin for Office & Google Suite
Yale, Wells Fargo, Bank of America
The Gap
Not finance-specific. Generic doc/slide automation — no deal context, no fund intelligence.
Rogo
$165M+Full-stack finance AI for elite investment banks
Lazard, Jefferies, Rothschild
The Gap
Targets IB workflows, not asset management. No firm-specific memory or autonomous agents.
Alt-X
YC W26AI Excel agent for RE underwriting models
Early-stage, 2-person team
The Gap
Narrow scope — only builds Excel models from deal docs. No screening, no lifecycle, no institutional memory.
o11
YC W26Horizontal AI plugin for Office & Google Suite
Yale, Wells Fargo, Bank of America
The Gap
Not finance-specific. Generic doc/slide automation — no deal context, no fund intelligence.
REMI's Moat: Firm-Specific Intelligence + Full Lifecycle Agents
Others automate tasks. REMI learns why your firm makes the decisions it makes — and compounds that intelligence across screening, pursuit, diligence, and asset management.
REMI's Moat: Firm-Specific Intelligence + Full Lifecycle Agents
Others automate tasks. REMI learns why your firm makes the decisions it makes — and compounds that intelligence across screening, pursuit, diligence, and asset management.
Foundation → Intelligence → Scale
Laser-focused on deal sourcing for mid-market RE, then expand to full investment lifecycle.
Foundation → Intelligence → Scale
Laser-focused on deal sourcing for mid-market RE, then expand to full investment lifecycle.
Foundation
Product live, first design partners
Intelligence
Learning engine, first revenue
Scale → Series A
Enterprise-ready, vertical expansion
Foundation
Product live, first design partners
Intelligence
Learning engine, first revenue
Scale → Series A
Enterprise-ready, vertical expansion
20+
mid-market firms
~$100K
blended ACV
$2M ARR
by month 24
20+
mid-market firms
~$100K
blended ACV
$2M ARR
by month 24
Let's build the Intelligence Layer together.
Let's build the Intelligence Layer together.
Pre-Seed Round
$800K–$1.2M
Pre-Seed Round
$800K–$1.2M
Use of Funds
Use of Funds
What This Capital Unlocks
Month 6
3–5 design partners actively using REMI
Month 9
First revenue — paid pilot conversions
Month 12
10+ firms, initial NRR data
Month 18
Series A readiness — $500K+ ARR trajectory
What This Capital Unlocks
Month 6
3–5 design partners actively using REMI
Month 9
First revenue — paid pilot conversions
Month 12
10+ firms, initial NRR data
Month 18
Series A readiness — $500K+ ARR trajectory
The firms that start compounding intelligence today will be unreachable in 3 years.
The firms that start compounding intelligence today will be unreachable in 3 years.
The question isn't whether this happens — it's whether you're early enough to matter.
The question isn't whether this happens — it's whether you're early enough to matter.
The Market is Ripe for Disruption
The Market is Ripe for Disruption
Yardi makes $1.6B/year on 40-year-old architecture. Point solutions lack context. General AI lacks firm memory. REMI is built AI-first.
Yardi makes $1.6B/year on 40-year-old architecture. Point solutions lack context. General AI lacks firm memory. REMI is built AI-first.
Yardi / MRI
Legacy ERP
+ Strength
Market leader, $1.6B revenue, 20K customers
- Weakness
40-year-old architecture, AI bolted on
Yardi / MRI
Legacy ERP
+ Strength
Market leader, $1.6B revenue, 20K customers
- Weakness
40-year-old architecture, AI bolted on
Rogo AI / o11
Point Solution
+ Strength
IB-focused agents (Rogo, $75M Series C); M365-native modeling (o11)
- Weakness
Built for banking, not RE ops — no property-level context, no deal lifecycle memory
Rogo AI / o11
Point Solution
+ Strength
IB-focused agents (Rogo, $75M Series C); M365-native modeling (o11)
- Weakness
Built for banking, not RE ops — no property-level context, no deal lifecycle memory
ChatGPT / Claude
General AI
+ Strength
Powerful, accessible
- Weakness
No firm memory, no integration
ChatGPT / Claude
General AI
+ Strength
Powerful, accessible
- Weakness
No firm memory, no integration
REMI
AI-Native Platform
+ Strength
Context Graph, autonomous agents, compounding intelligence
- Weakness
Early stage, unproven at scale
REMI
AI-Native Platform
+ Strength
Context Graph, autonomous agents, compounding intelligence
- Weakness
Early stage, unproven at scale
Intelligence-as-a-Service Pricing
Intelligence-as-a-Service Pricing
Platform fee based on fund size + metered agent usage. Revenue scales with client success — more deals = more value = higher contracts.
Platform fee based on fund size + metered agent usage. Revenue scales with client success — more deals = more value = higher contracts.
Platform Fee (Annual)
Includes: Context Graph, integrations, firm knowledge base, security infrastructure
Usage Based Pricing
Platform Fee (Annual)
Includes: Context Graph, integrations, firm knowledge base, security infrastructure
Usage Based Pricing
Why This Model Works
Revenue scales with client success. More deals processed = more value delivered = higher contract value. Perfectly aligned incentives.
Why This Model Works
Revenue scales with client success. More deals processed = more value delivered = higher contract value. Perfectly aligned incentives.
90-Day Proof of Value — No Contract Required
90-Day Proof of Value — No Contract Required
Start risk-free. REMI begins in read-only mode. Human approves everything. We prove value in production conditions, then scale with confidence.
Start risk-free. REMI begins in read-only mode. Human approves everything. We prove value in production conditions, then scale with confidence.
Step 1
Connect
Read-only integrations for email, Yardi, and shared drives. No workflow disruption.
Outcome: Zero risk onboarding
Step 1
Connect
Read-only integrations for email, Yardi, and shared drives. No workflow disruption.
Outcome: Zero risk onboarding
Step 2
Shadow Mode
REMI runs silently and shows what it would have flagged earlier. Proof before trust.
Outcome: Value demonstrated
Step 2
Shadow Mode
REMI runs silently and shows what it would have flagged earlier. Proof before trust.
Outcome: Value demonstrated
Step 3
Activate
Analysts use REMI drafts for IC memos with full human approval. Before vs after gains.
Outcome: Measurable lift
Step 3
Activate
Analysts use REMI drafts for IC memos with full human approval. Before vs after gains.
Outcome: Measurable lift
Step 4
Prove
Review throughput, quality, and decision speed metrics together.
Outcome: Conversion decision
Step 4
Prove
Review throughput, quality, and decision speed metrics together.
Outcome: Conversion decision
If it works, they do not turn it off. If it does not, we learn why and improve the system. Either outcome compounds value.
If it works, they do not turn it off. If it does not, we learn why and improve the system. Either outcome compounds value.
Risks & Investor Questions
Risks & Investor Questions
Key Risks
Key Risks
AI Commoditization
LowOur moat is not AI — it's the Context Graph. No AI company is building firm-specific knowledge graphs. The graph compounds from approvals, overrides, and outcomes. Competitors can copy features, but not accumulated intelligence.
✓ Building proprietary data flywheel from day one
AI Commoditization
LowOur moat is not AI — it's the Context Graph. No AI company is building firm-specific knowledge graphs. The graph compounds from approvals, overrides, and outcomes. Competitors can copy features, but not accumulated intelligence.
✓ Building proprietary data flywheel from day one
Data Security Concerns
MediumDeployment model is client-driven: VPC/on-prem when required. Enterprise-grade encryption, access controls, and audit trails are standard. SOC 2 readiness on roadmap.
✓ Security audit Q3 2026; certifications Q1 2027
Data Security Concerns
MediumDeployment model is client-driven: VPC/on-prem when required. Enterprise-grade encryption, access controls, and audit trails are standard. SOC 2 readiness on roadmap.
✓ Security audit Q3 2026; certifications Q1 2027
Incumbent Response
LowIncumbents are burdened by technical debt. Their AI is a feature; ours is the architecture. We intertwine all the systems a fund uses — fundamentally out of scope for incumbents.
✓ Move fast, lock in design partners before they react
Incumbent Response
LowIncumbents are burdened by technical debt. Their AI is a feature; ours is the architecture. We intertwine all the systems a fund uses — fundamentally out of scope for incumbents.
✓ Move fast, lock in design partners before they react
Common Questions
Common Questions
“Single founder risk?”
Too much leverage with AI-accelerated development to rush a co-founder decision. I'm technical, and my door-to-door sales background gives early GTM coverage. Intentionally selective about a long-term fit.
“Single founder risk?”
Too much leverage with AI-accelerated development to rush a co-founder decision. I'm technical, and my door-to-door sales background gives early GTM coverage. Intentionally selective about a long-term fit.
“Why not just build internally?”
Who maintains it when the best model changes every 90 days? REMI abstracts model orchestration, versioning, and firm-specific tuning so your team never has to.
“Why not just build internally?”
Who maintains it when the best model changes every 90 days? REMI abstracts model orchestration, versioning, and firm-specific tuning so your team never has to.
“How will you access legacy systems?”
REMI sits above them — ingesting outputs, context, and decisions to power faster analysis without disrupting existing infrastructure.
“How will you access legacy systems?”
REMI sits above them — ingesting outputs, context, and decisions to power faster analysis without disrupting existing infrastructure.