Workflow Walkthroughs
Eight workflows.
From first look to LP report.
See exactly how REMI handles the highest-value workflows across acquisitions, diligence, and investor reporting — step by step, with real outputs.
Deal Flow Detection
A broker sends an OM at 6pm. Your analyst finds it at 9am. The deal is gone.
Teams manually triage inboxes, download PDFs, copy numbers into Excel, and lose speed on first look decisions.
The Result
From inbox to preliminary underwriting in minutes.
How It Works
- 1
Email with OM arrives and is detected automatically.
- 2
REMI extracts key metrics and tags the opportunity to the right fund strategy.
- 3
Deal is scored against your buy-box and historical outcomes.
- 4
Preliminary underwriting packet is pushed to your team channel.
Lease Abstraction
Your team spends hours per lease and still misses escalation clauses.
Most firms still rely on lease abstraction spreadsheets, fragmented notes, and manual checks across multiple files.
The Result
Hours of abstraction work compressed into minutes with source traceability.
How It Works
- 1
Upload one lease or a full lease package.
- 2
REMI extracts base rent, escalations, options, CAM, and responsibilities.
- 3
Terms are normalized into a clean standardized abstract.
- 4
Multi-tenant dashboard supports fast side-by-side comparison.
Rent Roll Intelligence
Your analyst catches a few risks. The hidden concentration risks remain buried.
Manual rent roll review in Excel misses rollover clusters, tenant concentration, and loss-to-lease signals.
The Result
Portfolio risk patterns surfaced in seconds instead of spreadsheet cycles.
How It Works
- 1
Ingest Yardi exports or connect direct feeds where available.
- 2
REMI maps each tenant, term, rent, concession, and expiry.
- 3
Risk dashboard surfaces rollover cliffs and tenant concentration.
- 4
Narrative insights summarize risk and recommended action.
IC Memo Generation
IC memo prep takes weeks and quality varies by analyst.
Analysts copy from CoStar, Yardi, models, and docs while leaders spend cycles validating assumptions and citations.
The Result
Institutional-grade IC memo in minutes, not weeks.
How It Works
- 1
Select a deal from the pipeline.
- 2
REMI compiles model outputs, market comps, and source documentation.
- 3
Memo draft is produced with thesis, risks, scenarios, and recommendation.
- 4
Every claim links to source page for instant diligence review.
LP Quarterly Reporting
Quarter-end reporting consumes weeks and arrives late to LPs.
Fund teams manually aggregate NAV, waterfalls, and commentary across tools, then reformat by hand for delivery.
The Result
Weeks of quarterly reporting effort reduced to same-day delivery.
How It Works
- 1
Select fund and reporting period.
- 2
REMI compiles live performance and computes reporting metrics.
- 3
Market commentary and narrative draft are generated.
- 4
Board-ready report exports in your brand format.
Portfolio Intelligence Q&A
Leadership asks one cross-portfolio question and the answer takes days.
Teams run ad-hoc analyses across data silos, then hand-build decks after chasing stale numbers.
The Result
Cross-fund answers in seconds with confidence and references.
How It Works
- 1
Ask a natural language question.
- 2
REMI queries connected systems and prior firm outputs in parallel.
- 3
Response includes insights, charts, and source citations.
- 4
Export directly to memo or deck workflow.
Due Diligence Automation
Diligence timelines kill velocity and increase missed-item risk.
Most workflows rely on spreadsheet checklists, fragmented email threads, and manual cross-referencing of docs.
The Result
Diligence cycle time reduced with stronger coverage and auditability.
How It Works
- 1
REMI generates checklist by asset type and firm standards.
- 2
Documents are ingested from data room and linked automatically.
- 3
Conflicts are flagged across zoning, environmental, and lease data.
- 4
A consolidated pass, fail, review summary is generated.
Portfolio Monitoring
You discover occupancy or NOI drift after the reporting cycle.
Monthly reports deliver stale data with limited proactive detection of covenant, occupancy, or rollover risk.
The Result
From stale monthly reporting to live operating intelligence.
How It Works
- 1
Connect property management and reporting systems.
- 2
REMI continuously monitors occupancy, NOI, collections, and expirations.
- 3
Alerts trigger on deviations from portfolio targets.
- 4
Contextual diagnosis and next-action recommendations are provided.
Your firm learns once. REMI remembers forever.