Evidence preserved. Reasoning governed. Outcomes remembered.
Solutions / Real Estate
From dealflow to IC memo, with the underwriting evidence attached.
Real estate teams don't lose deals for lack of data — they lose them because the comps, submarket read, and sponsor context aren't assembled by the time committee meets. Colle assembles the underwriting record automatically, so analysts spend their week on judgement, not on rebuilding models.
Built forInvestment committees underwriting $25M+ deals · Acquisitions · Asset Management
Where the underwriting cycle breaks
The week before IC, in five bullet points.
- 01
Broker decks, CoStar pulls, and internal models live in five folders and one analyst's inbox.
- 02
Comps are re-pulled for every deal because last quarter's pull is already stale.
- 03
Sponsor track record is a set of PDFs; nobody has a system of record for it.
- 04
IC decisions are captured in the memo but not in a form the next deal can learn from.
The underwriting loop
How Colle assembles a deal packet.
- Step 01
Ingest the deal
OM, T-12, rent roll, broker deck, and sponsor materials parsed and structured on upload.
- Step 02
Pull the market read
Submarket comps, cap-rate movement, absorption, and supply pipeline refreshed against the deal.
- Step 03
Draft the memo
Sensitivity tables, comp set, sponsor history, and risk flags pre-filled for the analyst to sharpen.
- Step 04
Record the decision
IC vote, conditions, and post-close performance attach back to the deal record for future underwriting.
The deal record
Every deal — funded, passed, or dead — becomes evidence for the next one.
Colle keeps the full underwriting chain of custody: which comp set was used, which assumptions committee questioned, which sponsor history triggered the risk flag. When a similar deal comes in six months later, the analyst starts from what the firm already learned — not from a blank template.
Comp set
Every comp used, with the date it was pulled and the reason it was included.
Assumption trail
Exit yield, rent growth, and cost inflation, with the source doc behind each number.
IC record
Votes, conditions, and objections attached to the deal — searchable, not archived.
Sources on the deal record
What Colle unifies for real estate.
Typical inputs per deal
- OM & broker decks
- Submarket comps & cap rates
- Absorption & supply pipeline
- Sponsor track record
- Rent roll & T-12
- IC memos & vote history
On the acquisitions team's desk
What lands in an analyst's queue on Monday.
Reprice · Project Lumen
UnderwriteTrigger
Two closed comps within 400m reset exit yield assumption by 35 bps.
Next step
Re-run sensitivity and surface to committee before Thursday.
Opportunity · West Loop industrial
UnderwriteTrigger
Cap-rate compression + demand index trending positive 6 weeks; sponsor already in book.
Next step
Generate preliminary underwriting and add to watchlist for AM review.
Sponsor flag · Redwood Partners
UnderwriteTrigger
Decision-maker change detected; pipeline density rising against firm's target markets.
Next step
Route to IR for warm intro before next capital raise.
What changes for the firm
What changes for the firm.
First-pass underwriting cut from days to hours
IC memos reference prior deal decisions, not just external comps
Sponsor and submarket track record survives analyst turnover
Deploy the Intelligence Layer
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