Your portfolio scaled. Your operations didn’t.
We automate the manual, high-stakes workflows behind investment and asset management. Your team reviews and sends.
Most firms at your scale are already using AI somewhere — and it works for the clean inputs someone had time to set up carefully. The problem shows up at scale. PM reports with no standard format. Attachments that change every quarter. A process built for 50 assets that nobody has revisited at 300.
We build the infrastructure that holds up when the inputs don’t cooperate.
Financial statement processing
Rent rolls, T12s, and operating statements pulled into model-ready inputs, anomalies flagged, full audit trail.
Reporting and investor rollups
Reports ingested in any format, summarized at the property level, rolled up by asset, fund, or investor, and delivered investor-ready for your team to approve and send.
Deal flow triage
Inbound broker OMs scored against your buy box, so the team only reads what fits.
First-pass underwriting
Models auto-populated straight from deal documents, every figure traceable back to source.
A firm managing assets at scale reduced a monthly reporting workflow from 300+ hours to under 10. Same reports, same formats, same channels.
Net positive in year one. Active partner, name withheld.
By the second conversation we bring a working prototype built around what we heard. You see exactly what we’d build, how it works, and what it would mean for your team. You decide if you want to go further.
What about inconsistent formats?
That's the core of what we build for. The infrastructure we build handles edge cases as part of the engagement — formats that change, attachments that don't map cleanly, data that arrives differently every quarter.
What if an output is wrong?
Nothing sends without your team signing off. Every output goes through a review step before it reaches an investor or counterparty, with a full audit trail behind it.
We tried building this internally.
Most internal builds break on maintenance. A model updates, a format changes, a process evolves. Ollo owns that burden as part of the engagement.