For acquisitions and asset management at firms that own real estate
Sloon turns every offering memo, operating statement, and model your firm receives, on the deals you review and the assets you already own, into one knowledge base that only your firm can read. Your acquisitions and asset management teams and their AI agents use it to make key decisions with your firm’s own data.
New deals
Offering memosBroker modelsRent rollsYour portfolio
Monthly P&LsBudgetsMarket and comp reportsUsed by
AcquisitionsAsset managementInvestment committeeYour AI agentsEvery deal your firm reviews leaves something behind: an operating history, a rent roll, a broker’s case, a reason you passed. Every asset you own adds a monthly record of how it performs.
Most of it ends up in inboxes, data rooms, and models that only one person can read. When that person moves on, the context goes too. The next deal starts again from the broker’s offering memo.
A general AI tool sees only the files you give it. It does not know your other deals, the assets you own, or how your firm underwrites.
The offering memo is written to sell the deal. Your own records show how assets really perform.
Every deal you bought or passed on becomes context for the next one. A new offering memo is read against your own comps and the assets you own.
Every figure links to the page it came from. Owners report results in different ways, so Sloon puts them on the same basis before you compare them.
Your guidelines and your choice of comps apply to each deal. The answers follow the way your firm underwrites.
Most firms keep the deal team and the asset team in separate files. Sloon gives them one record, so each team’s work makes the other’s better.
“What should we pay?”
“Is it doing what we bought it to do?”
Every asset you own makes your next acquisition sharper.
Each firm’s data is kept apart from every other firm’s. Your firm decides who on the team has access.
Connect Claude or other AI agents. They answer from your firm’s records, with the same access rules as your team.
Every number in Sloon opens to the page it came from, so you can check what a teammate or an AI agent tells you.