Portfolio
Your pipeline, one board.
Every active deal in staged columns — owner, attention, next milestone. The Agent sees it too: ask what stalled this week, or pull comparables from your own past deals.
Reia turns OMs, rent rolls, T-12s, and market data into committee-ready underwriting — source-backed, in one workspace shared by your team and the Agent. The Agent carries the work forward. The team keeps judgment.
Product
From dataroom to IC memo.
Every material number traces from source file to memo claim — one workspace, one current version. When committee asks where a number came from, you open the source, or ask the Agent.
Agent
The Agent works inside the deal, not beside it.
Not a chat window over your files — an operator in the same workspace as your team. Give Reia a section and it carries it end to end — reads the sources, fills the model, drafts the memo language. The structure is what makes that autonomy safe.
- Works the whole deal: sources, model, memo.
- Every value lands typed, sourced, and reviewable.
- Your judgment stays the last word.
Inputs
Every Input shows its work.
The Agent fills the model the way an analyst would — with context, not just extraction. Source, trust state, and overrides sit beside every editable cell.
Statements
Inspect the statements behind the case.
Operating statements, debt schedules, cash flow, and GP/LP waterfalls — institutional models, readable line by line.
Dashboard
The investment case, on one screen.
Returns, sensitivity, source quality, and review flags — built from the model, current by construction. The exhibit that never goes stale.
Memo
When the model moves, the memo follows.
The IC memo — or the lender memo, or the Monday update — is written in live values: citations, Inputs, statement figures, dashboard exhibits. The copy-paste chain from model to deck to memo is gone, and the late-night number-checking with it.
Review
Review every material claim.
Every claim and every Input opens back to its evidence — or ask the Agent to walk you through it. The team decides what to rely on.
01
Open the source.
The PDF, the workbook, the image — right in the workspace.
02
Check the Input.
Source support, trust state, and value history beside the cell.
03
Inspect Statements.
Statement lines that still match the underwriting case.
04
Read the Dashboard.
Returns, source quality, and review flags in one view.
05
Insert into the memo.
Live refs that update with the underwriting.
06
Audit with Graph.
The dependency path behind any number that needs review.
Deployment
Run Reia on your terms.
Data privacy is a ladder — choose your rung. Most teams start on the secure platform and pay as you go; regulated datarooms take the boundary as far as required.
Your Standard
Whichever rung — your models, your memo format, your statements and dashboards.
Multifamily, hotel, and LBO ship today; custom packages are pilot scope.