Automate the Busywork. Focus on the Deal.
From document intake to IC memo, automate the handoffs that slow your team down. Integrate with your existing tech stack and eliminate manual bottlenecks.
End-to-End Workflow Automation
Connect every step of the acquisitions workflow — from the moment a deal lands in your inbox to portfolio-level reporting.
Automated Document Intake
New OM hits your inbox? RealQuant can automatically ingest, parse, and populate a preliminary underwriting model — before your team even opens the email.
Integration with Your Stack
Connect RealQuant with N8N, Power Automate, Zapier, and your CRM. Trigger workflows based on deal stage changes, document uploads, or custom events.
Portfolio Roll-Up Reporting
Aggregate deal-level data into fund-level dashboards and portfolio reports. Automated roll-ups that update as individual deals progress through your pipeline.
Recurring Data Refresh
Set schedules to automatically update market comps, rental benchmarks, and economic data feeds. Your models stay current without manual intervention.
How It Works
Define Your Workflow
Map out the steps from document receipt to final IC package. Identify the handoffs where time is lost and errors creep in.
Connect Your Tools
Integrate RealQuant with your email, CRM, deal management platform, and reporting tools using pre-built connectors or the REST API.
Set Triggers & Rules
Configure triggers: a new email attachment kicks off document parsing, a stage change updates the portfolio dashboard, a threshold breach sends an alert.
Monitor & Optimize
Track workflow performance, identify bottlenecks, and continuously optimize. Every automated action is logged and auditable.
Reclaim Your Team’s Time
Automation eliminates the repetitive tasks that consume your analysts’ most productive hours.
80%
Less Manual Data Entry
24/7
Always-On Processing
Minutes
Intake to Model
0
Manual Handoffs Needed
Frequently Asked Questions
RealQuant integrates with N8N, Microsoft Power Automate, Zapier, and offers a REST API for custom integrations. Pre-built connectors are available for common CRE platforms and CRMs.
Yes. You can set up a workflow that monitors a specific inbox or folder. When a new OM or deal document arrives, RealQuant automatically parses it and populates a preliminary underwriting model for your team to review.
RealQuant aggregates data from individual deal models into fund-level dashboards. As deals progress and models are updated, the portfolio roll-up reflects the latest data automatically — no manual consolidation required.
Yes. Workflows are configured through a visual interface — no coding required. For advanced use cases, the REST API supports custom automation logic built by your engineering team.
Every automated action is logged. If a step fails (e.g., a document can’t be parsed), the workflow pauses and notifies the appropriate team member. Failed items are queued for manual review with full context.
Automate your pipeline. Close more deals.
Let AI handle the handoffs while your team focuses on the deals that matter.
No credit card required. Join the private beta waitlist.