Post-Close Asset Summary
Auto-generated asset management handoff document from your valuation model.
4 Core
Sections
Model + DD + Debt
Data Sources
PDF, Excel
Export Options
Capabilities
What It Does
Institutional-grade analysis powered by purpose-built AI.
Tenant Roster
Current tenant roster with lease term, rent, options, and credit notes pulled from the rent roll and lease abstracts.
Operating Budget
Year-one operating budget with line-item revenue and expenses pulled from the underwriting model for asset management tracking.
CapEx Plan
Year-by-year CapEx plan and reserves flow directly from the underwriting model and PCR recommendations.
Debt Summary
Loan summary with rate, term, amortization, covenants, reserves, and prepayment terms — ready for asset management and treasury.
Process
How It Works
Link Deal at Close
Link the underwriting model, loan documents, and DD artifacts at closing — the summary assembles automatically.
Review Handoff Document
Review the auto-generated handoff with all key data pre-populated. Add narrative context and sponsor-specific notes.
Deliver to Asset Management
Share the handoff PDF with the asset management team and investors so nothing is lost in the transition from deal to asset.
Comparison
CREagentic vs Manual Process
FAQ
Frequently Asked Questions
A CREagentic Valuation Engine model, the loan documents (or Loan Document Parser output), and the DD checklist. The summary auto-assembles from these.
Yes. Customize section order, narrative blocks, and logo for your firm's standard handoff template.
Yes. GP/LP structure, waterfall, and capital account data flow in for JV deals so partners receive consistent reporting from day one.
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