Deal Screening Memo
Score acquisition opportunities against your buy box criteria. Pass or fail typically in minutes.
Seconds
Scoring Time
Custom
Criteria Dimensions
1 Page
Memo Length
PDF, Excel
Export Options
Capabilities
What It Does
Institutional-grade analysis powered by purpose-built AI.
Configurable Criteria
Define your firm's buy box — asset class, geography, cap rate, IRR hurdle, deal size, vintage, occupancy, and custom thresholds — and score every deal against it.
Auto-Scoring
Every deal is scored automatically against your criteria with green/yellow/red ratings per dimension and an overall recommendation.
Key Metrics Summary
One-page summary of all key acquisition metrics — price/SF, cap rate, IRR, cash-on-cash, equity multiple, and DSCR — from the underlying underwriting.
Quick Recommendation
Pass, pursue, or pass-with-conditions recommendation with a clear rationale so deal leads can triage incoming packages in minutes.
Process
How It Works
Define Your Buy Box
Set up your firm's buy box once — asset class, market, size, return thresholds, vintage, and risk parameters. Save templates per strategy or fund.
Run Screening on New Deals
Upload an OM or link an existing pipeline deal. The screening memo pulls key metrics from the OM Extract Agent and the Valuation Engine automatically.
Review the Score
Review the scorecard with green/yellow/red ratings per criterion, a summary of key metrics, and a pass/pursue recommendation.
Export and Share
Export the screening memo as a one-page PDF for the deal lead, acquisitions committee, or weekly pipeline review.
Comparison
CREagentic vs Manual Process
FAQ
Frequently Asked Questions
Yes. Create multiple buy box templates — core, value-add, opportunistic, or fund-specific — and apply the appropriate template to each incoming deal.
Metrics are pulled from the OM Extract Agent (for as-provided broker data) and the CREagentic Valuation Engine (for your underwritten assumptions) so the screening memo reflects both.
It means the deal passes most criteria but has one or two yellow flags that require resolution — a high cap rate but below-market rents, for instance. The memo lists the conditions clearly.
Yes. Every screening memo is attached to the deal in the Deal Pipeline, so the full screening history is available for future reference and committee review.
Ready to get started?
Create a free account and try Deal Screening Memo today. No credit card required.