Platform

One platform.
Every capability.

Source, analyze, manage, and grow in one AI-powered workspace built for real asset teams.

Agentic OS

AI Agents That Work Like Your Best Analysts

AssetEdge ships with 13 purpose-built agents and 30+ skills that cover your entire deal lifecycle — from sourcing and underwriting to reporting and portfolio monitoring. Every agent operates autonomously with full access to your data, tools, and workflows. And you can create your own.

  • 13 pre-built agents span deal sourcing, underwriting, market monitoring, reporting, and more.
  • 30+ composable skills let agents search, analyze, generate memos, pull comps, and interact with your data.
  • Create custom agents with any combination of skills, triggered by events, schedules, or conversation.
  • AI chat gives every team member a natural language interface to agents, data, and the full platform.
  • Human-in-the-loop approvals keep you in control of every critical decision.
Agents
13 agents · 30+ skills
Deal Sourcing Agent
14 opportunities flagged this week
Running
Underwriting Agent
3 memos generated today
Running
Market Monitor
Tracking 12 metros, 4 asset classes
Running
Comp Analysis Agent
Pulled 48 comps across 3 markets
Running
Reporting Agent
Weekly portfolio report queued
Running
Portfolio Reporter
Next run: 8:00 AM Mon
Scheduled
+ 7 more agents
Pending Approval
2 min ago
Underwriting Agent completed investment memo for Oak Street property. Ready for review.
Approve
Reject
Live Data Layers
2.4M+ data points indexed
Parcels, zoning, environmental, and comps
Geospatial Intelligence

AI-Powered Maps

Millions of live data points covering property data, zoning, environmental, infrastructure, and market comps, all with full AI context. Ask anything, and the map answers.

  • Millions of searchable data points span every asset class.
  • Layer your own proprietary data on top of public datasets.
  • AI analyzes patterns, comps, and opportunities across the map.
  • Google Street View, satellite imagery, and custom GeoJSON layers are all supported.
Explore the Map for Free
AI-Generated Reports

Executive Reports in Minutes, Not Weeks

Generate comprehensive portfolio reviews, investment memos, and market reports that pull from every data source in your workspace. Every chart, table, and insight is grounded in your actual data.

  • Full executive reports are generated from your live portfolio data with one click.
  • Market conditions, risk assessments, and performance summaries are assembled automatically.
  • Reports are branded with your firm's identity and ready to send to investors or partners.
  • Every data point is traceable back to its source for full auditability.
  • Schedule recurring reports so your team and investors are always up to date.
Executive Report
Q1 2026 Portfolio Review
AI Generated
Portfolio Summary
12 pages
AUM, occupancy trends, NOI performance, and rent growth across all assets.
Market Conditions
8 pages
Cap rate movements, supply pipeline, and macro indicators by metro.
Risk Assessment
6 pages
Contract expirations, debt maturities, concentration risk, and watchlist items.
0
Pages
0
Data Points
3 min
Generated In
Portfolio Dashboard
Last updated: 2 min ago
Total AUM
$842M
+12% YoY
Avg Occupancy
94.2%
+1.8%
Pipeline Value
$156M
18 active deals
Avg Cap Rate
5.8%
-20 bps
NOI Performance (12mo)
+8.4% trailing
AI Insight
NOI growth is accelerating in your Southeast multifamily assets. Three properties are outperforming underwriting by 15%+. Consider rebalancing allocation.
Custom Dashboards

Your Portfolio at a Glance

Build dashboards that show exactly what matters to your team. Drag, drop, and configure widgets that pull real-time data from every corner of your workspace. From AUM summaries to deal pipeline velocity, everything updates live.

  • Fully customizable layouts let each team member see what matters most to them.
  • Real-time widgets cover pipeline value, occupancy, NOI, cap rates, and deal velocity.
  • AI-generated insights surface trends and anomalies your team might otherwise miss.
  • Role-based views give principals, analysts, and asset managers each their own perspective.
AI-Native CRM

Relationship Intelligence

Track every interaction and let AI surface the insights that close deals.

  • Interactions are logged automatically across every channel.
  • Sentiment is scored on every conversation and touchpoint.
  • Smart follow-up suggestions keep deals moving forward.
  • Contacts are mapped to deals for full relationship context.
Relationship Health
92 / 100
Last Contact
2 days ago
Sentiment
Positive
AI: Follow up on Q2 renewal terms
Sourcing
Oak Street
$24M
Pine Industrial
$8.5M
Underwriting
Maple Gardens
$45M
LOI
Harbor View
$62M
Closing
Summit Office
$18M
Deal Management

Visual Pipeline

Drag and drop deals through every stage while tracking values and conversion at a glance.

  • Kanban boards support fully custom stages.
  • Pipeline velocity is tracked at every step.
  • Multiple pipelines run in parallel across deal types.
  • Stage-based analytics show conversion and value at a glance.
Fully Automated Underwriting

AI Underwrites the Deal for You

Drop in your deal documents and an AI agent analyzes everything, benchmarks operators, runs comps, and generates a full investment memo. It works with Claude and your existing Excel models.

  • The agent ingests OMs, financials, broker emails, budgets, and more.
  • Risk assessments include confidence-scored assumptions.
  • Investment recommendations range from Strong Buy to Strong Pass.
  • Claude-powered analysis runs inside your Excel models.
  • A full memo is generated in minutes, not days.
1
Agent ingests the deal documents and financials
Done
2
Extracts assumptions and benchmarks the operator
Done
3
Runs comps and populates the Excel model via Claude
Done
4
Generates risk assessment and memo
Running
Risk Level
Medium
Recommendation
Buy
Confidence
0
IRR (5yr)
0
Claude AI Insight
8 of 24 units are 18% below market. Rent growth of 12% is achievable within 18 months. The CapEx reserve is understated by $140K.
And More

A complete operating system.

AI-Native Agents

13 purpose-built agents and 30+ skills with chat, custom creation, and full lifecycle management.

Goals and OKRs

Company and individual objectives are aligned by AI.

Tasks and Actions

AI-driven task management handles smart prioritization for you.

Documents

AI-indexed storage makes contracts, memos, and every document instantly searchable and retrievable.

Teams and Channels

Project collaboration comes with embedded tasks and files built in.

Integrations

Connect Slack, email, calendars, and the rest of your existing tools.

Try it free for 3 days.

Set up your workspace in minutes. No credit card, no commitment.

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