REAL ESTATE INTELLIGENCE

Your deal pipeline
instantly structured.

Goldslate reads every offering memo, rent roll, and financial statement your team receives — extracting, validating, and organizing deal data automatically, so your analysts spend their time on decisions, not data entry.

Deal review capacity gained without adding headcount

97%+

Extraction accuracy across offering memos, rent rolls, and financial statements

14 days

Average deployment — no templates, no retraining, no rip-and-replace

Forward a broker email or upload directly. Goldslate accepts documents however your team receives them — no template to fill out, no format requirements, no change to how deals come in.

It all starts with an email forward.

DOCUMENT INGESTION

  • Any format accepted — PDFs, Excel, Word, CSV, and mixed attachments are all processed automatically.

  • Pass decisions aren't lost — every document is structured and stored, so rejected deals enrich your comps library even if they don't move forward.

  • Connects to your stack — shared drives, email inboxes, data rooms, and CRMs can all feed Goldslate directly via API.

EXTRACTION & VALIDATION

Every metric extracted,
validated, and
source-linked.

Goldslate’s AI reads the full document — property details, financials, tenant schedules, market assumptions — and structures every data point into an auditable deal record. Every number traces back to its exact source in the original file.

  • Click any metric to see its source — page number, line item, and surrounding context. No black box.

  • Discrepancies flagged automatically — if a cap rate in the executive summary doesn't match the financials, Goldslate surfaces the conflict.

  • 97%+ accuracy — purpose-built for complex real estate layouts, not a generic language model applied to PDFs.

DEAL PIPELINE

Every active deal.
One organized view.

All incoming deals are tracked in a shared pipeline — visible across your entire team, filterable by region, asset type, deal size, status, and assigned analyst. No more version-controlled spreadsheets or email chains to reconstruct deal status.

  • Status tags on every deal — Pass, Under Review, Recommend Buy, IC Approved, Closed — updated in real time as deals move through your process.

  • Role-based views — analysts see their assigned deals; regional leads see their market; portfolio managers see the full book.

  • One source of truth — no more asking a colleague what stage a deal is in or which version of the model is current.

AUTOMATED PRE-SCREENING

Your investment criteria,
auto-applied to every deal.

Configure your firm's screening rules once — minimum square footage, maximum lease rollover, return hurdles, geographic constraints. Goldslate checks every incoming deal against them and flags passes before your team spends time on deals that don't fit.

  • Rules defined in natural language — no code required. "Don't underwrite assets with more than 40% rollover in the next 24 months" becomes an active filter.

  • Every flag is explainable — the screening result shows which rule was triggered and the exact data point that caused it.

  • Override when needed — screening flags are recommendations, not hard stops. Analysts retain full discretion.

COMPS LIBRARY

Comps from your own data — surfaced automatically.

When a new deal is structured, Goldslate automatically identifies the most similar transactions from your firm's own deal history and presents them side by side. Every deal your firm has ever reviewed — whether bought, passed, or closed — enriches the library.

  • Ranked by similarity — Goldslate surfaces comps based on asset type, geography, size, vintage, and key financial metrics.

  • Side-by-side comparison — cap rates, WALT, occupancy, NOI, and firm-defined metrics displayed across all comparable deals simultaneously.

  • Compounding value — the library grows with every document processed. The more you use it, the more accurate and differentiated your benchmarking becomes.

DEAL RECORD & IC SUPPORT

One record. Every question
answered from validated data.

Each deal lives in a single, structured record — underwriting outputs, comp benchmarks, screening results, analyst notes, and supporting documents all in one place. When it reaches Investment Committee, every metric is click-traceable to its source.

  • IC memo generation — property overview, financial analysis, comp benchmarking, and risk flags compiled from structured data, not assembled manually.

  • Live auditability — committee members can click into any data point in real time. "Where did this rent assumption come from?" has an immediate, auditable answer.

  • Status updates in the record — IC Approved, IC Declined, Conditions — tracked directly, with no version-control overhead.

PORTFOLIO INTELLIGENCE

Ask anything across
your entire deal history

Query your structured deal data in natural language. Build dashboards that update automatically. Surface patterns across markets, vintages, and asset types that only emerge at scale. Your deal library becomes a living intelligence asset — not a static archive.

  • Natural language queries — ask questions like "What's our average entry cap rate for industrial deals in 2024 vs. 2023?" and get immediate, structured answers.

  • Dashboards that stay current — deal volume by region, top rejection reasons, cap rate trends, submarket performance — updated automatically as new documents flow in.

  • Self-service for IR and finance — LP quarterly reports, deal activity summaries, and asset-level performance exports generated in a click.

INTEGRATIONS

Fits into your existing
stack — no rip-and-replace

Goldslate supercharges your existing tech. Structured deal data can flow into your CRM, data warehouse, portfolio management system, or analytics platform.

  • CRM push — deal records sync to Salesforce, Dynamo, or your internal CRM. No double-entry.

  • Data warehouse export — structured data flows to Snowflake, BigQuery, or any downstream analytics environment.

  • Deployed in under two weeks — no custom templates, no retraining, no months-long implementation.

See it with your own documents.

Request a live demo and watch Goldslate structure a real offering memo — with your team's criteria applied — in minutes.