The AI terminal that puts your deals at the frontier.
Cap Orbit is one AI terminal for CRE investment teams. Your team runs the whole deal in it, from screening through underwriting, IC, closing, and asset management, in your own models and formats, so the hours go to conviction, risk, and the market view.
Your investment standard, on every deal.
Decision-grade work, faster
From broker materials to a sourced, committee-ready first read the day the deal lands.
Your standard, on every deal
Your models, memo styles, and conventions, applied to all of it.
Your analysts direct every step
The investment decision, pricing view, and committee recommendation stay with your team.
01 · The terminal
Run the whole deal from one AI terminal, built for institutional CRE.
- Run every phase of the deal from one terminal: screening, underwriting, memo drafting, rent roll extraction, operating statement analysis, closing, covenant checks, and portfolio exposure.
- The team stays on one deal, its files, models, and templates in view, and moves without rebuilding context across tools.
- Work the way the team works: ask in plain language, run commands, inspect outputs, revise assumptions, draft, and move to the next workstream.
- Ask for finished work product and get finished work product, built for deal pace and shaped to the institutional standard.
Fig · A command for every phase of the deal
02 · Conviction
Go from teaser to a first read in an afternoon.
- Hand the terminal a teaser, OM, model, rent roll, T-12, or lender materials and it opens the deal the moment it lands.
- The team asks direct questions, runs commands, extracts facts, and compares assumptions in one place, and a sharper first read takes shape fast.
- The investment case forms early: major risks, return drivers, source materials, and open diligence items in view before the process accelerates.
- Focus on the deals that deserve it, and carry a better-supported point of view into pricing, IC, and partner discussions.
Fig · The deal, open the moment it lands
03 · Capacity
Go deeper on every deal, and run more of them.
- Every analyst commands an AI terminal that reads source materials, builds and revises models, drafts memos, extracts operating data, and answers deal-specific questions.
- The team spends its time on judgment, assumptions, risk, comps, market view, and sponsor quality, while the document reading and production run in the terminal.
- Evaluate more deals in earnest at the same underwriting standard.
- New analysts produce at the firm’s standard from day one, working from its templates, prior work product, and deal workflows.
Fig · One terminal for the whole deal
04 · House style
Produce work in your firm’s own models, memos, and formats.
- Attach the firm’s model templates, memo templates, and output formats, and the work is built inside them.
- Every model, memo, and deliverable comes back in the formats the team already uses, reading as the firm’s own analyst work.
- Every deliverable carries the firm’s language, structure, assumptions, and committee expectations.
- Apply the house standard the same way across analysts, offices, strategies, and deal volume.
Fig · Your template, your house format
05 · Control
Steer every step, and see the whole deal at once.
- Start anywhere: a file, a template, a prior draft, a model, or any open question on the deal.
- The team directs every step and approves each consequential one. The investment decision, pricing view, and committee recommendation stay with the team.
- Decision-makers get clearer committee materials, risks surfaced earlier, and faster iterations.
- Facts, assumptions, drafts, and supporting materials sit together, so judgment is easier to exercise.
start from a file, a template, a command
Fig · However the team wants to start
06 · Fit
Work the way the team already works.
- Cap Orbit runs inside the firm’s existing process, keeping the team in the workflow it already runs.
- The team’s model templates, memo styles, deal folders, output formats, and review patterns stay at the center of the work.
- Each analyst uses the terminal their own way: one pulls operating data, one drafts memos, one interrogates assumptions, one manages closing workstreams.
- The firm gains leverage on the deal without changing how it runs.
Fig · Built around how you already work
07 · Coverage
Model every major CRE strategy, from stabilized multifamily to ground-up development.
- Underwrite across multifamily, build-to-rent, student and seniors housing, office, retail, industrial, medical office, life-science, hotel, self-storage, data center, and more.
- Size to the binding debt constraint and price Base, Upside, and Downside, whether the deal is stabilized cash flow, lease exposure, a development budget, a capex plan, financing terms, or operating assumptions.
- Every deal opens with a starting point that already reads CRE documents, metrics, and investment questions.
- Apply one standard across strategies while keeping the nuances that matter by asset class.
Fig · Coverage across the CRE map
08 · Lifecycle
Carry the deal from first look to closing to asset management.
- One continuous case runs across pipeline, underwriting, closing, asset management, and portfolio review.
- The investment case holds as the deal evolves: assumptions, diligence findings, memo drafts, model versions, closing materials, and ownership updates.
- After closing, the team refreshes periods, drafts asset management memos, checks covenants, and revisits the original underwriting context.
- The deal stays one case from “Should we pursue this?” to “Are we executing against the thesis?”
deal · oak-street
Fig · One continuous case, first look to ownership
09 · Institutional memory
Build institutional memory across the book, one deal at a time.
- Every deal stays on the record across the months it takes: summaries, outputs, assumptions, source materials, and final records.
- Reuse prior work when a similar asset, sponsor, market, tenant, capital structure, or risk pattern shows up again.
- Today’s deal connects to prior investment views and portfolio context, so the firm builds knowledge faster across the book.
- Every completed deal, passed deal, and reviewed opportunity becomes a stronger starting point for the next one.
Fig · Every deal, on the record
Private by design, isolated per firm, never trained on.
Your files, models, and memos are yours alone. On Pro, Cap Orbit runs the infrastructure for you. On Enterprise, it runs in a cloud account you own, with your keys and your SSO.