MANAGED SERVICE · TRANSACTION SUPPORT

DUE DILIGENCEIN HOURS, NOT WEEKS

Once we have access to the data room, our agents analyze every document, assess risks and opportunities, and produce cash-flow, scenario and valuation analyses from the rent roll or leases.

Put a deal through Sample one-pager

Grounded in the official inspection and maintenance obligations of the German federal states, an extensive cost database, plus standard market comparables and common market reports.

Typical project flowDue Diligence

1Data room handed overWe can access the documents directly via SharePoint, external data rooms or API interfaces.

2Scout agents check the dataSpecialized agents search every file and assess the completeness of the data room.

3Content reviewBased on the document contents, risks, financial metrics and cost estimates are determined.

4Experts review & sign offResults and any uncertainties are reviewed manually by experts and supplemented where needed.

5Report and dashboard createdResults are saved as a short report and long version plus an Excel workbook; an interactive dashboard lets you track the open items.

HOW IT WORKS

HOW DOES A DATA ROOM BECOME A COMPLETE BUSINESS PLAN?

The documents are reconciled against applicable regulations. The data room is examined for risks and opportunities, and financial metrics are derived. We translate the deferred maintenance into CapEx estimates for the business plan.

01Document classificationEvery document in the data room is opened, analyzed and classified. Missing documents and gaps are spotted and flagged quickly.

02Return assessmentDedicated financial models compute KPIs, scenarios and the monthly cash flow. Assumptions are based on extensive research, documented and adjustable.

03Equipment & building inventoryBased on the data, all relevant building components and systems are captured and saved as a structured building specification.

04Deferred maintenanceInspection and maintenance gaps as well as defects are captured and assessed. The CapEx estimates feed into the financial model.

05Findings & reportReturn calculations, capital expenditure, deferred maintenance and further risks and opportunities are documented in a findings report with dashboard and carried into the business plan.

Fast insights, in-depth analysis, solid output as a report, spreadsheet or interactive dashboardTopic-specific agents open every file and check all contents. Experts sign off on the results and decide on borderline cases.Sample report

AGENTS + EXPERTS

AGENTS DO THE HEAVY LIFTING. EXPERTS CHECK THE RESULTS.

Material findings are validated manually. Exceptions and special cases are examined in detail as needed before the results are released.

Agents read, extract, analyze, calculate and reconcileExperts validate and sign off

WHAT THE AGENTS DO

Search the entire data room in parallelExtract figures, information and data and check them for completenessResearch and assess legal, technical and commercial requirementsBuild cash-flow models and derive KPIsLink source references and original files

WHERE THE EXPERTS SIGN OFF

Classify borderline cases and review them manuallyAssess risks and opportunities in the context of the corporate strategyCheck results for plausibilityProvide documents and, where needed, design interfaces to existing processes

DELIVERABLES

REPORT. DASHBOARD. INTEGRATION.

You decide how you need the results: the results report organizes the findings into commercial, technical and legal categories. An interactive dashboard makes open items traceable and eases collaboration with property and asset managers. Integration into existing structures happens according to individual needs.

Investment Committee

A clear report bundles all findings, KPIs, opportunities and risks at a glance.

Property and asset managers

An interactive dashboard and a to-do list simplify tracking the gaps and remedying defects.

Investment Team

The formula-driven Excel spreadsheet plus source references for the documents and market assumptions form the basis for underwriting.

StandardPDF report, Excel spreadsheet and web-based dashboard.

CustomYour own report template or Excel spreadsheet can be adopted.

Sample report

ROADMAP

THE FULL SUITE, STEP BY STEP.

The entire due-diligence suite from one desk. Agents search, read, assess, calculate and review – the only thing they can't do yet is visit the site.

01Completeness checkLeases, inspection and maintenance protocols, planning and building-code documents, expert reports, building specification, service providers and operations, etc.LIVE

02Technical due diligenceAssessment of building quality and deferred maintenance, detailed cost estimate over the holding period.LIVE

03Commercial and financial due diligenceAnalysis of macro and micro location, market metrics, occupancy and lease analysis, building the cash-flow model with scenarios and integrating the technical findings.LIVE

04Building-law assessmentReconciling the requirements with what was built and exploring potential.SOON

05ESG taxonomy and CRREMTaxonomy alignment, Article 8/9 compatibility, CRREM pathway calculation.PLANNED

06Tax structureHoldings and various capital structures.PLANNED

07Synthesis and red flagsAll workstreams are brought together and turned into prioritized to-do lists. Results from site visits, discussions, email threads etc. can be integrated.LIVE

Our agents are at work on both the buy side and the sell sideFrom deal-screening and underwriting agents to full valuation and a smooth hand-off into asset management.

PRICING