The Problem
Most firms at your scale are already using AI somewhere — and it works for the clean inputs someone had time to set up carefully. The problem shows up at scale. PM reports with no standard format. Attachments that change every quarter. A process built for 50 assets that nobody has revisited at 300.
We build the infrastructure that holds up when the inputs don't cooperate.
What we automate
Investor and portfolio reporting
Consistent, investor-ready outputs delivered on schedule without anyone manually assembling them.
Financial statement processing
Rent rolls, T12s, and operating statements processed into model-ready inputs with anomalies flagged and a full audit trail.
PM report ingestion and rollups
Reports ingested regardless of format, summarized at the property level, and rolled up by asset, fund, or investor.
Broker email triage and deal flow
Inbound deal flow parsed against your investment criteria so your team focuses on what's worth their attention.
What it looks like in practice
A firm managing assets at scale reduced a monthly reporting workflow from 300+ hours across a team of five to under 10. Same reports, same formats, same channels.
Net positive in year one. Active partner, name withheld.
Before you commit
By the second conversation we bring a working prototype built around what we heard. You see exactly what we'd build, how it works, and what it would mean for your team. You decide if you want to go further.
FAQ
What about inconsistent formats?
That's the core of what we build for. The infrastructure we build handles edge cases as part of the engagement — formats that change, attachments that don't map cleanly, data that arrives differently every quarter.
What if an output is wrong?
Nothing sends without your team signing off. Every output goes through a review step before it reaches an investor or counterparty, with a full audit trail behind it.
We tried building this internally.
Most internal builds break on maintenance. A model updates, a format changes, a process evolves. Ollo owns that burden as part of the engagement.