Your Analysts Are Stuck in Spreadsheets.
So Is the GP.
Sourcing, diligence, LP letters. Every one is high-volume, high-repetition work that compresses cleanly when the pipeline is built right. GP oversight stays on every output. The goal is more hours on the deals that matter and fewer on the spreadsheets.
Deal Flow Is a Firehose. Your Team Is a Straw.
Every firm we've talked to lives the same week. Monday: fifteen deals hit the inbox from brokers. Analysts spend two days pulling comps, running demographics, and stitching together a first-look memo. By Thursday the GP has seen maybe five and passed on four. The other ten are still in a queue somewhere. Friday is LP letter day, which means Sunday is LP letter day.
The work that eats your week is exactly what compresses cleanly. Sourcing, enrichment, screening against your written criteria, diligence tracking, and LP comms are all high-volume and high-repetition. None of them require GP judgment until the deal is ready for human review. That's the lens this audit uses.
What We Build for Real Estate Investment
Four build patterns that come up on almost every investment firm audit. GP oversight stays on every output.
First-look memos by Tuesday morning
- Pulls deals from broker emails, platforms, direct inbounds
- Comp pulls plus demographic and market enrichment
- Initial screening against your written criteria
Versioned diligence, not spreadsheet chaos
- Diligence checklist with document tracking
- Status rollups and missed-item flags
- Every artifact versioned and linked to the deal
Quarterly letters that don't eat Sundays
- Voice-matched on your existing letters
- Pulls performance data, variance, property highlights
- GP reviews and approves every letter
Monthly prep in hours, not a week
- Reads from Juniper Square, AppFolio, Yardi, Airtable
- Property-level dashboards and portfolio rollups
- First-draft variance commentary ready for review
Audit, Build, Maintain
Every engagement starts with a free 30-minute audit. If we find enough hours to return, we scope a fixed build at the tier that matches your firm. No retainer required, no mystery pricing.
Free 30-Min Audit
Map the ops, identify the 3–5 workflows with the highest ROI, show you rough numbers and which tier fits.
Scoped Proposal
Fixed-scope build at a tier you pick. Clear deliverables, milestones, and a target go-live date. Pay on delivery milestones.
Build + Maintain
Ship the workflows with GP review gates and audit logging from day one. Monthly: Nextera hosts it, we monitor + fix bugs, priority Slack support. Cancel anytime. The build is yours.
Pricing Tiers
- One focused workflow automated end to end
- 1–2 integrations with your IR, diligence, or CRM tool
- GP review gates on investor-facing output
- Monthly: Nextera hosting, monitoring, bug fixes, priority Slack
- AI usage included up to a tier cap (overage at cost)
Best for one painful task eating 10+ hours a week.
- Everything in Starter, plus:
- 3–5 connected workflows across one function
- Dashboards and notifications for the function lead
- Integrations across IR, diligence, asset management, and CRM
- Review gates, audit logs, role-based access where they matter
Best for a function (sourcing, IR, asset management) where several workflows compound.
- Everything in Growth, plus:
- Full ops system across the firm with custom tooling
- Approval gates, audit logs, and private model routing
- Integrations across the full stack with role-based access
- Dashboards for GPs, ops, and asset leads
- Quarterly reviews
Best for firm-wide transformation.
Every build ships with GP review gates on investor-facing output and audit logging on everything. Monthly covers Nextera-hosted infrastructure, monitoring, bug fixes, priority Slack, and AI usage up to a tier cap (overage at cost). Cancel anytime. The hosted system stops, but the build is yours; email a code handoff request anytime.
Wondering if hiring is cheaper than building? See the full cost-of-hiring comparison →
What the 30-Min Audit Covers
Pull whoever runs your deal desk or IR function. We ask specific questions about your sourcing channels, diligence stack, and LP communication rhythm.
- Deal sourcing stack: how deals arrive, which channels convert, and what percentage of initial screening is pure deterministic filtering against your written investment criteria. Usually the highest-ROI automation target.
- Diligence workflow: spreadsheets, shared drives, and Slack threads holding diligence data today. Where versioned workflows with status tracking replace the chaos and reduce missed-item risk.
- LP communications: quarterly letters, capital calls, ad-hoc updates, annual meetings. Cadence and drafting pattern, with attention to voice-matching and GP review gating.
- Asset management reporting: property-level dashboards, portfolio rollups, variance commentary. What's manually assembled today and where AI compresses prep time without sacrificing accuracy.
- Pipeline and CRM hygiene: broker relationships, deal stage tracking, follow-up cadence. Where AI-drafted outreach and enrichment compound across the book of relationships.
Free, 30 minutes, no pitch.
Frequently Asked Questions
Does AI make deal decisions or replace GP judgment?
No. GPs still call the shots on every deal. AI owns the deterministic work around the decision: sourcing aggregation, comp pulls, demographic and market enrichment, initial screening against your written investment criteria. The deals that survive the screen get human review with a cleaner information packet than an analyst could assemble in the same time.
What about LP reporting? Won't our LPs notice if the tone changes?
That's the most common concern and it's the right one. The reporting pipeline is voice-matched on your existing letters and drafts stay in the GP's tone. The GP reviews, edits, and approves every letter before it goes out. What changes is the blank-page problem. Drafts land ready for review instead of starting from scratch every quarter.
How do I know which tier is right for me?
That's exactly what the free audit is for. In 30 minutes we'll map your workflows, see where the hours are going, and tell you whether Starter (one focused workflow), Growth (a function-level build), or Scale (firm-wide) is the right first move. Most firms start with Starter or Growth and expand from there.
What does the monthly cover and can I cancel?
Monthly covers Nextera-hosted infrastructure, uptime monitoring, bug fixes, priority Slack support, and AI usage up to a tier cap (overage passes through at cost). It's month to month with no contract. Cancel anytime: the hosted system stops, but the build is yours. Email a code handoff request anytime and we'll send the source so you can self-host or hand to another team.
The GP Should Be Deciding, Not Drafting.
30 minutes, free. We'll walk through your sourcing stack, diligence flow, and LP cadence, and show you where automation fits. GP oversight stays on every output. If your ops are already tight, we'll tell you and we'll part ways.
Know exactly what you want built? Get a scoped quote instead →