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Investment
Intelligence
Platform.

One platform that turns your firm's experience into a proprietary advantage — from first look to close.

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Bloomfield Capital
UC Funds
Dunleer
GNR
IGI
Laboda
Premier
Viking Capital
Westlake-Realty
gelfand
northpath investments
woodhillre
Bloomfield Capital
UC Funds
Dunleer
GNR
IGI
Laboda
Premier
Viking Capital
Westlake-Realty
gelfand
northpath investments
woodhillre

PlexAI is investment intelligence for commercial real estate. Advance every deal on a secure platform that turns your firm's judgment into lasting advantage.

The top CRE teams use PlexAI for

Deal Screening
Pipeline Management
Due Diligence
AI Underwriting
Ask Sam
Market Intelligence
Portfolio Monitoring
Data Room Review
Explore Platform
Max Shulman, Director of Acquisitions, IGI
“I used to spend half my Monday logging deals in Excel. Now Plex distills the masses down to the five or six with real return potential.”
Max Shulman
Director of Acquisitions, IGI

  • Deal volume run through PlexAI

    $18B+

  • Deals underwritten across 12 property types

    5,000+

  • Multifamily units stress-tested

    95,000+

  • Sq ft of commercial real estate analyzed

    150M+

Ask Sam

Institutional underwriting, end to end.

One platform that turns your firm's judgment into a proprietary advantage — from first look to IC.

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Deal · Project Atlas · Ask Sam
Try asking
What did we flag last time we saw this submarket?
Compare leverage and coverage to our last three closes
Which risks in the OM are material for IC?
Explore Ask Sam →
Surface material OM risks for IC on Project Atlas.
Sam

Three items stand out versus your last industrial closes: tenant concentration at 38%, below-market renewals on 22% of NRA, and a capex reserve thinner than your IC floor. I pulled precedents from Project Flint and Project Birch.

Tenant riskRenewalsCapex vs IC
THE PLATFORM

How it works

Step 1

Source Deals in the Deal Log

PlexAI automatically pulls new opportunities from your inbox and our live deal database, extracting key details from OMs and emails into one centralized, searchable index of opportunities.

Step 2

Manage Your Pipeline

Track every deal’s stage, assign owners, and prioritize opportunities with Kanban-style management, reminders, and smart deal insights that keep your team aligned.

Step 3

Collaborate in the DealHub

Work seamlessly with your team — share notes, tag legal and executives, and collaborate in real time with complete visibility across every deal.

Step 4

AI Underwriting

Automate data extraction from OMs, T12s, Rent Rolls, Argus files, and financial statements — PlexAI turns information into insight and builds dynamic models in minutes.

Step 5

AI Agent

Talk to the AI about every aspect of the deal — underwriting, comps, risks, assumptions, market data, and more. The agent works in the full context of your firm’s data: past deals, models, notes, documents, and portfolio strategy. Leverage it to analyze documents, validate numbers, surface red flags, and get instant answers to complex questions — like having a senior acquisitions analyst inside every deal.

Step 6

Create Investor Materials Instantly

Generate investor-ready deal pages, memos, and summaries in seconds — all on brand, all automatically powered by AI — helping you raise capital faster and with ease.

Empower Your Team, Easily.
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Frequently Asked Questions

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Get in touch

Multifamily, Industrial, Retail, and Office — with more sectors coming soon.

Nationwide. PlexAI covers every major U.S. market right out of the box.

Up to 99% accuracy, continuously improving as PlexAI learns from your data.

Yes — PlexAI connects directly to Outlook and Gmail to automatically extract and organize new deals.

Sure! The platform is fully customizable, and you can even export everything to Excel if you prefer.

Most teams are up and running within 5 minutes — no complex setup or training required.