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Features / Apex

Your underwriting model, populated
automatically.

Drop in your deal files. Apex extracts the assumptions, reconciles competing values, and populates your model. Full audit trail included.

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How Apex Works

How Apex Works

From deal room to your financial model in four steps.

Step 1

Upload deal files

Upload your deal room documents. OMs, rent rolls, P&Ls, loan docs, operating statements. Any file type, any count.

Step 1

Upload deal files

Upload your deal room documents. OMs, rent rolls, P&Ls, loan docs, operating statements. Any file type, any count.

Step 2

Extract and reconcile values

Apex reads every document, extracts key assumptions, and reconciles competing values across sources. You review and approve with one click.

Step 2

Extract and reconcile values

Apex reads every document, extracts key assumptions, and reconciles competing values across sources. You review and approve with one click.

Step 3

Populate your model

Confirmed values push directly into your proprietary Excel model. No manual entry, no copy-paste, no rework.

Step 3

Populate your model

Confirmed values push directly into your proprietary Excel model. No manual entry, no copy-paste, no rework.

Step 4

Download audit trail

Export a full record of what was extracted, reconciled, and populated.

Step 4

Download audit trail

Export a full record of what was extracted, reconciled, and populated.

Value Creation

Value Creation

What teams get from Apex

Scalability

Every deal gets the same analytical rigor, no matter the volume.

Scalability

Every deal gets the same analytical rigor, no matter the volume.

Leverage

Handle more deals without adding headcount. Scale your pipeline, not your payroll.

Leverage

Handle more deals without adding headcount. Scale your pipeline, not your payroll.

Precision

Your model, populated with verified assumptions. No manual entry errors.

Precision

Your model, populated with verified assumptions. No manual entry errors.

Audit-Ready

Full traceability from source doc to model input. Compliance built in.

Audit-Ready

Full traceability from source doc to model input. Compliance built in.

Results

Voices from the industry

  • Rets AI allows us to evaluate a significant number of opportunities in a fraction of the time. The platform provides much-needed leverage in a high-volume, high-paced environment, where principals are looking for timely responses.

    Tim Wright

    Senior Managing Director, JLL

  • Rets is building the true functional layer of AI in real estate—the platform immediately takes 80% or more of the cost, time, and error rate out of the most common and time-consuming tasks inherent in the Real Estate Value chain.

    Adam Ibrahim

    Managing Principal, @Candor Capital

  • In our business, speed and accuracy win, and Rets AI delivers both. It compresses hours of underwriting, outreach, document review, and internal coordination into minutes, allowing our team to operate with a level of clarity and efficiency we’ve never had before.

    Ty Barbo

    Managing Principal, @Sierra Capital Club

Results

Voices from the industry

  • "Rets AI allows us to evaluate a significant number of opportunities in a fraction of the time. The platform provides much-needed leverage in a high-volume, high-paced environment, where principals are looking for timely responses."

    Tim Wright

    Senior Managing Director, JLL

  • "Rets is building the true functional layer of AI in real estate—the platform immediately takes 80% or more of the cost, time, and error rate out of the most common and time-consuming tasks inherent in the Real Estate Value chain."

    Adam Ibrahim

    Managing Principal, @Candor Capital

  • "In our business, speed and accuracy win, and Rets AI delivers both. It compresses hours of underwriting, outreach, document review, and internal coordination into minutes, allowing our team to operate with a level of clarity and efficiency we’ve never had before."

    Ty Barbo

    Managing Principal, @Sierra Capital Club

FAQ

FAQ

What teams ask about Apex

How does my firm get started?

Does Apex work with our existing Excel model?

Is our data secure?

How does reconciliation work?

What file types does Apex accept?

What if Apex extracts something incorrectly?

How does my firm get started?

Does Apex work with our existing Excel model?

Is our data secure?

How does reconciliation work?

What file types does Apex accept?

What if Apex extracts something incorrectly?

The Future of Institutional Underwriting

See how Apex helps teams underwrite more deals with speed, consistency, and confidence.

The Future of Institutional Underwriting

See how Apex helps teams underwrite more deals with speed, consistency, and confidence.