Scale Without the Overhead
Replace manual chores with institutional-grade automation.
Manual Worker
Cost of talent time wasted on data entry & setup.
- Forced trade-off: Speed vs. Detail
- Hours of data chores per deal
- Manual Error & Fatigue Risk
- Linear Scalability (1 Deal ≈ 1 Human)
- High Fixed Overhead Costs
The Analyst
Automate the "chores" and don't sacrifice speed or detail.
- Unlimited Automated Data Entry
- Smart Deal Q&A (5k Credits)
- Instant OM & Setup Extraction
- Waterfall Equity Calculator
- Data Validation & Error Checks
The Associate
Centralized deal management and asset syncing for the whole team.
- Everything in Analyst
- Collaborative Deal Rooms
- Enhanced Deal Q&A (10k Credits)
- Standard Deck Builder
- Team Asset Synchronization
The Director
Leverage advanced AI to accelerate research and decision making.
- Everything in Associate
- Deep Research Agent
- 50k Credits (est. 100 Full Analyses)
- Custom Slide Deck Integration
- Investment Memo Writer
Detailed Capability Comparison
The technical breakdown of your digital deal team’s workflow.
| Feature Comparison | The Analyst | The Associate | The Director |
|---|---|---|---|
| Data Processing & Intelligence | |||
| Rent Roll & T-12 Processing Unlimited: Native parsing of Excel and complex PDFs into mapped model data. | |||
| Predictive Categorization Auto-mapping of Rent Roll headers and T-12 line items to your model format. | |||
| OM Reader Automatically extract cell-ready data values from PDF Offering Memorandums. | |||
| Categorization Memory Learns your specific mapping logic for future deals. | Personal | Shared Team-Wide | Shared Team-Wide |
| Excel Add-In Intelligence | |||
| Pulse Tracker UI Global HUD to track 3 specific model cells across any tab or file. | |||
| Custom Data Visualization Graphing for RR, T-12, or any custom Excel data range. | |||
| Waterfall Calculator Complex equity structure and distribution calculator. | |||
| Custom Templates Instantly switch deal structures with saved setups. | |||
| Sensitivity & Goal Seek Automated 1 and 2-variable analysis without complex formulas. | - | ||
| Scenario Snapshots Save, compare, and restore model states to track analysis. | - | ||
| Team Management | |||
| Cloud Deal Rooms Centralized shared workspaces for team deal tracking. | - | ||
| Centralized Asset Library Standardize your shared models and presentation decks for the team. | - | ||
| Deal Historicals Track changes to property metrics overtime. | - | ||
| AI Research & Reporting | |||
| Monthly AI Credits Monthly reset of AI compute credits. | 5,000 | 10,000 | 50,000 |
| Deal Assistant Q&A Contextual Q&A on your specific deal. | |||
| Deep Research Agents Get the full search index of Google at your fingertips. Market comps, property lookups, and neighborhood analysis. | - | - | |
| Presentation Text Synthesis Convert research data into polished presentation body text. | - | - | |
| Estimated AI Capacity Approximate output based on typical token usage. | General Q&A | Daily Assistance | ~100 Full Analyses |
Analyst Features: Includes the essentials for document processing and other tools to rapidly screen deals and jumpstart analysis. Also features the Trend Analysis graphs that make it easy to visualize nearly anything you need for Rent Roll, T-12, and even directly-from-Excel data.
Analyst Features: Includes the essentials for document processing and other tools to rapidly screen deals and jumpstart analysis. Also features the Trend Analysis graphs that make it easy to visualize nearly anything you need for Rent Roll, T-12, and even directly-from-Excel data.
Analyst Features: Includes the essentials for document processing and other tools to rapidly screen deals and jumpstart analysis. Also features the Trend Analysis graphs that make it easy to visualize nearly anything you need for Rent Roll, T-12, and even directly-from-Excel data.
Associate Features: Adds the advanced AI research and analysis features, as well as the Presentation Builder to automate the generation of any presentation type you need. Throw in the Variable Analysis, Goal Seek, Snapshots, and other Analysis tools and this plan greatly enhances your ability to optimize deals and get the deal out into the world much faster.
Analyst Features: Includes the essentials for document processing and other tools to rapidly screen deals and jumpstart analysis. Also features the Trend Analysis graphs that make it easy to visualize nearly anything you need for Rent Roll, T-12, and even directly-from-Excel data.
Associate Features: Adds the advanced AI research and analysis features, as well as the Presentation Builder to automate the generation of any presentation type you need. Throw in the Variable Analysis, Goal Seek, Snapshots, and other Analysis tools and this plan greatly enhances your ability to optimize deals and get the deal out into the world much faster.
Analyst Features: Includes the essentials for document processing and other tools to rapidly screen deals and jumpstart analysis. Also features the Trend Analysis graphs that make it easy to visualize nearly anything you need for Rent Roll, T-12, and even directly-from-Excel data.
Associate Features: Includes the advanced AI research and analysis features, as well as the Presentation Builder to automate the generation of any presentation type you need. Throw in the Variable Analysis, Goal Seek, Snapshots, and other Analysis tools and this plan greatly enhances your ability to optimize deals and get the deal out into the world much faster.
Director Features: Introduces the Cloud Deal Rooms to make coordinating your team’s deals much more intelligent. From smart categorization, to custom reminders to update deal financials and building historical data tables, Deal Rooms go far beyond basic file storage. You can search deal rooms by name and category, and compare any deals side-by-side. This tier also introduces the ability to upload your own slide deck in the Presentation Builder and increased AI credits.
Analyst Features: Includes the essentials for document processing and other tools to rapidly screen deals and jumpstart analysis. Also features the Trend Analysis graphs that make it easy to visualize nearly anything you need for Rent Roll, T-12, and even directly-from-Excel data.
Associate Features: Includes the advanced AI research and analysis features, as well as the Presentation Builder to automate the generation of any presentation type you need. Throw in the Variable Analysis, Goal Seek, Snapshots, and other Analysis tools and this plan greatly enhances your ability to optimize deals and get the deal out into the world much faster.
Director Features: Introduces the Cloud Deal Rooms to make coordinating your team’s deals much more intelligent. From smart categorization, to custom reminders to update deal financials and building historical data tables, Deal Rooms go far beyond basic file storage. You can search deal rooms by name and category, and compare any deals side-by-side. This tier also introduces the ability to upload your own slide deck in the Presentation Builder and increased AI credits.
Make no compromises.
As former multifamily underwriters, we knew there must be a better way to handle deal evaluation than the usual manual process.
Pro Formance CRE was built to greatly simplify multifamily underwriting by doing all the tedious and time-consuming steps for you. It centralizes everything letting you handle document processing, team coordination, research, presentation creation, and more in the same Excel window as your model.
Save hours, assess feasibility intelligently, and get back to stakeholders quickly.
Get started today!