Scale Without the Overhead

Replace manual chores with institutional-grade automation.

Monthly Annual 2 Months Free
Unlimited Seats: Pricing is per deal team, not per user.
Valid for one team sharing a single pipeline. Multi-team/Regional firms can purchase multiple licenses or contact sales for Enterprise needs.
The Status Quo

Traditional Hire

$7,500/mo

Full-time Salary + Benefits + Training

  • Forced trade-off: Speed vs. Detail
  • Hours of data chores per deal
  • Manual Error & Fatigue Risk
  • Must Hire to Scale
A capable team member limited by old tools
Speed & Throughput

The Analyst

$1,000/mo

Automate the "chores" and don't sacrifice speed or detail.

  • Instant RR & T-12 Processing
  • Advanced Data Visualization
  • Waterfall Equity Calculator
  • OM Reader & Auto-Entry
Most Popular
Research & Output

The Associate

$1,600/mo

Moves beyond data entry to deep insights and client-ready decks.

  • Everything in Analyst
  • AI Research & Presentation Aide
  • Automated Presentation Builder
  • Analysis Tools
Team Operations

The Director

$2,000/mo

Centralized deal management for firm-wide deal flow.

  • Everything in Associate
  • Cloud Deal Rooms (Team)
  • Custom Slide Deck Integration
  • Synchronized Team Assets

Enterprise & Institutional Customization

Looking to deploy across a large firm? We offer volume licensing, custom integrations, and dedicated support.

Contact Sales

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 Engine Native parsing of Excel and complex PDFs into mapped model data.
Predictive Categorization AI-driven auto-mapping of 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 Personal 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 Visualizer Graphing for RR, T-12, or any custom Excel data range.
Waterfall Calculator Complex equity structure and distribution calculator.
Scenario Templates Instantly toggle cell values for Best, Base, and Worst case scenarios.
Sensitivity & Goal Seek Automated 1 and 2-variable analysis without complex formulas. -
Scenario Snapshots Save, compare, and restore model states to track analysis. -
Summary Dashboard Setup any values from Excel into a streamlined, shareable web dashboard. -
AI Research & Reporting
AI Monthly Credits Market comps, property lookups, and neighborhood analysis. N/A 20,000 / mo 50,000 / mo
AI Presentation Synthesis Convert research data into polished presentation body text. -
Presentation Builder Map Excel data to slides with one-click refresh for updates. - Default Template Custom File Upload
Team Management (Director Level)
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. - -

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!