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Scale Without the Overhead
Replace manual data entry with institutional-grade automation.
Traditional Hire
Full-time Salary + Benefits + Training
- Forced trade-off: Speed vs. Detail
- Hours of data chores per deal
- Manual Error & Fatigue Risk
- Linear Scaling (Hire to grow)
The Analyst
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
The Associate
Moves beyond data entry to deep insights and client-ready decks.
- Everything in Analyst
- AI Research & Presentation Aide
- Automated Presentation Builder
- Analysis Tools
The Director
Centralized deal management for firm-wide deal flow.
- Everything in Associate
- Cloud Deal Rooms (Team)
- Custom Slide Deck Integration
- Synchronized Team Assets
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. | - | - | |
| Shared Category Memory Ensure every team member's T-12 maps using the same logic. | - | - | |
Want to see it?
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!