The operating system for your investment firm
One workspace that runs your acquisitions, diligence, investor relations, and asset management around the clock. Ally, your AI assistant, keeps you in the loop, while you stay in the field.
Every part of the firm, connected
Deals, properties, investors, tasks, and documents share one database, so AI teammates can move from a deal to an investor conversation to a lender package without losing context.
Every deal screened. Every pass explained.
Broker emails and offering memorandums become structured deals, screened against your buy box and ranked by fit. The firm chases brokers for missing financials and keeps the reason behind every pass.
- Intake from emails, OMs, and rent rolls
- Scoring and ranking against your criteria
- Broker follow-ups and missing-document requests
The whole deal on one record.
Financial reports, scoring history, local-area data, broker emails, and attachments live on the property itself. Diligence checklists track what’s outstanding and get it in before deadlines.
- T12s and rent rolls validated and reconciled
- Downside cases with assumptions a click away
- Lender packages and inspections coordinated
Remember every investor. Follow up on time.
Check sizes, criteria, timing, and meeting history for every investor and family office. The firm prepares personal follow-ups, tracks commitments, and matches investors to upcoming deals.
- Investor criteria captured from every conversation
- Subscription paperwork and capital reconciliation
- Deal-to-investor matching for each new offering
Know which property needs you.
NOI against budget, occupancy, collections, DSCR, renovations, and loan maturities across the portfolio. The firm flags variances and asks property managers the right questions before you have to.
- Monthly performance against the business plan
- Risk alerts on occupancy, NOI, and maturities
- Quarterly investor updates prepared from the numbers
Daily brief
Performance, deals, capital, and today’s meetings — ready with your coffee.
Investment committee briefing
Priority deals, underwriting, and pending decisions, every week.
Quarterly investor updates
Drafted from the portfolio numbers and sent on schedule.
Operating review
Bottlenecks and missed follow-ups found and fixed across the firm.
Ask anything about your firm
Ally, Alloy's AI assistant, answers from your deals, properties, investors, and documents — and runs the numbers behind every answer.
You make the calls. The firm keeps working.
Your judgment, relationships, and site visits stay with you. Everything in between — the screening, follow-ups, paperwork, and reporting — runs on its own.
- 7:30
Your morning brief
Portfolio performance, deals worth your attention, capital raised, and cash available for the next acquisition. Up to speed in five minutes.
- 8:30
Two deals worth a conversation
Overnight, the firm screened new deals, followed up with brokers, and updated the underwriting. One is a property you passed on, now repriced — with your original concerns and the downside case ready.
- 10:00
An offer after one broker call
You tell Ally what you learned from the broker. It updates the deal strategy and prepares an offer, financing options, and the equity you’d need to raise.
- 11:00
The investor story, rewritten on the way
You talk through why you like the market and how you’d protect capital. The revised materials are ready before you reach the property.
- 12:30
A voice note from the site
The common areas feel neglected. Before your next meeting, the firm has the budget, options from the property manager, and the impact on the renovation plan.
- 13:30
Lunch with a longtime investor
They expect capital back in a few months. The firm remembers the timing and preferences, and lines up the right opportunities.
- 15:00
Where to invest next
Deal flow, local supply, financing terms, and investor interest in one view. You choose six markets — screening, broker outreach, and capital raising follow.
- 18:00
The day’s results
Deals advanced, capital received, diligence completed — and one reporting gap the firm fixed on its own for next month.
- Answered investor questions
- Guided two investors through subscription paperwork
- Reconciled incoming capital
- Collected outstanding diligence documents
- Arranged an inspection
- Sent the lender an updated package
- Checked expenses against budgets
- Followed up on renovation delays
- Sent investors their quarterly updates
Property managers and contractors do the work on the ground. The firm keeps the business plans moving.
Before you log off, you ask Ally to research whether to hold or sell a property. It works on it overnight.
Every number traces back to its source
When Ally says labor costs are high, you can see the 14 peers, the records it left out and why, and the exact T12 row behind the figure.
- Linked to the sourceEvery figure opens the T12 line, rent roll, or market file it came from.
- Dated and versionedReporting periods, price dates, and superseded reports are kept apart, never mixed.
- People approve what mattersOffers, investor messages, and record changes go out with your sign-off and an audit trail.
$2,794.58
Adjusted annual labor per unit
Peer median
$1,728.48
Peers
14
Period
Oct ’25 – Sep ’26
Questions from investment firms
Do we have to replace our CRM or property management system?
No. Alloy connects to the systems you already use — CRM, property management, accounting, email — and keeps them in sync. Investor OS becomes the place where the work comes together.
Who approves what goes out to brokers, lenders, and investors?
You do. AI teammates prepare offers, follow-ups, and investor updates, and the people you choose approve them before they are sent. Every change keeps its evidence and history.
Where do the numbers come from?
From your T12s, rent rolls, offering memorandums, market data, and conversations. Each figure links back to its source document and reporting period.
Is it only for multifamily?
No. Investor OS is configured around your strategy — your buy box, markets, asset types, and reporting. Our demo firm happens to be a multifamily investor.
What does getting started look like?
We set up your buy box, data sources, investor records, and reporting with your team, starting with the work that takes the most time today.
See your firm run on Investor OS
A walkthrough of a working investment firm — deals, investors, and portfolio — and the questions you'd ask Ally on day one.