Generic AI
“Here’s how you’d underwrite it…”
A walkthrough, a checklist, a template to fill in, then it hands the work straight back to you.
You still do the deal.
Works inSlackTeamsEmailin minutesWork every deal.
Work every deal.
Hire Monroe.
Cover twice the pipeline with the team you already have. Monroe is the analyst in your Slack, Teams, and email, screening every OM, underwriting the deal, drafting the IC memo, and getting sharper with every deal.
- 4 minfrom signup to first task
- Every OMscreened the day it lands
- 24/7analyst in Slack, Teams & email
Proof of work
See exactly what it did.
Monroe shows its work. Every run breaks into steps, each one timed and logged to your dashboard. An autonomous teammate you can audit, not a black box.
- Read the OM, rent roll & T-1224-page offering memorandum parsed1:42
- Pulled compsATTOM · Rentcast · Regrid · 12 sale + 9 rent1:18
- Underwrote against your buy box5.8% cap · 1.34× DSCR · 17.6% levered IRR2 risks flagged, surfaced not buried3:24
- Drafted the IC memo + filled your model14-slide deck · live .xlsx on your template2:10
- Delivered in #acquisitionslogged to your dashboard
Your firm already uses AI.
None of it knows your deals.
Everyone has their own ChatGPT or Copilot. Each one is a private silo that never opens your OM, never learns your model or your buy box, and forgets the moment the chat closes. Ten people, ten amnesiac assistants, and a firm no smarter for it. Monroe is one shared employee in your channels that does the work and remembers every deal, so the whole desk gets sharper.
Monroe
“Done. It’s in your deal folder.”
A full underwrite (model, IC memo, comps, stress test) in your Slack or Teams channel while you’re still reading the email.
Monroe does the deal.
The analyst workload
Everything an analyst does.
In your channel, the same day.
The real day-one workload of a commercial real estate analyst, delivered in your channel. Not a chat box you have to drive.
Underwrite acquisitions
A full underwrite from the OM, rent roll, and T-12: cap rate, NOI, DSCR, IRR, and equity multiple, stress-tested against your assumptions.
Screen every OM
Every offering memo screened and scored against your buy box. Pass or pursue, with the reasoning attached.
Draft IC memos
Investment-committee memos written and argued, with the model and assumptions ready for your review.
Abstract leases
Key terms, critical dates, renewal options, and recoveries pulled from the lease into a clean abstract.
Pull comps
Sale and rent comps by address or submarket, sourced live through the ATTOM, Rentcast, and Regrid connectors.
Underwrite in your own model
Monroe fills your firm’s own Excel model, every formula, chart, and check cell intact, then recalculates and ties out. No house model? It starts from an institutional default.
Run market research
Submarket supply, demand, rent trends, and absorption pulled together into a brief you can send.
Analyze debt & financing
Loan sizing, DSCR, debt yield, and refinance scenarios modeled across the capital stack.
Reconcile rent rolls & T-12s
Normalize the numbers, flag the anomalies, and reconcile trailing actuals against the pro forma.
Source off-market deals
Set a buy box and matching owners surface automatically, with relationship checks through Affinity and HubSpot and drafted outreach.
Run standing work on a schedule
Set it up once. The Monday pipeline digest, the monthly portfolio roll-up, and the recurring comp pull post themselves to your channel, on schedule, whether or not anyone is online.
Use your brand kit
Set your brand once, and supported memos, OMs, and decks use your firm’s colors, font, and logo path instead of a generic shell.
+ whatever the desk hands it next
Start a new kind of task and it works out the steps, then remembers the playbook for next time.
The work comes back finished.
Not as a chat reply.
Real files, attached in your thread. Open them, edit them, send them. Every one comes with your firm's saved brand kit where the deliverable path supports it, so the work feels like your shop made it, not a tool.
Investment CommitteeLincoln ParkMultifamily · 84 units · Chicago, IL
5.8%Cap1.34×DSCR17.6%IRR
Editable PowerPointLincoln_
A designed investment-committee deck in native PowerPoint. Every number and table cell is editable in your own tools, with fonts embedded so it renders right on any machine.
Effective gross income$4.62M
Net operating income$2.41M
Going-in cap rate5.8%
DSCR1.34×
Levered IRR17.6%
Live Excel modelLincoln_
Your firm’s own underwriting model, filled in with every formula, chart, and check cell intact. Change one assumption and the whole model recalculates.
Offering MemorandumLincoln Park Portfolio1 / 24
Client-ready PDFLincoln_
A multi-page offering memorandum or broker opinion of value, designed to an institutional bar, in your firm brand, ready to send.
Map exhibitLincoln_
Aerial and demand-driver exhibits: the subject parcel, retail anchors, transit, and employment drivers. The pages an OM needs, without a GIS analyst.
Pipeline screen
Screened, scored, and sourced.
Every figure traced to its OM page.
Monroe hands back a scannable grid of every deal it screened, scored against your acquisition criteria, with the verdict and the source connector on every row. Click any figure in your dashboard to trace it to the OM page or the comp it came from.
| Deal | Type | Cap | DSCR | Levered IRR | vs. buy box | Source |
|---|---|---|---|---|---|---|
| Lincoln Park | Multifamily | 5.8% | 1.34× | 17.6% | PursuePasses on yield | ATTOM |
| Harbor Point | Industrial | 5.2% | 1.46× | 18.4% | PursueClears every line | Regrid |
| Cedar Crossing | Retail | 6.4% | 1.18× | 13.9% | PassCoverage too thin | Rentcast |
| Maple & 7th | Office | 7.0% | 1.06× | 11.2% | PassIRR below your floor | ATTOM |
The Company Brain
Hire it once.
The whole firm gets smarter.
Monroe is one employee your whole firm shares, not a seat each person rents. Every deal it touches becomes part of your firm's memory, and every time one person teaches it your standard, everyone inherits it. Your team turns over. The knowledge stays.
Lincoln Park84 units · $18.2MNorthwind CapitalSponsorApex Bank$11.8M senior loanAnchor RetailTenant · 14k sfLease · exp 2031Renewal optionIC memodrafted12 compsbenchmarked
It remembers every deal
Buildings, owners, lenders, tenants, leases, and the deals they sit in become a connected map of your portfolio. Start from an asset and Monroe pulls the property, the parties, and the threads where it came up.
It learns your way of working
Teach it your IC-memo format, your screening criteria, your OM-triage steps once. Monroe pauses before it saves, then applies your standard on the next deal, for everyone on the desk.
The work is shared, not siloed
Because Monroe works in your channels, the underwrite lands where the whole team sees it. No private chat windows, no shadow AI, no knowledge walking out the door when someone leaves.
Pulls comps, parcels, and relationships from ATTOM, Regrid, Rentcast, and Affinity. Plus your Drive, CRM, and 3,000 more apps when you need them.
Not a tool. The whole stack.
Seven layers we built from day one: the things off-the-shelf agents skip. Pick a layer to see what it buys you, and why most AI employees don't have it.
How it fits
Plugs into your stack. Doesn’t replace it.
Monroe is a new hire on the team, not a new tool you have to migrate to. It uses the same Slack, Drive, Notion, HubSpot, and Box your team already lives in. Set access at the connector level, exactly like onboarding a person.
No data migration. No “Monroe-shaped” workflows. The work happens where your team is.
Where it lives
Slack, Microsoft Teams, and email, natively.
Full OAuth, threaded replies, and approval-gated actions in both Slack and Microsoft Teams, with every run logged in your dashboard. Connect Teams with Microsoft sign-in from the dashboard, then add Monroe to the team or chat where it should work. Or skip the install entirely: every workspace gets its own Monroe email address, so you can CC or forward a deal thread and the finished work comes back as a reply.
Slackbot is Slack-only and stays that way. Monroe works the same in Slack, Teams, and email, with one dashboard and one run log behind all three.
Which models
Frontier models, inside AWS.
Monroe runs frontier reasoning models inside AWS for the judgment underwriting needs: assumptions, IC argumentation, the calls a senior analyst makes. Inference stays inside AWS; no data leaves to a third-party router. Every tier gets the same model quality.
Most tools bolt onto a public API. Monroe keeps inference in AWS, a data-residency answer that survives security review.
How it improves
Teach it by example.
Say “remember this” and the rule gets written down. When a correction reveals a repeatable pattern, Monroe asks to save the preference, playbook, checklist, or recurring workflow. Approve it once, and Monroe applies it on the next similar deal.
Most agent products forget the correction by the next thread. Monroe turns confirmed lessons into workspace-specific practice.
How it stays cheap
A real spend cap.
Tier-default spend cap ($500/mo Solo, $2,000/mo Team, $7,500/mo Business), metered per workspace and enforced automatically: the workspace pauses at your cap, no surprise invoices. Enterprise contracts can customize the cap.
Per-seat products bundle “AI usage” into the seat fee. You never know what each task costs.
How it stays safe
Anything externally-visible needs a human.
Drafts? Monroe. Sends? You. Email sends and calendar invites are blocked by the runtime until someone approves in Slack or Teams. Other external writes are draft-first by Monroe’s operating rules, presented in-channel before it acts. Every run is logged in your dashboard (who asked, where, when) next to live credit usage.
Approval gates as defaults, not afterthoughts.
How you deploy it
Isolated by design, live in minutes.
SaaS: be up in 5 minutes. Every workspace runs fully isolated, with its own encrypted data, its own credentials, and access scoped to only what you approve. Inference stays inside AWS; nothing routes through a third party. Dedicated, fully-isolated deployments are on the Enterprise roadmap.
Most agent products pool tenants behind one shared runtime. Monroe gives every firm its own.
From signup to first run
in under four minutes.
/01 · PICK YOUR CHANNEL
Drop Monroe into Slack.
Connect Slack or Microsoft Teams, or skip the install: every workspace gets its own Monroe email address you can CC from day one. Two minutes, no migration.
/02 · CONNECT YOUR STACK
Approve the tools.
Connect Google Drive, Box, HubSpot, Notion, Dropbox, Calendar, or anything else your team already uses. Same scopes you would give a new hire. Revoke any of them in one click.
/03 · SET A CREDIT CAP
A hard budget, enforced.
Set your cap. Monroe checks it before every run and pauses the workspace at 100%, so a runaway agent loop cannot blow through your budget.
/04 · DELEGATE THE WORK
Run work from the channel.
"Underwrite the deal in #acquisitions." "Draft the IC memo from the OM." "Flag the risks in this rent roll." Done in your channel, logged in your dashboard.
One Monroe,
shaped to your seat.
Pick a desk. Monroe returns the work that desk actually runs.
Every OM screened the day it lands.
Monroe reads the OM, rent roll, and T-12, builds the underwriting model, and returns a go/no-go against your hurdle, before your analyst opens the file.
- Underwrite end to end → cap rate, NOI, DSCR, IRR
- Screen the week’s OMs against your buy box, ranked
- Draft the IC memo from the model + market read
Built to be trusted
An employee you can audit.
Monroe acts on your firm's behalf, so it answers to your firm's controls: your data, your approvals, your audit trail.
Never trained on your data
Your messages, documents, and CRM records stay yours, isolated per workspace and never used to train a model. Committed in the DPA.
Monroe drafts. You approve.
Emails and calendar invites are blocked until someone approves, enforced by the runtime. Other writes, like a CRM change, are presented in-channel before Monroe acts. Read-only research just runs.
Every run, logged
Every step, figure, and file is logged to your dashboard. Open any run and trace it end to end, the morning after or a year later.
Pay for the work,
not the seat.
Most AI vendors won't show you a price without a sales call. Ours are right here: shared credits across your workspace, no per-seat lock-in, month-to-month.
Solo
For one operator or a 2 to 4 person shop that wants an AI teammate in Slack, Teams, or email.
$99/mo
- 40,000 credits/mo · ≈ 17 end-to-end underwrites, or any mix of screens, memos, comps, and abstracts
- $500/mo spend cap
- Email support, business hours
Team
For a 5 to 25 person desk that screens, underwrites, and reports at volume.
$349/mo
- 175,000 credits/mo · ≈ 73 end-to-end underwrites, or any mix of screens, memos, comps, and abstracts
- $2,000/mo spend cap
- Priority email and Slack Connect support
Business
For 25 to 100 people running multiple desks and channels.
$1,249/mo
- 700,000 credits/mo · ≈ 292 end-to-end underwrites, or any mix of screens, memos, comps, and abstracts
- $7,500/mo spend cap
- Priority support with a named contact
Enterprise
SSO and directory sync, multi-workspace contracts, annual commit + invoicing, DPA + BAA.
Compare all three plans in the full pricing breakdown: credit ranges, overage rates, what happens after checkout, and FAQ.
Your next deal is waiting.
Start the work today.
Start in minutes, see the receipts on run one, and cancel anytime from your dashboard. Month-to-month, billed today, no lock-in.
- Create your account
- Shape your workspace
- Checkout with Stripe
- Meet Monroe in Slack, Teams, or email
For procurement, SSO, or custom contracts, talk to sales →