Kanban pipeline
Move deals through your own stages. Stage history and velocity reporting come built in.
AI offering-memorandum extraction
Run every acquisition from first look to close.
siteOS is the deal platform for commercial real estate acquisition and development teams. Pipeline, underwriting, diligence, consultants and investment committee in one workspace, with AI that reads the OM and chases your consultants for you.
Multi-tenant · role-based access · full audit trail
Platform
Everything an acquisitions team touches, in one place
Replace the spreadsheet, the shared drive and the email chain with one system of record.
OM extraction
Upload an offering memorandum and review extracted fields with page-level provenance before applying them.
Versioned underwriting
Keep every underwriting version, finalize the one that counts, and compare outputs over time.
Diligence workflows
Define checklists once and let them start themselves when a deal reaches the right stage.
IC approvals
Request investment committee sign-off, collect votes, and keep the decision on the record.
Custom fields
Model the data your firm actually tracks, without a services project.
CRM & properties
Companies, contacts and properties linked to every deal they touch.
Reporting
Funnel, velocity and pipeline value for the Monday meeting, always current.
Search everything
One keystroke finds deals, properties, companies, contacts and consultants.
Consultant deliverables
Assign surveys, reports and drawings to outside engineers, with requested and committed dates side by side.
Automatic follow-ups
siteOS confirms dates by email, follows up on schedule and reads the replies, so nobody has to chase.
Consultant scorecards
On-time delivery, first-pass acceptance, reply time and slipped commitments for every firm you hire.
Consultant & deliverable management
Stop chasing consultants. siteOS does it for you.
Your civil engineer, surveyor and environmental firm don't log in to anything. siteOS emails them, follows up on schedule, reads what they write back, and tells you the moment a delivery date is at risk.
- Requested vs. committed dates on every deliverable, with a full history of every change and who made it.
- Email confirmation and automated follow-ups. A check-in before the date, a nudge on the day, and polite persistence after.
- Replies interpreted by AI. "Need until the 24th" moves the commitment; "waiting on the title report" opens a blocker. Anything unclear goes to a person.
- Blockers escalated to the project owner as a high-priority task, with an alert when a commitment slips.
- Submissions, revisions and acceptance on one record, from a private link the consultant opens without an account.
- Performance scorecards: on-time rate, first-pass acceptance, reply time and slips per firm.
50%fewer manual follow-up emails per deliverable — the goal siteOS measures for you.
Workflow
Screen. Underwrite. Close.
- 1
Screen OMs in minutes
Drop the memorandum on a deal. siteOS extracts the key facts and shows you where each one came from.
- 2
Underwrite with a paper trail
Versioned outputs, diligence workflows and consultant deliverables keep the whole team, and every outside firm, on the same page.
- 3
Close with IC sign-off
Approvals, comments and activity are logged on the deal, so nothing lives in someone's inbox.
Built for firms
Your deals stay yours
Every firm gets an isolated workspace. Roles control who can read and write, and every change lands in an audit log.
- Tenant-isolated data
- Role-based access control
- Activity timeline and audit log
- Documents in private object storage
Bring your next deal into siteOS
Set up a workspace, load your pipeline, and run the next acquisition from one place.