Investment Systems and Automation
Avanor Partners rebuilds the underwriting process for real estate investment firms across the United States. We redesign how your team underwrites, build the tools, and train your analysts to run them.
When this helps
Underwriting is spread across disconnected spreadsheets and versions, and analysts spend more of the day moving numbers than judging deals.
How it works
- Reading the same documents
- Typing numbers from one file into another
- Pulling the same research again
- Rebuilding the same report
- One underwriting process everyone uses
- Rent rolls and T-12s read in, then checked by an analyst
- Excel that fills itself in, with the inputs reviewed
- Reports that build themselves, reviewed before they go out
How a systems job runs
- 01
Diagnostic
We watch how the work gets done now and write up what to change.
- 02
Design and build
We price the build against what we found.
- 03
Test
We run it on your real deals before anyone depends on it.
- 04
Train and hand off
We teach your team and hand it over.
- 05
Thirty days on call
We stay on for a month, then you run it without us.
We test everything we build and we only build what we can support. The tools take out the typing. The judgment stays with the analyst.
What you receive
- A written diagnostic of how the work gets done now and what to change.
- The tools we build, tested on your own deals and running inside your team's process.
- Training for your team, and thirty days on call after handoff.
Timing and engagement
A systems job runs start to finish and is paid against milestones. Timing is agreed with you before we start.
Questions
Other services
Independent Investment Review
We underwrite the acquisition independently, reconcile our returns with yours, and state whether the evidence supports the investment thesis.
Investment Analysis and Transaction Support
Underwriting capacity from first screen to investment committee memo, for pipelines larger than the team.