80% less manual data capture.
How Albin Kistler automates data capture and scales its processes.
01 Starting Point
Albin Kistler AG is a young real estate fund management company with a lean team and rapidly growing business volume. Efficient, lean processes are central for the team, which receives numerous offers and transaction dossiers that it needs to process cleanly, quickly, and in a structured way.
The team approached AssetOS because it needed a solution for the systematic data capture of properties being offered. The team receives a large number of dossiers and previously had to structure them manually and laboriously.
“Until now, we captured all data manually in Excel. That was time-consuming, error-prone, and prevented us from processing information efficiently or carrying it into subsequent steps.”
02 Solution
Goal
Systematic, automated data capture of incoming properties, a significant reduction in manual work, and a solid basis for pipeline meetings and follow-up steps – for a lean, fast-growing team.
Implementation
The decisive factor was the significantly more efficient process that AssetOS made possible. On top of that came the highly dynamic development team, which picks up ideas immediately and implements them quickly. This speed and flexibility made a real difference.
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Why AssetOS„We were impressed by how quickly AssetOS turns customer ideas into reality and makes them available in production.
The response time and the commitment to implementation are exceptional.”
Data capture is a good example: what used to take a long time and was very manual is now structured, automated, and directly reusable. From the very beginning, the team's drive and energy were tangible – this built trust and confirmed the collaboration from the start.
“We were already able to fully replace Excel. Some folder structures still exist but are being phased out continuously. Today AssetOS already cleanly covers large parts of our data process.”
Federico Bühlmann
Real Estate Portfolio Manager
Albin Kistler AG
Tech-Setup - Before
- Excel as the primary working tool for data capture and analysis
- Individual folder structures for document storage
- High manual effort in the initial assessment of incoming properties
- Information difficult to process further or carry into subsequent steps
Tech-Setup - With AssetOS
- Central Deal Operating System as a unified platform for pipeline and documentation
- Automated, structured data capture of incoming dossiers
- Swiss map as a visual pipeline overview
- Solid basis for pipeline meetings and downstream processes
03 Result
In a short time, several processes were optimized, particularly the initial assessment of incoming properties. The work has become significantly more structured – time is noticeably saved, and information can be reused directly in further processes.
AssetOS provides support above all in pipeline meetings and in data capture: both are now faster, clearer, and more durably documented. The Swiss map as a visual overview was a particularly positive surprise – intuitive, clear, and a real added value for internal coordination.
“We now work noticeably faster and at higher quality. Manual data capture has been reduced by around 80 percent, and the initial analysis is clearer and more consistent in substance.”
Jan Schorno
Head of Real Estate
Albin Kistler AG
04 Recommendation
For Albin Kistler, alongside product quality, the nature of the collaboration was decisive: AssetOS implements requests directly, and the collaboration is dynamic and uncomplicated. The fact that the real estate team could contribute its own input from practice and actively shape the further development built trust from the very start.
Looking to the future, Albin Kistler is particularly excited about:
- Full coverage of legal due diligence through AI.
- An integrated CRM element for contacts, provider profiles, and deal histories.
“The combination of an efficient product and a team with strong drive is compelling. AssetOS delivers tangible added value for investors and transaction managers. We also appreciate that we could contribute our own input from practice. Based on our transaction experience, we could address requirements and improvements directly and actively shape the further development.
In three words: fast, good, visionary.”
