From the Traditional Excel Pipeline and Lots of Manual Work to AssetOS

The transformation story of AVADIS – how the transaction team of an institutional investment manager and investment foundation wins back time for its core business through major efficiency gains.

01 Starting Point

AVADIS is an established Swiss investment manager and investment foundation with a dedicated real estate transaction team. With high deal flow and steady growth, the effort required to manage the transaction processes is correspondingly high.

Day-to-day business was characterized by:

High effort in pipeline processing, from filling in Excel lists all the way to rejections.
Information scattered across many programs and sources, with no central place.
Project management and team collaboration that lacked clarity and were not optimized for the transaction process.

The consequence: valuable time went into administration instead of evaluating transactions.

02 Solution

Goal

AVADIS was looking for a central platform tailored specifically to the requirements of transaction management that streamlines the entire transaction process. The goal was to significantly reduce manual effort and complexity so the team could focus more on its core business, increase output, and reduce sources of error at the same time.

Implementation and Switch from the Previous Setup

Two aspects were particularly decisive for AVADIS: on the one hand, the software was built precisely for transaction management; on the other, the close collaboration with the development team enables continuous evolution along their requirements. Good examples:

The land consolidation potential matching: requested in the kick-off, implemented a few weeks later.
Market data integrated directly into the internal investment memo in AssetOS, six weeks after the first conversation about it.
The integration with Immopac reduced media discontinuities in transaction valuation, realized shortly after the feedback.

Why AssetOS

„We wanted to get away from manual Excel work and scattered tools, toward a solution tailored to our role in transaction management. That is exactly what we found with AssetOS."

„AssetOS greatly increases the efficiency and quality of a transaction manager's daily work."

Tech-Setup transformation: From Excel and manual processes to AssetOS

Tech-Setup - Before

Scattered tools and information sources, no central place
Pipeline processing, data capture, and rejections done manually in Excel
Project management and collaboration lacking clarity, high manual effort

Tech-Setup - With AssetOS

Central platform for transaction managers
Pipeline processing incl. data capture and rejections in one place
Structured, faster preparation and follow-up of pipeline meetings with better team collaboration

03 Results

The team noticed the most tangible results in the following areas:

Frictionless deal screening, data capture, and rejections without media discontinuities
Efficient preparation and execution of pipeline meetings
Overview of deals and appointments at the push of a button

„Thanks to the significantly higher efficiency, we can now review and successfully close considerably more deals - and thereby sustainably secure higher growth.”

„Our closings are of significantly better quality today: we can further reduce errors in due diligence and invest more deliberately in deals that are a strategically optimal fit for our portfolio.”

Beyond that, the weekly pipeline meetings are more structured, meeting preparation and follow-up are faster, collaboration within the transaction team is easier as well as of higher quality, and the manual effort for data capture has decreased significantly.

04 Recommendation

Decisive for AVADIS, beyond the functionality, was the nature of the collaboration: direct, fast, pleasant.

Confidence came right from the start with the trial phase, the direct implementation of inputs, and a visible, continuous evolution - words were followed by actions. Looking ahead, AVADIS is excited about the next efficiency gain in application processing.

AVADIS recommends AssetOS because of the concrete added value in daily transaction management: significantly less manual effort, higher data quality in pipeline work, and a reliable technology partner that takes feedback on board and implements it quickly. The result: a platform built for practice that can be actively co-shaped.

“I recommend AssetOS because I can no longer imagine switching back to the conventional Excel setup.”