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Professionalization

Run transactions like an institution. Not like a startup.

Structured processes, full audit trails, and institutional-grade reporting - whether you manage 10 deals or 100.

Deals

25

Volume

CHF 184M

Top broker

JLL

Transactions dashboard
Geography
Screening
12
LOI
7
DD
4
Won
2

How it works

1Structure

A defined process for every transaction type.

Configure pipeline stages, approval gates, and checklists that match your investment process. Every deal follows the same path - regardless of who manages it.

Screening2

Alpenstrasse 17

Hauptstrasse 25

LOI1

Bergweg 8

DD0

Missing

4

Requested

3

Received

9

Accepted / N.A.

2

Document readinessCommittee prep
Lease agreementsReceived
Fire insurance policyRequested
CapEx historyMissing
2Govern

Full audit trail. Complete transparency.

Every status change, every decision, every document version is logged. Meet compliance requirements without building parallel tracking systems.

3Standardize

Consistent deal data across the portfolio.

Structured data fields, mandatory inputs, and validation rules ensure every deal is captured with the same depth. No more incomplete records or missing KPIs.

Alpenstrasse 17

8418 Schlatt, ZH
Auto-extracted
MischnutzungValue Add

Kaufpreis

CHF 19M

Angebotspr.

Nettomiete

CHF 98k

p.a.

Rendite

4.8%

Netto

Fläche

1'240 m²

Nutzfläche

Kanton Zürich
TransaktionskostenCHF 43'700
Handänderungssteuer
1.5%CHF 28'500
Grundbuchgebühren
0.5%CHF 9'500
Notariatsgebühren
0.3%CHF 5'700
4Report

Investor-ready reporting, always.

Generate standardized reports that meet institutional investor expectations. From transaction summaries to pipeline analytics - data-driven, consistent, and ready to share.

Explore the platform

01Deal Intake

Every deal, structured from the first email.

02Pipeline

Run your pipeline meeting from one live view.

03Analysis

One deal, one workspace. Everything in context.

04AI Due Diligence

Upload the documents. Get the findings.

05Collaboration

One place for your team and your counterparties.

06Reporting

Reports for management and board committees.

07CRM

Every email, in the context of your deal.

08Document Generation

IC Memos, NBOs/BOs, rejections. Generated, not drafted.

Explore more solutions

By initiative

Efficiency & Professionalization

Eliminate manual work and build institutional-grade processes.

AI Initiatives

Automate extraction, screening, and document generation with AI.

Team Growth

Scale your team without scaling complexity.

New Platform Setup

Professional transaction infrastructure for a new fund - from day one.

Compliance

Rejections documented, investment guidelines provable, audit-ready.

See AssetOS in action

A short demo to show how AssetOS fits into your workflow.