Work & Tools
AI-powered tools and workflow systems built for real estate and investment firms — from idea to production.
Project / 001
Converts any 10-K PDF into structured financial spreads and comparable companies tables in under 60 seconds. Built for investment bankers, PE analysts, and M&A advisors who spend hours on manual data extraction. The agent parses filings, normalizes line items, and exports a clean, ready-to-use CSV — eliminating one of the most tedious tasks in financial due diligence.
Project / 002
Automated proration and billing calculation engine for financial services firms. Eliminates manual mid-cycle billing adjustments by intelligently computing prorated amounts across plan changes, upgrades, and cancellations — with full audit trails and export-ready outputs. Designed for operations teams that need accuracy at speed without bespoke engineering work.
Work Together
These projects started as conversations. If there's a manual process slowing your team down, let's talk about whether automation is the right fix.