Asset Manager: Commercial Real Estate Investor

Case Study
Written By Oak & Keys

Background

Claira engaged with a CRE Investor who lacked a central repository of originated deals and struggled to streamline their operations. They were falling behind the competition and needed a solution. 

Solution

Claira’s AI processed over 5 years of historical Investment Memos & Credit & Loan Agreements which created a centralized repository of all deals originated. We integrated directly with their underwriting platform with a process to validate existing system data against the documents and send additional data from the documents to downstream systems. Claira seamlessly bridges the gap between the lenders CRM (customer relationship management) system and PMS (portfolio management system) and enables them with a quantifiable competitive advantage in the market.

Benefits

  • Gain comprehensive market insights through aggregated deal data.

  • Accelerate deal closings with automated document processing and risk assessment.

Oak & Keys
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Bank: Capital Markets Desk (CLO)