Documents. Underwriting. Offers.
Turn incoming deals into defensible offer decisions with source documents, editable underwriting, scenario testing and offer preparation in one workspace.
For small investment teams and investment-sales brokers.
Try the Free Deal Stress Test →Real assets. A brighter tomorrow.
Illustrative Deal Workspace
OM · T-12 · Rent Roll
Review the source figures
Your assumptions. Your scenarios.
Save the case behind your decision
Price · Deposit · Conditions · Dates
Prepare and review the terms
Notes, tasks and reminders
Keep the next action with the deal
Private underwriting. Deliberate sharing.
Bring the OM, T-12 and rent roll together. Review the extracted figures and resolve gaps before relying on the model.
Edit the assumptions and compare scenarios against your own investment criteria.
Carry reviewed terms into an offer draft. Keep notes, deadlines and follow-ups with the deal.
Your sources. Your assumptions. Your decision.
Platform
Keep the documents, model, offer terms and next action connected. Give each participant a clear place to work and control over what they share.
For Small Investment Teams
Review source figures, adjust underwriting and test scenarios before preparing an offer. Spend less time rebuilding spreadsheets and more time on the opportunities worth pursuing.
Keep your assumptions and working cases private. Prepare an editable LOI draft from reviewed terms, then track notes and follow-ups in the same deal workspace.
Explore Investor PlansFor Investment-Sales Brokers
Give buyers a usable financial model and their own private underwriting space. Compare the terms they share, organize counteroffers and keep follow-ups in view.
Spend less time chasing clarification. Give sellers a clearer view of their options. Keep negotiations moving.
Explore Broker Plans01
Upload the OM, rent roll, T-12 — Valis reads them, including the ugly scans. (Forward-by-email intake comes with Operator — point your whole deal flow at Valis instead.)
02
Full DCF, sensitivity matrices, Monte Carlo on the assumptions that move the answer. Stabilized, value-add, vacant, NNN, thin-data — each modeled the way that deal type demands.
03
Every assumption is visible and adjustable. Calibrate Valis to your own underwriting standards and it screens the way you would — then shows you where it disagrees.
What ships is stated plainly. What does not yet ship carries the Roadmap label, on this page and in the product.
One record
Keep source documents, saved underwriting, scenarios, notes and offer drafts with the deal they belong to. Revisit the assumptions behind a decision without piecing together separate files and conversations.
Capital
Debt is where a good asset becomes a bad position. Valis separates a financing quote from debt in place and names which one it modeled. The refinancing desk extends that to what a property's income supports before the maturity arrives.
A benchmark interest rate is not a loan quote. Every financing indication shows its source, date, assumptions, and outstanding conditions.
| Today | If NOI falls | |
|---|---|---|
| Net operating income | $600,000 | $510,000 |
| Debt service the income can carry | $480,000 | $408,000 |
| Debt that service supports | $6,000,000 | $5,100,000 |
| Debt at maturity | $6,000,000 | $6,000,000 |
| Refinancing gap | No gap | $900,000 |
Actual underwriting also applies loan-to-value limits, debt yield, amortization, lender adjustments, and other terms.
Perspective
Commercial real estate is heterogeneous, illiquid, and expensive to transact. So Valis exposes uncertainty and missing evidence instead of implying that a score proves an investment is attractive. It models, flags, and verifies. It does not advise.
One promise: the research, underwriting, portfolio oversight, and capital-markets capabilities of an institutional investment team, for a small investor. Trusted underwriting first, then ongoing portfolio monitoring, then refinancing and capital allocation, then connected financing through appropriate partners.
Brokers and investors bring different perspectives to the same property. Valis makes the sources, assumptions and shared terms easier to review, while buyers control which parts of their private underwriting they share. Clearer information supports a more productive conversation.
A vacant retail pad came in at $3.4M asking. Valis modeled re-tenanted value at $2.48M — a 27% spread — and showed exactly which rent assumption carried the difference. The buyer passed in an afternoon instead of a week. (Deal details anonymized.)
You shouldn't, yet. Run Valis beside your own numbers and grade the divergence — or send us a deal you already closed and see what it would have said before you knew the answer. Don't trust us. Test us.
That's the design. Calibrate Valis to your standards — your vacancy assumptions, your exit caps — and it runs your underwriting on the deals you don't have hours for. It's not our opinion. It's your model, running on the deals you'd otherwise gut-call.
So does Valis. The output is a live Excel model — every formula intact, every assumption a cell you can change. Your workflow stays; only the Thursday it used to cost goes.
Agreed — so the AI doesn't do the underwriting. It reads the documents; the math models the deal. Extraction is checkable against the source PDF, and the valuation is classical finance you can audit line by line.
For Investors
The free plan runs 3 deals a month — no card required. Pick a plan when you need more.
If it keeps you out of one bad deal, it's paid for itself.
The complete underwrite, on three deals a month.
Everything in Analyst, uncapped, plus the market layer.
For teams running a book.
Need more? Contact Us
Valis tuned to your mandate.
Plans from $99/mo when three isn't enough. Operator adds a private intake address — forward deals straight from your inbox and stop uploading one at a time. Funds and teams: explore the plans and choose the workflow that fits your team.