From Deals to Data, 10x Your Workflow
Increase Deal Flow
Deals are captured directly from brokers or your Outlook inbox. CREFI’s agent email parses data, pre-qualifies deals against your investment criteria, and generates fit scores — saving 2+ hours per deal on screening alone.
Automate Data Extraction
Upload rent rolls, T-12s, and offering memos. CREFI’s best-in-class parsing extracts and contextualizes financial data with 99% accuracy, eliminating manual data entry.
Auto-Populate Your Model
CREFI connects to your existing Excel underwriting model — not a generic template. Assumptions are matched by property type and location, and data flows directly into your proprietary spreadsheet.
Chat With Your Data
Ask questions in plain English about any deal. CREFI pulls from your uploaded documents, market data, and prior analyses to give you accurate, sourced answers.
Get Started
Quickstart Guide
Create your first deal and start analyzing in under 5 minutes.
More Ways CREFI Helps You Close
Compile Comps & Maps
Instantly generate area maps with local amenities and rent comparable surveys. Comps are integrated directly into your underwriting model for assumption validation.
Generate Market Insights
Access submarket rent and sales comps, demographics, pipeline and supply data, and other market intelligence through conversation or automated research.
Create Executive Memos
Generate detailed investment memos based on your underwriting and data. Customize for deal review, capital raise, or offering memorandums. Saves 5+ hours per memo.
Excel Add-in
Use the CREFI AI directly inside Excel. Read and write cells, build formulas, create charts, and run analyses without leaving your spreadsheet.
Explore All Features
AI Chat
Your conversational analyst
Deal Management
Organize deals and stakeholders
Underwriting
Guided underwriting workflows
File Processing
Automated document parsing
Calculations
CRE financial metrics
Deal Inbox
Automated deal intake