Deal Room to Model
How Primer turns broker packages and deal rooms into cited underwriting models, reviewable fields, and pipeline records for CRE acquisition teams.
Acquisition run
Broker files -> Agent run -> Review -> Workbook -> Record
Your model stays intact
Sources stay reviewable
Every run builds memory
In Brief
A deal-room-to-model workflow converts broker packages, rent rolls, T-12s, OMs, market data, and supporting files into the acquisition team's underwriting model. The best workflow keeps source review visible, handles conflicting documents, and preserves the record for future diligence and comps.
Every deal starts with scattered source material. Analysts open the same files, copy the same fields, check the same conflicts, and rebuild enough context to decide whether the deal deserves more time.
Primer prepares the data for the team's model and keeps the review context in the app. The Excel output stays clean while source proof and conflicts remain easy to inspect.
Workflow
A connected acquisition run from source material to reviewable deal intelligence.
Broker files
Agent run
Review
Workbook
Record
How to compare
Manual model population
Slow but familiar
Analysts key every field
Generic extraction
Faster fields
Often disconnected from the model
Primer
Workflow fit
Turns the room into model-ready acquisition context
FAQ
Yes, if the system is configured around the team's model, document types, field logic, and review workflow. Primer is built for this use case.
Primer keeps source review in the app while producing model-ready outputs for the workbook.
Common inputs include OMs, rent rolls, T-12s, operating statements, management reports, comp notes, and configured external data sources.