Documents. Underwriting. Offers.

From DealDocuments ToDefensible 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

From First Look
To The Next Action.

  1. Documents

    OM · T-12 · Rent Roll

    Review the source figures

  2. Underwriting

    Your assumptions. Your scenarios.

    Save the case behind your decision

  3. Offers

    Price · Deposit · Conditions · Dates

    Prepare and review the terms

  4. Follow-Up

    Notes, tasks and reminders

    Keep the next action with the deal

Private underwriting. Deliberate sharing.

Less Rebuilding. More Time For The Deal.

01

Review The Evidence.

Bring the OM, T-12 and rent roll together. Review the extracted figures and resolve gaps before relying on the model.

02

Make The Model Yours.

Edit the assumptions and compare scenarios against your own investment criteria.

03

Prepare The Next Move.

Carry reviewed terms into an offer draft. Keep notes, deadlines and follow-ups with the deal.

Your sources. Your assumptions. Your decision.

Platform

One Workflow. Two Sides Of The Deal.

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

Evaluate More. Pursue With Conviction.

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 Plans

For Investment-Sales Brokers

Turn Buyer Interest Into Comparable Offers.

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 Plans

How It Works Today

01

Drop It In.

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

It Models.

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

You Argue With It.

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.

Ships today
  • Underwriting from your documents: the OM, rent roll, and T-12, including scans, to a 10-year DCF, IRR, DSCR, and fair value against the ask.
  • Coherence flags where the package disagrees with itself, and a financing quote kept apart from debt in place, with the page each figure came from.
  • Your own standards: calibrated assumptions, a show-the-work audit trail, and exports to Excel with the formulas intact and to PDF.
  • Bulk upload and a private email intake address on Operator; the Chrome extension on the listing page.
  • Workspaces and seats on Fund, and a read-only connector that lets an authorized assistant list your deals and read a deal's assumptions.
Roadmap
  • Portfolio monitoring: owned assets, maturity calendar, and assumptions that have gone stale.
  • The refinancing and capital-planning desk: supported debt, the shortfall, and the options side by side.
  • Financing comparison: lender terms normalized for proceeds, fees, amortization, reserves, recourse, and prepayment.
  • Exposure map: shared tenants, industries, locations, lenders, lease expirations, and debt maturities across properties.
  • Performance attribution: original underwriting against actual rent, NOI, capital costs, debt costs, and disposition results.

What ships is stated plainly. What does not yet ship carries the Roadmap label, on this page and in the product.

One record

One property record. One calculation engine.

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.

  1. Property
  2. Leases
  3. Tenants
  4. Operating statements
  5. Debt
  6. Ownership
  7. Underwriting decisions
  8. Actual results

Capital

The property and its financing, modeled together.

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.

Ships today the quote kept apart from debt in placeRoadmap the refinancing desk

A benchmark interest rate is not a loan quote. Every financing indication shows its source, date, assumptions, and outstanding conditions.

Worked example, simplified8.0% interest-only, 1.25x cover
TodayIf 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 gapNo gap$900,000

Actual underwriting also applies loan-to-value limits, debt yield, amortization, lender adjustments, and other terms.

Perspective

A discount to modeled value is a hypothesis, not arbitrage.

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.

Where this is goingRoadmap

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.

A Shared Starting Point. Room For Your Judgment.

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.

Field note

The pad site that was 27% overpriced.

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.)

Questions Investors Ask

How do I know I can trust it?

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.

I don't want your score. I want my score.

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.

I just use Excel.

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.

You can't trust AI.

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

Start Free. Scale When Ready.

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.

Analyst

Free

The complete underwrite, on three deals a month.

  • ✓ 3 new deals per month
  • ✓ Valis Score + verdict on every deal
  • ✓ Coherence flags
  • ✓ Fair value range
  • ✓ Show-the-work audit trail
  • ✓ Excel & PDF exports
  • ✓ Saved deals — re-analysis uncapped
  • ✓ Chrome extension: score + verdict
Sign up free
Most Popular

Operator

$99/month

Everything in Analyst, uncapped, plus the market layer.

  • ✓ Unlimited deals
  • ✓ Email deal intake — forward an OM, get a scored reply
  • ✓ Disposition matrix
  • ✓ Market intelligence
  • ✓ Monte Carlo simulation
  • ✓ Full extension metrics
  • ✓ Bulk upload
  • soonDeal-flow digest

Fund

$999/month

For teams running a book.

  • ✓ Everything in Operator
  • ✓ Workspaces & seats
  • ✓ 5 seats included
  • ✓ IC-ready PDF reports

Need more? Contact Us

Intelligence

From $2,500/month

Valis tuned to your mandate.

  • ✓ Everything in Fund
  • ✓ Up to 100 seats
  • ✓ White-label outputs
  • ✓ Custom engagement scope
  • ✓ Manually provisioned & onboarded
Book a demo

Three deals free. The next one that hits your inbox is the test.

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.