Caelon reads the full lease corpus, the rent roll, the OM, and the operating history, then shows you where the pro forma and the source documents disagree.
CAM reconciliations contain material financial errors
Tango Analytics, 2023
0%
CRE portfolio financials managed in data silos
Altus Group
How CRE acquisition teams use Caelon
01
Source assets before they list.
Caelon screens the market for off-market properties and owners that fit your buy box. Find deals before they reach a broker.
Ingest lifecycle data
XLSRent_Roll_Current.xlsx
PDFLakeside_Apartments_Offering_Memo.pdf
PDFAnchor_Tenant_Lease_Abstract.pdf
XLSOperating_Statement_T12.xlsx
PPTDowntown_Office_Investment_Deck.pptx
XLSCAM_Reconciliation.xlsx
02
Underwrite every lease.
Caelon reads the full lease corpus, rent roll, and operating statements, then shows where the broker's pro forma and the documents disagree. Every tenant screened, not just the anchor.
03
An audit trail behind every model number.
Every rent figure, recovery term, and expense line traces back to a lease page, tax bill, or invoice. When the lender or your IC asks where a number came from, the source is one click away.
Security & Deployment
Your infrastructure. Your data. Your control.
Caelon is deployed on-premise inside your environment. Your data never leaves, there is no vendor lock-in, and every action is fully auditable from day one.
Your infrastructure
Deployed on your cloud account, whether AWS, Azure, or GCP. We configure it; you own it.
Zero data retention
Your documents, findings, and deal data never leave your environment.
Model-agnostic AI
Works with any foundation model, from Claude and GPT to Bedrock or your own. No vendor lock-in.
Full audit trail
Every extraction, score, and assignment is logged. Board-ready compliance from day one.
The intelligence layer for your acquisitions pipeline.
Sourcing and Market Intelligence
Caelon turns market data, web signals, sector trends, comparable transactions, and credit indicators into a live acquisition screen. Your pipeline updates as new information enters the environment and market conditions shift.
Underwriting Models
Caelon reconciles your investment model against source documents, checking revenue assumptions, cost inputs, and structural terms against the contracts and financials that support them. Variances surface before IC with source-level attribution.
Pattern Library
Every closed deal becomes a queryable corpus of diligence findings, IC memos, outcomes, and post-close surprises. Caelon turns institutional memory into a structured asset your whole team can use on every new deal.
Data Room Intelligence
Every document is automatically ingested, read, indexed, and made queryable on upload, from memos and contracts to GL exports and board materials. Caelon works from what is actually in the room, not assumptions.
Custom Integrations
Caelon connects to DealCloud, Salesforce, Dropbox, email, VDRs, QuickBooks, and your modeling stack. It sits beneath your existing workflow as the source of truth for every tool your team already uses.
Agentic Workflows
Repeatable diligence tasks run automatically at defined trigger points, from indexing new data rooms to checking updated financials and generating variance reports. Analyst workflows move from manual triage to always-on compute.