Deal Sourcing & Screening

Every deal in your inbox, captured and scored

Every inbound deal is read by AI, summarized, and scored against your buy box the moment it arrives. From unread emails to a prioritized screening pipeline, instantly.

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How it works

From inbox to scored pipeline in 3 steps

Your best deals are buried in your inbox. Hundreds of teasers arrive every week, and no one has time to read them, pull the numbers, and log the deal before the next fifty arrive. Altrio does it for you, so your team spends its hours closing deals, not wrangling data.

01

Connect your inbox

Altrio connects directly to Outlook or Gmail and watches for inbound deals in the background. The moment an email arrives from a sender on your whitelist, it is read and scored.

Altrio's Connect Email panel showing a connected Outlook inbox beside a whitelist of CRE brokerage senders — CBRE, JLL, Eastdil Secured, and Newmark — whose inbound deal emails are read and scored automatically.
02

Altrio captures and extracts all deal details

Altrio reads teasers, OMs, rent rolls, and T12s and pulls the key metrics out of them, turning email bodies and attachments into structured data you can actually use to screen, underwrite and compare opportunities.

Learn more about data extraction
Altrio's Active Pipeline auto-capturing deals from an Outlook inbox — reading offering memos, rent rolls, and T-12 attachments — and scoring each against your buy box across sectors like residential, retail, and hospitality.
03

Browse a private listing site, built from your inbox

Every captured deal is presented in the same format, whether it arrived as a polished OM or a two-line email. Filter by the criteria that matter to you and see opportunities as cards, in a table or on a map.

Altrio's Opportunities page presenting captured deals in a consistent format as filterable cards — each showing property type, name, location, size, fit rating, and listing broker — beside a United States map dotted with location pins.

One platform, from sourcing to close

Up next: 02 Pipeline management

A pipeline you trust, without the busywork

A scored deal needs somewhere to go. Every deal you choose to track goes into a live pipeline your whole firm trusts, with no status emails and no manual roll-ups.

Explore pipeline management →
03 Market dataEvery deal you touch compounds your edge04 Relationship managementNurture the relationships that drive your deal flow
Results

In their words

With Altrio, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Altrio, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.
Graham Russell
Graham Russell
Vice President, Americas
Graham Russell's company logo

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FAQ

Questions, answered

How does the email integration work?
Altrio connects securely to your existing Outlook or Gmail in the background. There is nothing to install, and your team never changes how it sends or receives email. You configure a whitelist of senders and domains, and only email from that whitelist is read by AI.
Do we have to forward emails or log deals by hand?
No. There are no forwarding rules to maintain and no manual logging. Altrio reads inbound teasers and attachments as they arrive and turns them into structured deal records on its own. If you would rather not connect your email at all, forward deals to your unique Altrio address instead and everything downstream works the same way.
What files and formats can Altrio read?
Altrio parses unstructured PDF offering memoranda, flyers, and teasers, along with Excel rent rolls and historical T12 operating statements: the formats brokers actually send.
How is this different from an Outlook add-in?
An add-in sits in your mailbox and waits for you to open an email and click a button, one deal at a time. Altrio works in the background: every email from a whitelisted sender is read, extracted, scored against your buy box, and filed whether or not anyone opens it, and the deal lands in a pipeline the whole firm shares rather than in one person's inbox.
Can we customize our buy-box fit criteria?
Yes. Define fit by asset class, submarket, target yield, transaction size, and your own financial criteria, so scoring reflects your firm's specific mandate.
How accurate is the data extraction?
AI reads the documents, and our CRE-trained analysts verify every datapoint extracted from attachments before it reaches your pipeline. You underwrite from what Altrio captures without re-checking the numbers.
Is our deal flow data secure?
Yes. Altrio is SOC 2 Type II certified. Your pipeline, relationships, and model assumptions stay isolated and private to your firm, and your data is never used to train AI models.
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