Solutions | By Role

Software Built for
Acquisitions Professionals

Collaborative software to move from leads to leases faster

Pipeline Management

Job details / Requirements

Track all active deals, so that I can easily review status, next steps and upcoming deadlines to determine which deals require attention at any given time

Challenges

Not all of active deals may be tracked

Colleagues may be working on deals that require my attention, which are not in the pipeline

I might miss a key upcoming date when reviewing the pipeline

Origin Solutions

New deals can be added to the pipeline with almost no effort by leveraging the Altrio Data Service to add deals from emails/documents

Origin is a shared "single-source of the truth", where all deals being worked on across the team are tracked centrally and can be viewed/reported on in tailored views

Origin's daily email alerts proactively notify me of key dates in the near future

Ensure pipeline is updated ahead of weekly team meetings; ensure reports sent to senior management contains complete and accurate information about active deals

New deals may not have been added to the pipeline ahead of management review

Updating the pipeline can be time-consuming and error-prone

New deals can be added to the pipeline easily and key pipeline information (ex. deal team, region, etc.) can be automatically set based on Inbox Settings

Deals can be updated automatically from the current U/W models

Underwriting and Analysis

Job details / Requirements

Find comparable sales, leases, OpEx, etc., that support assumptions such as cap rate, rent, costs, etc. to populate underwriting model

Challenges

Internal market comparables are more relevant to your pipeline, yet disorganized or hard to find

It is time-consuming to extract and organize comparables received from brokers, etc. into a data set that can easily searched

It is not possible to perform location-based searches through comparables stored in spreadsheets

Origin Solution

Origin allows you to create a searchable database of the detailed, recent comparables gathered through you own deal sourcing/underwriting in markets where you're active

Detailed information on comparable sales, leases, etc. can be extracted from deal marketing materials and broker reports by the Altrio Data Service without any manual effort

Comparables can be viewed / filtered on a map in Origin making it easier to identify the most relevant comparables based on location

Job details / Requirements

Validate assumptions and arithmetic used to generate investment thesis.

Challenges

Not knowing which U/W model is the latest and greatest to review.

It is challenging and error prone to produce variance analysis between two or more U/W models.

Origin Solution

Origin allows users to store models against deals, making it clear which is the most up-to-date version.

Origin retains all previous versions of imported models and allows users to easily compare version to see how they differ.

Job details / Requirements

Produce reporting to justify deal terms in relation to other deals under consideration or recent market transactions

Challenges

It is a time consuming and error prone process to create and maintain comparable deal analysis in Excel

Origin Solution

Origin's Comparison View feature, combined with the ability to import detailed information from U/W models provides a way to do quick "side-by-side" comparisons of deals during pipeline meetings, along with key stats (average, variance, etc.)

Job details / Requirements

Produce a deal summary for internal or external stakeholders where required. This may be for an investor, a lender or someone at the C-Suite level that needs talking points for a meeting.

Challenges

The information that needs to be compiled to prepare an overview scattered across numerous documents, spreadsheets, systems - it takes a lot of time to find it all, particularly when there may be multiple versions of information in different places

Origin Solution

Origin's Deal Overview automatically summarizes Deal and Asset level information in a one-page format. Users can customize the information shared in the overview and even customize overview templates so that different types of deals portray different types of information.

Job details / Requirements

Produce memo that details the justification for seeking approval from the investment committee to either conduct due diligence or enter into an agreement to complete the transaction

Challenges

The information that needs to be compiled to prepare an IC memo is scattered across numerous documents, spreadsheets, systems -- it takes a lot of time to find it all, particularly when there may be multiple versions of information in different places

Origin Solution

Origin provides a single repository of deal/asset-related data, documents and notes, reducing the number of places that need to be searched for information

Workflow and Collaboration

Job details / Requirements

Review tasks to understand how many/which are outstanding or overdue

Challenges

With no centralized source of information about key dates / deadlines related to the deals my team is working on, it's easy to miss things and takes a lot of time to piece together a full picture of all upcoming activities

Origin Solution

Origin's Activity Views give users a centralized view of key dates across all active deals

Job details / Requirements

Understand individual / team commitments to important tasks/deadlines - upcoming IC meetings, target closing dates, etc.

Challenges

With no centralized source of information about key dates / deadlines related to the deals my team is working on, it's hard to understand who is working on what

Origin Solution

Origin's Activity Views allow users to filter by Team Member allocation

Job details / Requirements

Ensure that all deals moving towards an IC approval or close are following a consistent process to ensure risks are mitigated, approvals are properly documented, etc.

Challenges

It is difficult to implement a standard process when activities/approvals/etc. related to different deals are managed in different spreadsheet-based checklists

Origin Solution

Workflow Templates in Origin allows users to define and apply standard processes (tasks, milestones, required data, etc.) to all deals

Software Built for
Acquisitions Leaders

Office landlords need a digital solution now more than ever

Collaborative software to move from leads to leases faster

Pipeline Management

Job details / Requirements

Ensure that team members are working on the highest priority deals and that team members are neither over or under-allocated

Challenges

It's difficult to get an up-to-date understanding of which deals team members are currently working on

It's difficult to get an up-to-date understanding of which deals should be treated as a priority, based on relative value, near-term deadlines, etc.

Origin Solutions

Pipelines can be grouped/filtered/etc. by resource to get a clear view of which team members are working on which deals

Origin's pipeline and activity reports make it easy to see which deals are at critical stages and which deadlines are approaching

Update executives on the status of all active deals; update members of other teams (ex. Asset Management, Legal, etc.) on the status of active deals so that they can plan for their contribution

Challenges

Not all active deals are being tracked

Not knowing which Excel file is the most up-to-date to share

Important information is missing for active deals

Preparing reports / status updates is time-consuming and error-prone when it involves cutting/pasting between Excel workbooks

Origin Solution

New deals can be added to the pipeline with almost no effort by leveraging the Altrio Data Service to add deals from emails/documents

Each pipeline maintained in Origin is it's single source of truth. Updates occur account-wide and everyone is subject to the same updates in real time

Origins stage-required fields feature ensures that all important information is captured at the right time in the process

Origin is a shared "single-source of the truth", where all deals being worked on across the team are tracked centrally and can be viewed/reported on in tailored views

Software Built for
Office Landlords

Office landlords need a digital solution now more than ever

Forward-looking data to inform strategy

Digital marketing to attract new tenants

Collaborative software to move from leads to leases faster

Move faster than
your competitors

A real estate deal management tool that gives you a complete, accurate picture of the deals in your pipeline and lets you confidently pursue the right deals and quickly pass on the wrong ones.

Optimize your
investment process

Continuous improvement has been built into our deal management system, keeping everyone on your team aligned and helping you identify and fix bottlenecks.

Unleash your
market knowledge

Origin’s real estate deal management software transforms investor’s knowledge and experience into accessible, actionable insights that drive better decision making.

Our results

See why leading real estate investors choose Origin

See All Cases

With Origin, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Origin, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.

Graham Russell

VP, Americas

See Case Study

Every deal requires collaboration between numerous teams. Before Origin, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Origin, we unified all of this data into one shared source of truth.

Derrick Perkins

Vice President, Investments

See Case Study

Origin by Altrio has proven itself to be an incredibly useful tool for compiling and organizing our firm’s investment pipeline. The ability to populate a few basic deal markers into the site, attach the OM , and return to a fully populated deal profile saves me hours of data entry that would otherwise take me away for lead generation and deal underwriting.