Acquisitions Analysts
Acquisitions Managers
Asset Managers
Executives

Boosting Analyst Performance

Origin helps Analysts operate at the top of their game by automating and simplifying the mundane tasks that typically consume far too much of their time, such as searching for comps, updating pipeline reports and generating investment committee materials.

Pipeline

Challenge
Adding deals to the pipeline, and keeping them up to date is a chore.
Solution
The Altrio Data Service automatically extracts data from Offering Memorandums emailed into Origin. Plus, underwriting models can be imported to reflect the latest assumptions about each deal.

Underwriting

Challenge
Finding the right market comparables often involves the time-consuming process of combing through emails and spreadsheets.
Solution
Origin can create a searchable database of recent comparables, automatically, from your own deals - providing you with fast, easy access to relevant market data.

Workflow

Challenge
It's easy to lose track of important tasks and deadlines.
Solution
Origin provides consolidated task lists and friendly email reminders, ensuring no tasks are overlooked.

Empowering Managers to Manage

Origin supports Managers by removing obstacles that limit visibility into deal status and task allocation. Comprehensive pipeline reports, robust workflow templates and notifications enable Managers to lead effectively and focus on what matters.

Pipeline

Challenge
Running numerous deals concurrently makes it difficult to understand the status of each deal and to ensure that team members are focused on the right deals.
Solution
Origin provides managers with real-time visibility into which deals their team is working on and an accurate, up-to-date picture of deal metrics and activity.

Underwriting

Challenge
Spending time searching for the latest underwriting model - or worse, reviewing outdated assumptions - causes confusion and wastes valuable time.
Solution
Origin stores all versions of underwriting models and can automatically update deal information from the latest version.

Workflow

Challenge
When key dates are buried in emails, and tasks are tracked in separate deal spreadsheets, it’s easy to miss important deadlines.
Solution
Origin neatly displays tasks and milestones across all deals and your entire team - so you can rest easy knowing you’re not missing anything.

Streamlining
Asset Management

Origin gives Asset Managers real-time access to valuable market insights from the acquisition pipeline while also streamlining the portfolio monitoring and divestment processes.

Pipeline

Challenge
Lacking real-time visibility into the status of assets as they approach closing can lead to delays in efficiently onboarding newly acquired properties.
Solution
Origin's centralized deal pipeline keeps every team on the same page, ensuring a smooth handover process from the Deal Team to Asset Management.

Comparables

Challenge
Finding real-time market data involves a time-consuming search through e-mails and spreadsheets or phone calls to brokers and members of the investment team.
Solution
Origin creates a searchable database of recent comparables, automatically extracted from your deal pipeline, including sale prices, in-place rents and operating costs – giving you unique, real-time market insights.

Workflow

Challenge
When key dates and tasks relating to your dispositions are tracked within emails and spreadsheets, it is easy to miss important deadlines.
Solution
Origin centralizes key dates and tasks for all disposition deals, giving you full visibility and control of every deal's progress.

Enabling Executives to
Lead with Confidence

Origin empowers Executives to make confident investment decisions by eliminating the noise and providing immediate access to critical data through deal overviews and activity reports.

Pipeline

Challenge
Overlooking the latest pipeline updates simply because you couldn't access the most recent spreadsheet is an unnecessary source of frustration.
Solution
With Origin, automated pipeline exports guarantee that updates do not go unnoticed. Export frequency, format, and recipients can all be configured with a few clicks.

Underwriting

Challenge
Scattered information across numerous documents, spreadsheets, and systems makes it difficult to locate all of the necessary information in a timely and efficient manner.
Solution
Origin offers a single repository of deal and asset data, documents, and notes. Quickly run a variance analysis between underwriting models, comparables or even individual deals to gather the context required for approval.

Deal Sharing

Challenge
The inability to promptly share a recent deal summary with potential buyers, lenders, or investors can unnecessarily delay your deal.
Solution
Origin's Deal Overview makes it fast and easy to summarize the latest information about each deal. Tables, charts and notes stay up-to-date as deal details change, enabling clear and timely communication to internal and external stakeholders.

Our Results

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invest better?

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