Built for Private Capital
Trilect structures information from investment documents, market data, and underwriting materials — enabling faster and more consistent deal evaluation.
Asset
2100 Ross Avenue, Dallas, TX 75201
Class A Office · 312,000 sq ft · $187.5M acquisition · 5.8% cap rate
Deal Score
84/100
IRR (Base)
14.2%
Equity Mult.
1.9×
Risk Layer
MOD
Scenario Modeling
| Case | IRR | Equity Multiple | Cash-on-Cash |
|---|---|---|---|
| Base Case | 14.2% | 1.9× | 7.8% |
| Upside | 18.7% | 2.4× | 9.4% |
| Downside | 8.1% | 1.3× | 4.2% |
Risk Flags
- Market LiquidityPASS
- Tenant ConcentrationWATCH
- Cap Rate SensitivityPASS
- Debt CoveragePASS
- Exit TimingWATCH
Document Summary
"Asset demonstrates resilient income with 87% occupancy. AI analysis identifies cap rate expansion risk. Key assumptions reviewed and structured for decision support."
Sensitivity
From offering memorandum to IC memo in minutes, not hours.
- 01
Document Intelligence
Analyse offering memorandums and investment decks. Trilect reads complex documents and identifies key information investors need to quickly understand an opportunity.
- 02
Deal Underwriting
Structure underwriting assumptions, key metrics, and financial drivers so investment teams can evaluate opportunities consistently.
- 03
Risk & Scenario Analysis
Evaluate downside scenarios and sensitivities by analysing market assumptions, leverage, and underwriting inputs.
- 04
Investment Decision Support
Generate structured summaries and IC-ready outputs that support investment committee discussions.
Built for Institutional Investment Teams
Real Estate Private Equity Teams
Analyse opportunities faster by structuring insights from investment documents and financial models.
Investment Analysts
Reduce time spent reviewing documents and focus on evaluating assumptions and risks.
Investment Committees
Review structured summaries and underwriting outputs that support consistent investment decisions.
From Offering Memorandum to IC Memo
Investment teams spend significant time reviewing offering memorandums and preparing investment summaries.
Trilect accelerates this process by analysing investment documents, extracting key deal information, and generating structured underwriting insights.
- 01
Upload Offering Memorandum
Investment documents, financial models, and supporting materials submitted for analysis.
- 02
AI Document Analysis
Trilect reads and structures key deal information from each document.
- 03
Structured Deal Summary
Property details, financial assumptions, and market context — organised and ready to review.
- 04
Risk Flags
Potential risks and sensitivities identified across leverage, market, and underwriting assumptions.
- 05
Draft IC Memo
A structured investment committee memo generated from the analysed deal data.
What Trilect Produces
A sample of the structured insights generated by Trilect from investment documents and underwriting data.
- 01
Deal Summary
Asset overview, key financial metrics, and investment assumptions extracted from offering memorandums and supporting documents.
- 02
Risk Flags
Automated identification of potential risks such as tenant concentration, lease rollover exposure, or leverage sensitivity.
- 03
Scenario Analysis
Evaluation of underwriting assumptions including cap rate changes, rent growth scenarios, and financing structures.
- 04
IC Memo Draft
Structured summaries designed to support investment committee review and decision-making.
From Documents to Decision Support
Trilect ingests investment documents, structures relevant information, and produces outputs that support underwriting and investment committee review.
- 01
Offering Memorandum
Investment documents, financial models, and supporting materials submitted for analysis.
- 02
AI Document Processing
Trilect reads, parses, and structures relevant information from each document.
- 03
Structured Deal Analysis
Assumptions, key metrics, risk factors, and scenario outputs — organised and ready to review.
- 04
Risk & Scenario Evaluation
Downside scenarios and sensitivities evaluated across cap rate changes, rent assumptions, and leverage.
- 05
IC-Ready Investment Summary
Consistent deal summaries and structured materials that support investment committee review.
Private Market Investment Analysis is Manual and Time-Consuming
Evaluating a private market investment opportunity requires analysing large volumes of complex, unstructured information — offering memorandums, financial models, market research reports, and investment decks. Much of this information is spread across documents in inconsistent formats.
The process of reading, extracting, and synthesising this information is largely manual. It is time-consuming, difficult to scale, and introduces inconsistency in how opportunities are evaluated across a team.
As a result, investment teams spend a disproportionate amount of time on document review — time that could be applied to higher-value analysis and decision-making.
AI-Powered Intelligence for Private Markets
Trilect aims to build an AI-powered intelligence platform that transforms how investors analyse opportunities in private markets — replacing manual document review with structured, AI-extracted insights.
The platform initially focuses on real estate investment analysis, helping investors evaluate opportunities across offering memorandums, financial models, and market research. Over time, Trilect will expand into additional private market asset classes including private equity, private credit, and infrastructure.
Over time, Trilect aims to evolve into a broader intelligence platform for private markets, helping investors analyse opportunities, structure underwriting workflows, and support investment decision-making across multiple asset classes.
Real Estate
Current focus
Private Equity
Planned
Private Credit
Planned
Infrastructure
Planned
Early Access
Early access is available for selected users interested in AI-powered investment intelligence for private markets. If you are evaluating real estate opportunities and want to explore what Trilect can offer, we would like to hear from you.