Terso AI
Industries
Commercial real estateMarketing agenciesInsurance agenciesSales teamsStaffing and recruitingAccounting firmsHome servicesBusiness brokers and M&AExecutive assistantsWealth management and RIAsNursing homes and senior carePrivate equityLaw firmsHealth careManufacturing acquisitionsDistressed and foreclosure real estateCommodity trading and logisticsFranchise and multi-locationCommercial mortgage brokers Another industry
Products
Command CenterOne screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Front DeskEvery call, form, and message answered day and night, with the appointment booked.Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.
Free AI audit How we do it Team
Commercial real estate

Screen every deal that comes in, and stop passing on the ones that fit.

Offering memos, T-12s, parcel emails, and loan pulls arrive faster than any team can open them. We build the system that reads and scores every one against your own criteria, cites the record behind every score, and flags what a person needs to look at. It never makes the call. Your firm makes every call.

See how we do it

Where deals get lost.

Volume

Flow exceeds the hours to read it

Offering memos and T-12s arrive faster than analysts can open them, and most get rejected in the first ten minutes for reasons your buy-box already covers.

Skimming

The deal that fit arrived in a busy week

When flow exceeds capacity, the pile gets skimmed and the misses leave no record. Nobody can say later why a hundred-property pull went nowhere.

Memory

Relationships run on recall

Which broker sent what, who was promised feedback, which owner said call me in the spring. It sits in heads and inboxes until it is missed.

Reporting

Investor updates take senior time

Assembling LP and lender reporting from property managers, spreadsheets, and accounting eats principal hours every quarter, and the K-1 folder gets routed by hand.

What we build for a CRE shop.

Every deal scored, with the source cited

Incoming offering memos, T-12s, and loan or foreclosure pulls get read and scored against your buy-box in minutes, and every score carries the record it came from. Where a record contradicts itself, the deal is flagged for a person.

Your underwriting brain

Your assumptions, your comps, and every deal you have ever screened stay in one place, so a new deal starts from the firm's accumulated judgment.

Owners behind the entity, resolved

The LLC or trust behind an off-market property gets resolved to a real owner with a verified contact, ranked by how likely they are to sell.

Investor reporting that assembles itself

K-1s route to the right investor profile from a dropped folder, and the quarterly update drafts itself from the numbers your systems already hold.

Build anything

We build whatever your operation needs.

Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.

Describe it in your words.

Plain language is enough. The more detail in the box, the more specific the reply.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

The systems

What we would run in a commercial real estate operation.

Deep Brain

Everything the company knows, held in one private place the whole team can ask in plain language.

In a CRE shop this is the underwriting brain: your buy-box, your comps, your assumptions, and every deal the firm has ever screened, so a new memo is read against the accumulated judgment of every deal the firm has screened.

Deal Engine

A sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.

Broker relationships and off-market owners get worked on a schedule, the entity behind a property is resolved to a real person, and promised feedback goes back out without anyone remembering it.

Command Center

One screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.

Principals see live deal flow, what scored where, what is flagged for review, and where investor reporting stands, on one screen.

Four desks, four different problems.

A development shop and an acquisitions shop share the asset class and almost nothing else. Each gets its own build.

Acquisitions

The problem
  • A hundred-property pull takes an analyst all day.
  • Rejection reasons disappear.
  • Deals that fit your box get passed on in a busy week.
What we build
  • Every offering memo, T-12 and loan pull scored against your buy-box.
  • Each score cites its source.
  • Contradictory records get flagged.

Development

The problem
  • A broker sends a raw parcel email.
  • Screening it takes hours of zoning and GIS work, so most land never gets screened.
What we build
  • That email becomes a buildable envelope and a land-value range in minutes.
  • Every figure is cited and graded by confidence.

Investments

The problem
  • Quarterly investor reporting is assembled by hand from three systems.
  • K-1s go out one file at a time.
What we build
  • Reporting assembles itself from the systems you already run.
  • K-1s route themselves.
  • The quarterly update arrives drafted for review.

Property management

The problem
  • Critical dates sit in a spreadsheet somebody maintains.
  • Renewal windows open quietly.
  • The owner report gets rebuilt every month.
What we build
  • Leases abstracted with every critical date tracked.
  • Renewals and work orders chased automatically.
  • Owner reporting assembles itself.
Get started

Interested in making your commercial real estate firm AI-native?

First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.

Send the details

First name, last name, and a work email. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Before you call

Three things you can check on us.

Risk

Seven-day money-back guarantee

Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.

Team

Engineering from Fortune 500 companies

The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.

Proof

We run Terso on the systems we sell

Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.

Where to start

See what this costs you before committing to anything.

Send the details of your commercial real estate operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.

  • A reply within one business day, written by Jake
  • The first build named, with the return it targets
  • No obligation to go further

Send the details

Name, email, and company. Jake reads these himself and replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Where it starts.

It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.

Read how we work

Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Business brokers and M&ASourcing that never stops, and a buyer list that remembers every pass.

Common questions.

Does the system decide which deals we pursue?

No. It scores, cites, and flags. Every position it takes carries a reason you can read and dispute, and your team makes every call.

We use Excel models we trust. Does this replace them?

No. Your models stay yours. The system does the reading, the extraction, and the first pass, so the models get run on the deals worth modeling.

Which sub-segment do you start with?

Whichever one is losing the most today. Acquisitions usually starts with deal triage, development with land screening, investment with reporting, and property management with lease dates.

What data does it run on?

Public records, the documents brokers send you, and your own history. We scope exactly which sources connect during the audit, and we do not promise a connection we have not scoped for your shop.

Screen three times the deals with the same team.

A free consultation walks through your deal flow and shows where the screening time is going today.

Or send the details and we come to you.

Send the details instead

Name, email, and company. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.