Scale your portfolio,
not your overhead.

We automate the most time-consuming workflows for private equity and real estate investors.

teaser.pdf
bp_v1.xlsx
earnings.pdf
Pending...
Export
Excel
PDF
PPT
investment_proposal.pptx

Investment proposals in minutes, not weeks.

Creating, updating, and reviewing investment proposals takes too much time. We automate it.

Use cases

Stop drowning in documents. Start automating workflows.

Your portfolio data is buried in documents and Excel files. Automatically extract insights and keep everything current.

Investment Proposals

See demo
Investment_Proposal_v2.pptx
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Financial Performance

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Confidential • Northside Logistics Hub

Automate the creation, updating, and reviewing of investment proposals directly from dataroom information.

Tenancy Schedules

See demo

Tenancy Schedule

12 tenants
TenantUnitAreaRentStatus
Nordic Fintech BV3.021,250€185kActive
Tech Solutions AS2.15980€142kActive
Digital Agency Ltd1.08720€98kExpiring
Consulting Group AB4.121,580€225kActive
Legal Partners BV2.071,120€156kActive

Lease Abstract

Generated just now

Verified
Tenant
Nordic Fintech BV
Reg: 12345678
VAT: NL ... B01
Unit
3.02
Annual Rent
€185,000
€148/m² • Quarterly
Term
5 Years
Ends Jan 2027
Start
Jan '22
Break
Jan '25
Expiry
Jan '27
Action Required

Indexation review due in 3 months. Break clause window opens Jan 2025.

Instantly summarize your lease agreements into a tenancy schedule ready for reporting or further analysis.

Project Cost Analysis

Cost Analysis

Q4 2024
441,280Total CAPEX
0%50%100%
Building Improvements
142,450
Structural repairs
Facade renovation
Tenant Improvements
156,880
Unit 3.02 fit-out
Unit 2.15 renovation
HVAC & Mechanical
98,750
HVAC system upgrade
Boiler replacement
Technology & Security
43,200
Access control system
CCTV upgrade
+12% vs previous quarter
View Full Report

Stop manually categorizing costs in Excel. Get instant CAPEX breakdowns automatically extracted.

KYC Documentation

KYC Compliance
Processing
Identity Verification
Passport • ID-8829304Verified
Proof of Address
Utility Bill • 12 Oct 2023Verified
Corporate Structure
Extracting UBO data...
Risk ScoreLow Risk
Next ReviewDec 2024

Automatically extract identity information, verify compliance, and track status in real-time.

Bank Debt Agreements

Senior Facility A

Nordic Bank AB

Active
Principal
€45.0M
Interest
E+2.15%
Maturity
Dec 2028
Amortization
2.5% p.a.
Financial Covenants
Loan to Value (LTV)Compliant
Current: 58%Limit: 65%
Interest Cover (ICR)Compliant
Current: 3.2xMin: 2.5x

Stop searching through PDFs. Instantly extract covenants, repayment schedules, and compliance.

ESG Certificates & Reporting

ESG Compliance

Riverside Offices • 2024
Verified
Overall Score
94/ 100
Excellent
Top 5% of portfolio
Environmental
89%
BREEAMOutstanding
EPC RatingA+
Social
92%
Health & Safety Audit Completed
Governance
100%
Full Regulatory Compliance

Replace manual ESG tracking. Generate compliance reports in minutes, not days.

Contact us to see how we can automate your most time-consuming workflows.

Contact us

No more outdated spreadsheets.
Instant insights in your lease agreements.

xlagent automatically converts your lease agreements into a detailed lease overview for further analysis or reporting.

Why xlagent

October 2025
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Manual work reduced by 80%

Manual steps within the most time-consuming processes can be reduced by 80%, saving significant time.

Fewer errors across the board

Fewer errors across the board

Automated consistency checks within and across documents reduces errors and increases confidence in the data.

100% Traceability

100% Traceability

Information can be instantly traced to its original location in source documents for confident review.

Seamless integration with your tech stack

Security

Enterprise-grade security you can trust

Your data security is our top priority. We've built xlagent with the most rigorous security standards in mind.

GDPR
GDPR
Compliant
ISO 27001
ISO 27001
In progress

No Training on Your Data

By default, your data is not used for training AI models by us or third-party AI providers.

EU Data Residency

Data remains within the EU, compliant with EU data residency requirements.

Data Isolation

Your data stays in an isolated environment with the option to deploy in your own cloud.

Strict Access Control

Zero-trust, least-privilege access model with granular role-based controls.

Data Visibility and Control

Full control and complete visibility over what company data is retained.

Encrypted Everywhere

Your data is encrypted both in transit (AES-256) and at rest (TLS 1.2/1.3).

FAQ

Frequently asked questions

Ready to automate your repetitive work?

Let's schedule a call to discuss your needs.