AI assistant & agents
AI that shows its work and waits for your approval
The CREAssets AI assistant, part of the Platform plan, answers questions about your deals, drafts investor communications and prepares work for your team. Every number it writes is cited to a record — or marked unresolved.
Updated
Capabilities
Ask, draft, act
One assistant across the platform: ask about a deal, draft a letter, or prepare an action for a human to approve.
Grounded drafts
A grounding check drops or marks unresolved any figure it cannot trace to a record.
Investor letter drafter
Quarterly updates and LP briefs drafted from your deal’s actual figures.
Monitors that watch for you
Agents for covenants, wires, distributions, fund performance and investor pulse surface what needs attention.
Versioned artifacts
Drafts become versioned documents with evidence, diffs, comments and watermark-aware export.
People stay in charge
No agent signs, votes or exercises fiduciary authority. Humans approve every consequential step.
A library of agents, a studio for your own
Start from agents for books reconciliation, capital-call prep, deal pipeline and sourcing, lease review, file compliance and more — or configure workflows in the agent studio.
AI-generated analysis and drafts are provided for review and are not investment, legal, tax or appraisal advice.
- Workflow runs with a full history
- Capability library of what each agent may touch
- Per-firm monthly AI budget
- Included in the $299/month Platform plan
Who uses it
AI assistant & agents: common questions
Will the AI send anything on its own?
No. Agents prepare drafts and recommendations; your team reviews and sends.
Is our data used to train models?
Your data is processed to answer your requests through our model provider. Ask us for the current provider terms during your security review.
Which agents are included?
The Platform plan includes the assistant and the whole agent library. Ask the team which agents fit your workflow.
Run your next raise on one platform.
Sign up free and build your first deal today. Upgrade only when you collect investor money — and if you are moving from another platform or from spreadsheets, we migrate you at no cost and your first month is free.