Family Offices & PE Funds · M&A and CRE Diligence

AI diligence software for family offices and PE funds.

Lean investment teams run M&A and CRE diligence the same way: too many documents, too little time. AcquiOS reads the CIM, OM, data room, and financials, validates the assumptions, flags the conflicts, and produces an IC-ready model and memo, all in your own templates.

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The short answer

Family offices and PE funds use AcquiOS to speed up M&A and CRE diligence end to end. It ingests CIMs, offering memorandums, T-12s, rent rolls, and data-room files; extracts and validates every assumption with citation-level sourcing; detects related-party and structural conflicts; and outputs an IC-ready model and investment memo in your existing Excel and PowerPoint templates, across both real estate and corporate M&A deal flow.

2 min

CIM or OM to first model

1 team

Real estate and M&A diligence

IC-ready

Models and memos in your templates

What to look for

What lean investment teams need from AI diligence.

Search tools find documents; they do not underwrite deals. Here are the six criteria that matter when a family office or PE fund evaluates AI for M&A and CRE diligence.

Reads the whole data room

CIMs, offering memorandums, T-12s, rent rolls, leases, and financials, so the tool ingests the full document set, not just one file type.

Underwrites, not just searches

Document-intel tools retrieve and summarize. Diligence needs a tool that builds the model and validates each assumption against market evidence.

Conflict and related-party detection

Flag undisclosed relationships, circular assumptions, and structurally impossible numbers before they reach the committee.

IC-ready output in your templates

The model and memo should land in your existing Excel and PowerPoint, so the committee sees the format it already trusts.

Covers CRE and corporate M&A

A family office screens both property and operating-company deals. One tool should handle real estate underwriting and CIM-based M&A diligence.

Enterprise security for deal data

CIMs and data rooms are confidential. SOC 2 Type II, private-cloud deployment, and data segregation are non-negotiable.

Side by side

How the diligence approaches compare.

For M&A and CRE diligence, the AI options range from document search to a full deal engine. Here is what each delivers for a lean investment team.

Capability	AcquiOS	Doc-intel (Hebbia, AlphaSense)	General-purpose AI	Analysts + Excel
Reads CIMs, OMs & data rooms	✓	✓	Partial	Manual
Search & summarize documents	✓	✓	✓	Manual
Builds the diligence model	✓	—	Partial	✓
Validates assumptions vs market	✓	—	—	Partial
Conflict & related-party detection	✓	—	—	Partial
IC model & memo in your templates	✓	—	—	✓
CRE + corporate M&A coverage	✓	Partial	Partial	✓

FAQ

AI diligence for family offices and PE funds: common questions.

How can family offices and PE funds use AI for M&A and CRE diligence?

AcquiOS automates the front end of diligence. It ingests the CIM, offering memorandum, T-12, rent roll, and data-room files, extracts and validates every assumption against market comps, flags related-party and structural conflicts, and produces an IC-ready model and memo in your own Excel and PowerPoint templates - for both real estate and corporate M&A.

How is AcquiOS different from Hebbia or AlphaSense?

Hebbia and AlphaSense are document search and intelligence tools - they help you find and summarize information across files. AcquiOS goes further: it underwrites the deal, validating assumptions against market data, detecting conflicts, and producing the IC-ready model and memo in your templates, not just answers to questions.

Does AcquiOS handle both real estate and corporate M&A diligence?

Yes. AcquiOS covers CRE diligence (OM, T-12, rent roll, comps) and corporate M&A diligence (CIM parsing, quality-of-earnings support, and data-room review), so a lean investment team can run both kinds of deals in one place.

Can a small family-office team use it without hiring data scientists?

Yes. AcquiOS is built for lean teams. There is nothing to build or train - you forward documents or upload a data room, and AcquiOS produces a validated model and memo the same day, in the formats your committee already expects.

Is it secure enough for confidential CIMs and data-room files?

Yes. AcquiOS is SOC 2 Type II certified, offers private-cloud deployment into your own VPC, segregates client data by default (never used for cross-client training), and maintains an exportable audit log with SSO/SCIM.