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

Who It Suits

Best fit, and who should look elsewhere.

Best fit

Family offices and PE funds screening both real assets and operating companies with a small team.

Look elsewhere if

Firms needing full-scope legal or QofE diligence workflow. This covers document analysis and screening, not the whole diligence programme.

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.