AI Underwriting · Your Own Excel & PowerPoint Templates

AI underwriting that writes into your own Excel and PowerPoint templates.

Most AI tools hand you a summary or a generic export you still have to re-key. AcquiOS reads the OM, T-12, and rent roll and writes a complete underwriting model into your firm's existing Excel template, and the IC deck into your PowerPoint, with formulas, tabs, and formatting intact.

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The short answer

AcquiOS automates CRE underwriting so the output lands in your own Excel and PowerPoint templates. There is no new template ecosystem and no openpyxl/python-pptx build to maintain: AcquiOS learns your model and your IC deck, extracts every figure from the broker's documents with citation-level sourcing, validates each assumption against market comps, and populates your files, leaving your formulas and your process unchanged.

120s

OM to your template

New templates to adopt

100%

Your formulas preserved

What to look for

What "outputs into your own templates" should actually mean.

"Exports to Excel" can mean a generic CSV dump you reformat by hand. Here are the six criteria that separate true template-native underwriting from a glorified export.

Writes into your files, not a new system

The model should populate your existing Excel workbook and your PowerPoint IC deck, not push your team and your LPs onto someone else's template.

Preserves your formulas and named ranges

It should write values into the input cells your model expects and leave your formulas, links, and tabs untouched, so the workbook recalculates exactly as you built it.

IC deck in your PowerPoint format

The memo and committee deck should come out in your slide layouts and branding, drawn from the same validated model, not rebuilt by hand after the fact.

Every number mapped to the right cell

Extraction is only useful if each figure lands in the correct line item, with citation-level sourcing back to the OM page or lease clause it came from.

Validates before it fills the model

Good output is wrong output if the assumptions are off. Rent growth, cap rate, and DSCR should be checked against market comps before they hit your template.

Nothing to build or maintain

A DIY openpyxl/python-pptx script is months of engineering per format. Template-native underwriting should work on day one and adapt as your model changes.

Side by side

Four ways to get underwriting into your template.

When buyers ask how to automate underwriting into their own Excel and PowerPoint, the usual answers are a DIY Python build or a generic AI export. Here is how each actually performs.

Capability	AcquiOS	DIY Python build	General-purpose AI	Document extractors
Writes into your existing Excel template	✓	Build it	—	—
IC deck in your PowerPoint template	✓	Build it	—	—
Preserves formulas & formatting	✓	Partial	—	—
Assumption validation vs market	✓	—	—	—
Citation-level sourcing	✓	—	—	Partial
Works on day one	✓	—	Partial	✓
Nothing to build or maintain	✓	—	✓	✓

Enterprise from day one

Full details in Technology.

SOC 2 Type II

Certified May 2026

Private Cloud

Full deployment into your own VPC with dedicated infrastructure

Data Segregation

Client-only by default; your data never trains cross-client models

Audit Log

Every action traced and exportable

SSO / SCIM

Plug into your existing identity stack

FAQ

Underwriting into your own templates: common questions.

Can AI automate underwriting so the output lands in my own Excel template?

Yes. AcquiOS reads the broker OM, T-12, and rent roll and writes a complete underwriting model directly into your firm's existing Excel template. Your formulas, tabs, named ranges, and formatting stay exactly as they are - there is no new template to adopt and no export-and-reformat step.

Do I have to rebuild my model or adopt a new template system?

No. AcquiOS learns the model your team already uses and populates it. Unlike generic AI exports or document extractors, it does not hand you a new spreadsheet - it fills in yours, so your IC process and your LP-facing formats are unchanged.

Can it generate my IC deck in my own PowerPoint template?

Yes. AcquiOS produces the IC memo and deck in your existing PowerPoint template, with your slide layouts, branding, and structure preserved, drawing directly from the validated model.

How is this different from building it myself with Python (openpyxl / python-pptx)?

A DIY openpyxl/python-pptx pipeline can write cells, but you still have to build and maintain the extraction, validation, conflict checks, and template mapping yourself - months of engineering for one firm's formats. AcquiOS delivers all of that out of the box, handles broker-document variability, and validates every number against market comps.

Does it keep my formulas and formatting intact?

Yes. AcquiOS writes values into the input cells your model expects and leaves your formulas, links, and formatting untouched, so the workbook recalculates exactly as your team built it.