06 Risk Management

Know your risk before it's too late.

AcquiOS surfaces portfolio-level risk across every active deal: concentration by market and asset type, covenant exposure, maturity stacking, and deal-level risk flags, updated automatically as deals progress.

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6+
Risk dimensions tracked per deal automatically
Auto
Portfolio risk flags update as deals progress
Live
Concentration exposure surfaced in real time
How It Works

Risk visibility that builds with every deal.

01
Risk flags extracted at underwriting
As each deal is underwritten, AcquiOS tags risk factors automatically: market concentration, leverage ratios, covenant sensitivity, lease rollover exposure, and AcquiScore. No manual flagging required.
Automatic risk tagging
02
Portfolio dashboard aggregates exposure
Concentration by market, asset type, and sponsor; maturity stack by quarter; average LTV and DSCR across active deals, all surfaced in a single dashboard that updates as deals move through the pipeline.
Live, no report building
03
Alerts surface when thresholds are breached
When concentration limits are approached, covenants come under pressure, or maturity stacks cluster dangerously, AcquiOS surfaces the alert automatically, before it becomes an IC conversation you weren't ready for.
Proactive risk alerts
VDR Risk Monitoring

See every risk the second it hits your VDR. Not on page 103.

When diligence documents land in your virtual data room, AcquiOS scans them automatically. Environmental studies, title reports, lease abstracts, inspection reports. Every risk buried in every document surfaced the moment it arrives, not the night before IC.

No one should be surprised by a last-minute environmental flag on page 103 of a Phase I. With AcquiOS, you aren't.

✓ Automatic document scanning the moment files are added to your VDR
✓ Risk flags extracted from environmental reports, title docs, inspections, and legal filings with page-level citation
✓ Severity-rated alerts pushed to the deal team, no manual review required
✓ Every flag linked back to its source document and page number for immediate verification
VDR Risk Alert
High Severity
Phase I Environmental — Section 4.3, pg. 103
Recognized Environmental Condition identified at northeast corner of subject property. Further investigation recommended prior to closing.
Medium Severity
Title Report — Schedule B Exception 14
Unresolved mechanic's lien ($127K) from 2023 renovation contractor. Confirm release or escrow holdback required.
Informational
Lease Abstract — Unit 204 Early Termination
Tenant has 90-day early termination right beginning Month 18. Not reflected in OM pro forma cash flow.
3 documents scanned · 3 risks flagged · 0 missed
Capabilities

Every metric, every deal, always current.

V
VDR Document Scanning
Every document added to your virtual data room is scanned automatically. Risk flags extracted from environmental reports, title docs, inspections, and legal filings with page-level citation the moment the file lands.
R
Risk Flag Dashboard
Every active deal ranked by risk severity. Market concentration, leverage exposure, covenant sensitivity, lease rollover, and AcquiScore displayed in a single view with deal-level drill-down.
C
Covenant Monitoring
Track DSCR floors, LTV ceilings, and occupancy thresholds across every active deal. AcquiOS alerts when a deal approaches a covenant trigger, before you hear it from the lender.
M
Maturity Stack Analysis
Debt maturities across the portfolio mapped quarter by quarter. Identify dangerous clustering, refinancing windows, and extension risk before they compound.
CO
Concentration Exposure
Portfolio breakdown by market, asset type, and sponsor. Visualize where capital is concentrated and where underwriting assumptions are correlated, the risk that hides between deals.
A
AcquiScore Risk Tracking
Risk-adjusted deal scores tracked across the pipeline from first underwriting through close. Score movement over time surfaces deteriorating deals before they fail IC review.
IC
IC & Investor Export
Risk summary reports formatted for IC presentations, LP updates, and board reporting. Snapshots preserved so you can show risk posture at any prior point in time.
What You Get

Risk visibility your IC can act on.

✓
Live risk flag dashboard
Every active deal ranked by risk severity with deal-level drill-down. Flags update automatically as deals progress through underwriting and due diligence.
✓
Concentration heatmap
Portfolio exposure broken down by market, asset type, and sponsor. Surfaces correlated risk that hides between individual deals.
✓
Maturity stack report
Upcoming debt maturities mapped quarter by quarter across the portfolio. Identifies dangerous clustering and refinancing windows before they compress.
✓
Covenant breach alerts
Real-time alerts when a deal approaches a DSCR floor, LTV ceiling, or occupancy threshold. Know before the lender calls.
Live risk dashboard example
3 concentration flags. 2 deals near covenant thresholds. $127M maturing in Q3.
Industrial exposure at 58% of active pipeline, above target range. Two multifamily deals with DSCR within 0.1x of floor. Q3 maturity stack requires refinancing action within 90 days.
3
Concentration flags active
2
Deals near covenant trigger
$127M
Maturing in next 90 days
58%
Industrial concentration
6+
Risk dimensions extracted automatically at underwriting. No manual flagging.
Auto
Concentration, maturity, and covenant exposure updates as deals move through the pipeline
Zero
Manual report building required. The dashboard is always current.
IC
Risk summary exports formatted for IC, LP updates, and board reporting
Availability

Included in every plan.

Risk Management is included on all AcquiOS plans. No add-on required.

Growth : Risk Management included Enterprise : Risk Management included Enterprise Cloud : Risk Management included
Risk doesn't announce itself. AcquiOS does.

Book a demo. We'll show you the risk dashboard, covenant monitoring, and maturity stack analysis on a live portfolio.

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