All AI responses are grounded in your actual deal data, including deal metadata, uploaded documents, task history, and pipeline context. The AI Associate clearly indicates when it's working from your workspace data versus general knowledge. We recommend reviewing all AI-generated content before external distribution.

Yes. The AI Associate works within your workspace context, accessing deal metadata, documents, tasks, notes, and pipeline data to provide grounded responses. It only has access to data within your workspace and never shares information across organizations.

Yes. You can copy any AI-generated output, from deal summaries to drafted communications and document analyses. Outputs are formatted for institutional use.

No. Your deal data is processed securely within your workspace boundary. The AI does not train on your data, does not share information between organizations, and adheres to the same security controls as the rest of MotionCRE.

Yes. The AI Associate answers pipeline-wide questions and runs cross-deal analysis from your workspace data. Ask it to total pipeline value by asset class, flag deals stuck in due diligence, or compare performance across your whole portfolio, and every answer is grounded in your real deals rather than generic estimates.

Yes. The AI Associate drafts an investment committee memo from your actual deal economics, timelines, and risk factors, formatted with an executive summary and callouts. Review and refine the draft before you distribute it to the committee.

Yes. The AI Associate runs semantic search across every document in your workspace, so a question phrased in natural language returns the relevant passages from offering memoranda, appraisals, rent rolls, and reports without you knowing which file they live in.

Upload the offering memorandum and the AI Associate reads it in full, then answers questions and can auto-populate deal fields from the content. It analyzes and extracts data from the document; it does not author or generate the offering memorandum itself.