AI Associate
AI that knows your deals,
documents, and pipeline.
Query any deal, summarize a project for investment committee preparation, or analyze a Phase I environmental report against its source. The AI Associate works from your actual deal data, not from generic templates.
It knows your deals
It has read every document
on every deal you run.
Generic AI tools answer from templates. The AI Associate answers from your actual deals: your documents, tasks, notes, and pipeline. Ask about one deal or your whole portfolio and the answer comes from your real data.
Deal summaries
Summarize any deal
in seconds
Produce a structured overview of any deal in your pipeline: current stage, key financials, outstanding risks, upcoming milestones, team assignments, and recent activity. The AI Associate draws from metadata, documents, tasks, and notes automatically, which removes the manual preparation that typically precedes a pipeline review.
Document intelligence
Analyze documents without
reading them cover to cover
Upload a Phase I environmental report, an appraisal, or a rent roll, then request key findings, risk factors, and recommended next steps across PDF, DOCX, Excel, and CSV formats. The AI Associate reads the full document, extracts the material points, and responds to follow-up questions in natural language.
Communications
Draft IC memos from
real deal data
The AI Associate drafts investor updates, deal overviews, and stakeholder communications using your actual deal economics, timelines, and risk factors. Each draft is grounded in workspace data rather than generated filler. Output follows an institutional format with an executive summary and callouts, ready to review, refine, and distribute.
Portfolio intelligence
Query your
entire pipeline
Identify which deals have been in due diligence for more than 30 days, calculate total pipeline value by asset class, or compare two acquisition targets side by side. The AI Associate answers portfolio-level questions in real time, with semantic search across every document in your workspace.
Everything the AI Associate does
What the AI Associate
can do.
Plans and pricing
Every plan includes full access to every feature.
14-day free trial, cancel anytime.
Team
3 seatsSmall CRE teams of up to 3.
That's $83/user when fully seated
What's included
- 3 users included
- 50 GB file storage
- 15,000 AI credits per month
- Unlimited deals
Platform features
- Pipeline boards & list view
- Deal rooms with files & tasks
- AI Associate for documents & memos
- Financing tracker & due diligence
- Full audit trail
Plus
5 seatsGrowing CRE firms scaling deal volume.
That's $80/user when fully seated
What's included
- 5 users included
- Add seats at $69/mo each
- 200 GB file storage
- 35,000 AI credits per month
Everything in Team, plus
- Team workload visibility
- Workspace permissions
- Priority email support
- Higher AI credit cap
Power
10 seatsInstitutional CRE firms with 10+ users.
That's $70/user when fully seated
What's included
- 10 users included
- Add seats at $59/mo each
- 1 TB file storage
- 100,000 AI credits per month
Everything in Plus, plus
- Lower per-seat cost as you scale
- 5x storage vs Plus
- ~3x AI credits vs Plus
- Bulk seat management
14-day free trial · Full access to every feature · Cancel anytime · No long-term contracts
Questions about the AI Associate
Common questions about running AI deal intelligence on MotionCRE.
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.
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