AI that knows your deals, your documents, and your pipeline
Ask a question about any deal. Summarize a project for IC prep. Analyze a Phase I report in seconds. The AI Associate works from your actual deal data, not generic templates.
Summarize any deal in seconds
Get a structured overview of any deal in your pipeline: current stage, key financials, outstanding risks, upcoming milestones, team assignments, and recent activity. Skip the 30-minute prep before pipeline reviews.
- →Pulls from deal metadata, documents, tasks, and notes automatically
- →Structured output with status, financials, risks, and next steps
- →Ready in seconds with no manual data gathering
Analyze documents without reading them cover to cover
Upload a Phase I environmental report, an appraisal, or a rent roll. Ask the AI for key findings, risk factors, and recommended next steps. It reads the full document and gives you a structured summary with citations.
- →Analyze PDFs, DOCX, Excel, and CSV files
- →Key findings and risk factors extracted automatically
- →Ask follow-up questions in natural language
- →Suggested tasks and deadlines from document content
Get answers about any deal in seconds.
Summarize documents, draft IC memos, and surface risks across your portfolio.
Draft IC memos and stakeholder updates from real data
The AI Associate drafts investor updates, deal overviews, and stakeholder communications using your actual deal data. No hallucinated filler. Structured output in the institutional tone your stakeholders expect.
- →Grounded in real deal economics, timelines, and risk factors
- →Institutional formatting with executive summary and callouts
- →Copy, refine, and share directly with stakeholders
Query your entire pipeline
Which deals have been in Due Diligence for more than 30 days? What's the total pipeline value by asset class? Compare two acquisition targets side by side. The AI Associate answers portfolio-level questions in real time.
- →Cross-deal analysis and comparison
- →On-demand answers without manual reports
- →Semantic search across every document in your workspace
What the AI Associate can do
Deal summaries
Structured overview of any deal in your pipeline, generated in seconds.
Document analysis
Extract key findings, risks, and next steps from uploaded documents.
Draft communications
IC memos, investor updates, and stakeholder emails from your deal data.
Semantic search
Find information across every document in your workspace with natural language.
Risk scoring
Analyze deal health, flag potential risks, and suggest mitigation actions.
Deal comparison
Compare 2-5 deals side by side on key metrics and attributes.
Everything included
Common questions
How accurate is the AI Associate?
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.
Does the AI have access to all my deal data?
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.
Can I export AI-generated outputs?
Yes. You can copy any AI-generated output, from deal summaries to drafted communications and document analyses. Outputs are formatted for institutional use.
Is my data used to train the AI?
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.
Related features
Plans and pricing
Every feature included in every plan. Start with a 14-day free trial.
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