Case Study Real Estate
From spreadsheets to an AI-ready deal platform in commercial real estate
Giving a document-heavy deal lifecycle a real system of record — and a credible path to AI on top of it.
Giving a document-heavy deal lifecycle a real system of record — and a credible path to AI on top of it.
the deal lifecycle runs on a governed platform
a data foundation Copilot can actually reason over
counterparties collaborate in one governed workspace
The firm's product was the transaction, and the transaction lived in spreadsheets and email. Deals, documents, and external counterparties were tracked across tabs and inboxes, with no single system of record. The firm wanted AI — but AI on top of that chaos would only have produced faster chaos.
We sold the destination and sequenced the foundation. A governed Dataverse data core became the single source of truth for the deal lifecycle, structured deliberately with the eventual AI layer in mind — what agents would need to read, what Copilot should be able to answer, and what had to stay access-controlled.
Counterparties, brokers, and clients moved out of attachment email and into a secure Power Pages portal — access-controlled, auditable, and genuinely easier than the thread it replaced. The portal became the front end of the data foundation underneath.
With the lifecycle finally living in structured, governed data, the firm has a foundation that AI can actually work on — the difference between an AI ambition and an AI roadmap. The platform is built to carry Copilot and agents when the firm is ready for them.
Because AI grounded in spreadsheets and email produces confident answers from incomplete information. Structuring the deal lifecycle in a governed Dataverse foundation first gives Copilot and agents data they can actually trust — which is what makes the AI useful rather than risky.
Yes, when the portal is genuinely easier than the email thread it replaces — which is a design requirement here, not an afterthought. Uploading to a secure workspace with visible status beats attachment archaeology for the counterparty too.
Let's talk about what's possible.