Document Intelligence for CRE

See your full pipeline.
Pick the best deals.

Primer extracts any deal doc into your exact Excel model — every cell cited to source. Evaluate 100% of your pipeline instead of 40%.

Book a demo See how it works

For teams screening 8+ deals per week

Multifamily Self-Storage Backed by Y Combinator
your_unit_mix.xlsx
OM_Offering.pdf p.14
Rent Roll Summary
Unit
Type
Rent
Src
101
1B/1B
$2,100
102
2B/2B
$3,400
103
1B/1B
$2,150
Cited: p.14

Unit 101 - 1BR/1BA: Market rent $2,100/mo

Rent roll T-12

Trusted by deal teams at

Colliers Monday Properties Amsdell Companies LRE Management Blue Roc Premier Safeguard Self Storage Boardwalk Storage Lee and Associates North Lone Star Capital

From Documents to Model
in Minutes

Every value cited to source  ·  All documents at once  ·  Your exact format

01

Drop Your Documents

Common formats we process

Rent Rolls Financials OMs Leases Sales Comps Rent Comps
02

AI Extracts & Populates

HOW PRIMER WORKS

Reads Any Format Combines Sources Spots Conflicts Shows Its Work
03

Export to Your Model

Output options

Your Template (.xlsx) CSVs
Under 5 minutes, start to finish

Your process works. Primer makes it faster. Same model, same judgment calls, same team. Just no more typing from PDFs.

Same deal.

Three different models.

Primer fills your workbook structure, exactly how you categorize and label.

Choose a model

Model_A_Underwriting.xlsx
Mapped
Deal: Concord at Allendale
OfferingMemo.pdf
Mapping to Model A…
Matches your headers + categories
Operating Statement
Comps
Unit Mix

Any document.

Your exact format.

What does it cost when your team passes on a deal because there wasn't time to model it?

01

Trust every number in your model

Every cell links back to the source document, page, and line. If something can't be found, Primer flags it. Your IC committee sees citations, not blind faith.

$2,100 → 📄 OM_Offering.pdf | p.14 Verified
02

Your model. Not ours.

Map to your exact Excel template once. Every deal after that fills your format: same tabs, same formulas, same layout your team already knows.

📄 Broker_OM.pdf → 📄 Your_Model.xlsx Mapped once
03

Every document. At once.

Upload the OM, rent roll, T-12, and lease abstracts together. Primer reconciles all sources and flags conflicts between them.

📄 OM 📄 T-12 📄 Rent Roll → 3 sources reconciled ⚠ 1 flag
04

New file lands? Rerun in seconds.

When the broker sends an updated rent roll Thursday night, add it and rerun. Primer re-extracts with the new data without starting over.

3 docs extracted + Updated_RR.xlsx ⏱ ~30s
05

Pull results straight into Excel.

Upload and review in Primer's web app. When you're done, open Excel and pull the data directly into your model with our plugin. No copy-paste. No re-formatting.

Home Insert Primer
Pull to Model | Connected

Partnered with

the industry's best.

"Borderline deals used to get deprioritized. Now we send them to Primer. We've put in offers on deals we probably would've passed on. "

Doug Steverson
Doug Steverson
COO, Boardwalk Storage · Self-Storage

"Primer turns a 2-4 hour manual task into something that's done automatically. We get more BOVs out the door and ultimately win more listings. "

Tom de Jong
Tom de Jong
EVP, Colliers · Commercial Brokerage

"No more days spent inputting data manually into a model. Primer completely automates the grunt work so I can focus on revenue-generating activities. "

Justin Wiesehan
Justin Wiesehan
Advisor, Lee & Associates · Commercial Brokerage

What if your best deal this year is in the pile you never opened?

Book a demo See how it works

Common

Questions.

Frequently asked questions about how Primer works.

How accurate is the extraction?

We maintain a 98%+ accuracy rate by combining AI with deterministic validation rules. The system flags low-confidence fields for human review, so bad data never reaches your model.

System Status: Operational
Accuracy Rate 99.2%
Rent Roll 100% Match
T-12 Expenses 98.4% Match

Is my data secure?

Your data is deleted as soon as we finish processing. We never train public models on your proprietary deal flow.

Why not just use ChatGPT?

It hallucinates

Teams that built their own AI pipelines found fabricated numbers in their models. Primer cites every cell to its source document - if it can't find it, it flags it.

Prompt engineering tax

You spend 30 minutes getting ChatGPT to output a table that matches your model. Then it breaks on the next document. Primer maps to your template once, then works on every deal.

No conflict resolution

When the OM says $1.2M and the rent roll says $1.1M, ChatGPT picks one silently. Primer flags it and lets you choose.

You become the IT dept

Some firms assign 2 full-time engineers to build and maintain their own AI pipeline. That's $300K+/year before it works reliably. We maintain Primer. You close deals.

"We already have a process that works."

So do our best customers. Primer doesn't replace your process. It removes the manual data entry inside it. Same model, same judgment calls. You just stop typing numbers from PDFs. Teams using Primer still make every investment decision themselves. They just see more deals before deciding.

"How do I know it's worth it?"

Count your analysts. Multiply by deals per week. Multiply by hours per deal. That's your current cost of data entry. Before the deals you skip because there's no time to model them. Primer pays for itself when your team stops passing on deals they didn't have time to open.

Your data entry cost

Analysts 2
×
Deals / week 8
×
Hrs / deal 1.5
Weekly cost 24 hrs
Kickoff Call
Template Mapping
Live in 48 Hours

How long is onboarding?

We can get your team fully onboarded and processing live deals within 2 business days. We simply map your existing Excel model once, and you're ready to go.

Populate your model

in minutes.

Book a demo
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