What's new

Changelog

Product updates, new features, and improvements — newest first.

May 16, 2025
New

Bear / Base / Bull Scenario Model

Added a full scenario stress-testing tab to the deal workspace. Model three discrete outcomes side-by-side with user-editable assumption deltas — shift rent growth, vacancy, expense growth, and exit cap independently per scenario. A narrative summary automatically explains the IRR spread and flags whether the bear case breaks DSCR coverage. Scenario data now flows into the AI Insights panel so Claude can comment on return dispersion.

  • New Scenarios tab in the deal workspace
  • Bear / Base / Bull cards with IRR, DSCR, cap rate, cash flow, exit value, and score
  • Editable delta inputs with instant re-computation
  • Reset-to-defaults button
  • Scenario stress-test table embedded in Report tab and PDF export
May 14, 2025
Improved

Claude-powered AI Deal Insights

Replaced the static rule-based insight bullets with a full Claude Sonnet analysis that runs on every deal. The AI Insights panel now shows a compact summary card (verdict, headline, top strengths, top concerns, biggest lever) on the Underwriter tab, with a "View full analysis" modal that expands to the complete breakdown including negotiation targets, due diligence checklist, walk condition, and a deal-specific breakeven price.

  • Real Claude AI analysis — not templates
  • Compact summary + expandable detail modal (Phase 7)
  • Full analysis embedded in Report tab and PDF export
  • AI disclaimer footer on all AI-generated content
  • Debounced fetch — analysis fires 800ms after inputs stop changing
May 10, 2025
Improved

T-12 & Rent Roll Document Parser

Drag a T-12 or rent roll (PDF, XLSX, or CSV) directly into the underwriter and we'll extract gross income, vacancy, and expense data and auto-fill the model. A confirmation modal lets you review and edit parsed values before applying — you stay in control, the parsing just saves the re-keying.

  • PDF, XLSX, and CSV support (up to 20 MB)
  • Extracts: gross income, vacancy rate, operating expenses, unit-level rents
  • Confirmation modal with field-level editing before applying
  • Parsed document insights passed to AI analysis as context
  • Documents processed via Anthropic Claude API, not stored permanently
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