Built for the sponsor's side of the table.
FirmSource is an AI-powered acquisitions and investor platform for small and midsized real estate investment firms. It brings the full deal lifecycle into one connected system, from broker deal intake, buy-box screening, and underwriting to investment memos, acquisition execution, investor CRM, investor reporting, and investor communications.
Built for how sponsors actually work.
Offering memos get deals noticed. Verified numbers get them approved. FirmSource helps sponsors move from broker story to IC-ready analysis in seconds, recomputing the cap rate, reconciling income against the T-12, and showing the real number before committee.
Know the real number
The number that moves a deal forward is the one you can prove. FirmSource recomputes the cap rate and reconciles income from the T-12 and rent roll, so sponsors underwrite the property that is actually there.
One connected system
Acquisitions and capital belong on the same record. The deal you screen becomes the model you underwrite, the IC package you approve, and the raise your investors fund, without re-keying data or losing context.
Institutional rigor, built for lean teams
FirmSource brings institutional-grade deal discipline to small and midsized sponsors, giving lean teams the structure, speed, and connected workflow to move with confidence.
Who FirmSource is for.
FirmSource is built for small and midsized real estate sponsors who need institutional deal discipline without adding institutional overhead. It gives lean acquisitions and capital teams one system to screen deals, underwrite opportunities, prepare IC materials, manage investors, and report back to LPs.
Run the full deal lifecyclefrom the sponsor's system.
Bring intake, underwriting, IC memos, equity raises, investor CRM, reporting, and communications into one connected platform built for the sponsor's side of the table.