Helping builders, developers, investment firms, and asset managers inventory workflows, identify AI opportunities, automate reporting, implement governance frameworks, and build internal AI operating systems — from discovery through deployment.
Structured inventory of every department's workflows — who does what, how often, how long it takes, and what systems are involved. The foundation for everything that follows.
Score every identified workflow against ROI potential, feasibility, risk, and governance complexity. Output: a clear prioritized roadmap of what to automate, pilot, or defer.
Automate cashflow models, investor reports, IC memos, and portfolio summaries. Built to your exact format, integrated with your data, produced in minutes instead of days.
Define what data stays internal, how AI outputs are validated, who has access to what, and how the organization manages AI risk. Documented, auditable, and built for institutional standards.
Team training on AI tools, workflow adoption, prompt engineering for real estate tasks, and ongoing support to ensure adoption actually happens — not just installation.
Custom AI tools built for your organization's specific workflows — deal analyzers, report generators, DD checklists, underwriting models — that live inside your environment.
Two-week discovery engagement. Interview stakeholders, audit existing tools and workflows, identify the highest-value AI opportunities, and deliver a prioritized roadmap with effort/ROI estimates.
Structured inventory of all operational workflows by department. Output: a full workflow map, time-on-task data, pain point scoring, and AI suitability ratings for each workflow.
30-day engagement to automate one reporting workflow end-to-end. Investor reports, cashflow models, or IC memos — configured to your exact format, your data, your standards.
Design the AI governance operating model for your organization — data ownership, access controls, validation workflows, vendor risk, and an implementation roadmap for institutional compliance readiness.
Score all identified AI opportunities against ROI, feasibility, governance risk, and implementation complexity. Output: prioritized matrix, quick wins, 90-day roadmap, and sequencing plan.
Team training sessions on AI tools, prompt engineering for real estate workflows, change management support, and a self-sustaining internal AI adoption framework.
Design and build AI-powered tools that live inside your organization — tailored to your workflows, your data formats, your team. Fully documented, trainable, and owned by you.
End-to-end design of your organization's AI operating model — governance, tooling, workflows, team roles, and a multi-quarter implementation roadmap aligned to your short and long-term goals.
Every engagement begins with a focused pilot — one workflow, one team, measurable results. No long contracts, no software licenses, no commitments beyond the pilot.
60-minute conversation to understand your organization, current workflows, AI goals, and governance considerations. No pitch — just listening.
→Structured interviews and workflow mapping across your team. Identify the highest-value AI opportunities and rank them by ROI and feasibility.
→Build and deploy the highest-priority workflow automation. Configure tools to your format. Train your team. Measure results against baseline.
→Deliver a full implementation roadmap, governance framework, and prioritized backlog for expanding AI across the organization over the next 6-12 months.
Start with a no-commitment discovery call. We'll talk through your workflows, your goals, and whether there's a fit — before any engagement begins.
olesya@epps.ai · (415) 466-5255 · San Francisco, CA