Find the bottleneck that's costing you deals, time and margin.
In one short call we map how your deals, draws and reports move today, pinpoint where your team loses the most time, and show you exactly what we'd automate first.
- Your top 3 bottlenecks, ranked by time and money lost
- A custom automation roadmap with the solution and effort for each
- Quick wins you can act on right away, even if you never work with us
- Straight answers from operators, not a sales script. No cost, no obligation.
You're on the list.
We'll email you within one business day to schedule your 30-minute audit. In the meantime, think of the one task your team dreads every month. That's usually where we start.
Meet the teamSimple, fast, and useful either way
Tell us about your operation
Fill in the short form. We review it before the call so we don't waste your time on basics.
30-minute working session
We walk through how deals, draws, reports and approvals actually move through your team.
Get your roadmap
You receive your top bottlenecks, the automation we'd build for each, and where to start.
Where real estate teams lose the most time
Acquisitions & underwriting
How offering memorandums, rent rolls and T-12s get into your model, and how long it takes to say yes or no to a deal.
Construction & draws
Invoice collection, budget reconciliation, lien waivers and draw packages for your lenders.
Investor & LP reporting
How many hours each report takes, where the data comes from, and how much is re-keyed by hand.
Data & approvals
Disconnected spreadsheets, email approvals and the handoffs where information gets lost.
Before you book
Is the audit really free?
Yes. There's no cost and no commitment. If we're not the right fit, you still leave with a clear picture of where automation can help and what to do first.
Will this turn into a sales pitch?
No. The call is a working session about your operation. If there's a project worth doing, we'll tell you what it would take. If there isn't, we'll say that too.
Do I need to share sensitive data?
Not for the audit. We only need to understand your process. If we work together later, we're happy to sign an NDA before reviewing any deal or investor data.
Do we need to replace our current software?
Usually not. We build around the tools your team already uses (Excel, Google Sheets, your accounting or project management software) and connect them.
What size companies do you work with?
Mostly small and mid-size developers, builders and investment firms that are scaling faster than their back office. If manual work is slowing you down, it's worth a call.
Ready to see what we'd automate first?
Book your free 30-minute audit. Prefer email? Write to info@yildai.com.