Governance
One approved path for AI across desks and regions, so producers move fast without freelancing confidential files into consumer tools.
Enterprise
Roll out StratiqAI Agents across the firm, with governance built in.
For national brokerages, institutional investors, lenders, and corporate real estate teams that need one controlled AI standard: works with existing tools, 450+ models or bring your own, protected deal data, clear oversight, and measurable time back on underwriting, diligence, and reporting.
Data security
NDA-bound OMs, rent rolls, tenant financials, and IC materials stay in your firm's dedicated environment, not a shared chatbot.
Productivity & ROI
Cut hours off screening, underwriting packages, lease abstraction, and client reporting, freeing capacity you can redeploy to deals and relationships.
Less friction to adopt
Meet producers where they already work.
Enterprise rollouts stall when AI means new systems or a single locked model. StratiqAI is built to reduce that friction.
Works with tools you already run
StratiqAI Agents connect to the CRM, deal, and document systems your producers already live in. Roll out AI without forcing a platform migration first.
450+ models, or bring your own
Pick from more than 450 AI models, or use your firm's own provider credentials. IT keeps commercial terms and routing under control, while desks get the model quality they need with less friction.
Built for enterprise CRE & finance
Who rolls StratiqAI out at scale.
National & regional brokerages
Give every market a shared AI standard for deal flow and client updates, without losing producer judgment.
Institutional investors & advisors
Support acquisitions, asset management, and IC prep with controlled agents on LP-sensitive materials.
Lenders & capital providers
Accelerate credit memo and diligence assembly while keeping borrower packages inside a governed environment.
Corporate real estate & finance
Scale lease, occupancy, and portfolio workflows across the portfolio with clear data ownership and oversight.
Productivity & ROI
Time back on the work that bottlenecks deals, and risk off the work that threatens them.
Enterprise ROI is not a vanity chatbot score. It is analyst hours returned to underwriting judgment, faster IC and credit packages, and avoided cost from unmanaged AI on confidential files.
- 01
More deals reviewed per analyst
Standardize OM and rent-roll prep so senior talent spends time on NOI judgment, risk, and pricing, not assembly.
- 02
Faster path to IC and credit memos
Organize assumptions, open diligence items, and supporting exhibits so investment committees and credit committees see cleaner packages sooner.
- 03
Lower cost of unmanaged AI
Replace ad-hoc ChatGPT use on confidential files with a firm standard, reducing NDA breach risk and reputational exposure that dwarfs software cost.
- 04
Consistent quality across markets
National and multi-desk teams get the same screening and reporting playbook, with less variance between top producers and the rest of the bench.
Governance
One AI standard the whole firm can run.
Legal, risk, and IT get visibility and control. Producers get a sanctioned way to use AI on real deal flow, without waiting on a ticket for every OM.
Firm-wide policy, desk-level speed
Leadership sets which agents, data sources, and actions are allowed. Producers work inside that guardrail instead of inventing their own AI stack.
Human approval where it counts
Agents ask before running risky commands, and connections to outside systems start read-only. Write access must be turned on per connection and granted per agent.
Audit trail for compliance and clients
Operator actions and sensitive administrative changes, such as credential and connection changes, are written to an append-only audit log so risk, legal, and client security questionnaires have evidence, not anecdotes.
Role-based access
Team roles are owner, admin, and member. People get only the role they need, and sensitive actions require a fresh sign-in.
Enterprise data security
Protect LP, borrower, and client materials at corporate scale.
When AI touches offering materials and financials across hundreds of users, security is not optional. It is the permission structure that lets productivity gains stick.
Dedicated environment per enterprise
Your organization runs in a dedicated, hardware-isolated virtual machine with its own encrypted volume and private network. Conversations, files, agent memory, and connected credentials are not pooled with other customers.
Built for NDAs and listing agreements
You can tell a client, partner, or auditor where the work happened, and that another brokerage cannot see it: critical when counterparties, lenders, or limited partners ask how AI is used on their materials.
Aligned with SOC 2
Controls are designed to align with the AICPA SOC 2 Trust Services Criteria. Our infrastructure providers hold their own independent SOC 2 Type II reports. StratiqAI has not yet completed an independent SOC 2 audit.
You control model providers
Choose from 450+ models or bring your own API credentials under your commercial terms. Organizations with their own model provider agreements can supply their own keys.
Enterprise rollout
Pilot where ROI is obvious. Scale where governance already works.
- 01
Executive & risk alignment
Define success metrics, data boundaries, and which desks go first: brokerage, acquisitions, underwriting, asset management, or capital markets.
- 02
Pilot on one high-ROI workflow
Prove time saved and quality on a concrete process: OM screening, underwriting prep, lease abstraction, or recurring portfolio reporting.
- 03
Scale by desk and region
Expand agents and playbooks across offices with the same governance model, without reinventing security for every team.
- 04
Operate and refine
Measure hours returned, package cycle time, and adoption. Refine agents from real deal feedback under IT and compliance oversight.
A practical next step
Ready to standardize AI across the firm?
Book an enterprise briefing or AI audit. Bring risk, IT, and a desk lead. We’ll map governance, security, and the first high-ROI workflows for your agent team.