Real models. Not a workaround.
Plex builds dynamic financial models in minutes and keeps them connected to your firm’s historical underwriting judgment — equity, debt, or development variants.
Automate the extraction
Pull structured data from the materials brokers already send — without retyping into a blank workbook.
- OMs, T12s, rent rolls, financial statements, Argus
- Living Deal Overview and assumptions
- Revenue, expenses, debt, and capex modules
Model how your team thinks
Adjust assumptions, run underwrite, and compare waterfalls — every change enriches Institutional Memory.
- Run Underwrite on demand
- Waterfall and returns for equity
- Development S&U and debt Sizer when the deal needs them
Financial accuracy mindset
Keep Excel in the loop. Trace edits. Don’t accept black-box numbers your IC can’t defend.
- Excel export of underwriting models
- Configurable defaults in settings
- Full history of assumption changes
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.