Cougar Capital Management.
An AI-enabled CRM, diligence agents and an OM builder.
Cougar Capital acquires and operates senior-housing communities. Every deal means stacks of inspection reports and surveys to digest, an offering memo to build, lenders to shop and a growing network of relationships to manage, and a lean team was doing all of it by hand.
We embedded with the whole deal team and built the tools the business runs on: an AI-enabled CRM that pulls every relationship from email and LinkedIn into one deduplicated database, due-diligence agents that turn raw inspection documents into finished report sections, and an OM builder that turns deal data into a polished offering memo.
The team now works from one AI-enabled CRM, runs diligence through agents instead of by hand, and builds offering memos in a fraction of the time. The work is now moving into property management, where we're bringing the same approach to the operating side of the portfolio.
The deal desk, rebuilt on AI.
unified from email and LinkedIn into one deduplicated, AI-enabled CRM, alongside diligence agents and an offering-memo builder.
The tools behind every deal.
Every relationship from email and LinkedIn in one deduplicated database Claude can work from.
Inspection reports, surveys and certifications in; finished diligence sections out.
Offering memos built from deal data, on-brand and ready to send.
A call-ready list of banks and lenders near any property.
Now underway: bringing the same AI approach to the operating portfolio.
Put AI to work across every deal.
The same model we run with Cougar Capital, applied to your firm. We embed with your team and build the CRM, diligence and deal-document tools your business runs on.
Let's build your
AI advantage.
Book a free 30-minute strategy session. We'll look at your workflows, find the biggest opportunities, and show you exactly what AI can do for your team.
Book Your Free Strategy Session