CoreNav·Meridian Capital
ACQUIREDiligence & decisionMANAGEOperating intelligenceEXITSale narrative
Project Helios·141 Demo Street Industrial·Meridian Capital·Diligence ends 2026-05-21
9 days leftVDR 84%6 critical
ACQUIRE · Reports6 reports · 4 standard slices · 2 ad-hoc

Reports are workspaces, not PDFs.

Each report has an outline, a live canvas, and an AI sidecar that audits findings, finds missing evidence, and drafts actions. Standard slices are preconfigured; ad-hoc reports can be promoted to permanent slices.

Report
Type
Findings
Impact
Status
Sections
Citations
Conf
CapEx Exposure
Reviewer: M. Quintero · last run 1h ago
Standard
7
$4.1M
Live
8
23
88%
Revenue Durability
Reviewer: J. Linder · last run 4h ago
Standard
5
−$1.2M
Under Review
6
14
76%
Utility Savings Support
Reviewer: M. Okafor · last run yesterday
Ad-hoc
3
−$95K
Promotable
5
11
74%
Lease Rollover Risk
Reviewer: A. Patel · last run 2h ago
Standard
4
−$180K
Live
6
18
69%
Insurance Loss Run Reconciliation
Reviewer: J. Linder · last run 5d ago
Ad-hoc
2
−$55K
Draft
4
6
61%
Phase I Staleness Memo
Reviewer: A. Patel · last run 3d ago
Ad-hoc
1
CC
Draft
3
4
91%

Standard slices

  • Financial quality
  • Rent roll review
  • NOI bridge
  • Expense normalization
  • Revenue durability
  • Lease rollover risk
  • CapEx exposure
  • Deferred maintenance
  • Utilities / BAS review
  • Vendor contract review
  • Insurance review
  • Tax exposure
  • Environmental risk
  • Legal / title review
  • Work order risk
  • Market comps
  • Debt / financing risk

Suggested next

  • Promote Utility Savings Support → standard slice
  • Add Capital Plan validation report
  • Promote Insurance Loss Run memo