Investor Relations Case Study | Real Estate Automation
Back to Case StudiesCRE Investor Relations & Reporting Automation
Automated investor communications, distributions, and compliance workflows for a syndicator with 300+ active investors.
This Commercial Real Estate AI automation case study explores CRE Investor Relations & Reporting Automation. Tags: Commercial Real Estate, Reporting, Document Processing, Workflow Automation, Make.com, HubSpot, Retool, OpenAI, AI Automation.
80%
Communication Time Saved
0
Missed Compliance Checkpoints
100%
File Traceability
Overview
A CRE syndicator with 300+ active investors struggled to maintain communication consistency, distribution reporting, and compliance documentation. Human error was causing missed deadlines and frustrated investors.
Challenges
Manual email updates for deals
Missing or delayed compliance docs
No clean investor activity timeline
Human error in distribution calculations
File chaos across Dropbox & Drive
What We Delivered
Investor communication templates auto-filled via CRM
Automated distribution workflow pulling data from spreadsheets
Compliance checklist automation with reminders
Document ingestion + tagging for all investor files
Retool dashboard with per-investor timeline view
Tech Stack
Make.com, HubSpot, Google Sheets, Dropbox, Retool, OpenAI
Tags
Results
80%
Communication Time Saved
0
Missed Compliance Checkpoints
100%
File Traceability
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