Platform license
$299
per user / month
Your everyday workspace for relationships, deals, documents and portfolio oversight.
- CRM & origination workflows
- Documents & deal rooms
- Client collaboration
- Portfolio oversight
THE NEXT PERSPECTIVE IN REAL ESTATESee the
See the
whole field.
Make your
next move.
CRM, research, deals and portfolio.
One connected workspace.
Explore the connected city
SCROLL TO DISCOVER
ADVANTAI / ORBIT 01A new point of view.01 / THE PLATFORMCONNECTION CHANGES EVERYTHING
Every perspective.
In play.
The relationship. The research. The deal.
Bring it all into the same picture.
01020304
CRM & origination
Keep account history, contacts and opportunities together. Know who to speak to and what to do next.
Documents & deal rooms
Review deal documents, extracted terms and open questions. Keep the sources beside the recommendation.
Client collaboration
Give clients one place to review selected documents, options and recommendations.
Portfolio oversight
See properties, lease dates and recorded costs together. Focus the team on the next decision.
THE WORLD BEHIND THE WORKEvery building.
Every building.
A bigger story.
Every address has a context. Connect the people, the property and the information that shape your next move.
ILLUSTRATIVE PROPERTY VIEWThe relationship. The location. The possibility.
Bring property context and relationship history into the same investigation.
Look at the property. See the wider picture.
Consider the surrounding market, the client’s requirements and the evidence behind the next move.
Different assets. One connected perspective.
Keep requirements, documents and portfolio decisions connected across property types.
02 / THE CONNECTED WORKFLOWCONTEXT IN MOTION
CONTEXT THAT MOVES WITH YOUFrom first conversation.
From first conversation.
To the bigger picture.
Follow a deal through a connected workflow. Select a stage to see what comes next.
CRM & origination
Turn context into a next step.
1
Review the relationship
Connect the account, contact history and current requirements.
2
Qualify the opportunity
Capture timing, location, requirements and unanswered questions.
3
Prepare a considered approach
Draft the next conversation with the evidence close at hand.
Relationship brief
Account context
Requirement notes
Next action
Documents & scenarios
Bring the evidence into focus.
1
Gather the materials
Bring relevant deal documents and source evidence together.
2
Review what matters
Check extracted terms, assumptions and open questions.
3
Compare the options
With Super Agent, run scenarios using confirmed inputs.
Decision brief
Reviewed terms
Open questions
Options to compare
Client collaboration
Keep the client in the decision.
1
Select the materials
Choose which documents and recommendations to share.
2
Publish with context
Explain the options and their supporting evidence.
3
Keep the next step clear
Use a shared view of the information under consideration.
Client workspace
Selected documents
Published options
Next decision
Portfolio oversight
See what needs attention next.
1
Bring the assets together
Review properties in their wider portfolio context.
2
Watch the lease horizon
Keep critical dates and disclosed costs in view.
3
Carry the context forward
Connect the next asset decision to its relationship and deal history.
Portfolio view
Property context
Lease horizons
Priority dates
03 / SUPER AGENTINTELLIGENCE IN PURSUIT
LOOK BEYOND THE OBVIOUSA mind for
A mind for
what’s next.
Connect the signals.
Investigate the possibilities.
Drag to explore
SPECIALIST INTELLIGENCEPotential starts
Potential starts
with a signal.
Follow company changes, existing relationships and new space requirements to investigate potential property opportunities beyond the listings.
SPECIALIST INTELLIGENCEMake the
Make the
connections count.
Bring property sources and relationship history into one investigation. See what supports each candidate and which questions still need an answer.
SPECIALIST INTELLIGENCEConsider the
Meet Super Agent + $99 / upgraded user / monthConsider the
next move.
Compare renewal, relocation and consolidation against the same requirements. Review costs, assumptions and trade-offs before choosing your next move.
Illustrative activity. Research depends on available sources and permissions. Confirm property availability and owner intent.
04 / THE COMPANYBUILT FOR A DIFFERENT PERSPECTIVE
Real estate
is a people
business.
We believe the best next move starts with a more complete picture.
Advantai brings relationships, research, documents and portfolio decisions into one connected workspace. So the context travels with the work—and people stay at the center of the decision.
The thinking behind Advantai Your team stays
in control.
Review the evidence.
Approve the next action.
Share selected materials.
Respect workspace permissions.
05 / YOUR ADVANTAGEONE PLATFORM. OPTIONAL SUPERPOWERS.
SIMPLE, TRANSPARENT PRICINGAn advantage.
An advantage.
By design.
Start with the platform.
Add Super Agent for the users who need it.
Super Agent upgrade
+$99
per upgraded user / month
Research potential property opportunities and compare renewal, relocation or consolidation.
- Specialist research agents
- Company and opportunity signals
- Source-backed property research
- Renew, relocate & consolidate
USD · $398 per user / month with Super Agent · Before applicable tax.
Available sources and agent runs depend on connected providers, workspace permissions and usage limits.
06 / FIELD NOTESA LITTLE PERSPECTIVE GOES A LONG WAY
The next
perspective.
Explore the journal 01
Commercial real estate CRM: from contact to opportunity
Connect accounts, contacts and follow-up in a CRM workflow that makes each commercial real estate opportunity easier to qualify.
02Off-market property research: from signal to shortlist
Research off-market property opportunities, document business signals and verify fit and availability before taking the next step.
03Deal-room document review: a practical workflow
Track document versions, check extracted terms, resolve questions and record approvals in a commercial real estate deal room.
What is Advantai?
Advantai is a workspace for commercial real estate teams. Manage relationships and opportunities, review deal documents, share selected information with clients and oversee your portfolio in one place.
What does the $299 license include?
The platform license is USD $299 per user per month. It provides access to the connected platform for CRM, documents, transactions and portfolio workflows, subject to your company’s permissions and configured services.
What does Super Agent add?
The optional Super Agent upgrade adds specialist research and scenario analysis for USD $99 per upgraded user per month, on top of the platform license. A user with both costs USD $398 per month before applicable tax.
Can Advantai help research off-market opportunities?
It can support research into potential opportunities using relationship context, company signals and connected property sources. A research lead is not a confirmed available property. Owner intent, availability and source evidence require verification.
Can I buy a license on this website?
Online purchasing is coming soon. Pricing buttons explain availability without taking a payment. Existing invited users can sign in to the current workspace.
YOUR NEXT MOVE STARTS HEREYour next move.
Your next move.
Starts here.
Bring your relationships, information and decisions together.