Feb 20, 2026
Your AI Partner: How Formaly Goes Deeper Than Any Spreadsheet
Underwriting tells you if a deal works on paper. Formaly's AI Deal Agent tells you what you are missing.
Feb 20, 2026
Your AI Partner: How Formaly Goes Deeper Than Any Spreadsheet
Underwriting tells you if a deal works on paper. Formaly's AI Deal Agent tells you what you are missing.
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Underwriting Has a Blind Spot
A pro forma tells you if the numbers work. It does not tell you what could go wrong. Market shifts, comp outliers, and overleveraged financing kill deals after you have already committed.
How the AI Deal Agent helps
Run due diligence and surface risks your underwriting missed.
Expand your comps search to validate or challenge your ARV.
Update deal inputs and re-run analysis without starting over.
Get answers in plain language, not formulas.
Underwriting Has a Blind Spot
A pro forma tells you if the numbers work. It does not tell you what could go wrong. Market shifts, comp outliers, and overleveraged financing kill deals after you have already committed.
How the AI Deal Agent helps
Run due diligence and surface risks your underwriting missed.
Expand your comps search to validate or challenge your ARV.
Update deal inputs and re-run analysis without starting over.
Get answers in plain language, not formulas.
Like Talking to Your Smartest Partner
You do not need to learn a new tool. Just open the chat and ask. Want more comps? Ask. Need to stress-test your financing? Ask. Wondering if a deal is worth the risk? The agent already knows your numbers and gives you a straight answer.
Like Talking to Your Smartest Partner
You do not need to learn a new tool. Just open the chat and ask. Want more comps? Ask. Need to stress-test your financing? Ask. Wondering if a deal is worth the risk? The agent already knows your numbers and gives you a straight answer.
The deals that hurt the most are the ones that looked good on paper.
The deals that hurt the most are the ones that looked good on paper.
Go Beyond the Numbers
The best investors do not just run numbers. They ask better questions. The AI Deal Agent helps you think through deals the way an experienced partner would, except it never forgets a detail and it is available 24/7.
Go Beyond the Numbers
The best investors do not just run numbers. They ask better questions. The AI Deal Agent helps you think through deals the way an experienced partner would, except it never forgets a detail and it is available 24/7.
A spreadsheet shows you if a deal works. The AI Deal Agent shows you what you are not seeing. That is the difference between a good investor and a great one.
A spreadsheet shows you if a deal works. The AI Deal Agent shows you what you are not seeing. That is the difference between a good investor and a great one.
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