By Aidan Scudder · Updated , first published
Real Estate Investor, Dallas, TX
How Silverado Interests put an AI analyst on deal screening, underwriting prep and investor reporting
An AI analyst with its own email address. The team forwards a deal or a request with a one-line note and the work comes back in the same thread, across deal screening, underwriting prep and investor reporting.
Illustrative propertyIllustrative property, not a client asset. Photo: Anthony Delanoix, CC0.
01Before / After
Less assembly. More judgment.
Before
Done by hand
- Screening, underwriting prep and reporting by hand
- Each workstream on its own schedule
- New tools that ask for a new login
After
With PSV
- One AI analyst working all three
- Work forwarded with a one-line note, returned in the same thread
- One email address and nothing new to learn
02Built around the work
How the work moves now.
01
Forward
A deal or request emailed with a one-line note
02
Route
Specialised agents take screening, underwriting prep or reporting
03
Prepare
The groundwork done before the team sits down to it
04
Reply
The work returned in the same email thread
The analyst does the groundwork. Silverado's team keeps the judgment on every deal and every report.
03What the team receives
Outputs the team works with.
01
Deal screening
A forwarded offering comes back with a first read, so the team decides where to spend senior time with something in front of them.
02
Underwriting prep
The groundwork for an underwriting is done before the team sits down to it, so their hours go to judgment rather than assembly.
03
Investor reporting
The analyst works on investor reporting alongside the team, on the firm's own reporting cycle.
04
Works by email
One address. Forward, add a line, and the reply lands in the same thread.
04The record behind the story
One engagement, in numbers.
Headline result
3
Workstreams on one AI analyst
Live since September 2026
3
Workstreams covered
Deal screening, underwriting prep and investor reporting, all handled by the same analyst rather than a separate tool for each.
1
Email address to reach it
A forward with a short note is the whole interface: no new login and nothing to learn.
Daily
Use by the team, client-reported
The client reports the analyst works alongside the team every day. That is their description, not a usage figure PSV measured.
Daily use is the client's own description, not a usage figure PSV measured. No time-saved figure is published yet.
Engagement notes
What was in the way
At Silverado Interests, deal screening, underwriting prep and investor reporting are all analyst work, and each arrives on its own schedule: a deal lands when a broker sends it, and reporting is due when it is due.
Most tools that promise to help ask for something first: a new platform to learn, a training session, a change to where documents live. PSV set itself the opposite brief, help that fits how the work already moves, which is by email.
What PSV built
PSV built the firm an AI analyst and gave it its own email address, the way a new hire would get one.
Using it takes one step. Someone forwards a deal or a request with a one-line note and the work comes back in the same thread. There is no separate app to open and no prompt to write.
Behind the one address is a team of specialised agents rather than a single general assistant, so screening a deal, preparing an underwriting and working on investor reporting are each handled by something built for that job.
It was built by people who know the work. PSV builds for commercial real estate firms, so the analyst arrived already knowing what a rent roll and an investor update are.
What changed
Deal screening, underwriting prep and investor reporting now have an analyst working them alongside the team, every day by the client's own account.
Adoption asked nothing new of the team. The interface is the inbox they already use, and the client reports the analyst was useful from day one.
The analyst went live in September 2026 and is deliberately published without a time-saved figure. We would rather show what is running than print a number the engagement has not earned yet.
Questions
What did PSV build for Silverado Interests?
An AI analyst with its own email address. The team forwards a deal or a request with a one-line note and the work comes back in the same thread, across deal screening, underwriting prep and investor reporting.
What changed for Silverado Interests?
Deal screening, underwriting prep and investor reporting now have an analyst working them alongside the team, every day by the client's own account.
Who stays in control of the work?
The analyst does the groundwork. Silverado's team keeps the judgment on every deal and every report.
Where do these numbers come from?
Live since September 2026. Daily use is the client's own description, not a usage figure PSV measured. No time-saved figure is published yet.
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