Enterprise · Forward-deployed
Forward-deployed AI for institutional CRE.
Our team works alongside yours to understand how the firm operates, build its Company Brain, deploy the first workflows, train your people, and stay on as your embedded AI team.
$1B+
In CRE transactions closed by co-founder Zed Truong
$11B+
Underwritten by him across asset classes
100%
Of what we build for you stays yours
The offer
Train the team. Build the agents. Keep it in your hands.
One engagement covers the whole arc: your people learn to run AI, your agents get built inside your own workspace on real deals, and we stay on to keep them current.
Enterprise AI training for the whole team
We train your entire firm on Claude and ChatGPT, from analysts to principals. Core training on-site or remote, run in the workflows your people already own, so it sticks.
A seat in your own workspace
We give our team a seat in your Claude Enterprise or ChatGPT workspace, a provisioned member on your allowed domain, and build your Company Brain, Projects, and agents inside your own environment, not a demo of ours.
We build while we teach
Your people learn to build agents by watching theirs ship on real deals. The training and the build are the same motion, so the capability lives in your team, not in a slide deck.
What we build for you is yours
Every Project, agent, and workflow we build for you is shared org-wide with your team and stays yours, whether we stay on or not. No hostage data, no per-seat ransom, no rebuild to leave.
How it runs
Six phases, one forward-deployed team.
The engagement follows how the firm actually works, not a product demo. Each phase hands the next one better context.
- 01
Observe and audit
We sit with the people doing the work and map the workflows, systems, data, and decisions that actually run the firm.
- 02
Map the operating model
The audit becomes a working map of how the firm operates: processes, templates, approval paths, and where AI pays off first.
- 03
Build the Brain
We build your Company Brain, the institutional intelligence layer that gives AI your firm's context, templates, and decision history.
- 04
Deploy workflows
The first workflows go live inside your own workspace, on real deals, with your team watching them ship.
- 05
Train the team
Your people learn to run and extend the system while we build it, so the capability lives in your team, not only in ours.
- 06
Compound
Decisions, corrections, and outcomes keep improving the firm's institutional intelligence over time, and humans approve what becomes durable knowledge.
Enterprise AI training
One standard. Two ways to learn it.
The same PSV curriculum, delivered two ways: we train your firm hands-on, or your people take it self-serve through the Institute.
PSV-led team training
For firms that want it installed
Live cohorts on-site or remote, from analysts to principals
Run on your live deals, inside your own workspace
Role tracks for acquisitions, brokerage, and asset management
The build happens during the training, so it sticks
by PSVFor individuals starting on their own
Self-paced courses on the same PSV operating standard
Live office hours and a member community
Prompt library, practice deals, and the resource vault
Start today, no engagement required
Most firms run both: PSV installs the capability, and the Institute keeps every new hire on the same standard.
Two deployment modes
Same agents. Two places we put them to work.
The right build depends on your size. Lean teams get a turnkey environment they only supervise. Larger firms get the same agents deployed inside the stack they already run.
We build it for you
Turnkey PSV environment, you supervise
You just supervise the output.
For lean institutional teams. A five-person shop competing like a fifty-person one. The work lands in your inbox and you approve the output.
We build inside your environment
Deployed in the stack you already run
For funds, lenders, and REITs. Governed, SSO-bound, built to pass your IT audit. Every output traced to the page it came from.
Built for your seat
One standard. Every seat at the table.
The agents map to how your firm actually works, from the first signal to the close.
Investors
Sourcing, underwriting, IC memos, and asset management. From the first signal to the LP letter, with every number traced to source.
Brokers
BOVs, OMs, owner outreach, and a pipeline that runs itself. The follow-up happens whether or not you are at your desk.
Capital Markets
Deal packaging, lender and LP outreach, and the follow-through that closes. The workflow that carries a deal all the way to the wire.
Not a normal shop
Most vendors hand you a tool. We hand you the capability.
A tool you have to drive gets you most of the way, then stalls. A black box you never own leaves you dependent forever. PSV is the piece missing from both.
Operators and engineers
Not a tool vendor. PSV pairs a CRE operator who has closed over $1B in transactions with AI engineers from Kochava and Goldman Sachs. Institutional-grade from the first call.
Built inside your environment
Most shops hand you a tool and walk away, or lock you into a black box you never see inside. We build inside your own workspace, train your team to run it, and stay on as your embedded AI team. What we build for you is yours.
Model-agnostic, no lock-in
We route every task to the best model and swap as the frontier moves. Claude and ChatGPT today, whatever leads tomorrow. You are never welded to one vendor or one roadmap.
Cited truth as a system property
Every output traces to its source. Numbers open to the rent roll row, the T-12 line, the loan page they came from, and anything it cannot verify gets flagged, not guessed.
Security and governance
Ammunition for your IT team.
You should not have to fight the security battle alone. We deploy inside your own environment, document the controls, and stay on the call with your team until you pass your audit.
SOC 2 Type II in progress, built to pass your audit. We share our controls documentation and sign your security addenda on request.
Deployed inside your VPC or Microsoft 365 world, behind your SSO. Access is scoped to the least it needs, and every action is logged.
We write the security memo for your IT team and answer their questionnaire. Our job is not done until we pass your audit.
For regulated workloads, we use zero-retention providers and deploy into your own cloud. We never train shared models on your data.
You keep what we build for you: the Projects, the agents, the configuration, plus a runbook to operate it without us if we ever part ways.
Frequently asked
Enterprise AI questions
- What does an enterprise AI engagement with PSV include?
- One forward-deployed motion. Our team works alongside yours to map how the firm operates, build its Company Brain, and deploy the first workflows inside your own workspace. While we build, we train your whole firm on Claude and ChatGPT, from analysts to principals, on your live deals. Then we stay on as your embedded AI team: deploying the next agents, advising as the tools change, and keeping the system current. What we build for you is yours, and it comes with a runbook so your team can run it without us.
- Do we own what PSV builds for us?
- Yes. Every Project, agent, and workflow we build for you is shared org-wide with your team and stays yours, whether we stay on or not. No hostage data, no per-seat ransom, and no rebuild required to leave. We include a runbook so your team can operate everything independently.
- Where does PSV deploy the AI agents?
- Inside your own environment. For funds, lenders, and REITs, we deploy inside your VPC or Microsoft 365 world, behind your SSO, with access scoped to the least it needs and every action logged. For leaner teams, we can run in a turnkey PSV environment where you supervise the output. Either way, you approve the work before it moves.
- Is the AI training tailored to our firm's workflows?
- Yes. Training runs on your live deals, inside your own workspace, with role tracks for acquisitions, brokerage, and asset management. The build happens during the training, so the capability lives in your team rather than in a slide deck. Core training is on-site or remote, from analysts to principals.
- How does PSV handle security and compliance for institutional firms?
- We deploy inside your VPC or Microsoft 365 world, behind your SSO, with access scoped to the least it needs and every action logged. We write the security memo for your IT team and answer their questionnaire until we pass your audit. For regulated workloads, we use zero-retention providers and never train shared models on your data.
- What AI models does PSV use, and are we locked in to one?
- We route every task to the best model and swap as the frontier moves. Claude and ChatGPT today, whatever leads tomorrow. You are never welded to one vendor or one roadmap. The setup around the model matters more than the model brand: grounding it in your files, applying your rules, tracing every number to source. That setup is yours.
- How is this different from buying Claude Enterprise or ChatGPT Enterprise ourselves?
- The license gives you the tool. PSV gives you the system around it: a CRE operator who has closed over $1B in transactions and AI engineers who train your team, build your agents inside your environment, and stay on as your embedded AI team. Most shops hand you a tool and walk away, or lock you into a black box. We build inside your workspace, train your people to run it, and keep it current as the models change. What we build for you is yours.
Enterprise review
Put AI to work inside your walls.
We train your team, build your agents in your own environment, and stay on as your embedded AI team. What we build for you is yours. Bring a live deal and see it run.
Prefer email? zed@pacificsoftwareventures.com