STRATIOS

Ask, Analyze, and Automate

Get immediate answers from your connected records, verify data sources, and let your built-in analyst handle the grunt work.

Cross-portfolio answers without spreadsheets

Query your entire asset base instantly in plain English without building ad-hoc spreadsheets.

  • Instant portfolio searchAsk questions across all properties simultaneously to retrieve instant portfolio-wide metrics.
  • Zero spreadsheet dependencyEliminate manual formula building and complex VLOOKUPs just to answer simple operational questions.
  • Unified cross-asset insightsCompare performance, debt obligations, and key metrics across diverse property types in one view.

Role-based access control built in

Ensure every team member and partner sees only the specific data their role permits.

  • Granular permission enforcementApply automatic data filters based on individual user roles, funds, or assigned assets.
  • Secure multi-tenant accessWork with outside partners in shared chats without exposing the rest of your portfolio.
  • Role-specific responsesDeliver precise answers tailored strictly to what the user is authorized to view.

Automated analysis, charts, and reports

Direct your analyst to fix data errors, generate visuals, and draft comprehensive reports on command.

  • On-demand chart generationTransform complex asset data into clean, presentation-ready graphs with simple prompt requests.
  • Automated error correctionIdentify data entry inconsistencies quickly and apply fixes across connected portfolio records.
  • Instant draft generationProduce complete narrative reports and executive summaries directly from live underlying data.

Complete source document attribution

Track every generated metric and figure directly back to its underlying primary document.

  • Interactive audit trailJump from any analyst answer straight to the exact page, with its source text highlighted.
  • Transparent calculationsSee step-by-step logic and mathematical formulas behind every aggregated portfolio figure.
  • Verifiable outputsProvide investors and leadership with complete confidence in every presented data point.