For CRE Finance Teams

CRE Finance Agents That Show Their Work

Built by Lenders. Run by Agents. Ready for You.

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Trusted by Leading Institutions, Backed by Top Investors

Designed for Your End-to-End Lending Workflows

Carbon agents execute long-horizon CRE work based on your preferences and workflow; from underwriting to investment memos to due diligence and quarterly surveillance, and only raise the decisions that need your judgment. Your team moves from operator to reviewer, taking time back to focus on the decisions that drive your business forward.

Underwriting

Agentic Underwriting

Carbon agents take a deal from raw source documents to a fully populated, review-ready underwriting model, built on your own templates and lending criteria.

CarbonAI underwriting review screen showing the model recommendation, a read-only cash flow workbook and an assumption panel for rent bumps

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Asset Surveillance

Quarterly Reviews, Done in Minutes

Quarterly surveillance runs on its own across your entire book, delivered in your firm’s format, so your team can focus on reviewing asset performance.

CarbonAI quarterly asset report review: a reserves question with recommended options beside the reserves summary and loan covenants workbook

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Due Diligence

Manage the Transaction with No Loose Ends

Carbon agents track all documents a deal requires and monitor the deal in the background, without a new prompt, keeping the diligence management clean and ready for review.

CarbonAI due diligence checklist tracking document status across four properties, with a detail panel for the current rent roll

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Validation as a First Class Priority

Accurate, Validated, and Traceable Data

Carbon delivers the industry’s most rigorous data hygiene, validating every figure and tracing it back to source, across more than 40,000 documents processed to date.

CarbonAI operating statement validation: extracted line items with check marks beside the highlighted source document

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Success Stories

Carbon was a clear choice and natural partner to us to automate due diligence collection: one of the most significant yet overlooked bottlenecks in underwriting. They won us over because they listen. Rather than pushing a solution in search of a problem, Jeff and the team took the time to understand our underwriting challenges and deliver a solution that actually fits our business. They ship fast, and their point of view on where automated CRE work is headed has been invaluable.

Mordecai Rosenberg, Co-President

Greystone

When we first met Carbon, some of the top lenders in commercial real estate were already customers. Those lenders told us two things: First, generic tools don't work in a business this complex, where the data is messy and the margin for error is close to zero; Second, they only wanted to work with people who came from their world. Jeff and Josh spent their careers in commercial real estate lending, then built and scaled the software they wish they had. That combination is why the best lenders trust them.

Caroline Duffy, Partner

Cowboy

Autonomous

Autonomy means running end to end, not prompt to prompt. Workflows finish as a complete product, ready for your review, reliably and consistently.

Collaborative

Collaboration means knowing exactly where judgment belongs. Carbon carries the workflow itself and hands off only the decisions that need a person.

Transparent

Transparency means every step is logged and every figure traces back to source, so the output is defensible to credit committees and regulators alike.

Built by Lenders

Domain expertise means the workflow already knows CRE lending, not a model waiting to be taught. It carries direct experience from the underwriter’s and asset manager’s seat.

The Principles Behind CarbonAI Agents

Four commitments that hold whether the workflow is a single loan or your whole book.

Autopilot, Not Copilot

A General Purpose LLM Can Assist. CarbonAI Does the Work.

The difference is not just model quality. It is who is holding the wheel, and whether they already know the road.

Generic AI Tools

Runs the full workflow unattended

Waits for your next prompt

Deep domain context on CRE on day one

Always needs the context explained

Knows the finest details of your own models, memos

Generic files or copy/paste 10x

Every step recorded and traceable

No provenance behind the answer

Stops for the decisions you own

Confident whether or not it should be

Reliability and consistency at scale

Different output for every deal or teammate

Security

Enterprise Grade, Held to the Standard Your Data Already Answers To

CarbonAI is the system of action for your lending business. Security, privacy and trust are first principles.

SOC 2 Type II Compliant

Independently audited controls, reported annually.

No Model Training

Your data is never used to train any models.

US Hosting

Data stays in US infrastructure, encrypted throughout.

Scoped Access

SSO, role-based permissions, and a full activity log.

Security

Enterprise Grade, Held to the Standard Your Data Already Answers To

CarbonAI is the system of action for your lending business. Security, privacy and trust are our bedrock.

CRE Finance Agents That Show Their Work

Designed for Your End-to-End Lending Workflows

Underwriting

Asset Surveillance

Due Diligence

Validation as a First Class Priority

Autonomous

Collaborative

Transparent

Built by Lenders

The Principles Behind CarbonAI Agents

A General Purpose LLM Can Assist. CarbonAI Does the Work.

Enterprise Grade, Held to the Standard Your Data Already Answers To

Enterprise Grade, Held to the Standard Your Data Already Answers To

Put CarbonAI to Work for Your Team