Build vs. Buy for Deal Management: A Framework for CRE Leaders Weighing Both Paths

A blog banner image with an iceberg. The top of the iceberg is labeled "An interface that works"; the bottom part, below the surface, contains requirements like SOC 2 compliance and knowledge transfer, and is labeled "What you don't see."

Six months after a CRE investment firm greenlights an internal AI build for deal management, the prototype works. Pipeline is tracked, OMs are being parsed, and leadership is impressed. Then the person in charge of building the prototype leaves for a new opportunity, and no one’s left to help explain where a number came from […]