AI-Powered Portfolio Intelligence · From First Deal to Full Portfolio

Your portfolio's AI advisor. Always watching.

SkAI is the portfolio intelligence platform for real estate investors. Track every property, monitor markets continuously, model decisions before you make them — and get proactive insights from your Cognitive Confidant before you think to ask.

8
Platform Modules
24/7
Market Monitoring
AI-First
Proactive Insights

Everything you need to own, manage, and grow a real estate portfolio.

Portfolio Management
Track owned properties with per-property dashboards, financials, and timeline
📁
Document Vault
PPMs, leases, insurance, tax docs — organized and searchable per property
Cognitive Confidant
Persistent AI advisor that knows your strategy and initiates conversations
Scenario Modeling
What-if engine for refi, rent changes, exits, and capital improvements
Asset Awareness
OODA-loop market monitoring per property, explained through your lens
Proactive Alerts
Market shifts, financial health flags, exit signals — the Confidant initiates
Deal Analysis
Multi-document upload with 3-Score ratings, cross-doc contradiction detection
3-Property Comparison
Side-by-side deal comparison with auto-calculated Best Overall score

The advisor that knows everything. And tells you first.

Your Confidant isn't a chatbot you query — it's a persistent AI advisor that knows your risk tolerance, investment criteria, every document in your vault, and every property in your portfolio. It reads the market. It flags risks. It surfaces opportunities.

The Confidant initiates. You don't have to ask.

Knows your investment criteria
CoC targets, cap rate minimums, hold period preferences, promote thresholds — all built into every response
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Has read every document
PPMs, leases, insurance policies, tax docs — your Confidant has full context across your entire vault
Starts the conversation
"Your Denver property's DSCR dropped to 1.04. Want me to model a rent increase scenario?" — you didn't ask
Cross-portfolio awareness
Every new deal gets evaluated against what you already own — concentration risk, yield dilution, strategic fit
Cognitive Confidant
Confidant
📊 Market alert — Austin, TX

Cap rates in your East Austin submarket rose 42bps over the last 90 days. Your 6th St triplex is now priced 18% above current market cap rate. Based on your 5-year exit timeline, this may be the window to consider a sale or refi.
You
What's the refi scenario look like at today's rates?
Confidant
Running that now... At a 7.2% 30yr rate on your current equity position ($340K), a cash-out refi pulls ~$85K at a new monthly payment of $2,840 — vs your current $2,210.

Net effect: +$85K capital, –$630/mo cash flow. Given your stated preference for cash flow over equity, I'd flag this as neutral-to-negative. Want me to model the alternative exit scenario instead?
You
Yes, show me the exit math.
Confidant
At a 5.8% exit cap rate, you're looking at ~$1.24M sale price. After your $512K loan payoff and estimated $37K closing costs, net proceeds land at $691K. That's a 2.8× equity multiple over your 4-year hold. View full scenario →
Built For Every Stage

Where are you in your real estate journey?

Active Portfolio Owner

Managing a Portfolio of Properties

Track equity, cash flow, and market position across every asset. Per-property dashboards, linked analyses, and a Confidant that knows your whole portfolio — not just one deal.

Hold vs. Exit Decision

Deciding Whether to Hold, Refi, or Sell

Model every scenario side-by-side. What does a cash-out refi do to your monthly? What's the exit multiple if you sell now vs. in 24 months? The Confidant runs the math and tells you what it means for your strategy.

Strategy Shifter

Shifting From SFR to Multifamily

Evaluating new asset classes is different from managing existing ones. SkAI cross-references your portfolio returns against MF deal metrics and tells you where the opportunity actually is — vs. where you think it is.

Passive LP

Evaluating Syndication Deals

Upload any PPM, MFQA, or business plan. Your Confidant flags promotes above your threshold, detects cross-document contradictions, compares projections against regional comparables, and scores the deal against your stated risk tolerance — before you write the check.

New Investor

First Deal or First Portfolio Property

Don't know your buy box yet? SkAI builds it with you. Set your criteria, upload your first deal, and your Confidant calibrates its analysis to your situation — whether it's a duplex house-hack, an Airbnb play, or your first syndication.

Track every property like an institution.

Add owned properties and watch your portfolio come alive — equity, value, cash flow, appreciation, and financial health all in one view. Each property gets its own intelligence dashboard.

Per-Property Dashboard
Purchase price, current value, equity, LTV, cap rate, CoC, DSCR — color-coded against market benchmarks
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Financial Waterfall
Gross rent → vacancy → NOI → mortgage → net cash flow, updated as you edit income and expenses
Portfolio-Level Summary
Total properties, units, portfolio value, and blended monthly cash flow across all active assets
Property Timeline
Chronological event history — acquisitions, analyses linked, refi events, exits, alerts triggered

Every document. One organized place.

Upload PPMs, leases, insurance policies, inspection reports, and tax documents per property. Your Confidant has read all of them — and surfaces insights from them without you asking.

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Portfolio-Wide Document Table
Filter by property or document type. Analysis-linked docs get auto-tagged with their 3-score results
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Analysis Documents Auto-Link
PPMs and deal packages you analyzed automatically appear in the vault with a read-only badge
Confidant Reads Everything
Every uploaded document becomes part of your Confidant's knowledge — ask about any lease term, any clause, any number
Secure Cloud Storage
Backed by Cloudflare R2. Documents are private to your account, accessible from any device

Model the decision before you make it.

The what-if engine for every portfolio decision. Run scenarios in seconds, compare before/after, and ask your Confidant to interpret the results.

Refinance

Model cash-out refi at current rates. See new DSCR, monthly payment delta, and capital deployed vs. cash flow lost.

Rent Increase

What happens to CoC and DSCR if rents rise 8%? Or drop 12% in a softening market? Model both directions.

Exit Timing

Compare selling now vs. holding 12 or 24 more months. IRR, equity multiple, and net proceeds calculated instantly.

Capital Improvements

Rank improvements by ROI. Rent lift per dollar of capex — from kitchen remodels to roof replacements, sorted by bang-for-buck.

Scenarios save per-property (up to 3). Your Confidant detects when you describe a scenario in chat and auto-calculates it — then links you to the full builder.

Continuous market intelligence. Explained through your lens.

SkAI runs OODA-loop market monitoring on each property in your portfolio — not just reporting what's happening in the market, but telling you what it means for you.

O

Observe

Cap rate trends, rent comps, vacancy rates, macro data (Fed funds, 10yr Treasury, 30yr mortgage) — tracked per submarket, per property.

O

Orient

AI compares market data against your property's financials and your investor profile — contextualizing shifts in terms of what matters to your strategy.

D

Decide

3 OODA insight cards per property: one Observe, one Orient, one Decide — a clear, actionable recommendation tied to your specific situation.

A

Act

Every insight links to a scenario model, an alert, or a Confidant conversation — turning market intelligence into portfolio action.

Tracked Per Submarket
Cap rate · Avg rent/unit · Vacancy rate · Price/unit — with 90-day trend charts and ↑↓→ direction arrows
Rent Comps Table
Comparable properties in your submarket with rent/unit, unit mix, and delta vs. your current rents
Portfolio Market Pulse
Portfolio page shows strengthening / stable / softening counts across all properties at a glance

Your Confidant tells you before you need to ask.

The alert engine runs every 6 hours across your portfolio. When something changes — a cap rate shift, a DSCR warning, an exit opportunity — you hear about it first.

Urgent

Financial Health Flag

DSCR drops below 1.0, expense ratio exceeds 55%, or a cash flow warning threshold is crossed — flagged immediately with scenario links.

Warning

Market Shift Detected

Cap rate trend reversals, 3-month vacancy trajectory changes, rent decline signals — tracked per submarket and tied to your specific properties.

Opportunity

Exit Signal

Hold period within 18 months AND softening market conditions detected — your Confidant surfaces the exit window before it closes.

Opportunity

Equity Opportunity

Equity-rich property in a strengthening market — highlighted as a candidate for cash-out refi, 1031 exchange, or strategic exit.

Watch

Cost Flag

Vacancy elevated vs. submarket average — prompting a rent comp review and management quality check before it erodes NOI.

Alert

DSCR Watch

DSCR between 1.0 and 1.2 triggers a watch alert — not critical yet, but the Confidant flags it proactively and suggests rent increase modeling.

Alerts surface in the notification bell, the portfolio dashboard, each property page, and are injected into your Confidant's context. 7-day deduplication prevents spam. Email digest available.

Institutional-grade analysis in under 2 minutes.

Deal analysis is one feature within the SkAI platform — not the whole product. Upload any deal package and get a complete 3-Score analysis, market comparables, and Confidant-powered interpretation.

📄
Multi-Document Upload
PPM + MFQA + Business Plan — up to 5 files per analysis with cross-document contradiction detection
3-Score Investment Rating
Cash Flow Score, Cap Rate Score, and 5-Year Value Score — each 1–10, benchmarked against your market
Regional Comparables
3–5 comparable sales per MSA, rent comps, and market fundamentals (population, vacancy, rent growth, supply pipeline)
Risk Assessment
Severity-rated risk factors extracted from your documents — flagged against your personal investment criteria

Compare any three deals side by side.

Weighing multiple opportunities? The comparison tool puts up to 3 deals next to each other — scores, metrics, fees, and risk factors — with an auto-calculated Best Overall winner.

Side-by-Side Scoring
All three 3-Score ratings displayed together with delta highlighting — see which deal wins each dimension
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Fee Structure Comparison
Promotes, management fees, acquisition fees — all compared across deals with market-rate benchmarks
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Shareable Comparison Links
Generate a link to share your 3-deal comparison with partners, advisors, or co-investors
Auto-Calculated Best Overall
Weighted scoring across all dimensions surfaces a clear winner — with reasoning from your Confidant
Available on Advisor & Principal
8 comparisons/month on Advisor (up to 3 properties each). 30/month on Principal.

Every deal scored. Every score explained.

Three dimensions, each scored 1–10 and benchmarked against real market data. Your Confidant interprets the scores in the context of your investment criteria.

01

Cash Flow Score

Cash-on-cash return, DSCR, expense ratio, distribution schedule — scored against your target CoC and benchmarked against MSA averages.

02

Cap Rate Score

Going-in cap rate vs. market rate, NOI stability, rent growth assumptions — benchmarked against comparable properties in your target submarket.

03

5-Year Value Score

Equity accumulation + cumulative cash flow + exit appreciation — a forward-looking view of total return over your stated hold period.

On the Principal plan, customize score weightings to match your strategy — prioritize cash flow over appreciation, or cap rate over total return.
Competitive Intelligence
A Different Category Entirely

Every other financial advisory tool falls short — for the same reasons.

Whether it's a captive institutional platform, a robo-allocator gathering AUM, or a flat-fee human planner, none of them were built for the real estate investor. They don't understand PPMs, operating agreements, cap rates, or submarket fundamentals. SkAI isn't competing in that category. It's replacing it.

Captive Platforms
Vanguard · Schwab · Wealthfront · Betterment

These platforms only sell their own products. Their advice is structurally biased — they benefit when you allocate to their funds. They have no visibility into your real estate holdings, no PPM analysis, no deal intelligence. Their mission is AUM. Not your success.

Robo-Advisors
Automated index allocators, not advisors

Robo-advisors are passive portfolio builders targeting retail investors into their own limited product shelf. They don't initiate insights, don't understand deal structures, and don't have a conversation. You want a highly intelligent lead cognitive advisor — not a passive robo-portfolio.

Flat-Fee Planners
Facet · Domain Money · Harness Wealth

Human planners without real estate depth. No AI document intelligence, no cross-document contradiction detection, no scenario modeling, no OODA-loop market monitoring. Expensive annual plans for generalist advice. None of them understand a submarket, a cap rate spread, or a promote structure.

SkAI vs the field — what the others can't do
Capability SkAI Captive Platforms
Vanguard · Schwab
Robo-Advisors
Wealthfront · Betterment
Flat-Fee Planners
Facet · Domain Money
Real estate deal analysis (PPM, MFQA)
AI document intelligence & vault
Cross-document contradiction detection
OODA-loop market monitoring per property
Scenario modeling (refi, exit, rent changes) ~
Cognitive Confidant that initiates insights ~
Unbiased advice (no product shelf to sell)
Cap rate · submarket · deal structure fluency
Learns your buy box & risk profile ~ ~ ~
3-property side-by-side deal comparison
Starting Cost Free to start · $50/mo Advisor
No credit card required
0.30% of AUM
Bias baked in
0.25% of AUM
Retail index only
$2,600 – $8,700/yr
No RE expertise
SkAI fully supported
Competitor supported
~ Partial / basic
Not available
What you're paying them — and what you're getting
Competitor Pricing Model Starting Cost What They're Actually For
Facet Flat Fee $2,600 – $8,700/yr Virtual-first holistic planning — no RE depth
Domain Money Flat Fee $3,200 – $7,800 (Year 1) One-time or recurring strategic plans — generalist
Vanguard Personal Advisor AUM % 0.30% of assets Big-brand fiduciary — into their own funds only
Harness Wealth Hybrid $2,000+ flat or 1% AUM HNW advisor matchmaking — no AI, no RE focus
Schwab Intelligent Portfolios Subscription $300 setup + $30/mo Low-cost digital entry — Schwab ETFs, not your deals
Wealthfront / Betterment Robo-AUM 0.25% of assets Hands-off automated indexing — no real estate layer
SkAI Flat / Usage Free to start · $50/mo Advisor Cognitive Confidant built for the real estate investor
Pricing sourced from public provider websites as of Q1 2026. AUM-based costs scale with portfolio size.
One-line positioning
vs Captive Platforms
"Their mission is AUM. Ours is your return."
vs Robo-Advisors
"We are a cognitive advisor, not a passive allocator."
vs Flat-Fee Planners
"We read your PPM. They've never seen one."
vs Vanguard · Schwab
"We don't have a product shelf. We have your best interest."
vs Wealthfront · Betterment
"We initiate insights. They rebalance indexes."
vs All of the above
"None of them understand real estate. SkAI was built for it."
01

Real Estate Native

Cap rates, submarket fundamentals, PPMs, operating agreements, promote structures — SkAI speaks the language fluently. No other advisory tool in this category even tries.

02

The Confidant Initiates

You don't check a dashboard and figure out what it means. Your Confidant reads the data, interprets it against your strategy, and tells you what to do next — before you think to ask.

03

Document Intelligence

PPMs, leases, insurance policies — SkAI reads them all. Cross-document contradiction detection. Fee auditing. Clause extraction. No robo-advisor, no captive platform, no flat-fee planner comes close.

04

Mission Alignment

Every captive platform earns when you allocate to their products. SkAI earns a flat fee. Our only incentive is making you a better investor — not gathering your assets under our management.

The Confidant doesn't just analyze. It changes the decision.

Exit Window

Marcus's Confidant flagged his Portland triplex's cap rate divergence and his 18-month exit horizon on the same day. He hadn't noticed. He listed the property and closed at a 2.9× equity multiple.

$0/mo

Sarah used the house-hack analysis on a fourplex in Denver. After running the FHA scenario in SkAI, her effective housing cost came out to $0/month.

Avoided

Alex was about to close on a duplex when SkAI's STR regulation risk score flagged a pending city ban — he passed and avoided a costly mistake. The ban passed three months later.

Start free. Scale when your portfolio demands it.

No credit card required to start. Upgrade any time.

Free
Start building your intelligence layer
$0 /mo
 
  • 1 portfolio property
  • 1 deal analysis / month
  • 50 Confidant messages / month
  • 3-Score Investment Rating
  • 20+ financial metrics extracted
  • Requires upgrade
  • Scenario modeling
  • Market monitoring (OODA loop)
  • Proactive alerts
  • 3-property comparison
Start Free →
No credit card required
Principal
For the serious portfolio builder
$125 $83 /mo
 
  • Unlimited portfolio properties
  • Unlimited deal analyses
  • Unlimited Confidant chat
  • Everything in Advisor, plus:
  • +Priority analysis processing
  • +API access (coming soon)
  • +White-glove onboarding (coming soon)
  • Unlimited credit rollover
$125/mo · cancel any time

Your portfolio deserves an advisor that never sleeps.

Track every property. Model every decision. Get proactive insights from a Cognitive Confidant that knows your strategy — and tells you what to do next before you think to ask.

Start Free Trial Analyze a Deal Free →
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