The output
What you get from Pursuit.
Your format, assumptions, and branding shape every output — and your firm's own Excel template can be the model structure. v1 maps your tab structure, labels, and formats; formula logic stays Pursuit's audited engine.
Your format, assumptions, and branding shape every output — that is the product. Upload your firm's own Excel template and the model comes back in its structure.
- → Your firm's Excel template as the model structure
v1 maps your tab structure, labels, and formats — formula logic stays Pursuit's audited engine. - → Your cap rate, exit cap, and growth assumptions baked in.
- → Your format, column layout, and labeling conventions.
- → Your firm name and branding on exported documents.
- → Every number sourced from your uploaded documents.
- → Every gap flagged. Nothing fabricated, nothing hidden.
- → Team workspaces — share deals, see everyone's runs and edits.
The workflow
From document to deliverable.
Every step is logged and auditable. Every number traces back to a source.
What customization covers
Seven things the AI shapes to your firm.
The output is not a fixed template. These are the layers each firm configures once, then refines deal by deal.
Template import
Upload your Excel workbook and it becomes the model structure — your tab names, your tab order, your row labels, your number formats. v1 maps structure, labels, and formats; formula logic stays Pursuit's audited engine, so every figure keeps its source citation.
Assumption set
Cap rates, growth, exit assumptions, and how you account for reserves — your firm's standard view, applied by default.
Formats and labels
Column order, naming conventions, units, rounding. Output lands the way your team reads.
Branding and voice
Your firm name, logo, and the tone and structure your memos always use, on every exported document.
Preferred sources
Your comps sources, your market data, and the order you trust them in. The sourcing engine follows your rules.
Committee format
The metrics, sections, and order your Investment Committee expects. The memo mirrors your committee packet.
Institutional memory
Each correction your analysts make teaches the setup, so the output moves closer to your standard on every deal.
Off-market research agent
Beyond the deliverables above, the off-market research agent finds off-market owners, pierces the owning LLC when possible to the real decision-maker, and returns a contact path — every finding cited to its public source. see the sample →
Starting points
What the output looks like.
Real sample deliverables from the Project Harborline run. Every figure carries the source it was read or computed from; every gap is flagged for your analyst, never filled. Open any file to see it in full.
These are the actual sample deliverables from one fictional deal, shown to demonstrate the format and the source discipline. On your own deal the numbers are yours, read from your documents — and any figure that can't be sourced is flagged in red, never invented.
Fits what you run
No new stack. It meets your tools.
Pursuit reads and writes the formats your firm already lives in. No migration, no new system of record.
If your committee runs on it, the output lands in it.
Ready to start
See it in your own format.
Your first skill run is free. No credit card.