CREFI is the AI-powered underwriting and fundraising platform for Commercial Real Estate. Find properties, analyze deals, and generate deal packages in seconds.
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From deal sourcing to investor outreach, CREFI streamlines every step.
Stop juggling emails, spreadsheets, and shared drives. CREFI's Deal Inbox centralizes all incoming opportunities with AI-powered sorting, qualification, and prioritization.

Upload rent rolls, T-12s, and OMs - watch your model populate automatically. CREFI extracts data with 99% accuracy and maps it directly to your Excel templates.

Visualize your pipeline on interactive maps. Access real-time market data, comparable sales, rent comps, and submarket analytics, all integrated into your workflow.

Generate polished investment memos, IC packages, and one-pagers directly from your underwriting. Customizable templates match your firm's style and standards.

Reach lenders and investors with personalized, automated outreach. CREFI matches your deals with 10K+ capital sources and manages the entire communication workflow.

Ask questions in plain English. Get instant insights from your data.
Found 3 Phoenix deals from 2024: • Scottsdale Gardens: 5.25% exit cap • Mesa Pointe: 5.50% exit cap • Tempe Crossing: 5.00% exit cap Average exit cap assumption: 5.25%
Use Cases
Everything you need to know about CREFI.
CREFI is an AI-powered platform that streamlines the entire commercial real estate workflow, from deal intake and underwriting to capital matching and closing. We help sponsors package deals faster and connect them directly with matched capital sources, while giving lenders standardized, pre-qualified deal flow.
CREFI connects directly to your existing Excel underwriting models. When you upload deal documents (rent rolls, T-12s, OMs), our AI extracts the data and populates your model automatically. No re-entry, no formula errors. It also flags inconsistencies and identifies value-add opportunities you might have missed.
CREFI maintains a database of 10,000+ capital sources with detailed investment criteria. When your deal is packaged, we match it against lender preferences: loan size, property type, markets, leverage limits, and structure. Your package goes directly to the right inboxes, not a generic portal.
CREFI integrates with the tools you already use: Microsoft Excel, Outlook, OneDrive, Yardi, RealPage, MRI Software, CoStar, Salesforce, Slack, and more. We also connect to cloud platforms like AWS, Google Cloud, and Snowflake for enterprise data needs.
Yes, security is our top priority. CREFI uses enterprise-grade encryption, SOC 2 compliant infrastructure, and maintains full audit trails. You control access permissions, and we never share your proprietary data. Your deal information stays yours.
Most teams are up and running within 24-48 hours. Our onboarding team helps you connect your Excel models, set up integrations, and customize the platform to your workflow. No technical expertise required.
CREFI learns from every document you upload: rent rolls, operating statements, market reports, and more. Ask questions in plain English like 'What was our exit cap assumption on Phoenix deals last year?' and get instant answers. It's your institutional memory, accessible conversationally.
CREFI offers flexible pricing based on deal volume and team size. All plans include AI-powered underwriting, capital matching, memo generation, and dedicated customer success. Contact us for a custom quote tailored to your workflow.
Join the teams already using CREFI to work smarter.
CREFI is a software platform, not a lender, investor, or broker.
Upload your docs and let CREFI handle the rest.
Even if they're messy — PDFs, Excel, scans
Investor-ready in minutes, not days
NOI
$1.42M
DSCR
1.28x
LTV
72%
Cap Rate
5.8%
Sources
Uses
10K+ capital sources, filtered to your deal
Arbor Realty
Multifamily • $10-25M • TX/AZ
match
Ready Capital
Bridge • Value-Add • Southwest
match
Mesa West
$15M+ • Stabilized • Major MSA
match
Stay on track from term sheet to funding
Drag and drop your rent rolls, T-12s, PCAs, and offering memorandum. Our AI extracts data from PDFs, Excel files, even scanned documents.
Connect your existing tools—CREFI fits into how you already work.

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“We went from document chaos to investor-ready in a day—and got faster, cleaner feedback from capital sources at half the cost.”