Deal Workflow Platform

From intake
to decision-making
in one workflow.

Totus starts with a few core inputs, enriches deals automatically with geodata and initial signals, and then guides teams through overview, pipeline, and deep analysis toward a clear next action.

View workflow → Request Demo
Workflow – Fasanenstraße 76/77 ● Under review
Status
Inbox → Overview
Automatically enriched
Geo + Infrastructure
Next step
Deep Analysis
Workflow
Pipeline ready
Deal Journey Inbox → Archive
Overview
clear next step
Pipeline
movable & clean
The problem

Excel chaos, fragmented data,
subjective decisions.

The real estate market still runs on outdated tools. Initial deal reviews are time-consuming, non-standardized, and often error-prone.

📊

Excel sprawl

Every company builds its own models — opaque, error-prone, and hard to compare.

🔗

Fragmented data

Market data, brochures, and location information are scattered across dozens of sources.

🤖

AI without control

New AI tools promise a lot but often deliver black-box outputs without traceability.

New workflow

A deal now moves
through a clear process.

The focus is no longer on isolated feature modules, but on an intuitive deal flow: capture quickly, enrich automatically, decide in the overview, move cleanly through the pipeline, analyze more deeply only when needed, and archive in a structured way at the end.

Step 01

Inbox & Intake

Enter deals manually, upload a PDF brochure, import in bulk via CSV, or forward exposés by email. Claude Vision auto-extracts property data and stages everything for review — zero manual entry required.

Step 02

Automatic enrichment

Totus automatically adds geodata, infrastructure signals, and initial context so teams can work with more than raw inputs right away.

Step 03

Overview & Decision

Score, yield, status, and AI assessment at a glance. Tag every deal Go, Review, or No-Go with structured reasons. An executive dashboard shows pipeline health and portfolio KPIs.

Step 04

Pipeline & Kanban

Deals move through five clear stages: Initial Review, LOI, Due Diligence, Payment Terms, and Closed. Assign team members, set priorities, and present deals in fullscreen with synced meeting notes.

Step 05

Deep Analysis

DCF underwriting, sensitivity analysis, AI-generated assessments, IC-grade decision memos, and side-by-side deal comparison. Deep analysis only where it creates real value.

Step 06

Archive

Completed, paused, or rejected deals land cleanly in the archive instead of emails, folders, or forgotten Excel files.

Totus inbox with quick capture and brochure import
Inbox

Capture a deal quickly

The inbox accepts deals from four channels: manual entry, PDF upload, CSV batch import, and email forwarding. Claude Vision handles extraction — your team reviews and decides.

Totus overview with status, score, and next action
Overview

Decide first, dive deeper second

The overview aggregates financials, screening results, risk flags, and AI assessment into one decision view. Configure screening criteria per workspace — deals are auto-evaluated against your rules.

Totus pipeline with stages and deal allocation
Pipeline

Manage the process cleanly

Pipeline and Kanban with five stages, team assignment, priority flags, and a Presenter View for live meetings. AI cleans your meeting notes into professional bullet points after every call.

Why this is stronger

Totus now feels like a deal workflow system — not just an analysis tool.

The new interface makes it clear that Totus covers the full path: from fast first capture through automatic enrichment to operational control and deeper analysis only where it is truly needed.

  • Less friction at the start
  • A clearer next step for every deal
  • Clean transitions into pipeline and Kanban
  • Deeper analysis only for relevant assets
  • Archive instead of data loss in side systems
CRM & Contacts

Every relationship
in one place.

Track brokers, contacts, companies, and tenants. Link contacts to deals with defined roles. Manage lease rolls extracted from PDFs. No more scattered contact lists across emails and spreadsheets.

Contacts

Brokers & Companies

Manage broker relationships, company records, and contact details. Contacts are linked to deals with roles — originator, seller, broker, or advisor.

Tenants

Lease Intelligence

Extract rent rolls from PDF exposés. Track tenants, lease terms, expiry dates, and passing rent per unit. Normalized records prevent duplicates across deals.

Screening

Deal Screening

Configure screening criteria per workspace. Deals are auto-evaluated against your rules — flag what does not fit before you spend time on it.

AI Capabilities

AI handles extraction, analysis,
and formatting. You make the decisions.

Every AI output in Totus is paired with confidence scores and source evidence. No black-box results — transparent, auditable, and always overridable by your team.

confidence: 0.94
Vision

Claude Vision OCR

Upload a PDF exposé and Claude Vision extracts every property field — address, price, area, tenant data, financials — with per-field confidence scores.

Assess

AI Deal Assessment

Full AI-generated investment assessment with IRR analysis, risk identification, strength and weakness evaluation, and value driver analysis.

Report

IC Memos & Summaries

Auto-generated investment committee memos and deal summaries. Chain-of-thought reasoning that explains the assessment, not just the conclusion.

Notes

Meeting Note Cleanup

AI formats raw meeting notes into clean, grouped bullet points with action items. Review, approve, and append to the deal record in one click.

SmartLayer Intelligence

The intelligence layer that grows with every deal.

SmartLayer is not a feature. It is what Totus becomes over time — a proprietary database of real estate intelligence that compounds as deal teams use the platform. More deals. Better comparables. Sharper decisions.

Not an opaque AI model. Every score, every band, every comparable reference is derived from real transactions in your database — and can be inspected, traced, and audited.

Explore SmartLayer →
The SmartLayer flywheel
Smart
Layer
Deals enter
Data enriched
Comparables grow
Scores sharpen
Decisions improve
Teams learn
01

Structured Deal Data

Every deal that enters the inbox adds structured data to the platform. Over time, this creates a proprietary database no one else can buy.

  • Standardized deal capture
  • Brochure parsing & extraction
  • Consistent metrics across assets
  • Audit-ready data trail
02

Location Intelligence

Geospatial data layers enriched automatically. Infrastructure, demographics, micro-location signals — without manual research.

  • Public transport proximity
  • Retail & amenity scoring
  • Demographic composition
  • Infrastructure development signals
03

Comparable Intelligence

As the deal database grows, so does the quality of comparable analysis. Totus learns what "similar" means in your specific strategy.

  • Strategy-specific comparable sets
  • Yield band calibration
  • Risk scoring over time
  • Portfolio-level pattern recognition
Roadmap

Three phases toward
a structural competitive advantage.

Phase 1 – Priority 1

Screening & OCR

Fast deal intake and indicative screening. Pre-screen deals in minutes instead of days.

Screening logic Back-of-the-envelope calculation OCR integration Data storage
Phase 2 – Priority 2

Valuation engine

Institutional-grade detailed analysis with robust core valuation directly in the system.

Residual value model DCF structure Scenario analyses Financing logic
Phase 3 – Priority 3

Database & scaling

Build the structural competitive advantage through data intelligence and continuous improvement.

Scraping Comparables-DB Risk algorithms AI assistant
Why Totus

Four pillars that make
the difference.

⚡

Speed

From brochure input to deal score in minutes. Screening first, detail second.

🔍

Transparency

Rule-based logic instead of a black box. Every calculation is traceable and reviewable.

📈

Data quality

A proprietary structured market data base with comparables, location scores, and benchmarks.

🧩

Modularity

Use only what you need. From fast screening to full valuation.

Pricing

Plans for screening, team workflow, and governance.

Three plan-aware subscriptions with role-based access, feature gating, and separate edit versus viewer seats.

Solo

Screener

€249 / month

For solo operators and very small teams that need fast intake, enrichment, and a first verdict.

  • 1 edit seat + 1 viewer seat
  • Inbox, overview & quick screen
  • Core underwriting, comparables & PDF export
  • Sensitivity, OCR, Kanban and API locked
Professional

Professional

€399 / month

For teams that move from overview into deep analysis, location intelligence, and pipeline control.

  • 3 edit seats + 5 viewer seats
  • Everything in Screener
  • Deep analysis, OCR, Kanban, archive & Excel export
  • Unlimited active deals
Enterprise

Enterprise

from €699 / month

For platforms that need governance, API access, and multi-team workspace control.

  • 8 edit seats + 20 viewer seats
  • Everything in Professional
  • API, governance, white-label & integrations
  • Custom seat extensions supported

Ready for structured
real estate decisions?

Book a demo and see how Totus transforms your investment process.

Request Demo →