Getting started with Reia

Reia is a deal workspace for live underwriting review. Use it to turn deal materials into source-backed assumptions, input updates, statements, dashboard output, graph context, working documents, and diligence questions.

The workspace is agentic: the Agent, Library, Inputs, Statements, Dashboard, Graph, and working documents are designed to work together. A question in the Agent can lead to source review, assumption updates, underwriting context, memo prose, and the next diligence question without leaving the deal workspace.

Run a first pass

Start with one live deal and one focused underwriting question.

1. Open a deal.
2. Upload source materials into the Library.
3. Open Processing and process the files.
4. Ask a focused question in "Ask about this deal."
5. Review the answer, action rows, and source references.
6. Ask Reia to update supported Inputs, explain Statements, inspect Dashboard output, trace Graph relationships, or draft a working document section when the next step is clear.

As the review develops, move between panels instead of restarting the work. Reia is built so the source material, underwriting view, Agent thread, Graph context, and memo work stay close to each other.

Good first questions

Good first tasks are narrow and reviewable.

Ask Reia to summarize the rent roll and call out missing fields, compare the T-12 to the broker's stated NOI, list assumptions that need source review, or draft the first diligence questions from the uploaded materials.

Better questions name the decision and the output. For example: "From the rent roll and T-12, identify the assumptions we can support now, cite sources, and list the items that still need diligence."

Agentic work does not require a perfect first question. Start with the underwriting decision you are trying to make, tell Reia which files or panels matter, and ask for the output shape you want. Reia can search evidence, inspect assumptions, trace relationships, and help move the result into a memo or review workflow.

Keep the trail reviewable

Treat the first pass as a review loop, not a one-time answer. Open the cited source when a number matters, inspect the Inputs that changed, use Dashboard for the current underwriting read, use Graph when relationships are unclear, and move durable conclusions into a working document.

Reia is designed to turn a static deal room into a live underwriting workspace. Start narrow, then let the workspace build momentum as more files, assumptions, and review notes become connected.