AI-driven underwriting

AI does the underwriting. You verify and edit every number.

Drop in a rent roll, a T12, or an Argus report pack and Pencil’s AI builds the model. Then every input and every output is a structured line item you can see, question, and change, by hand or alongside the AI. Nine asset classes, acquisition and ground-up, each with the conventions that class is actually underwritten on. No black box, no hidden cells.

14 days free. No card. Your deals export anytime.

Alder Flats96 units · Pro Formapurple = editable
Historical Operations
Pro Forma
Projection
T12
T3
In-Place
Year 1
Year 2
Gross Scheduled Rent
1,584,210
1,610,400
1,622,900
1,672,800
1,723,000
Vacancy Loss
(95,050)
(88,570)
(81,145)
(83,640)
(86,150)
Other Income
96,400
98,100
99,000
101,900
105,000
Effective Gross Income
1,585,560
1,619,930
1,640,755
1,691,060
1,741,850
Total Operating Expenses
(601,320)
(608,900)
(612,400)
(620,560)
(639,180)
Net Operating Income
984,240
1,011,030
1,028,355
1,070,500
1,102,670
Levered IRR
14.5%
Equity Multiple
2.08x
Yr 1 DSCR
1.31
9
asset classes, each with its own underwriting conventions
124
visible line items in a standard deal, every one traceable
0
add-ins needed: the export recalculates in plain Excel

Coverage

Nine asset classes. Nine sets of conventions.

Most tools give you one model and change the labels. A hotel is not an apartment building with different words on it. Pencil underwrites each class the way that class is actually underwritten, and every one of these is a real engine, not a template.

Multifamily

Unit-level rent roll, loss to lease, renovation programs with per-phase capex and post-reno rents, affordable set-asides.

Retail, industrial, office

Lease by lease with recoveries, market leasing assumptions, rollover and downtime. Import an Argus report pack and rebuild the model from it.

Hotel

The USALI cascade: occupancy and ADR to RevPAR, departmental profit by department, GOP, the two-part management fee, and the FF&E reserve where it belongs, below EBITDA.

Self-storage

Unit mix by size and climate tier, other income per lease event rather than per month, and the in-place to stabilized vacancy glide.

Build-to-rent

Horizontal lot work priced per lot and vertical homes priced per home, on their own schedules, plus the lease-up property-tax phase-in.

Data center

Capacity in kW instead of square feet, rents per kW per month, and the full pass-through expense structure colocation leases carry.

Ground lease

Leased fee, fee simple and leasehold valued side by side, with escalations, reversion, and the acquisition case on the leased-fee position.

Development, any class

Monthly draw schedule, capitalized construction interest, lease-up funding order, permanent takeout, and residual land value solved to a target spread.

Portfolios

Roll deals into one vehicle: DCF, direct cap and replacement cost side by side, weighted debt terms, and the minimum DSCR across the whole hold.

Intake

Drop in the file. The AI reads it.

Rent rolls and operating statements arrive in hundreds of formats: Excel, CSV, scanned PDF, two-row headers, charge codes, subtotal traps. Pencil’s AI reads them all into clean, structured rows and keeps every original line beside them as an audit trail you can check. It remembers how your shop maps each GL account, so the next statement classifies itself. Commercial rent rolls, rehab trackers, rentable-item directories and Argus report packs come in the same door.

march_rent_roll.xlsxt12_operating.pdfargus_report_pack.xlsxrehab_tracker_v7.xlsx
structured, source-linked rows
UnitTypeSFIn-PlaceMarket
1011BR/1BA6501,4251,495
1022BR/2BA9801,8901,975
1031BR/1BA6501,4101,495

Engine

Every number, visible and editable.

Nothing hides in a cell reference. Every input and output is a first-class line item in a live dependency graph, 124 of them in a standard deal. Change market rent, by hand or by asking the AI, and the recompute flows through vacancy, EGI, NOI, debt service, and IRR in order. Purple means editable, everywhere. And because Pencil exposes the whole model over MCP, you can drive it from your own AI assistant, not just ours.

Market RentGSREGINOILevered IRR
Edit by hand or ask the AI. Same model, same result.
Open to any AI over MCP. Drive Pencil from the assistant you already use.
Only the dependents recompute, in order. No #REF!, no silent breakage.
Fifty levels of undo. Named versions for every scenario.

Depth

The parts most tools leave to a side spreadsheet.

Promote structures, construction draws and risk analysis are where underwriting stops being arithmetic. They live in the model here, so they recompute with everything else.

Waterfalls and sponsor fees

Any number of tiers on IRR or equity-multiple hurdles, GP catch-up, co-investment, multiple LP classes, and the fee stack that actually gets charged: acquisition, asset management, disposition, financing. At-close fees raise the hurdle basis, annual fees reduce distributable cash, and the LP gross-to-net bridge shows what the fees cost.

Development, monthly

A budget with per-line draw curves, capitalized interest solved as a fixed point, lease-up income applied to carry, a permanent takeout sized to market or to payoff, and residual land value bisected to a target development spread. That last one prices the land for you.

Monte Carlo

Run thousands of trials across rent growth, exit cap, hard cost, absorption and schedule, with rent and cap correlated the way they move in life. You get a distribution, a probability of loss, and a tornado chart showing which assumption is actually driving the outcome.

Debt that behaves like debt

Multiple tranches with real lifecycles, interest-only rolling into amortization, sequential refinancings, four day-count conventions, variable-rate forward curves, and assumed loans that pay their original contractual payment. Lender yield, balloon, average life and duration are all reported.

Built by an underwriter

Written by someone who has to live with the numbers.

Pencil is built by a capital markets broker who underwrites and closes commercial real estate for a living, and it is built and tested on hundreds of institutional-quality models. Every convention in here came from a deal, not from a feature list: the reserve that belongs below EBITDA, the concession that is a function of length of stay, the horizontal costs that get quoted per lot, the promote that has to survive a partner reading it line by line.

That is also why nothing hides. An underwriter who has been handed a model they cannot open does not build one of those.

Details that decide whether a model is right
HotelFF&E reserve below EBITDA, not buried in opex
HotelFranchise fees on room revenue, not total revenue
Self-storageConcessions set by length of stay, not a guess
Self-storageOther income per lease event, annualized by turnover
Build-to-rentHorizontal per lot, vertical per home, own schedules
DevelopmentLease-up income applied to carry before equity
PartnershipAt-close fees raise the hurdle basis
DebtAn assumed loan pays its original contractual payment
Get any one of these wrong and the valuation and the debt coverage move together, in the same direction, without a warning.

What you are replacing

The tools you pay for were priced when this was hard.

Reading a scanned rent roll used to be the expensive part. It is not the expensive part anymore. Here is what that means for the two line items on your software budget.

redIQ, now Radix Underwriting

Our closest comparison, and the gap is the whole pitch. It reads a rent roll and a T12, standardizes them, and that is where it stops. Pencil reads the same files and keeps going: lease-level cash flows, debt that behaves like debt, waterfalls and sponsor fees, Monte Carlo, development budgets with draw curves, and nine asset classes rather than multifamily alone. Same intake. A fraction of the model.

Argus Enterprise

A near-monopoly since the 2000s, and two decades without competition shows. Desktop-shaped, licensed per seat, and the model file is a box your own portfolio questions cannot reach. Pencil does the lease-level work in a browser and exports a workbook that recalculates in plain Excel with no add-in. It also imports an Argus report pack, so you can run the two side by side and check us. Please do.

What we will not pretend to replace

Radix's other business is market data, and CoStar sells more of it. We do not sell data and we are not going to claim otherwise, because the moment we did you would stop believing the rest of this page. Keep the subscription that buys you comps. Stop paying for the one that buys you arithmetic.

Distribution

Send a model, not a PDF.

Share a link and the other side gets your live underwriting, no account required. They can change your assumptions in their browser and watch the returns move, which is the one thing a printed offering memorandum can never do. Your copy is untouched and you are not notified of their edits. If they want to keep their version, they save it into their own account and it becomes their deal, frozen at the numbers you sent. You choose which tabs the link can even show. And you see which assumptions your buyers pushed on, across every recipient, which is something a file emailed into a data room can never tell you.

Your sandboxchange any assumption to see your own numbers
Exit cap rate5.50%6.50%
Levered IRR18.4%14.1%
No account needed to open it or to model in it.
Save a copy and it becomes your deal, frozen where you got it.
The sender's model is never altered by your changes.
The sender sees which assumptions buyers moved, never your numbers.

Output

The workbook your committee can interrogate.

One click exports a branded seven-sheet model: Cover, Pro Forma, Assumptions, Debt, Rent Roll, Historicals, Returns. Every operating line is a real formula. IRR computes natively. Because the export is built from the same graph you underwrote in, your committee can trace any number back to its source, and change an exit cap or a growth rate in Excel to watch the whole model recalculate. When a lender or partner insists on their own template, Pencil can fill that workbook instead, to the dollar.

fx=IRR(Returns!C42:J42)
CoverPro FormaAssumptionsDebtRent RollHistoricalsReturns
Levered and unlevered cash flows feed a native IRR(). Exit value, debt service, and every operating row stay live. Edit a driver on the Assumptions sheet and the model recalculates in Excel, no add-in required.

Teams

One workspace for the whole shop.

Shared deals

Everyone on the team works the same pipeline, on a board or a list. Invite by link, assign roles.

GL memory

Classify a line item once and Pencil maps it the same way on every future statement.

Your chart of accounts

Reproduce your shop's exact operating statement layout: names, groupings, subtotals.

Portfolios

Blend deals into one vehicle, with a single promote over the combined cash flow rather than the sum of each deal's.

Underwrite the next deal with AI you can check.

Full access for 14 days, including a seeded demo deal you can break.