Get your tech and data AI ready

In an industry often slowed by tradition and a fear of change, we act as the catalyst for transformation. We replace hesitation with innovation, helping commercial real estate agencies navigate the modernisation journey to realise greater value with less friction.

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Meet the Founder

Leon Ballard MRICS

Over twenty years of commercial real estate experience across leasing, capital markets, valuation and technology, most recently founding and scaling Kato, a marketplace workflow and data platform, deployed across 15 international markets working with over 350 agencies.

The work isn't theory. It's a clear-eyed assessment of where your agency stands on tech, data and workflow as we enter the AI era - an honest, independent view of the gaps costing you time and instructions, and a practical roadmap to close them.

Strategy grounded in your commercial reality.

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    01 Discovery

    Technology and data audit, what's working, what isn't, what's missing

  • A collection of multiple computer hard drives arranged in a diamond shape on a white surface, with shadows cast around them.

    02 AI Readiness

    Assessing where AI can create genuine value across you data and in your workflows

  • A sleek, modern, circular device with a metallic finish, centered on a gradient background, featuring two small buttons or indicators at the top and bottom.

    03 Advice

    Strategy and roadmap prioritised with realistic timelines

  • Close-up of a sleek, metallic, curved surface with highlights and shadows, creating a modern, abstract appearance.

    04 Implimentation

    Hands-on guidance through rollout, so the strategy doesn't gather dust

Types of work

  • Configuring and connecting Claude as a core AI assistant across the team's day-to-day workflows, providing access to advanced language model capabilities for research, drafting, analysis, and client communication. Custom setup tailors the tool to commercial real estate use cases from the outset, accelerating time to value. Claude serves as the team's central AI layer, underpinning the wider technology evolution.

  • Embedding AI-assisted productivity directly into the team's existing Microsoft environment, enabling agents use CoPilot for document retrieval and drafting, scheduling, note taking and analysis. Structured prompt training ensures consistent, high-quality output relevant to commercial real estate workflows.

  • Setting up and integrating Granola across the team to automatically capture, summarise, and extract actions from client and internal meetings. Outputs are formatted consistently and routed to the relevant folder, ensuring nothing is missed and follow-up is tracked. This removes a time-consuming post-meeting task from agents, keeps client communication tight, and builds a searchable record of every conversation that can be drawn on for reporting, advice, and relationship management as well as making it available for AI reference.

  • Architecting neural network databases following Karpathy-inspired structuring principles - embedding your agency's knowledge directly into model-ready layers. Tokenised, vectorised, and semantically organised, your data becomes a living intelligence layer. Built flexible to any commercial goal, from acquisition pipelines to client intelligence, it thinks the way your business does.

  • Using AI to automate the underwriting of commercial real estate investment opportunities, abstracting key data from information memoranda a to produce a structured cashflow model and investment thesis report within minutes. The model is engineered to assess income profile, lease expiry, pricing, and return metrics, delivering a consistent analytical output that would otherwise take an agent several hours to produce manually. This enables agents to review, analyse, and present a greater volume of opportunities to clients with speed and rigour, strengthening both deal flow and the quality of investment advice.

  • Designing and engineering AI prompts for data extraction, cleaning and collation from lease and lease proforma source material. This brings consistency to how deal data is recorded, stored, augmented and used to deliver advise and generate opportunities.

  • Formalising the WhatsApp channel agents already rely on by connecting via Zapier to company database, creating automated sequences. Transforming informal communications into a structured, trackable workflow and data capture, ready for AI use.

  • Using AI to automate the drafting of Heads of Terms. The model is prompted with transaction-specific inputs to deliver clean, consistent drafts ready for review and issue. This removes a time-consuming administrative task from the deal process, allowing agents to move faster at a critical stage of the transaction.

  • Deploying AI to compare multiple iterations of Heads of Terms, identifying changes, flagging discrepancies, and summarising outstanding points of negotiation in plain language. This gives agents and their clients a clear, instant view of where terms have moved and what remains agreed or open, reducing the risk of errors. It accelerates the negotiation process and strengthens the quality of advice delivered at heads of terms stage.

  • Using AI to continuously monitor lease expiry, break clause, and renewal data, automatically flagging upcoming events and generating structured opportunity briefs for agents to act on before the market moves.

  • Crafting precision prompts grounded in real estate domain expertise - translating your agency's logic, language, and deal-making instincts into automated, agentic workflows. From leasing to investment briefs, every instruction layer is built to act, decide, and execute with the same judgment as your best operator.

  • Building bespoke, browser-based databases and dashboards that give agents and clients a live, visual layer over their data - from deal pipelines and lease expiry schedules to market activity and portfolio performance.