Coadan reads your loan documents, builds the AM workbook, flags what's slipping, and drafts the quarterly narrative. The rebuild that used to take days takes minutes.
Institutional-grade tooling without the enterprise sales cycle or six-figure minimums.
Spent four years as an asset manager at a nationwide middle-market CRE bridge debt platform. Managed a portfolio of 40+ active loans, hundreds of millions in active balance, across funds totaling over $1B AUM.
"Every quarter I stopped what I was doing and re-underwrote 40+ loans. Every week I rebuilt the briefing for the company meeting. Covenant tests, draw reviews, reporting deadlines: all of it lived in spreadsheets I rebuilt by hand."
The work that actually required judgment (workout strategy, borrower negotiations, exit positioning) was the work I had the least time for. Coadan automates the parts that were always automatable: extraction, aggregation, projection rollforward, narrative drafting. The AM gets that time back.
Built for funds that need serious asset management infrastructure, whether that's a $200M platform that can't justify a full enterprise contract or a $1B fund that doesn't want a 12-month implementation. There's no sales engineering team to route you through and no multi-year commitment to sign.
Every feature below is deployed and running in production. The walkthrough below uses a representative bridge loan with full documentation and quarterly reporting. If you'd rather see it run against your own documents, that can be arranged under NDA.
Coadan re-underwrites every loan month-by-month from the current period through payoff. Forward rent roll (lease expirations, renewals, lease-ups). Renovation pipeline timing. Forward debt service with SOFR curve, rate caps, capex draws. Stabilized value, exit proceeds, refi feasibility.
The same methodology institutional asset managers run in Excel, automated and auditable, with every assumption tunable. Every NOI, DSCR, LTV, and exit number across every tab flows from the same monthly projection, and every computed value carries a methodology explainer.
Enter your portfolio. The calculator returns annual value, payback period, and growth capacity in real time.
Coadan handles your loan documents and financial data. The overview below covers where that data lives, who can reach it, and what we do and don't do with it.
Email me directly. I'll set up 30 minutes, walk the demo on a fictional loan first, then run your own documents through it if you bring any.
