Coadan ingests your loan documents, builds your AM workbook, surfaces what's slipping, and writes the quarterly narrative — in minutes, not days.
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. Every covenant test, every draw review, every reporting deadline — 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. So the AM gets their judgment back.
Built for funds that need institutional-grade asset management, 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. No sales engineering team, no multi-year contract required, no six-month onboarding.
Every feature below is deployed and running against live loan data, not a demo environment. The walkthrough below uses a representative bridge loan with full documentation and quarterly reporting. Want to see it on your own documents? That's available too, under NDA, whenever you're ready.
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, auditable, and tunable. Every NOI, DSCR, LTV, and exit number across every tab flows from the same monthly projection. Methodology explainers on every computed value.
Enter your portfolio. The calculator returns annual value, payback period, and growth capacity in real time.
Coadan handles your loan documents and financial data. Here's how that data is stored, who can access it, and what we do and don't do with it.
Email me directly. I'll set up 30 minutes, walk through the demo on a fictional loan first, then run your documents through it if you bring some.
