AI-Driven Investment Reporting

An AI-powered custom web application that reinvents report generation, efficiently interpreting property performance data, and delivering in-depth insights to investors with unprecedented accuracy and speed.

AI-Driven Investment Reporting

The Client

DB Capital Management is a Colorado-based private equity group specialized in multifamily assets investment. Through exhaustive market research and a keen focus on select nationwide markets, DB Capital Management ensures long-term growth and attractive investment fundamentals for its investors.

The Challenge

DB Capital Management dealt with a significant challenge in generating accurate and informative quarterly property performance reports. This labor-intensive process involved manual extraction of a plethora of property data from their property management platform, transposing the extracted data into Google Sheets, and eventually compiling individual reports for each property. This method was prone to potential errors and could result in inconsistencies in report formatting. Furthermore, as DB Capital Management’s portfolio expanded, the manual handling of an increasing volume of data complicated their reporting generation process even more. The challenge was to find a solution that could automate this process efficiently, ensure consistency in the reports, and minimize the risk of errors.

The AI-Powered Solution

Materialize developed an AI-powered solution using the OpenAI API to meet DB Capital Management’s needs. This solution fully automated the key stages of the report generation process. The AI-powered system linked up with the property management platform, efficiently handled automated data extraction, performed data preprocessing into a usable format, and generated insightful content-filled reports every quarter. Besides this, the AI ensured the consistency of report formats and eliminated possible human errors, leading to significant improvements in the efficiency, uniformity, and precision of every report generated. This substantial upgrade in DB Capital Management’s reporting process resulted in an overall enhancement in their data management and investor communication.

Services We Provided

+ Product Strategy

+ Product Design

+ Generative AI

+ Web App Engineering

+ On-Going Support


+ Web


Tech Stack

+ Figma


+ Node.js

+ ReactJS

+ Next.js

+ Vercel

+ OpenAI

+ Google APIs


+ Docker


+ Unit Testing


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Boosting investor relations with swift, intelligent, and reliable investor reporting.

By utilizing AI technologies, we delivered a solution that revolutionized how DB Capital Management interacts with its investors. The automated reports, marked by remarkable speed, high accuracy, and compelling presentation of information, not only fortified investor relations but also reflected the commitment of DB Capital Management to leverage cutting-edge technologies for operational excellence.

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Crafting an engaging user-centric experience with focused design and development.

While the AI-driven automation formed the core of the solution, we also focused heavily on the end-user experience. We designed and developed an intuitive interface that made it easy for DB Capital Management to interact with the system, manage data, and focus on their strategic decision-making. Furthermore, our solution facilitated scalability, supporting DB Capital’s growth by smoothly handling increasing data volumes and complexity in reporting.

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Your Next Great App Awaits

Let’s discuss how Materialize Labs can help bring your project to life.