Before today — what I already built

This isn't a concept. It's already running.

What you're about to see, I built ahead of this meeting — from years in this industry and what I've learned about M2G: your own materials and a few conversations. Not from what we captured on the board just now. This is the foundation I'd start from.

See V1 of the OS →

And that's just the start

Imagine if we kept building this together.

That V1 came from my industry experience, one conversation with Fran, and the little I know about M2G Ventures — without ever touching your real data. Now picture it built shoulder-to-shoulder with every department — your actual workflows, your numbers, your systems. This is the floor, not the ceiling.

This gets built with you — every department, every voice, a real seat at the table.

Why it works

One database. Claude connected to all of it.

Your data lives in a dozen places today — Yardi, SharePoint, spreadsheets, inboxes — so no one sees the whole picture, and the AI has nothing solid to stand on. The OS pulls every deal, asset, lease, investor, dollar, and document into one place you own — and Claude connects to all of it. Ask anything and get a straight answer; let the AI act, because it can finally see everything.

The database is the asset. Everything else is built on it.

What it's worth

It doesn't just save time. It changes the company.

1

Hours back, every week. Claude drafts and reconciles in minutes what used to take days — close prep, reporting, memos, invoice coding.

2

Grow without growing headcount. Add doors and AUM while the team stays lean — more with the same people.

3

One source of truth. Every deal, asset, investor, and number in one place — "where do we stand?" answered in seconds.

4

An asset that compounds. M2G owns it, and it gets sharper every week — instead of renting software that doesn't.

The North Star

We pick one number — and move it.

The OS isn't a cost — it's enterprise value. Together, we name the one number ownership already lives by, set today's baseline, and build the OS to move it. Every spoke we ship ladders up to that number.

Your goal → the North Star → the OS moves it → enterprise value.

So — is there a number in mind?

Your existing stack

We don't rip anything out. We replace the painful parts.

The honest answer to the question everyone's already thinking:

✓

Keep Microsoft 365. Word, Excel, Outlook, Teams stay your daily tools — and your security boundary. The OS plugs right in; your data never has to leave Microsoft.

→

Replace the painful middle. The OS becomes your system of record — retiring the Yardi swivel-chair and the SharePoint-as-a-database sprawl, one spoke at a time.

⏱

No big-bang cutover. Yardi keeps running, frozen, as the fallback until each spoke is live and proven — then you retire it, on your timeline.

If we go in-house — the first 90 days

What 3 months looks like.

Month 1

Foundation

I embed with every team, map how M2G actually works, and ship your first working spokes — straight from the problems you named today. Real software you're using in weeks, not quarters.

Month 2

Replace the pain

Your data lands in one place, the most painful Yardi workflows retire, and AI agents take over what eats your team's time. The swivel-chair between systems disappears.

Month 3

It runs the firm

The OS is now the daily system — faster close, faster deals, agents on the routine. And it's never finished: every week we iterate, every week it's sharper.

⚡ First spoke live in week one 🔁 A fast, iterative loop — ship, react, refine 💸 A fraction of one enterprise contract 🔒 You own it all — code, data, system

We iterate every week — it only gets sharper.

The ask

Let's build M2G's OS — together.

Bring me in-house and I'll build this with you — department by department, shipping fast, value compounding across the whole firm. The last 12 months were about learning. Now it's time to build.