Use Cases

Built for Everyone Who Analyzes Commercial Real Estate

Whether you're an individual investor analyzing your first deal or an institutional team managing a 50-property portfolio, Compass gives you the same analytical power — scaled to your needs.

Individual Investors

Analyzing Your First (or Fifth) Deal?

You found a 12-unit strip center or a 30,000 SF office building. The broker sent a trailing-12 expense sheet and a rent roll. Now what?

Compass walks you through every input — property details, expenses, tenants, market assumptions, financing — with tooltips explaining each field in plain English. No CRE degree required.

Guided workflow — 10-page input wizard ensures nothing is missed

Excel import — upload the broker's expense sheet directly

Instant reports — operating statement, KPIs, risk score in seconds

Free during beta — full access, no credit card

Typical Workflow

  1. 1. Create property → enter address, building size, purchase price
  2. 2. Upload expense Excel from broker
  3. 3. Enter rent roll (current tenants, rents, lease dates)
  4. 4. Set market assumptions (vacancy, TI, leasing commissions)
  5. 5. Add financing terms (loan amount, rate, amortization)
  6. 6. View Reports — NOI, DSCR, IRR, risk score
  7. 7. Share with your lender or equity partner

What You Get

Organization & Teams

Invite analysts, assign properties, control access per user.

Property Sharing

Share properties with investors or partners — per-page visibility controls.

15+ Properties

Professional plan supports up to 15 properties and 5 editor seats.

ML-Calibrated Forecasting

Historical actuals train the ML engine — your forecasts improve over time.

Audit Trail

Every change is logged. Activity history per entity across the entire property.

Boutique CRE Firms

5–15 Properties. A Team of 2–5.

You manage a portfolio of office buildings, retail centers, or mixed-use properties. Your team is lean — every analyst needs to be productive from day one.

Compass replaces the patchwork of Excel spreadsheets, shared drives, and manual processes with a single source of truth for every property. Your team collaborates in real-time with role-based access control.

Multi-user — owner, admin, analyst, viewer roles

Property sharing — send view-only links to investors with page-level controls

Portfolio-wide risk — compare risk scores across properties

Institutional Analysts

Tired of Paying $15,000/Seat for ARGUS?

ARGUS Enterprise is the industry standard — and it should be. But at $15,000+ per seat per year, it's hard to justify for every analyst, especially for preliminary deal screening and scenario analysis.

Compass gives you ARGUS-grade proforma modeling — the same DCF methodology, the same recovery calculations, the same operating statement output — at a fraction of the cost. Use it alongside ARGUS for secondary analysis, or as a complete replacement for smaller deals.

ARGUS-compatible — same DCF methodology, recovery logic, and output format

Waterfall distributions — 4-tier GP/LP structures with catch-up and promote

Dual returns — going-forward and since-acquisition metrics with lease coverage gating

Exit scenarios — IRR, NPV, equity multiple for every exit year

Compass vs ARGUS Enterprise

Compass ARGUS
Price per seat~$100/mo$15,000/yr
Setup timeMinutesDays–Weeks
DCF Analysis
Recovery Calcs
ML Forecasting
Risk Scoring✅ (15 factors)
Waterfall Modeling
Property SharingLimited

Plans for Every Stage

Starter

Individual investors

  • • 2 properties
  • • 1 editor seat
  • • 4 analyses/month
  • • Full proforma engine

Professional

Small firms & teams

  • • 15 properties
  • • 5 editor seats
  • • Unlimited analyses
  • • Property sharing

Enterprise

Institutional teams

  • • Unlimited properties
  • • Unlimited seats
  • • Unlimited analyses
  • • Priority support

All plans include full access during beta. No credit card required.

Ready to Build Better Proformas?

Join the beta and get full access to every Compass feature — proforma engine, ML forecasting, risk scoring, waterfall modeling, and more.

No credit card required. Full access during beta.