Pyxis AI FAQ: AI Software for Commercial Real Estate

AI-powered OM ingestion converts information contained in an Offering Memorandum into structured deal data that can be reviewed and used downstream. Pyxis is designed to bring property information, rent roll data, lease details and financial inputs into the acquisition workflow instead of requiring teams to manually re-key the information into separate systems.

Pyxis can use the Offering Memorandum as a source for property financials, rent roll information, tenant and lease information, operating data and other acquisition inputs. The structured data becomes part of the property record and can support the evaluation and underwriting process.

Yes. Pyxis is designed to read and validate imported property data and surface missing or incorrect information for review before the property advances through the acquisition process.

Instead of treating the OM as a one-time document, Pyxis keeps the structured property information connected to the deal as it progresses through evaluation, underwriting, due diligence and ultimately property operations.

Commercial real estate underwriting software helps investment teams evaluate a property’s expected financial performance using assumptions around income, expenses, financing and returns. Pyxis supports scenario-based analysis across these inputs so teams can evaluate an opportunity within the same deal record used throughout acquisition.

Pyxis models property income, operating expenses, debt and investment returns and provides consolidated financial outputs for deal evaluation. The module also supports multiple scenarios so teams can compare different assumptions such as purchase price, financing terms or fees.

Yes. Multiple pro forma scenarios can be modeled independently and compared side by side, allowing teams to test different acquisition assumptions without changing the base scenario.

Yes. The goal of Pyxis is to keep the financial record connected as the property moves through acquisition and closing instead of recreating the model in disconnected systems. Approved pro forma outputs can also feed downstream workflows.

Yes. Pyxis provides an LOI workflow tied directly to the property record, allowing deal teams to capture seller information, signing details and the associated LOI document while keeping the offer connected to the acquisition.

Yes. The PSA workflow allows the deal team to manage the agreement, seller details and signature requirements. Once the PSA is executed, the property can advance into the Under Contract stage of the acquisition lifecycle.

Pyxis includes embedded PDF and e-signature capabilities designed to let users create, edit, fill and execute transaction documents without moving the workflow into a separate system.

Commercial real estate due diligence software gives acquisition teams one place to manage the financial, legal, physical, environmental and operational reviews required before closing. Pyxis centralizes structured due diligence data, documents and completion status against the property record.

Pyxis organizes due diligence into defined workstreams and lets teams capture structured information, upload supporting documents and track completion. Different team members can work across categories concurrently while the system surfaces incomplete items before closing.

Yes. Due diligence services can be assigned responsible users and due dates, helping teams track outstanding work rather than managing the process across spreadsheets and email threads.

Yes. Documents can be stored against the relevant due diligence category or tenant/unit record and are also available from the deal-level document view.

Yes. The due diligence categories are independent, allowing different team members to complete separate workstreams concurrently.

Pyxis carries the deal record from due diligence into closing and provides pre- and post-closing checklist capabilities for tracking outstanding deliverables and conditions.

Closing documents can be kept within the contextual document record for the property, including settlement, loan, title and other closing-related information. This helps preserve the transaction history after the asset becomes operational.

The property record continues into operations rather than forcing teams to rebuild the asset in a separate system. This is a central part of the Pyxis acquisition-to-disposition model.

Commercial real estate disposition software helps asset teams manage the process of preparing a property for sale, working with prospective buyers and completing the final transaction.

Pyxis organizes disposition around three connected stages — Asset Marketing, Buyer Negotiation and Exit Settlement — allowing the asset’s existing information to remain connected as ownership prepares for and completes a sale.

The Pyxis disposition model includes buyer LOI/PSA management followed by disposition settlement, including the closing statement, sale proceeds and asset closeout.

AI-powered lease abstraction uses artificial intelligence to identify and structure important information from commercial leases instead of relying entirely on manual review. Pyxis Document Intelligence can extract information such as base rent, escalation schedules, recovery structures, renewal options, termination provisions and other key lease terms.

Yes. Pyxis is designed to analyze the full lease stack, including the original lease, amendments and side letters. It can identify when later documents override earlier terms and surface contradictions between versions.

Yes. Users can ask lease questions in natural language, such as the escalation schedule for a suite or whether a specific clause exists, without manually searching through the entire document stack.

Yes. Document Intelligence is designed to identify the document and specific source section behind the answer so users can verify the information against the underlying lease rather than relying on an unsupported AI response.

The Pyxis workflow is designed for document intelligence to follow the asset across due diligence, acquisition and ongoing management, reducing the need to recreate the abstraction at each lifecycle stage.

Rent escalations are contractual increases to a tenant’s rent over the lease term. They may occur on scheduled dates and can directly affect future rental income and property forecasts.

Pyxis extracts escalation schedules from source-level lease information and carries those schedules into the property’s operational data rather than requiring teams to maintain a separate rent escalation spreadsheet.

Yes. The Pyxis workflow is designed to carry validated rent escalation information through CTI-related property data and into property budgeting and forecasting so future revenue assumptions remain grounded in the lease.

CAM, Tax and Insurance — or CTI — settings define how recoverable property expenses are allocated to and collected from each tenant. These rules can vary significantly by lease and may include different percentages, caps, base years, exclusions and administrative fees.

Pyxis stores CTI rules at the tenant level and uses them to determine how expenses should be allocated and recovered. Settings can include administrative fees, effective years, GL-level overrides and different capping rules.

Yes. CTI configurations are tenant-specific because recovery obligations come from each tenant’s lease. Pyxis can therefore apply different allocation and recovery rules to different tenants within the same property.

Yes. The CTI configuration supports different capping methods, category-level recovery rules and base-year logic used to calculate tenant obligations.

CTI settings provide the tenant-specific recovery rules that are combined with lease information and final General Ledger expenses during CAM reconciliation.

CAM reconciliation is the process of comparing the Common Area Maintenance expenses billed to a tenant during the year with the tenant’s actual share of recoverable property expenses. The year-end difference determines the tenant’s reconciliation amount.

A CAM reconciliation system combines property expenses with each tenant’s lease-specific recovery rules. Pyxis brings together General Ledger data, CTI settings and tenant lease information to calculate tenant-level expense allocations and reconciliation statements.

Pyxis can organize GL expenses, allocate recoverable costs using pro-rata or custom rules, apply administrative fees, caps, base-year stops and other adjustments, and generate tenant-level reconciliation statements.

Yes. Tenant-specific CTI configurations allow recoveries to reflect individual lease requirements rather than applying one property-wide assumption to every tenant.

Yes. Pyxis includes a workflow in which CAM analysis can be prepared and submitted for review, with assigned approvers able to approve or reject statements.

Yes. Reconciliation statements can be generated at the tenant level, and the CAM module also supports tenant statement downloads.

CRE budgeting and forecasting software helps property, asset and finance teams plan future income and expenses, incorporate actual financial results as they become available and compare expected performance against the original budget.

Pyxis supports property budgets with property- and tenant-level views. Budget assumptions can include inflation and category-specific overrides for areas such as Rent, CAM, Tax and Insurance.

Forecasts are built on a locked source budget. As monthly actuals become available, closed months use actual results while remaining periods continue to use forecast and budget methodology, giving teams an updated full-year outlook.

Yes. Forecast values can be updated, with changes applied either to a single month or carried forward into remaining periods. The system also maintains change notes and history for forecast revisions.

Variance analysis compares the original budget with actual financial performance and the current forecast. Pyxis provides a three-way Budget, Actuals and Forecast comparison, including dollar and percentage variances.

Yes. The Pyxis model is designed to connect tenant-level Rent, CAM, Tax and Insurance information to the property budget rather than treating lease and budgeting data as separate workflows.

Certificate of Insurance tracking software helps property teams monitor whether vendors and tenants maintain required insurance coverage and whether their certificates are current. Pyxis brings insurance status together with TIN and OFAC compliance information in one property-level workflow.

A user can upload a vendor’s COI and Pyxis reads information such as insured details, coverage lines and policy dates. The coverage can then be checked against the requirements established for that vendor.

Yes. Reusable requirement templates can define the minimum coverage needed for different categories or risk levels, including General Liability, Auto, Workers’ Compensation and Umbrella coverage.

Yes. Coverage can be viewed against property-management requirements and the requirements contained in the relevant lease or contract, allowing teams to see where actual coverage falls short.

Pyxis flags missing or insufficient coverage for review. The workflow can reject a non-compliant certificate and request an updated certificate from the vendor, and can place the vendor on payment hold until coverage is verified.

Yes. The compliance dashboard includes certificate expiration information so property teams can identify coverage that is approaching expiration before it becomes a compliance or payment issue.

Yes. Vendor compliance status can include tax-identification verification, insurance status and OFAC sanctions screening in the same property-level dashboard.

Yes. The vendor workflow allows vendors to provide business information and submit a COI directly or route the request through their insurance agent.

Pyxis is designed to keep ongoing asset operations connected to the same property record used during acquisition. Property-management capabilities include tenant relations, work orders, facilities operations and vendor management.

Pyxis includes accounting workflows around rental income, General Ledger codes, accounts payable/accounts receivable and financial reporting.

Keeping accounting data within the operating platform means General Ledger and actual financial information can support workflows such as CAM reconciliation, budgeting, forecasting and variance analysis rather than being treated as isolated data.

Real estate fund administration software helps sponsors manage the operational lifecycle of an investment fund, including formation, investor commitments, compliance, capital activity, distributions and reporting.

Pyxis supports fund formation by organizing entity setup, fund structure and fund documentation within the fund-management portal.

Yes. Pyxis is structured around the progression from fund formation and offering through subscriptions, capital activity, distributions and ongoing fund analytics.

Pyxis supports the offering stage with offering documents, investor outreach and portal setup, allowing the investment opportunity to connect directly into the investor onboarding and subscription process.

Yes. Pyxis includes review and approval workflows for investor allocation and commitment activity as part of the fund lifecycle.

Yes. Pyxis includes subscription workflows together with embedded PyxisPDF and PyxisESign capabilities for working with and executing documents inside the platform.

Investor onboarding software helps GPs collect and manage the information and documents required to bring a new investor into a fund.

The Pyxis investor-facing portal supports account creation, investor setup, KYC and accreditation as part of the onboarding process.

Pyxis supports investor types including individuals, entities, joint accounts and SDIRAs.

Know Your Customer and Anti-Money Laundering processes help investment managers establish and maintain identity and compliance records for investors participating in a fund.

Yes. Pyxis includes identity verification and compliance screening as part of the investor and fund-management workflow.

Pyxis is designed to keep KYC/AML records within the broader investor and fund lifecycle rather than managing them as a disconnected process.

Capital call software helps fund managers calculate, communicate and track capital requested from investors based on their fund commitments.

Pyxis supports capital call scheduling and tracking as part of fund operations.

The investor portal supports online payment workflows, including ACH and wire/payment-confirmation processes.

Fund distribution software helps sponsors calculate and execute the allocation of fund proceeds among investors according to the applicable ownership and distribution structure.

Yes. Pyxis includes tiered/waterfall calculations and distribution execution as part of the fund-management workflow.

Pyxis investor workflows include NACHA-based cash distributions directly to investors.

Yes. Pyxis includes DRIP — a Cash Distribution Re-Investment Plan — as part of the investor workflow.

Real estate fund reporting software consolidates fund-level performance information and investor reporting so GPs can communicate results without rebuilding reports across disconnected systems.

The Pyxis Fund Analytics Dashboard is designed around fund performance metrics, IRR and investor reporting.

Yes. The investor portal supports fund documents such as quarterly reports, financial statements and notices.

Yes. Pyxis supports investor tax-document delivery, including K-1s and 1099s.

A real estate investor portal gives LPs a secure place to complete investment workflows and access information related to their investments, payments and documents.

Pyxis supports investor onboarding, subscriptions, executed documents, online payments, distributions, tax documents, fund reports and other investor-facing workflows from one portal.

Yes. Embedded PyxisESign supports electronic execution of investor documents without requiring a separate e-signature workflow.

Yes. Pyxis provides access to tax documents, quarterly reports, financial statements and investor notices through the investor-facing workflow.

Pyxis includes an internal marketplace designed to support transfers and transactions involving investor interests.

The internal marketplace is intended to support secondary-market transfer and trade workflows for investor interests.