Unlock Asset Intelligence
across your portfolio.

Formality powers the agentic AI for Real Estate and Infrastructure.

Trusted by
Trusted by
Trusted by

Use Cases

Built for every team managing real assets.

Investment

Investment

› Parse broker memos against your thesis, no manual extraction

› Generate IC decks and LOIs straight from deal data

› Walk into the data room with a full risk matrix, ready before signing

› Parse broker memos against your thesis, no manual extraction

› Generate IC decks and LOIs straight from deal data

› Walk into the data room with a full risk matrix, ready before signing

Asset Management

Asset Management

› Keep your rent roll clean and never miss a critical lease event

› Track KPIs vs budget in real time, by asset and by fund

› Cut time-to-sign by eliminating every handoff between offer and executed lease

› Keep your rent roll clean and never miss a critical lease event

› Track KPIs vs budget in real time, by asset and by fund

› Cut time-to-sign by eliminating every handoff between offer and executed lease

Property Management

Property Management

› One source of truth for all leases, mandates and service contracts

› Push contract data straight to billing, zero rekeying, zero errors

› Accurate rent statements every time, indexations included

› One source of truth for all leases, mandates and service contracts

› Push contract data straight to billing, zero rekeying, zero errors

› Accurate rent statements every time, indexations included

Legal - Contract Management

Legal - Contract Management

› Every deviation from your playbook flagged automatically

› Any contract, template or amendment retrieved in seconds

› Full deadline tracking: no spreadsheet, no chasing

› Every deviation from your playbook flagged automatically

› Any contract, template or amendment retrieved in seconds

› Full deadline tracking: no spreadsheet, no chasing

Legal - Entity Management

Legal - Entity Management

› Full visibility on entities, shareholders and signing authorities in one place

› Board resolutions, AGM packs and minutes generated from your templates

› Every corporate obligation tracked and flagged before it's due

› Full visibility on entities, shareholders and signing authorities in one place

› Board resolutions, AGM packs and minutes generated from your templates

› Every corporate obligation tracked and flagged before it's due

Customer Stories

Trusted across all asset classes.

Commercial Real Estate
Commercial Real Estate

"What a human used to do in two days, the platform does
in 1 to 2 hours."

Profile Image - Anne-Sophie Maisonrouge

Anne-Sophie Maisonrouge

Anne-Sophie Maisonrouge

CEO - Terranae

CEO - Terranae

Watch the recording →

Watch the recording →

Infrastructure
Infrastructure

"Teams now have much more autonomy and escalate only when it's critical."

Profile Image - Anne-Sophie Maisonrouge

William Oliver

William Oliver

Head of Asset Management - DRIVECO

Head of Asset Management - DRIVECO

Watch the recording →

Watch the recording →

How it works

Two systems. One seamless platform.

The source of truth

Formality Foundation

Formality Foundation

Enterprise-ready from day one

Enterprise-ready from day one

Centralize, structure, and govern your Real Estate and Infrastructure assets, with integrations, access controls, and a full audit trail.

Centralize, structure, and govern your Real Estate and Infrastructure assets, with integrations, access controls, and a full audit trail.

Document Repository

Matters Management

Templates

Internal collaboration

Rights & access

Audit trail

Integrations

Specialized agentic AI

Formality Cowork

Formality Cowork

Your new AI colleague

Your new AI colleague

Automate lease audits, document redlining, renewal alerts, and data extraction on proven playbooks or custom-built. Every reasoning step is visible.

Automate lease audits, document redlining, renewal alerts, and data extraction on proven playbooks or custom-built. Every reasoning step is visible.

Renewal alerts

Document search

Document creation

Data extraction

Custom playbooks

Integrations

Connected to your tools.

Security

Built for Enterprise standards.

ISO 27001 certified

ISO 27001 certified

Renewed annually. Granular access controls, full audit trail, complete data portability.

Renewed annually. Granular access controls, full audit trail, complete data portability.

SOC 2 Type II certified

SOC 2 Type II certified

Independent auditing of our security, availability, and confidentiality controls.

Independent auditing of our security, availability, and confidentiality controls.

Sovereign hosting

Sovereign hosting

You choose where your data is stored. LLMs hosted in Europe. Never trained on your data.

You choose where your data is stored. LLMs hosted in Europe. Never trained on your data.

LLM selection

LLM selection

OpenAI, Gemini, Mistral: select your preferred model.

OpenAI, Gemini, Mistral: select your preferred model.

Watch the recording →

Resources

Learn, explore, decide.

webinars

Real Estate Contracts in the Age of AI

How is AI reshaping real estate portfolio management?

Watch the recording →

Community

Join our Asset Intelligence Circle

The dedicated space to unlock the full potential of AI

Join the Circle →

White paper

The state of AI in real estate: obstacles & opportunities

Where agentic AI delivers, and the conditions that make it work.

Download the white paper →

Ready to unlock
Asset Intelligence?

Talk to an expert

Ready to unlock
Asset Intelligence?

Talk to an expert

Ready to unlock
Asset Intelligence?

Talk to an expert