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Commercial real estate & infrastructure

True end-to-end Asset Intelligence

True end-to-end Asset Intelligence

True end-to-end Asset Intelligence

True end-to-end Asset Intelligence

True end-to-end Asset Intelligence

Formality centralizes your asset-related documents, extracts key data, and tracks it automatically.
Your portfolio stays clear and always ready to create value.

Formality centralizes your asset-related documents, extracts key data, and tracks it automatically.
Your portfolio stays clear and always ready to create value.

Formality centralizes your asset-related documents, extracts key data, and tracks it automatically.
Your portfolio stays clear and always ready to create value.

Formality centralizes your asset-related documents, extracts key data, and tracks it automatically.
Your portfolio stays clear and always ready to create value.

Chosen by

Chosen by

Chosen by

Chosen by

Chosen by

Chosen by

Your portfolio, optimized from day one to your next transaction

01

Acquisition or Development

  • Centralize permits, NDAs, KYC, and due diligence

  • Automate contract packs by asset and counterparty

  • Accelerate the setup of initial deals

02

Operation & Performance

  • Map your portfolio

  • Receive alerts before any deadline or obligation is missed

  • Connect with your ERP & management platforms

03

Exit & Transition

  • Create a complete data room in one click

  • Manage multiple deals in parallel without friction

  • Ensure full traceability and clear sources

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Acquisition & Development is highlighted.

01

Acquisition or Development

  • Centralize permits, NDAs, KYC, and due diligence

  • Automate contract packs by asset and counterparty

  • Accelerate the setup of initial deals

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Acquisition & Development is highlighted.

02

Operation & Performance

  • Map your portfolio

  • Receive alerts before any deadline or obligation is missed

  • Connect with your ERP & management platforms

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Operation & Performance is highlighted.

03

Exit & Transition

  • Create a complete data room in one click

  • Manage multiple deals in parallel without friction

  • Ensure full traceability and clear sources

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Exit & Transition is highlighted.

01

Acquisition or Development

  • Centralize permits, NDAs, KYC, and due diligence

  • Automate contract packs by asset and counterparty

  • Accelerate the setup of initial deals

02

Operation & Performance

  • Map your portfolio

  • Receive alerts before any deadline or obligation is missed

  • Connect with your ERP & management platforms

03

Exit & Transition

  • Create a complete data room in one click

  • Manage multiple deals in parallel without friction

  • Ensure full traceability and clear sources

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Acquisition & Development is highlighted.

01

Acquisition or Development

  • Centralize permits, NDAs, KYC, and due diligence

  • Automate contract packs by asset and counterparty

  • Accelerate the setup of initial deals

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Acquisition & Development is highlighted.

02

Operation & Performance

  • Map your portfolio

  • Receive alerts before any deadline or obligation is missed

  • Connect with your ERP & management platforms

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Operation & Performance is highlighted.

03

Exit & Transition

  • Create a complete data room in one click

  • Manage multiple deals in parallel without friction

  • Ensure full traceability and clear sources

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Exit & Transition is highlighted.

01

Acquisition or Development

  • Centralize permits, NDAs, KYC, and due diligence

  • Automate contract packs by asset and counterparty

  • Accelerate the setup of initial deals

02

Operation & Performance

  • Map your portfolio

  • Receive alerts before any deadline or obligation is missed

  • Connect with your ERP & management platforms

03

Exit & Transition

  • Create a complete data room in one click

  • Manage multiple deals in parallel without friction

  • Ensure full traceability and clear sources

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Acquisition & Development is highlighted.

01

Acquisition or Development

  • Centralize permits, NDAs, KYC, and due diligence

  • Automate contract packs by asset and counterparty

  • Accelerate the setup of initial deals

02

Operation & Performance

  • Map your portfolio

  • Receive alerts before any deadline or obligation is missed

  • Connect with your ERP & management platforms

03

Exit & Transition

  • Create a complete data room in one click

  • Manage multiple deals in parallel without friction

  • Ensure full traceability and clear sources

Diagram of an asset lifecycle with three stages: Acquisition or development, Operation & Performance, and Exit & Transition. Acquisition & Development is highlighted.

4 Integrated Modules. One Platform. Zero Bottlenecks.

BEFORE

AFTER

MODULE

Scattered information
(Drive, emails…)

Consolidated view
by asset, SPV, counterparty

Manual spreadsheets,
siloed vision

Structured data,

ready for decision-making

Risks burried
in clauses

Disputes tracked,
revenue secured

Deal prep
slows down closings

Instant &
audit-grade rooms

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MODULES

Our other modules

Contracts you can trust:
clear, compliant, actionable

Données structurées,
prêtes pour décision

Disputes tracked, revenue secured

Instant &
audit-grade rooms

Security, Control & Compliance

See our security commitments

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Certifications & compliance
ISO 27001, SOC 2 Type II, GDPR

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Full traceability
Audited actions, controlled rights

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Guaranteed confidentiality
Your data remains in your environment

Sécurité, Contrôle & Conformité

La sécurité de Formality en détail

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Certifications & compliance
ISO 27001, SOC 2 Type II, GDPR

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Full traceability
Audited actions, controlled permissions

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Guaranteed confidentiality
Your data stays within your environment

Sécurité, Contrôle & Conformité

La sécurité de Formality en détail

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Certifications & compliance
ISO 27001, SOC 2 Type II, GDPR

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Full traceability
Audited actions, controlled permissions

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Guaranteed confidentiality
Your data stays within your environment

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INTEGRATIONS

Formality connects with the tools you already use

Sync contract data with your dashboards, ERPs, AM platforms

Sync contract data with your dashboards, ERPs, AM platforms

Sync contract data with your dashboards, ERPs, AM platforms

Sync contract data with your dashboards, ERPs, AM platforms

Sync contract data with your dashboards, ERPs, AM platforms

Sync contract data with your dashboards, ERPs, AM platforms

The legal AI standard for asset managers

Book a demo

Secure by default

Your data isn’t used to train AI models. Ever.

Asset expertise

Tailored to your processes, built for execution

Transparency built in

Every answer is sourced, every detail contextualized

Sécurité, Contrôle & Conformité

La sécurité de Formality en détail

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Certifications & compliance
ISO 27001, SOC 2 Type II, GDPR

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Full traceability
Audited actions, controlled permissions

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Guaranteed confidentiality
Your data stays within your environment

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PRESS

Formality raises €8M to reinvent asset management with AI

Formality raises €8M to reinvent asset management with AI