AI system for investment consulting
Location:
Moscow
Format:
AI Sales Manager + Automated Financial Model + CRM
Segment:
Commercial Real Estate, Investment Consulting
Result:
2x revenue growth over one year of cooperation
+70% manager throughput capacity
+60% speed of processing incoming requests
What is WEWALL and why did they need AI?
In 2025, the Moscow commercial real estate market is becoming more active. A record number of office spaces — 836,000 m² — are planned for delivery. The increased interest from investors served as a signal to action for our clients, Evgeny and Alexander: it is necessary to increase the sales department's capacity to meet the demand
The company WEWALL specializes in investment consulting in the field of commercial real estate. Simply put, it helps investors put their money into the right real estate, which will appreciate in value and generate profit. The main distinguishing feature of WEWALL is its expert approach, deep analytics, and creation of a custom financial model for each property
To maintain this level of quality, new WEWALL managers undergo up to two years of training. With growing demand, it is difficult to quickly expand the team, and a solution was needed to handle a larger number of clients, speed up the transaction process, all without reducing the conversion rate
This gave rise to the idea of the WEWALL AI digital consultant, which would possess the necessary expertise, know the current market situation, and could quickly provide clients with financial models based on their inquiries
SheetsGPT
We have a successful product, SheetsGPT, that demonstrates our ability to create complex technological solutions with a simple interface
See how it works
GOAL:
Develop a system that will unload the sales funnel and maintain the conversion rate
SUCH AN AI TOOL MUST PERFORM SEVERAL TASKS:
Gather client goals and initial data
Select properties based on criteria
Сommunicate with the client
Calculate the investment model
Generate a client summary in the CRM
CHALLENGES:
01
No unified property database — managers had to manually monitor aggregator websites, read news, and keep knowledge in their heads
02
Existing data sources are expensive: M2data, TrendAgent cost from 70,000 ₽/month
03
Developers post information about their properties in the form of PDF listings, which need to be downloaded manually and read
04
The financial model must account for risks and be understandable to the client
05
The AI must not hallucinate
WHAT WE DID:
01
CREATED A SYSTEM FOR DATA COLLECTION AND STRUCTURING
analyzes market conditions by reviewing news, updates the WEWALL knowledge base
automatically downloads PDF listings and uses computer vision to extract property data
02
TRAINED IT TO SEARCH NOT ONLY BY EXACT QUERY, BUT ALSO BY GENERAL MEANING
developed a machine learning model for flexible property search. It looks not only for strictly matching properties but also for ones similar to the desired one
if no such properties are on the market, it can adjust parameters according to the context to find an alternative
03
DEVELOPED A UNIFIED FINANCIAL MODEL STANDARD TOGETHER WITH WEWALL
automatically calculates profitability, payback period, risks
the WEWALL method was formalized into an automated financial model (PDF report with charts, explanations, and recommendations)
04
DESIGNED A USER-FRIENDLY AI INTERACTION
replaced dry scripts with natural, conversational language
built-in protection against hallucinations and hacking
trained it to consult and answer real estate-related questions
created a specialized AI for the real estate industry
05
INTEGRATED WITH THE CRM
all interactions with the AI are recorded in the deal card
the manager can see the conversation and join in at any stage
receives a warm lead who is ready for a deal
Just as in the project for "Tari," we took full responsibility for the implementation: from data collection to AI solution integration. This freed up time for the WEWALL management team, allowing them to focus on business development instead of diving into technical details
RESULTS AFTER ONE YEAR OF THE SYSTEM'S OPERATION
The pilot launch with clients began, and within just one month, WEWALL entrusted us not only with the development and further improvement of the product but also with other projects
x2
Revenue
x1.7
Number of Clients
+60%
Speed of Closing Inquiries
FINAL OUTCOME
We created a comprehensive system for investment consulting that independently finds properties, assesses risks, communicates with clients, and prepares data for managers. Thanks to this, WEWALL is no longer limited by team size: they can now scale without losing their conversion rate
The next planned step is a Telegram Mini App: a full-fledged client personal account within the messenger, requiring no app installation and free from mobile platform limitations
