Portfolio.Ai
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Portfolio.Ai
Home
Services
  • Services
  • Consultation Form
  • Underwriting Form
  • Morby Buyer Form
  • Our Fund
Partner With Us
  • Partner Form
About Us
  • About Us
  • What is Our Vision?
More
  • Home
  • Services
    • Services
    • Consultation Form
    • Underwriting Form
    • Morby Buyer Form
    • Our Fund
  • Partner With Us
    • Partner Form
  • About Us
    • About Us
    • What is Our Vision?
  • Home
  • Services
    • Services
    • Consultation Form
    • Underwriting Form
    • Morby Buyer Form
    • Our Fund
  • Partner With Us
    • Partner Form
  • About Us
    • About Us
    • What is Our Vision?

Welcome

At Portfolio.Ai, we provide expert real estate and business acquisition solutions through innovative finance, deal negotiation, and creative consulting. Whether you’re buying, selling, or scaling, our team delivers personalized strategies and results-driven support, including thorough financial analysis. Connect with us to discover how Portfolio.AI can help you reach your goals.

What do we offer?

Services

Deal Negotiation

Unlock better terms and maximize profits through expert deal negotiation on your behalf. Our creative consulting approach employs proven financial analysis techniques, including the Morby Method, to structure win-win deals for buyers, sellers, and investors.

Deal Structure

We provide creative consulting to uncover innovative deal structures that align with your unique goals. Our expertise in deal negotiation spans options like subject-to, seller finance, and equity partnerships, as well as custom hybrid models. Through thorough financial analysis, our team ensures each transaction meets the specific criteria you need.

Underwriting

Get accurate, in-depth financial analysis for every deal. Our creative consulting team underwrites all transactions using proprietary tools to assess cash flow, risk, and returns, empowering you to make informed, data-driven investment decisions during deal negotiation.

Creative Consulting

Consult directly with industry experts on out-of-the-box solutions for real estate, business acquisition, and funding. Through our creative consulting, we specialize in creative problem solving and will guide you through the full process, including deal negotiation and financial analysis, from idea to close.

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