FAQ

Straight answers for CRE and finance teams.

What StratiqAI is, who it is for, how it works with your existing tools and models, and how it protects confidential deal work.

Looking for isolation, encryption, SOC 2, or data retention detail? Practical how-tos for trials, billing, and access are in Help.

What is StratiqAI?

StratiqAI is an agentic command center for commercial real estate and finance professionals. You employ a team of AI agents trained on CRE tools, working together on workflows, scheduled jobs, and proactive tasks, while keeping sensitive deal documents inside a dedicated firm environment.

Who is StratiqAI for?

StratiqAI is built for CRE brokers, investors, underwriting and analysis teams, lenders, asset managers, and enterprise real estate organizations that need AI productivity without putting NDA-bound offering memoranda, rent rolls, or client files into consumer chatbots.

Does StratiqAI work with the tools my desk already uses?

Yes. StratiqAI Agents are designed to work with the CRM, deal, and document tools CRE professionals already use, so teams can adopt AI without ripping and replacing the systems that run the desk.

Can we choose our own AI models?

Yes. Firms can choose from more than 450 AI models, or bring their own provider credentials. That reduces friction for IT and producers while keeping commercial terms, cost, and model quality under firm control.

How does StratiqAI protect confidential CRE documents?

Each firm runs in a dedicated environment with its own virtual machine, encrypted volume, and private network. Offering memoranda, rent rolls, NDAs, leases, and client materials stay in that environment rather than a shared consumer AI tool. Agents ask before running risky commands, and controls are designed to align with the AICPA SOC 2 Trust Services Criteria.

Read the full security architecture →

Is StratiqAI SOC 2 certified?

Not yet. StratiqAI's controls are designed to align with the AICPA SOC 2 Trust Services Criteria, but we have not yet completed an independent SOC 2 audit. A SOC 2 Type II audit is planned. The infrastructure providers we run on hold their own current SOC 2 Type II reports.

See the security FAQ →

What is the difference between a free trial, an AI audit, and enterprise?

A free trial lets you employ the CRE agent team on your desk. An AI audit maps high-impact workflows and where agents should collaborate first. Enterprise is for firm-wide rollout across desks and regions with governance, security, and ROI measurement.

How do enterprises measure ROI with StratiqAI?

Enterprise ROI shows up as more deals reviewed per analyst, faster investment-committee and credit packages, lower risk from unmanaged consumer AI on confidential files, and more consistent quality across markets and desks.

A practical next step

Still have questions?

Start a free trial, book an AI audit, or request an enterprise briefing. Bring your workflow and security questions.