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A strategic proposal · June 2026 · Confidential

M2G OS

The operating system for how M2G runs

One hub, a spoke for every team — built on a database M2G owns, and around Claude, the LLM your own research already chose.

Prepared for M2G Ventures leadership  ·  Fort Worth, Texas  ·  "Own the stack."
The starting point · in your own words

You're an information-rich firm. That's the opportunity — and the exposure.

A $2B+ placemaking platform that acquires, develops, leases and operates distinctive mixed-use, hospitality, retail and industrial places — and runs the signature events and SOAR programs that make them matter.

"We are an information-rich organization — we are both processing and creating content at a high rate. Because we are information-rich, we are vulnerable to information not being accessible and not being easily shared."
— M2G AI Champion team survey, key takeaways
$2B+
transactions across the platform since 2014
8
divisions, every one of them information-bound
$2M+
raised through signature events & SOAR
100%
women-owned, Fort Worth-headquartered
The evidence · part 1

You already did the research. Every team needs the same three things.

Your AI Champion team surveyed the company. The finding was clean: across departments, the work that needs help is the same three jobs. You even named the framework.

Need 01Knowledge Retrieval

Finding the right file fast — "parse every Stockyards deck from 2023–2025 to find when we asked Majestic to approve a 3rd-party expense."

Need 02Knowledge Synthesis

Abstracting long documents — leases, JV agreements, loan docs, OMs — into the specific answers a decision needs.

Need 03Content Generation

First-pass writing that pulls from existing material — RFP responses, memos, brand decks, captions, bios.

Champions in place: Rogelio (Accounting) · Jacob (Development) · Lauren (Asset Mgmt) · Will (Finance) · JP (Ops) · Annie (Marketing).

The evidence · part 2 · the blocker you found

You found the wall, too: your data is trapped in Yardi.

When the Champion team tried to wire AI into real workflows, the same obstacle surfaced in every department's notes. It isn't the AI — it's where the data lives.

"The lack of an open API at Yardi is a major obstacle to creating agents that would pull information from Yardi and automatically complete necessary tasks."
— M2G internal market findings, "PM Automation"
Step 1
Outlook
Label the invoice in the shared accounting inbox.
Step 2
SharePoint
Find the right folder, save the PDF.
Step 3
Yardi
Re-key vendor, amount, GL code, property by hand.
Step 4
SharePoint
Move it to "processed." Repeat, all day.

The daily Outlook → SharePoint → Yardi → SharePoint swivel-chair. Rogelio's words: frustrating, and entirely manual.

The evidence · part 3 · the model you chose

And you already chose the model. It's Claude.

Your own LLM memo recommended Claude as M2G's default. The deciding factor was real-estate fit — and it points straight at the Yardi problem.

Your memo's call

"We recommend adopting Claude as the organization's default large language model in the near term" — comparable price, broader M2G-relevant use cases.

The unlockVirtuoso is Claude-only

Yardi's Virtuoso Connector launched with Claude as the first and only officially supported AI — query portfolio, financials, work orders in natural language.

Governed by design

Public Benefit Corp, doesn't train on your data by default, respects M365 permissions — the trust posture a fiduciary firm needs.

The model question is settled. M2G OS is built around Claude.

The evidence · part 4 · the market verdict

Off-the-shelf is built for someone else. You said so.

The Champion team assessed the field hard — Glean, Copilot, Egnyte, Monday, ChatGPT. The frontrunner was honest about its fit.

Glean — "the obvious frontrunner"

The best enterprise tool reviewed. Your own conclusion: it is "more horsepower than M2G currently needs" — ~$65K/year, a $20K+ crawl, a custom Yardi integration, and a big data migration to land it.

The hype check, your standard

"Agentic AI is still a ways away… AI still makes mistakes that can have material impact." Your verdict: be disciplined about ROI, don't give in to hype. These tools cost a junior employee.

Your 2026 goal is still open: "Development and deployment of 1–2 reliable AI agents."
— M2G AI / Technology Roadmap, 2026 Goals · This is that build.
The conclusion writes itself

Own the stack. Don't rent someone else's.

Read your own findings together and the answer is inevitable. Same three needs everywhere → so build one hub. Data trapped in a closed Yardi → so own the ledger. Claude already chosen → so build around it. Glean too generic → so build the one tool that fits M2G exactly.

One hub

A single system of record M2G owns — every division, one live view of the truth, queryable in plain English.

A spoke per team

Eight focused workspaces on top of that hub — each shaped to a division's real work, not a vendor's template.

The moveReplace Yardi — don't wrap it

Own the ledger and the swivel-chair dissolves. The 1–2 agents you set as a goal become the whole operating system.

The problem owning the stack dissolves

Today, you can't query your own data — and you can't share it.

Yardi is not at all integrated with any enterprise platform — and its lack of an open API is a major obstacle to creating agents.
— M2G internal findings, on the system of record
A closed ledger

No open API, no clean schema you control. AI can read copies at best — it can't act on the source.

The swivel-chair tax

Outlook → SharePoint → Yardi → SharePoint, by hand, every invoice — the daily friction the survey flagged firm-wide.

Data you can't blend

Trapped data can't be joined with market signals or asked a plain-English question. Own the ledger and all three dissolve.

The displacement

You're not leaving Microsoft. You're leaving the swivel-chair.

The all-inclusive system doesn't rip out how M2G works today. It replaces what was never meant to be your system of record — and absorbs the stack you were about to rent.

Leave behindThe rented & the closed

  • Yardi — a ledger you can't query (closed API).
  • SharePoint pressed into service as a database.
  • The point tools you were about to buy — Glean (~$65K/yr), Monday, DataRails, and the ~$350K custom "RE Intelligence" build.

Keep & integrateMicrosoft 365

  • Word, Excel, Outlook, Teams — your productivity and security surface stays exactly where it is.
  • M2G OS plugs into it via Claude's M365 connector — straight from your own LLM memo.

Kill for goodThe manual swivel-chair

  • Outlook → SharePoint → Yardi, by hand, every invoice.
  • Re-keying the same data across three systems — gone, not relocated.
$400K+ rented stack · vs · one system you own You were about to assemble a $400K+ rented stack on a Yardi you can't query. M2G OS is all of it — on a ledger you own, around the LLM you already chose. One system, owned, instead of five, rented.
M2G OS · the architecture

One hub. A spoke for every team.

The same three jobs — retrieve, synthesize, generate — delivered inside each division's real workflow, all reading and writing to one owned hub.

SPOKE 01

Acquisitions

Deal pipeline, OM intake, comps, the master comp database.

SPOKE 02

Development & Projects

Project status, schedules, RFP drafting, doc abstraction.

SPOKE 03

Asset & Portfolio

Leases, rent roll, renewal & termination flags, performance.

SPOKE 04

Investor Relations

Investor CRM, memos, reporting, Marketing-Rule-aware drafts.

SPOKE 05

Events & Giving

Run fundraising at your own assets — RSVPs, check-in, SOAR.

SPOKE 06

Marketing & Brand

Brand-consistent decks, captions, bios, monitoring.

SPOKE 07

Finance & Reporting

AP coding, statements, the bridge tab, board-ready packets.

SPOKE 08

Operations & Internal

Scheduling, handbook & compliance Q&A, company comms.

Eight spokes, one ledger. The more of M2G that runs on it, the more it becomes how M2G operates.

Your champions' documented pains · solved

The busywork goes to Claude. The judgment stays with your people.

Every example below is lifted from your own survey and testing rubric — mapped to the OS, with the time it gives back. Claude drafts and codes; a human approves.

RogelioAccounting
Outlook → SharePoint → Yardi → SharePoint, re-keying every AP invoice by hand.
Drop a PDF → Claude extracts vendor, amount, GL code, property → one approve click.
~5 hrs/wk
Lauren / KristieAsset Mgmt
"Buy a property with ten tenants — which one has a termination option?"
Lease abstraction native: dates, rent bumps, TI, renewal & termination flags surfaced.
~2.5 hrs/wk
WillInvestments & Finance
Build an Investment-Memo executive summary from a broker's OM, by hand.
OM in → drafted exec summary + comps out, grounded in M2G's own master comp DB.
5–10 hrs/wk
AnnieMarketing
Reformat decks to brand standards; write captions, bios, first-draft content.
Brand-consistent decks & copy on first pass — you stay the editor and the voice.
2.5 hrs/wk
JPAdmin / Ops
"Do the handbook rules align with compliance?" Version diffs, scheduling.
Plain-English Q&A over the handbook & policies; scheduling and comms drafted.
2.5 hrs/wk
The spoke no vendor builds for you

Events & Giving — run your own places as the growth engine.

Signature events at Mule Alley, ALCO and the Stockyards aren't a side project — they're how M2G builds the relationships that close deals and raise funds. $2M+ raised through them. No off-the-shelf platform serves this; the OS makes it first-class.

Run the event end-to-end

Guest lists, invitations, RSVPs and live check-in for a fundraiser at your own asset — one workflow from save-the-date to the night-of, instead of five spreadsheets and an inbox.

The compounding assetA donor & investor CRM that never drops a follow-up

Every guest, donor, LP and prospect in one relationship graph — Claude drafts the timely follow-up, flags the warm intro, and surfaces who you met where. The SOAR mission and the deal pipeline, on the same ledger.

Why this is the real prize

Owning the stack isn't efficiency. It's enterprise value.

The hours-saved is real — but the durable prize is the asset you build underneath it. Proprietary operational data you own, plus the layer your own roadmap already wants but no vendor sells.

Proprietary data, owned

Every lease, deal, event and decision on a ledger M2G controls — not rented copies in a closed system you'll pay for forever.

The layer you wantedRE Intelligence

"Blend external market signals with internal information about asset classes, submarkets, and expirations." Your roadmap's own words — and no vendor offers it. Owning the data is the only way to get it.

A moat that compounds

Glean and Copilot give every firm the same release. An OS shaped to M2G's data is an edge competitors can't buy off a shelf.

Your own estimate of a custom RE-Intelligence build: $350K+ on the low end. This is that capability — built into the operating system, not bolted on.

The benchmark

One number you already track. We move it — and prove it.

Impact isn't a promise — it's a before-and-after on a metric M2G's leadership already watches.

Tier 1 · the boardroom KPIOperating efficiency at scale

G&A as a % of AUM — or AUM (SF) managed per employee. The thesis in one number: run more portfolio with the same team.

Tier 2 · the proof KPI (fast)Cycle time that moves in weeks

Month-end close in days, or hours/week of manual admin returned — unambiguously OS-attributable. Your own framing: "Rogelio saves ~5 hrs/week."

Your stated goal
Run leaner
"1–2 reliable agents" · efficiency at scale.
The KPI
Measures it
G&A % of AUM · admin hrs returned.
M2G OS
Moves it
The busywork goes to Claude.
Result
Enterprise value
A leaner, more valuable platform.
Before · today
[ BASELINE ]
Target
[ TARGET ]
Pilot proof · 60 days
[ PROOF ]

Baseline confirmed with M2G — the pilot proves it in 60 days. These brackets are filled together, on a metric your leadership already owns.

Built around Claude · governed like M2G

Human-in-the-loop everywhere. You're still the writer.

The OS honors your AI Policy v3.1 as written. Claude does the first pass; a qualified person approves before anything is relied on or sent. No autonomy theater.

The guardrails, in the product

  • Approve, don't auto-send — drafts and proposals, never silent action above the line you set.
  • No MNPI — material non-public information never leaves the controlled boundary.
  • SEC Marketing Rule aware — investor-facing drafts route through compliance review.

Your own framingAn eager, intelligent intern

Straight from your policy: "Picture the AI as an eager, highly intelligent intern… AI is a writing partner — but you are the writer." The OS is disciplined on ROI and clear-eyed about what AI can't do. Every output is documented, reviewable, and human-owned.

It's not a concept

It's already running. This deck has a working sibling.

M2G OS is live today — a clickable operating system seeded with an M2G-shaped portfolio, with Claude really in the loop. We won't put a percentage on a company we don't fully know yet. Here's what already works.

Portfolio & operations

Command dashboard — occupancy, NOI, collections, leasing across the portfolio
Properties — Mule Alley, ALCO, Archetype, Inbound, PROTO Park, on a live map
Commercial leases & renewals — tenants, terms, options

Finance & investing

AP invoice flow — drop a PDF → Claude codes it → one-click approve
Funds & investors — vehicles, LPs, statements
Acquisitions pipeline + reports

Events & people

Events & Giving — RSVPs, check-in, donor CRM (SOAR)
Team & internal comms across divisions
Live owned database, seeded with an M2G-shaped portfolio

Claude — in the loop

Ask Claude (⌘K) across the whole OS, in plain English
Lease abstraction & OM → memo summary, native
One-click approvals on everything Claude prepares
Autonomy dial — ask vs. act, per workflow
This is what it looks like

One question, in plain English — across everything M2G knows.

This is the exact question Kristie raised in your testing rubric — "buy a property with ten tenants, which one has a termination option?"

Because the OS owns the ledger, Claude answers it in plain English, cites the source leases, and lets you act — open the asset, draft the notice — without leaving the thread.

3
leases abstracted & cited automatically — no manual review pass.
0
systems re-keyed — the swivel-chair is gone.
The path · phased, ROI-checkpointed

Ground the champions first. Then expand, spoke by spoke.

No big-bang cutover. We deliver your 2026 goal of 1–2 reliable agents first, prove the ROI in your own language, then widen — and only strangler-migrate off Yardi once each function is proven on owned data.

Phase 1 · weeks

Ground the workflows

Rogelio's AP flow + Lauren's lease abstraction live on the OS — the 1–2 agents your roadmap already targets.

Checkpoint: ~5 + 2.5 hrs/wk back, measured
Phase 2 · spoke by spoke

Expand the OS

Finance, Investments, Marketing, Events & Giving — each spoke added on proof, on one owned hub.

Checkpoint: time saved per division
Phase 3 · when proven

Migrate off Yardi

Function by function, the OS owns the ledger — reporting, then AP, then leases. Yardi runs until each piece is solid.

Checkpoint: owned vs. rented, function by function

Stay on Yardi the whole way. Switch each function off only when M2G OS has earned it.

M2G OS
Own the stack. Built around Claude.
M2G OS · The operating system for how M2G runs
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