Question 1

Do I have to change my model or workflow?

Accepted Answer

No. Rook works inside your existing process. We calibrate it to your Excel model, formulas, assumptions, buy box, and screening rules rather than forcing your team into a new template.

Question 2

What does Rook do beyond underwriting?

Accepted Answer

Rook captures inbound deals, finds on- and off-market opportunities, screens them, completes first-cut underwriting, prepares IC materials, matches investors, and brings relevant market, economic, supply, and policy signals into the same workflow.

Question 3

Where does every number come from?

Accepted Answer

Every extracted figure traces back to its source document and page. Assumptions are identified, and anything Rook cannot verify is flagged for review rather than guessed.

Question 4

Does Rook wait for my team to tell it what to do?

Accepted Answer

Rook is built to move the workflow forward: it captures new opportunities, applies your rules, completes the next step, identifies missing information, and surfaces what needs your team's attention.

Question 5

How quickly can we start using it?

Accepted Answer

A working version can be calibrated to your firm in approximately one week after receiving your model, sample deals, buy box, and assumptions. Refinement continues using real deal flow.

Question 6

Is our deal data private?

Accepted Answer

Yes. You retain ownership of your documents, models, assumptions, investor lists, and outputs. Your data is not used to train shared or general-purpose models and remains separate from market data.

Question 7

What stays with my team?

Accepted Answer

The judgment and final investment decision. Rook handles the repetitive work and prepares a sourced first cut; your team reviews, overrides, and decides where capital goes.

Frequently asked questions