Texo Advisors

The Opportunity

The edge is not adopting AI. The edge is systemizing how your firm already works.

Most firms know AI can help. Few know where to start, what to apply it to, or how to embed it in the work that already gets done. The opportunity is not a corporate AI subscription. It is using these tools to systemize how your firm actually runs.

The work is not to shrink your team. It is to 10x their performance through systems that carry their best work and redirect their hours to judgment and discernment. If it is process-driven, it is in scope.

The Partners

Operators who have sat in your seat, paired with engineers who have built at enterprise scale.

Three partners, one bench: the origination and judgment of someone who has done the work, backed by the engineering capacity to build enterprise-grade systems around it.

Jack Modesett

Partner, Business Development & Systems Orchestration

Jack founded Texo after five years in institutional CRE acquisitions at InSite Property Group and Ares Management, sourcing $200M of off-market deals and building the acquisition systems his teams ran on. He is the operator who has sat in your seat: he maps how a firm actually works and orchestrates the engagements that turn those workflows into systems.

Charles Sims

Partner, Technology & Platform Architecture

Charles leads technology and platform architecture at Texo, and heads SkaFld Studio, the engineering studio that is Texo's technical bench and counts Apple among its clients. As former CTO of the LA Clippers and United Talent Agency, he built enterprise systems at the scale institutional firms recognize, including the NBA's first customer data platform, and steered technology through billion-dollar acquisitions. He starts with context, not code, and designs platforms people actually adopt.

Mike Belloli

Partner, Engineering & Operations

Mike leads engineering and operations at Texo as COO of SkaFld Studio, the engineering studio behind Texo's technical bench. A hands-on engineering leader, he has designed and shipped full technology stacks, most recently as de facto CTO of lender Defy Mortgage, and has founded and built companies across finance, healthcare, and hospitality. At Texo, Mike pairs engineering depth with operational rigor, owning delivery so engagements move on scope, on budget, and on schedule.

What We Build

Systems that carry the process work, so your team carries the judgment.

Every engagement is bespoke, built outward from your team's actual workflow. The categories below describe where Texo most often finds the most drag and the fastest payoff. Scope is fixed at the front; the system runs in your environment when we are done.

Deal Sourcing

A pipeline that pulls from your sources, screens against the buy box, and surfaces what's worth a second look. Off-market prospecting runs against public records on the same criteria. The team is starting conversations, not running searches.

Comp Pulls

A standing comp set that refreshes itself, structured to your firm's templates. Submarket reads, rent trends, and concessions show up normalized and ready before the next deal hits the table.

Underwriting

First-pass models pre-populated from the OM and rent roll, in your template, in your conventions. The team starts at refinement, not data entry. Model standards stay consistent across the pipeline.

Contract Review

Lease and contract documents abstracted against your firm's standards, with deviations flagged for review. Counsel reads the exceptions. The boilerplate that has always read the same way no longer needs to be read again.

Investment Memos

First-draft IC memos in your firm's voice, composed from your underwriting, your comps, your prior memos. The team refines the analysis and signs off. Structure, tone, and format are right the first time.

Asset Monitoring

Portfolio performance pulled from your operating data and tracked against the original underwriting, refreshed on the cadence the team needs. Variance, occupancy, and rent trends surface when they have moved enough to matter. The team sees the signal. Not the spreadsheet.

The Method

Embed. Map. Build. Apply.

We do not sell software licenses. We do not arrive with a prebuilt product looking for a problem. Every engagement is built around how your firm actually runs.

01 — Embed

Embed

We start inside your team. We sit with the work, in the room and on the screen, until we have read the workflow the way your operators read it.

02 — Map

Map

We map the workflows that carry the most drag. Where the hours go. Where the handoffs break. Where a system would save the most judgment-hours.

03 — Build

Build

We build the systems that remove the drag, delivered under a fixed scope and price. Built into your stack, your formats, your data. Owned by you when we finish.

04 — Apply

Apply

We train your team to run the systems. We iterate as the landscape shifts. We stay as a resource for the legacy work that takes more time to adapt.

Principles

Three things we do not compromise on.

Operator-built, not technology-led

Every system is shaped by the workflow first and the technology second. The operator's read of the work is the constraint the build serves, not the other way around.

Built around your team, not bolted onto it

No license to resell. No prebuilt product looking for a problem. Each engagement is shaped to your team, your data, and the way you already work.

Train your team to own it

The system is yours when we are done. We train your operators to run it, iterate it as your stack changes, and stay as a resource for the legacy areas that need more time.

Map the workflow. Build the system. Train the team.