Rex Automaton
Prepared for Iron Age Investments
Rex Automaton
Prepared for Iron Age Investments
Prepared for Dr. Naveen Kwatra and Rory Scerri-Marion · Iron Age Investments
Your weekly investor notes already run on their own. Next: notes from the meetings you really hold, split by property and sent only to that property's investors, live before the 2027 REPS rollout.
Your team holds construction and property meetings every week. Most of what's said in them never gets written down, and every investor you add makes the gap bigger.
investors planned for the 2027 REPS rollout, up from about 5 today. Ten times the notes to write
on the phone each time an investor asks for notes that never got written, piecing together what was said
closes the 2026 tax year. Hours worked between now and then are hard to prove if nothing was written that week
Estimates from our call on 11 Nov. Not tax advice: each investor's CPA decides what their records need.
Your systems are a building. Here's what each option means in terms you use every day.
Same reason you don't rehire a contractor every time a unit turns
No domain you don't control, no login you can't get back. It's in the agreement, not just on this page.
Your AppFolio reports, investor list and weekly notes have run since spring. On a monthly plan, a team is already in your system every week, so each new build skips the setup.
Hiring for it means a salary every year, and the process leaves when that person does
The investor notes come first. After that, your team ranks what's next. A few ideas to start the list.
No scoping marathons and no surprise invoices. You send requests, we send back working builds.
One agreement. Your request board is set up the day work starts, with the investor notes already on it.
By email or on the board. Each request gets a date, and you set the order.
Construction notes by property
Tested first, released on a set day each week, then checked every week so it keeps working.
We pull the top request, build it, ship it and move to the next, so you and Rory always see what's being worked on. No status meetings, no chasing.
"Jacky built us a system that analyses every cold call our team makes, grades each rep's performance, and generates a coaching report with specific strengths and weaknesses. Every caller now gets actionable feedback on every call, our outreach quality has improved significantly, and it has run reliably for months."
"Working with Jack and his team has been a game changer for our business. Jack is incredibly diligent and takes the time to truly understand the depth of each project. The kind of tedious, repetitive work that used to eat up our team's time is now handled through AI solutions built with real precision. Things we thought would take months to automate, they made totally possible."
"We had been burning hours on manual outreach with mediocre results. Within six weeks the system was generating better-qualified meetings than our SDR team ever did."
"The team at Rex did a great job understanding our needs for this project. They delivered on time and did any adjustments needed post delivery."
Both include the investor notes project: notes from your real meetings split by property, the email folder with a subfolder per project, asset management per investor, and different reports per meeting so notes stop repeating.
Pick a plan. Everything in the investor notes project, live in about 4 weeks, plus whatever your team needs next.
Nothing up front. 30 days' notice to stop, no minimum.
Everything in Plan A at a lower rate, for a six month commitment. Month to month after that, still $2,500.
The investor notes project only, live in about 8 weeks, so after the January rollout starts. Half to start, half on delivery, with 30 days of revisions. New requests are quoted separately.
Pay first half, $2,500| Plan A | Plan B | One time | |
|---|---|---|---|
| Investor notes project | |||
| Live in | ~4 weeks | ~4 weeks | ~8 weeks |
| Ready before the 2027 rollout | After | ||
| Unlimited requests | Quoted | ||
| Weekly runs checked | 30 days | ||
| Monthly session with your team | None | ||
| You own everything | |||
| Commitment | None | 6 months | One project |
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All prices in USD · Work starts once signed and paid
of a full time analyst or assistant, who would also need months to learn your systems
investors on the same monthly plan as 5. The notes scale, the bill doesn't
notes in investors' hands the week it happens, instead of an hour long call to rebuild them
Estimate: a full time analyst in the US runs about $70,000 to $95,000 a year with taxes and benefits, or $5,800 to $7,900 a month.
Sign, choose Option 1 (Plan A or Plan B) or Option 2, then use the matching payment button above. Every week without notes is another week of work nobody can point to.
Review and signWork starts the later of Mon 23 Nov or signed and paid.