Case study·CRE advisory

Valuation spreadsheet cross-check

From last-minute partner mark-ups — to a daily findings log of workbook and report inconsistencies

51
Inconsistencies found before partner reviewAcross the valuations in flight during the first 28 days
“It caught the boring inconsistencies before they reached the partner.”
Valuation Quality Lead · Healthcare valuation firm
UK CRE healthcare valuation firm·~140 healthcare valuations across the rolling cycle, single UK office·4-week pilot·United Kingdom
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01Pilot envelope
Pilot length4 weeks
First signal5 days
First ROI28 days
Team alongside3 seats · 2 colleagues

4-week quality pilot; connected the valuation workbook, draft reports and evidence folder; the colleague flagged inconsistencies but never altered valuation judgement.

02What it owns
Reports toValuation Quality Lead, with the responsible valuer consulted on every finding.
Owns
  • Workbook integrity pass — cross-sheet formulas, named ranges, hard-coded overrides and tolerance band breaches surfaced before reviewer hand-off
  • Report-to-workbook consistency — numbers, dates, tenant names and unit counts in the Word draft compared back to the live workbook
  • Evidence-to-report consistency — every claim in the draft cross-referenced against the linked source in SharePoint or OneDrive
  • Findings log — each inconsistency carries a job code, severity, suspected cause and the responsible valuer, posted to the quality channel in Teams
  • Reusable check rules — repeated inconsistencies promoted by the quality lead into a shared rule library that runs on the next workbook automatically
Does not do
  • Valuation judgement — never adjusts a value, yield, comparable weighting or assumption
  • Sign-off — surfaces findings only; the responsible valuer accepts or rejects each one and the quality lead approves
  • Client-facing comms — drafts and findings stay internal until the partner has signed the report
Done looks like

The Valuation Quality Lead opens a daily findings log and triages by severity. Partner read-outs focus on valuation judgement, not on retyped numbers or missing evidence.

03The team
AI teammates2
MayaReads the valuation workbook, validates cross-sheet formulas, named ranges, hard-coded overrides and tolerance band breaches; surfaces inconsistencies to the responsible valuer and the quality lead.
TheoCross-checks the Word draft against the live workbook and the evidence folder; flags numbers, dates, tenant names and supporting links that disagree.
Human team3
  • Valuation Quality LeadQuality
  • 4 ValuersValuations
  • 2 AnalystsValuations
04Connected stack
ExcelWordSharePointOneDriveMicrosoft Teams
05What it returned
51Inconsistencies found before partner reviewAcross the valuations in flight during the first 28 days
-36%Review reworkAgainst the prior-quarter reviewer log baseline
9Repeat checks distilled into reusable rulesPromoted into the shared rule library by the quality lead
  • Day 0
    Co-ordinator sessionQuality lead, valuers and analysts agree the workbook structure, the report sections in scope and the first three answerable consistency questions.
  • Day 5
    First signalMaya completes a read-only pass over the live workbook for two open valuations; surfaces 14 cross-sheet formula and override mismatches for the quality lead to triage.
  • Day 12
    Read-only findings log liveDaily findings log lands in the Teams quality channel; valuers correct three rule definitions and one tolerance band threshold.
  • Day 18
    Report consistency in the loopTheo cross-checks the Word draft against the workbook and the evidence folder for every job in flight; the quality lead reviews findings before they go back to the responsible valuer.
  • Day 24
    Reusable rule libraryRepeat findings promoted into a shared rule library; the next workbook is checked against the library automatically on save.
  • Day 28
    ROI reviewSponsor signs off the three baseline metrics and approves rolling the workflow into the standard valuation cycle.
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