6 Summit turns deck creation from weeks into days with Henry.ai

6 Summit is a real estate investment platform focused on urban infill and industrial opportunities. As a value-add and opportunistic investor, the firm is constantly balancing deal sourcing, investor relations, underwriting, and portfolio management.

6 Summit is a real estate investment platform focused on urban infill and industrial opportunities. As a value-add and opportunistic investor, the firm is constantly balancing deal sourcing, investor relations, underwriting, and portfolio management—all while maintaining a high standard for how opportunities are presented to lenders and investors.

The Challenge

Before adopting Henry.ai, 6 Summit built its decks through a highly manual process. The team typically created two types of materials: a teaser deck with a high-level snapshot of the opportunity, and a full deck with detailed underwriting assumptions, macro and micro market data, and the firm’s execution thesis.

Those decks were built off a custom InDesign template the team had spent significant time refining. Producing them required constant back-and-forth between partners to assemble data points, update underwriting assumptions, shape the narrative, and manually edit each presentation. “The end product was good,” said Dylan Kwasniewski, Partner at 6 Summit. “But as far as efficiency, it was certainly tedious and time consuming.”

The challenge was compounded by the nature of 6 Summit’s work. Some deals were relatively straightforward. Others involved more complex urban infill portfolios, heavier value-add business plans, or asset reimaginings that required more nuance, more storytelling, and more revision as feedback came in from capital markets. “We don’t necessarily have a widget that we stamp out,” Kwasniewski said. “It just depends on the complexity of the deal.”

For a firm operating with just three partners and limited external support, that created a real bottleneck. The same people responsible for sourcing deals and structuring capital were also spending enormous amounts of time building decks. “We’re a super lean organization,” said Kwasniewski. “As far as the execution of the decks and presenting that to our investor base, that’s really come down to two of us.”

As deal flow increased, that bottleneck became impossible to ignore. At one point, 6 Summit was managing three to five decks at once while also moving through diligence and capital formation.

The Solution

6 Summit first heard about Henry.ai through word of mouth from a peer in the industry. After exploring the platform and running an initial trial, the team saw a clear opportunity: preserve the quality and brand standards they had already built, while dramatically reducing the time required to produce materials.

That timing mattered.

“It was kind of spurred by us just being underwater on too much deal flow, which is a good problem to have,” said Kwasniewski. “But we got to the point of having three to four decks, maybe even five, that we needed to do at one time.” That pressure forced a decision. “If there was ever a time for us to jump into this, it was now,” Kwasniewski said.

With Henry.ai, 6 Summit built a baseline framework aligned to its existing brand and presentation standards. The first few decks involved some trial and error as the team refined what they wanted to see and how they wanted information presented. But once that baseline was established, the workflow changed quickly. “It was great from the standpoint of us already having a good baseline and us spending dollars and time to make sure our brand standards were how we wanted to be presented,” said Kwasniewski. Instead of rebuilding decks manually each time, the team now works from a flexible framework it can adapt across opportunities—adding or removing components, updating underwriting assumptions, and making changes quickly as deals evolve.

“We’ve kind of built a suite at this point,” Kwasniewski said. “We can remove components, we can add components. We have this framework there.”

The Impact

Since implementing Henry.ai, 6 Summit has dramatically increased the speed of deck creation. What previously took weeks can now be done in a matter of days. “We could create decks in a matter of a couple days versus weeks before,” said Kwasniewski.

That shift has given the team significantly more bandwidth to focus on the work that actually drives the business: generating deals, structuring capital, building pipeline, and managing the existing portfolio. It has also made the firm more responsive in live transactions, where assumptions change quickly and materials need to keep pace.

“As we’ve gotten through some of this deal flow backlog, getting into new decks is a matter of days where we can kind of turn and burn and make edits pretty quickly as underwriting metrics change,” Kwasniewski said. For 6 Summit, Henry.ai has become more than a productivity tool. It has helped remove a core execution bottleneck for a lean team operating in a high-volume environment.

“It’s been a massive help from a bandwidth perspective,” said Kwasniewski. “It certainly got through these decks in a more efficient manner—hyper-efficient compared to what we did before.”

Built for a Lean Team

At 6 Summit, every new software expense is evaluated carefully. As a lean organization, the team is deliberate about overhead and only adopts tools that create clear leverage. “With anything as far as overhead expense, we always think through it in a detailed manner,” said Kwasniewski. “We want to stay lean and make sure if there’s going to be a tool or software resource we onboard, it’s going to be impactful.”

From their perspective, Henry.ai has done exactly that. “Sure, it comes with a cost, and that’s something any firm needs to evaluate,” Kwasniewski said. “But it’s a cost that’s actually worth it for us, from our perspective, on just kind of focusing on what we do best.”

Rather than spending partner time manually building decks, the team can stay focused on sourcing, investor relations, capital structure, and execution. And as new opportunities come in, they now have a repeatable system that supports scale without requiring additional headcount just to keep up with materials.

“Once we had the baseline template built out to our liking, we could create decks in a matter of a couple days versus weeks before.”

Dylan Kwasniewski, Partner, 6 Summit