Case Study: Nara Advisors turns hours of work into minutes

Nara Advisors is a multi-family investment sales firm led by Founder and CEO Jason Lee. With four offices and a team of 35 employees, the company operates in a fast-moving, high-stakes market where they measure performance by volume sold and individual producer output. Currently, the main focus of the firm is scaling revenue. 

The Challenge

Lee wanted his team to move faster. “But, the tricky balance with ambitious growth goals is maintaining high standards and ensuring polish and quality for every customer facing asset,” Lee shared. 

With their existing processes, each marketing package could take several hours. To keep up, they were relying heavily on backend support office, which was an expensive and inefficient solution.

The Solution

“With Henry.ai, we literally reimagined our deal flow,” Lee explained. 

“Instead of scrambling to build marketing assets manually, the team will underwrite a deal and just drop the data into Henry. Within 10 to 15 minutes, we get a beautifully branded, ready-to-go presentation—no design or formatting required.” 

Compared to legacy tools, Lee noted that “Henry.ai delivered speed, precision, and clarity in a fraction of the time. Henry has fundamentally changed how we operate. Our team is better prepared, faster to market, and able to focus more on closing deals than building decks.”

The Impact

Since implementing Henry.ai, the Nara Advisors team has dramatically improved the speed and efficiency of its deal process. The hand assembly that once took several hours is now accomplished in just 10 to 15 minutes. This time savings has allowed the team to focus more on client relationships and deal strategy, rather than backend production.

By automating key parts of their workflow, Nara has also reduced the need for additional support staff, creating measurable cost savings while streamlining operations. “Presentation quality has significantly improved, giving the firm a more polished, professional edge in competitive situations,” said Lee. Meetings are now better prepared and more impactful, helping the team move faster and win more deals. 

“Henry has fundamentally changed how we operate. Our team is better prepared, faster to market, and able to focus more on closing deals than building decks.”

Jason Lee, Founder & CEO, Nara Advisors