Cooper Horowitz Takes Document Generation from 18hrs to 15mins

Cooper Horowitz is a third-generation, family-owned commercial real estate advisory firm founded by Barry Horowitz in 1964. Today, the business is run by the second generation, Jeffrey, David, Robert, and Richard Horwitz alongside the third generation, consisting of Adam, Ryan, Michael, Justin, and Jordan Horowitz. CH has collectively financed several billion dollars in CRE transactions.

The Challenge

Prior to adopting Henry.ai, the CH team spent hours assembling a single deal memorandum. Complex financings, such as a recent $400 million loan portfolio, demanded more than eighteen hours of manual labor to compile comparables, format high-resolution images, build tables and charts, and perform detailed quality checks. As Ryan Horowitz explains, “We’re an old school shop. We are not graphic designers, and hiring external design support for every project is neither cost-effective nor the best use of our resources. Of course, if a client wants a really polished deal book, we would put it together, but it takes a lot of time.”

The Solution

To address these challenges, Cooper Horowitz implemented Henry.ai. Team members now upload property details, comparables, photographs, and Excel data directly into the platform. Henry.ai produces a fully formatted, brand-consistent Offering Memorandum that adheres to the firm’s font, color, and layout standards. “Henry, frankly, has become a huge tool for me,” shared Horowitz. “For me specifically, it makes my job a lot easier and allows me to spend time doing things that are more productive and more efficient for my business – ie, originating new deal opportunities, than spending hours putting together a deal memorandum."

Results

The adoption of Henry.ai has yielded significant operational benefits. Document production time has been reduced from as much as 18 hours to under 15 minutes, allowing brokers to focus on originations. Client feedback has been overwhelmingly positive, with advisors regularly hearing, “I can’t believe how quickly you delivered this—and how professional it looks.” The firm no longer relies on external graphic designers or additional headcount to maintain quality and consistency across presentations. As Ryan Horowitz observes, “For the value it delivers, Henry.ai is an absolute no-brainer.”

Conclusion

Henry.ai offers a decisive advantage to boutique and mid-sized commercial real estate advisory firms seeking to compete with large national brokerages. By automating labor-intensive aspects of deal book creation, the platform empowers firms like Cooper Horowitz to focus on high-value activities, including client relationships and deal execution.