Criterion Drives Speed and Efficiency with Henry.ai

Criterion is a Tulsa-based real estate syndication firm specializing in retail shopping-center investments. With a lean team of eight employees and ten to twelve active shopping centers in its pipeline each year, the firm pursues opportunistic acquisitions from Nevada to Virginia, concentrating primarily in the Midwest and Texas.

Challenge
Historically, Criterion relied on a higher-cost design partner whose week-long turnaround could delay deal presentations and slow investor engagement. “I liked the group I was working with before, but they were more expensive and took time,” Andy Thelen, Principal and Director of Capital Markets explains. Producing a single offering memorandum meant layering photos, traffic counts, tenant overviews, rent comparables, maps, and narrative insights into an InDesign file—often requiring a full week of effort. This bespoke process limited the firm’s ability to act quickly on signed purchase agreements and constrained the number of opportunities the team could pursue.

Solution
Criterion adopted Henry.ai to automate document assembly. After onboarding, the team immediately tried uploading raw property data and Excel models directly into Henry.ai. The platform then populated every section with high-resolution photos, demographic metrics, competitive rent maps, and branded narrative layouts. “Henry has been great because of the speed and kind of the lack of information they need to get our pitch decks going,” Thelen notes.

Results
With Henry.ai, decks that once took a week are now completed within 12–24 hours, at roughly half the cost of the previous provider. Criterion can wait until the agreement is signed, upload all deal information, and have a professional, investor-ready presentation the very next day. “Henry is fast and accurate,” Thelen affirms. This rapid, institutional-quality output has empowered the sales team to pursue every compelling opportunity without hesitation, knowing that high-caliber materials will be delivered on an accelerated timeline.

Conclusion
By integrating Henry.ai, Criterion has transformed its capital-raising process, achieving efficiency, time savings, and institutional quality on a budget. As Thelen summarizes, “Henry is efficiency, time saving, and institutional quality in a cost-effective service.” For syndication groups and capital markets teams seeking to scale deal production and impress detail-oriented investors, Henry.ai delivers a decisive competitive advantage. Explore how Henry.ai can accelerate your firm’s growth at henry.ai.