How Origin Investments moved from connected data to completed work
Simon connects Origin’s systems, firm context, and ways of working, then turns that foundation into repeatable workflows across investment operations, accounting, investor relations, and daily execution.
- Customer
- Origin Investments
- Industry
- Private real estate
- Simon platform
- Foundation and Work
- Primary value
- From connected data to completed work
At a glance
Origin Investments is a private real estate investment firm built around disciplined analysis and data-driven decisions. As AI tools became more capable, Origin needed a way to make them useful inside the firm’s real operating environment.
The challenge was not access to powerful models. It was giving those models the context to understand Origin’s funds, assets, documents, reporting processes, and relationships across systems.
Simon connects that context and turns it into practical work. Teams use Simon to support specialized reviews, assemble recurring reports, and prioritize investor opportunities, while keeping human judgment and approval in the loop.
“Simon is now at the center of how we operate our firm.”
Michael Episcope
Co-CEO, Origin Investments
The challenge
The models were ready. The firm context was not.
Investment work draws on fund documents, asset information, reporting files, CRM records, market data, and institutional knowledge. General-purpose AI can process individual sources, but it does not automatically understand how those sources relate to one another or how Origin works.
That meant useful work often began with manual reconstruction: finding the right file, identifying the authoritative source, explaining the process, and rebuilding the desired output.
Origin needed a way to connect its existing systems, preserve review and approval points, and make repeatable work easier to complete.
Move from disconnected information to completed work, without replacing the systems or judgment the firm already relies on.
Where Simon fits
Simon connects the systems behind the work
Simon does not replace Salesforce, SharePoint, the data warehouse, or existing work-management tools. Those systems remain the source of record. Simon connects them, applies Origin-specific context and permissions, and turns the resulting information into answers, deliverables, and workflows.
Existing systems remain in place
Salesforce, SharePoint, the data warehouse, and other operating tools continue to hold the underlying information.
Foundation connects the context
Funds, assets, documents, people, activities, and source systems are brought together so questions begin with the context they require.
Work turns context into action
Agents and workflows use that foundation to support reviews, assemble reports, prioritize opportunities, and prepare work for approval.
From connected data to completed work
The value became visible in the workflows teams used every day
Origin’s usage expanded from asking questions to completing recurring work. Each workflow combines connected data with a defined process and a clear review point, so teams can spend less time reconstructing context and more time applying judgment.
Repo roll-over reviews became a verify-then-approve process
A daily multi-security process could involve several counterparties, multiple CUSIPs, and rate resets that needed to be reviewed carefully. Simon helps organize the relevant information and surface the details that require attention, turning a manual, error-prone process into a consistent review loop.
Weekly cash flow reporting moved into a structured review
Simon reads the relevant input files, builds the weekly cash flow view, and presents it for review. Accounting spends less time reconstructing the report and more time checking the numbers and understanding what changed.
Pipeline data became a working priority list
Simon combines CRM and warehouse information to support lead prioritization and identification, open-opportunity review, and monthly forecasting. Weekly recaps help relationship teams stay current on meetings, activity, and next actions while they are away from their desks.
“It turned a manual, error-prone review into a verify-then-approve loop the team could trust.”
Origin investment operations team
Customer perspective
What changed
AI became part of the firm’s operating model
Teams can work across the systems, documents, and relationships that make an answer relevant instead of rebuilding that context in every interaction.
Agreement reviews, cash flow reporting, pipeline analysis, and meeting follow-through can begin from an established workflow rather than a blank prompt.
Simon organizes information, identifies issues, and prepares work for review. Origin’s teams retain control over approvals, exceptions, interpretation, and decisions.
Salesforce, SharePoint, the data warehouse, meeting tools, and work-management systems remain in place while Simon makes their information easier to access and act on.
Enterprise-grade security.
Your data stays yours.
Tenant isolation
Complete separation between firms and environments.
No model training
Your data is never used to train models, by us or anyone else.
You own your data
Documents are never shared with third parties.
Full audit trail
Every action logged, every source attributed.
Stop experimenting.
Start operating.
Simon puts AI to work across the firm, grounded in your data and governed by your rules.