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Add your own documents for Chat and Dashboard runs to use, like a case study to cite, a customer list to check leads against, or a target list with gaps to fill in. Only the text is saved, not the original files, so keep your own copies.
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One line. It is indexed with every passage, and it is often what makes a bare spreadsheet row findable at all.
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This is the same lookup chat and runs do behind the scenes.
Our active clients, open proposals and conflicts as of Oct 2026 — do not re-approach as new
Company · Service · Status · Owner Northbank Autonomy · Tenant representation · Active · Dana Whitfield Allegheny Learning · Lease administration · Active · Priya Raman Ironwall Robotics · Tenant representation · Proposal sent · Marcus Lee Stratolune Systems · Build-out project management · Completed 2025 · Dana Whitfield Vectorform Engineering · Landlord-side conflict · Off limits · —
3 passages · 1,412 characters · 19 KB · added 10/5/2026
Companies we want to meet this year; a match means they are already on our radar, check the owner column
company,submarket,stage,owner,last_touch Helixform Bio,Bakery Square,Series B,Priya Raman,2026-09-12 Quarry Dynamics,Strip District,Series C,Marcus Lee, Mon Valley Materials,Southpointe,Series B,, Carnegie Signal Labs,Oakland,Series B,Dana Whitfield,2026-08-03
5 passages · 2,880 characters · 6 KB · added 9/28/2026
A 40,000 sq ft robotics relocation closed in 11 weeks; the one to cite for robotics and hardware companies
Northbank Autonomy had outgrown two floors in Lawrenceville and needed 40,000 sq ft of office and light-assembly space with a loading dock, inside the Strip District, within one quarter. Ironbridge toured nine buildings in two weeks, shortlisted three, and negotiated eight months of free rent and a $62/sq ft improvement allowance on Robotics Row.
12 passages · 9,640 characters · 1.2 MB · added 9/7/2026
What we charge and who pays — the landlord pays at signing, so the advice is free to the tenant
Tenant representation: no fee to the tenant. Ironbridge is paid by the landlord at lease signing, a market-standard commission split with the listing broker. Build-out project management: 3.5% of hard costs, capped. Lease administration: $450 per lease per year, audits billed at 25% of recovered overcharges.
3 passages · 2,150 characters · 208 KB · added 8/20/2026
The one-pager we send 18 months before expiry; price the relocation first, the renewal is only good if it beats it
Start eighteen months out. A landlord prices a renewal against what they think you will do, so the first step is a real relocation alternative: two or three buildings you could genuinely move to, toured and priced. Ask for a sub-lease right and a termination option at year five in either case.
6 passages · 4,310 characters · 83 KB · added 10/10/2026
Where each live engagement stands, updated after every client call
Northbank Autonomy: Marcus Lee confirmed the Robotics Row fit-out starts in January. Ironwall Robotics: proposal sent Oct 9, no reply yet. Allegheny Learning: lease administration engagement active since 2025; Bakery Square move tracked. Stratolune Systems: build-out project completed 2025.
4 passages · 3,030 characters · 40 KB · added 10/17/2026