Six live, virtual sessions that turn scattered AI experiments into a firm-wide skill, built around the workflows your team runs every day.
Trusted by teams at Avana Companies, Lovett Industrial, Patry Group, and Ready Capital.
Most AI training is theoretical. Teams attend a few sessions, learn some tools, and go back to the same workload the next day. Without real relief, adoption stalls and skepticism grows.
In most CRE firms, AI lives with one or two curious analysts. Everyone else is skeptical, unsure where to start, or worried about what it means for their job. There are no standards, no shared playbooks, and no way to know whether the output can be trusted.
The result: a handful of shortcuts, a lot of untapped time, and a team that never builds the habit.
One analyst uses AI daily. The rest of the team doesn't touch it.
Everyone prompts differently, so results are inconsistent and hard to trust.
People worry AI is coming for their job, so they avoid it instead of mastering it.
Sophia’s AI Workforce Training gives your team enough time and continuity to build real skill. Every session is built around your firm’s actual workflows, so people practice on the work they do every day, not on generic examples.
Live, interactive, and spaced out so new habits have time to stick.
Corporate, property-level, remote, and offshore teams all learn together and to the same standard. No travel, no centralized workshops, and no disruption to the day-to-day.
Live Q&A with your leaders, so adoption starts at the top and the whole team sees it matters.
Homework and hands-on exercises on real tasks, so skills move from the session into the workday.
Your team learns core AI skills they can apply with any tool. Day to day, they put those skills to work inside Microsoft Teams, Slack, and the Sophia Platform, so there are no new apps to learn and no separate AI subscriptions to buy. The cost of the AI models behind Sophia is included in your membership.
The work gets lighter, and their judgment becomes more valuable.
The dollar value for the skills you acquire, as long as you retain them and continue to use them, is pretty invaluable and priceless.
Chris Balestrino · Head of Rural Business Lending, Ready Capital
Training is the Learn stage of Learn → Automate → Scale, and it doesn’t happen in isolation. While your team trains, the Sophia team builds your first custom AI workflows, so people practice on real automation for your firm, not just theory.
That’s the difference. Training only sticks when people feel real relief, and adoption takes off when their workload drops.
We meet with your leadership, pick who will attend, and identify the workflows that eat the most time.
We build the sessions around those workflows, so every example comes from your business.
Spread across about 12 weeks, with practice assignments between each one.
We document what your team learns as skills guides that work like your internal SOPs.
Alongside the sessions, Sophia builds AI workflows for your slowest processes. The first ones typically go live within 30 to 45 days, and your team uses them inside the Sophia Platform from there.
Most members start with one or two workflows that remove real pain. Popular starting points:
These are just examples. Every firm runs differently, so we build your workflows around the processes your team needs most.
Confidence across every level. From analysts to executives, everyone on your team will know how to use AI well in their own role.
Documented AI playbooks. Skills guides built from your workflows, so new hires learn the same standards on day one.
Internal champions. People inside your firm who keep adoption going and help others get unstuck.
Consistent, trustworthy output. A shared way of working with AI, so results are reliable instead of hit-or-miss.
Skills put to work right away. Your team learns on the custom AI workflows Sophia is building for your firm, so new skills turn into saved hours during the program, not after it.
The program is designed by and for middle-market private equity real estate sponsors and owner-operators in the U.S., across multifamily, build-for-rent, retail, industrial, and office. It’s an especially strong fit for CEO-led firms with distributed, remote, or offshore teams, and for any team buried in repetitive operational work.
No technical background needed. If your team can write an email, they can learn to work with AI.
Who attends
To set the standard and lead adoption
To evaluate more deals, faster
To get ahead of reporting and tenant work
To cut the hours behind reconciliations and owner reports
To stop chasing documents and updates
Featured storyAvana's entire organization went through Sophia's AI Workforce Training. The team went from skepticism about AI to company-wide implementation, with people at every level using it in their daily work.
"This AI workforce training transformed our company. All our team members at all levels of the organization have now adopted AI and are substantially more efficient."
Sundip Patel, Avana Companies
"The value is enormous. I don't even know if I can quantify it into dollars. What they do is take so many tools and put them together in a user-friendly format, including the prompts."
Sara Bloom, COO, Lovett Industrial
"We're going to end up reaping millions of dollars in advantage from the marketplace by having this competitive edge on AI technology."
Kelsey Barnes, COO, Patry Group
Built by CRE operators who’ve been using AI in real estate for almost a decade.
Training is step one of three, and the steps overlap. While your team learns, Sophia builds your custom AI workflows. As those workflows go live, the Sophia Platform runs them and keeps improving them, so the skills your team builds turn straight into results.
01
Your team builds real AI skills through AI Workforce Training, and leaves with playbooks that work like your SOPs.
02
We build AI workflows for the processes that cost your team the most time.
03
The Sophia platform runs and improves those workflows every day, so you grow without adding headcount.
Get started
In one conversation, we'll walk through Mission Control, how approvals work, and which of your workflows are the best place to start.
