Overview

The Happy Asset Due Diligence Report Generator is an AI-powered tool — powered by HappyCo's JoyAI — that turns your source documents into a structured, investment-grade DD summary draft in Markdown. It's designed for multifamily acquisitions and asset management analysts who want to spend less time transcribing and more time on judgement. The tool is currently in closed beta with a small group of HappyCo customers.

Getting Started

Who has access:

The DD Report Generator is invite-only during the beta. If your account is enabled, you can sign in with your existing HappyCo credentials — no new account or password. If you want to be considered for the beta, talk to your Customer Success Manager at HappyCo.

How to access it:

1. Navigate to report-generator.happyco.com.
2. Sign in with your existing HappyCo SSO.
3. You land on the Configuration page, ready to upload source documents.

How to step away:

Close the browser tab. There's nothing to disable — your generations remaining count resets next time you sign in for a new session.

Uploading Source Documents

1. Drag and drop your source files into the upload zone, or click to browse.
2. Supported file types: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, CSV, TXT, JPG, JPEG, PNG, GIF.
3. Each file can be up to 50 MB. For larger inspection packs, split them into multiple files before uploading.
4. You'll see each file appear in the document list as it's added. Use the remove button (×) to take any out.

If a file is rejected, an inline error explains why — usually file size or unsupported type.

Choosing the Report Structure

The report comes with 7 default sections and around 21 sub-sections, all preselected:

1. Executive Summary — Overall property condition · Key findings and concerns · Critical issues
2. Property Overview — Property details · Unit count and mix · Common areas
3. Unit Inspections — Summary of units inspected · Common deficiencies · Unit-specific issues · Repair vs. replace
4. Common Areas Inspection — Exterior conditions · Interior common areas · Amenities condition
5. Lease File Audit Findings — Documentation compliance · Lease file completeness
6. Maintenance / Deferred Items — Repairs required within 0–30 days · Deferred maintenance items · Cost estimates
7. Recommendations — Priority items · Short-term actions · Long-term considerations

You can:

• Deselect any section or sub-section to leave it out.
• Reorder sections and sub-sections by dragging them.
• Re-title any heading by clicking on it — your edited title appears verbatim in the generated draft.
• Add your own sections and sub-sections if your committee uses a different vocabulary.

Your structure changes apply to the current session only — they don't persist after logout (cross-session templates are on the roadmap).

Picking Tone and Length

Before you generate, choose:

• Tone — Professional, Conversational, Technical, or Casual. Match this to how your committee reads.
• Length — Short, Medium, or Long. Long targets the full investment-grade output band (around 15,000–25,000 words across the included sections).

You can change either before any generation in the session.

Generating the Draft with JoyAI

1. Click Generate with JoyAI. The button is disabled until you've uploaded at least one file.
2. The "JoyAI is working…" overlay appears with progress information. Generation is asynchronous and typically takes a couple of minutes depending on input size.
3. You can Cancel any time — JoyAI stops as soon as it finishes the current synthesis step (within seconds).
4. When the draft is ready, it appears in the in-app editor under the sections and sub-sections you selected.

Reviewing and Editing the Draft

The draft renders as Markdown with:

• Headings for each section and sub-section you selected.
• Tables for financial data (occupancy, rent rolls, unit mix).
• Citations as numbered footnotes traceable back to the source documents.
• Bold for critical findings.

You can edit any part of the draft inline before copying it out. Useful patterns:

• Verify every number. AI-generated content is a starting point — always confirm dollar figures and unit counts against the original source.
• Tighten the language to match your firm's voice if needed. JoyAI tries to match the tone you selected, but you have the final say.
• Add your judgement in the Recommendations section. JoyAI synthesises what the source documents say; the committee call is yours.

Exporting the Draft

The current beta delivers Markdown only — there's no PDF or Word export inside the app. You have two options:

• Copy the Markdown out of the editor and paste it into your usual deliverable tool (Word, Google Docs, your firm's templated PDF). Most Markdown editors and Google Docs handle Markdown paste gracefully.
• Save the page via your browser's Print → Save as PDF for a quick PDF version (not polished — use for archiving or notes, not for committee).

Native PDF and Word export are planned for a later release after the beta graduates into Happy Asset.

Frequently Asked Questions

Is the draft ready to send to my investment committee?

No — JoyAI produces a draft. Always have an analyst verify citations, dollar figures, unit counts, and recommendations before any investment decision.

Why is the output Markdown? Where's the PDF?

The beta is intentionally Markdown-only so the draft slots into whatever final deliverable you already produce. Polished native export is planned for a later phase.

Can I save my preferred report structure for next time?

Not in the beta. Section structure persists within a single login session. Cross-session templates are on the roadmap.

What happens if I cancel a generation?

The current synthesis step finishes server-side, but the result is discarded and your remaining-generation count is not decremented.

What if a generation fails or returns something unusable?

JoyAI runs an automatic Markdown validation retry up to three times before returning. If the result is still not usable, regenerate or contact your CSM with the source documents and a description of what you got back.

How is my source-document data handled?

Source documents are stored in HappyCo's GCS infrastructure with IAM and encryption at rest. Processing is covered under your existing customer agreement with HappyCo.