Portfolio & Investors
Deal-by-deal IRR, LP positions, distributions, and fund waterfalls, synced with AppFolio and ready to export as an investor deck.

What each project has spent, what it will cost by the time it is finished, and what cash is left — across every deal and every entity, updated automatically instead of rebuilt in a spreadsheet each month.

Deal-by-deal IRR, LP positions, distributions, and fund waterfalls, synced with AppFolio and ready to export as an investor deck.

Budgets, schedules, RFIs, and vendor tracking for every project, from underwriting through closeout.

AI reads every invoice and bank transaction, proposes the accounting, and posts straight to QuickBooks after your review.

The agent reads your live budgets, invoices and ledgers — so questions you would normally hand to an analyst come back answered, with the arithmetic already done.

System of record — every entity, kept correct automatically
Investor positions, contributions, and distributions
Invoice intake straight from email and SharePoint
Reconciliation and RFI questions land where your team works