For mid-size developers who want to operate at AI speed
Fund
Underwrite a site
Proforma, scenarios and returns against the same model the project later reports on.
Onboard an investor
Wizard to documents to signature to funded, without an email chain.
Report to LPs
Generate, review, approve, publish and notify — from the project rather than a spreadsheet copied out of it.
Model a sale or refinance
Settlement computed, proceeds traced through the waterfall to each partner.
- Proforma underwriting
- Financing modeling
- Investment committee
- KYC
- Loans
- Investment management
- Waterfalls
- Capital calls and distributionscoming
- Investor portal
Build
Set the budget
Cost codes, revisions and the estimate at completion, with every version kept.
Issue a draw
The package, the G702 and the backup, assembled from the budget rather than by hand.
Answer an RFI or change order
Drafted from the document it came in on, threaded with the recipient, linked to the budget line it moves.
- Maps
- Zoning
- Building and unit programs
- Budget
- Schedule
- Insurance
- RFIs and change orders
- Loan draws
- Project gallery
Book
Process payables
Read, coded and matched to a vendor before anyone opens the queue.
Close the month
Invoices in, classified, reconciled, posted, statements out.
Plan cash needs
What is owed, what is due and what is coming, per entity.
Manage the vendor registry
Identity, aliases, duplicates and merges, so one vendor is one vendor everywhere.
- Vendor registry
- Payables
- Fees
- Bank reconciliation
- Financial statements
- Tax
- Cash need forecasting
- Vendor portal
