Eleven jobs, three parts,
one set of numbers.
Fi Invest, Fi Build and Fi Book each carry their own work. The reason they hold together is underneath: one set of records, read by all three.
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.
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.
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.