Real-Time Deal Analysis & Investor Portal for Real Estate Capital Raising

Streamline your capital raising process with an intelligent platform that calculates investor returns instantly, automates deal workflows, and closes deals faster. Built for private equity real estate firms managing complex deal flows and investor relationships.

PROBLEM

Capital Raising Workflows Are Broken

Private equity real estate firms struggle with fragmented systems. Deal data lives in your CRM, but the live workflow, financial calculations, and investor experience are scattered across spreadsheets and manual processes. Investors wait days for return projections. Deals stall in undefined stages. Documents are generated manually and tracked in email chains. You need a single platform that manages the entire deal lifecycle while keeping investors engaged.

SOLUTION

How It Works

Real-Time Waterfall Calculator

Investors see exact projected returns instantly as they adjust investment amounts. The platform calculates IRR, equity multiple, cash-on-cash returns, and distribution schedules in real-time without requiring manual spreadsheet updates. This transparency builds confidence and accelerates capital commitments.

Dual-Portal Deal Workflow Engine

Your team manages deal progression through defined stages (Sourcing, Underwriting, Soft Commit, Hard Commit, Closing, Managed Asset) while investors view opportunities and track their portfolio from a white-labeled dashboard. Complete audit trails capture every action and timestamp, ensuring compliance and transparency across the entire capital stack.

Automated Document Generation & E-Signature

Subscription agreements are dynamically generated with investor-specific data and instantly available for DocuSign signing within the platform. This eliminates manual document preparation and email delays, allowing deals to close in minutes instead of days.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.