Platform
Built for how you actually work
Four integrated modules that replace your spreadsheets, your CRM, and your deal room.
Deal Pipeline
A visual pipeline that gives you full control over your deal flow. Track every opportunity from first contact to closing day.
- Kanban board with customizable stages
- Drag-and-drop deal management
- Filter by city, asset type, status, value
- Activity timeline per deal
New deal added in Austin, TX · Multifamily · 2 min ago
Deal Pipeline Screenshot
Deal Analysis Screenshot
Deal Analysis
Run institutional-grade underwriting in minutes. Our multi-strategy calculator handles rental, flip, and comparative analysis with auto-populated market data.
- Multi-strategy underwriting calculator
- Rental, flip, and comparative analysis modes
- Auto-populated market data
- Export-ready investment memos
CRM
Stop juggling spreadsheets and email threads. Manage every contact, agent, and investor relationship from one unified system.
- Unified contact management
- Agent auto-linking to deals
- Email integration with thread tracking
- Smart search across all contacts
CRM Screenshot
Investor Portal Screenshot
Investor Portal
Share deals with investors through branded, secure portals. Track engagement and distribute opportunities with a single click.
- Branded deal sharing pages
- Secure access with token-based links
- Track investor engagement
- One-click deal distribution