AI-driven deal-flow infrastructure
The hosted platform for real estate operators, investors, and dealmakers. Acquisition pipeline with AI deal triage, borrower vault and loan packages, lender deal rooms with engagement telemetry, contractor bidding and draw requests, native e‑sign, and an AI copilot — under your brand, on your own subdomain.
Your brand. Your subdomain or custom domain. Your data, exportable anytime.
Intelligence, applied
Every ID, proof of funds, and corporate document that enters your pipeline is screened the moment it arrives — so your team spends its time on deals, not on chasing expired licenses and stale bank letters.
Documents are pre-checked the instant a client attaches them. Wrong document type, expired ID, out-of-date statement — flagged in plain language before submission, so applicants fix problems instead of filing them.
Every submission lands in your operator console with a Red / Amber / Green risk read — names, dates, and amounts cross-checked against the applicant's stated profile and investment range.
The AI extracts; the platform decides. Every expiry and recency judgment is made in code against the calendar — never left to a model's opinion. Flags inform your team. Decisions stay yours.
The Deal Suite
Not a generic client portal with deal features bolted on — deal-flow machinery built for intermediaries, where confidentiality, disclosure, and compensation are enforced by the platform.
Non-circumvention & non-disclosure signed in-portal with native e-sign — prefilled, completion-tracked, PDF and signature certificate auto-filed to the deal.
Teaser first, full data room after signature. Per-property hard gates mean sensitive deal detail is never one forwarded link away from a stranger.
Signed referral links, agreement-gated introductions, automatic conversion tracking. Your network works your deal flow — on the record.
Claim → approval → transparent client view of percentage, amount, and payout date. The compensation trail lives in the platform, not in email threads.
Multi-step prequalification and identity/funds verification with proof-of-funds gating — the funnel that produced this platform's own AI screening layer.
Passwordless entry, invite chains fired straight from CRM workflows, per-user language. No credentials to reset, no onboarding friction to apologize for.
Deployment
Pick your focus — investment & development, sales & brokerage, or advisory — and get a workspace on your own subdomain. Your logo, your palette, your name on every page.
Your workspace arrives ready to work: pipeline boards, borrower vault, fillable document templates, e‑sign agreements, and a fully dressed demo deal so you can try every feature before your first live one.
One operator console: unified inbox, prequal and verification queues, AI screening reads, approvals, and client messaging — while clients get a portal that feels like your firm, not software.
Built by dealmakers
This platform wasn't designed in a sprint planning meeting. It was forged on live deal flow — international real estate, hospitality acquisitions, structured introductions — through more than three hundred production releases. Every edge case it handles is one that actually happened.
Pricing
Every plan starts with a 14-day trial: build everything — pipeline, vault, scopes, documents — and upgrade when you're ready to send. Annual billing saves 20%.
$149/mo
For the solo operator running their first deals through the platform.
$299/mo
For active operators moving multiple deals with lenders and crews in play.
$549/mo
For firms that want the platform to disappear behind their own brand.
AI usage beyond plan allowances is available as metered credit packs — or connect your own AI key. No per-client fees, ever.
This entire site runs the platform — the portal, the AI screening, the deal suite. Step inside, or let us walk you through it deal-side.