See exactly which asset records in your portfolio are missing key information, and how much that’s costing your reporting accuracy. Get a scored, ranked list of what to fix first.

• Experience & knowledge management

Checks the health of your active acquisition and development pipeline every two weeks, flagging stalled deals and rising risk before they cost you a closing. Delivers one consistent report instead of a fresh spreadsheet pull each time.

• Deal & investment management

See the full capital structure behind a real estate deal in one report, from funding sources and uses to provider relationships. Spot leverage and data gaps before they become a problem.

• Deal & investment management

See your real estate investor relationships and pipeline health for any metro area in one place. Get a ranked view of top investors, coverage gaps, and where momentum is stalling.

• Fundraising & investor relations

Build an evidence-based performance record for a real estate deal team member, grounded in their actual deal activity. Get a clear, structured review ready for your next conversation.

• Experience & knowledge management

Pulls every active and closed deal for a chosen fund straight from your live records and organizes it into one pipeline report. Breaks deals down by type, strategy, stage, team, asset type, and geography, so the full fund story is in one place.

• Deal & investment management

Compare a deal’s original underwriting guidance against every version that’s come since. See exactly where the numbers have moved and why it matters.

• Deal & investment management

Compare what you captured against what you actually recorded, and see exactly where the gap sits. A single dashboard breaks it down by day, application, and matter so recoverable time doesn’t slip away.

• Time, pricing & billing

See your top clients ranked by hours over the past year, broken down by billable mix and matter engagement. Spot the relationships that need attention before they go quiet.

• Time, pricing & billing

See at a glance where time recording is falling behind across your team. Get a ranked view of hours, draft aging, and outliers so nothing slips through before billing.

• Time, pricing & billing

Extracts every disclosed financial input from a CIM and builds a fully populated LBO model, leaving only what the CIM doesn’t cover for the deal team to complete. Every formula, tab, and named range in your template stays exactly as built.

• Real assets management

Reads a terms document to work out its type, status, and the client or matter it belongs to, then uploads it with that metadata after you confirm it’s correct. Works whether the document arrives by email or gets uploaded directly.

• New business acceptance & risk