Owners & investors
Two kinds of capital partner, two self-service portals, one set of books underneath.
Owners - people whose properties you manage
Section titled “Owners - people whose properties you manage”| Screen | What it’s for | Guide |
|---|---|---|
| Owners | The owner register - who owns what, on what agreement. | Onboard a property owner |
| Owner Payouts | Distributions: request, approve - two recorded acts - and pay. | Run an owner payout |
| Owner Portal | What an owner sees with their own login: their units, their statements, their money. | What the owner sees |
Give an owner a seat with the Property owner role and link it to their owner record - they see exactly their own portfolio, nothing of yours, nothing of other owners’. Their monthly statement is issued automatically when you close a month: Owner statements.
Investors - people whose capital is in the pool
Section titled “Investors - people whose capital is in the pool”| Screen | What it’s for | Guide |
|---|---|---|
| Investors | Your management dashboard: capital in, distributions out, exits. | Record investor capital and distributions |
| Investor Model | Pool assumptions and three scenario columns, plus forward deal projection. | Model an investor pool |
| Track Record | Citable portfolio performance, frozen to a date - the numbers you show prospects. | Build your track record |
| Proposals | The proposal document itself, shared as a revocable, expiring link. | Send an investor proposal |
| Deals | The pipeline and each deal’s capital schedule. | From yes to deal |
| Deployment · Launch | Plan-vs-actual capital deployment and the per-unit ramp. | Deploy capital and launch units |
| Investor Portal | What an investor sees with their own login: their position, statements, capital notices. | What the investor sees |
The raise, end to end
Section titled “The raise, end to end”Model the pool (Investor Model) → freeze the story (Track Record) → send the Proposal link → a yes becomes a Deal → capital lands per the schedule and posts on Investors → units are fitted out and ramp (Deployment · Launch) → the investor watches it all in their portal.