Overview
Fund desk
Pipeline by stage
Open board →Recent underwritings
All →The box
Screening criteriaRecord · Attach · Track
Add a property
Give it a name and whatever else you know. Documents are optional — they are kept with the property and offered back as downloads, not read.
Drag a PDF, XLSX or CSV
Drag a PDF, XLSX or CSV
Kept with the property
Kept with the property
Property
Property
Worth the full underwrite.
What the rubric flagged, in the order it weighed them.
The market book was written by a research agent, and that moved to the Deal Desk Research project. A market book a previous run produced is still here and still downloads.
Building the workbook started by reading the rent roll and the T-12, and the document reader moved to the Deal Desk Research project. The arithmetic itself is still here and still free — it needs its figures entered by hand now, and that form is not built yet. A workbook a previous run produced still downloads below.
Back office
Investors & capital
Who committed what, how much has been called, how much has actually arrived, and what they have been told. Every call is split pro rata on commitment and the parts always sum to the total exactly.
Capital calls
Newest first. Click a call to see who owes what and mark a payment in.
Investors
Commitment, how much of it has been called, and what is still uncalled — the dry powder you can draw on.
| Investor | Commitment | Called | Paid | Uncalled | Progress |
|---|
Investor updates
A record of what went out and when. The desk does not send these — that needs a mail service and a monthly bill — it keeps the part you need later.
| Period | What it covered | Sent | Recipients | Status |
|---|
Admin
Properties & Entrata sync
Map properties to Entrata, run the sync, and fix anything the automatic matching couldn't decide on its own.
Entrata status
| Started | Trigger | Status | Requested | OK | Metrics | Error |
|---|
Properties
Lifecycle, fund links and the Entrata ID map. Only an owned property can be mapped to Entrata.
| Name | Market | Lifecycle | Funds | Entrata ID | Actions |
|---|
Import
Reads deals, funds and the portfolio CSV and reports what it would create. Nothing is written until you apply it.
Identity reviews
A CSV row or deal name that could not be matched automatically. Nothing here is ever merged without a decision.
The broker book
Who to call
Most of the $10–50M multifamily market is broker-gated, so this is where sourcing actually starts. Search a name, a firm, a market, or a phone number with or without the brackets.
| Contact | Firm | Market | Reach them | Where from |
|---|
Pipeline