I'm PJ, a solo dev in Encinitas. If you're a principal at a CRE firm tired of bolting together Juniper Square workarounds, stale spreadsheets, and generic portals that don't fit how you actually raise and report — text me and I'll tell you what's actually buildable for your fund.
→ See the CRE investor portal shareable (what I'd actually build you)
Depends on AUM and investor count. Past ~150 LPs or $150M AUM, custom usually wins on 3-year TCO. I'll run the math with you in a text — no sales pitch.
Core portal with docs, K-1s, distributions, and capital call workflows: 4–8 weeks. Full white-label with waterfall automation and ACH: 8–12 weeks. I ship in sprints so you see progress weekly.
Yes. Most fund admins have APIs or at minimum sFTP/CSV drops. I've wired up Yardi exports, QuickBooks, DocuSign, and custodian feeds. If it has an API or a file, it can be integrated.
Portal stores signed subscription docs, accreditation verification, and every LP action is timestamped and exportable. Your SEC attorney will like it. I've done this pattern before.
That's literally the #1 thing principals hire me for. Self-serve K-1 downloads, distribution history, position value, wire instructions — your IR team gets their week back.
Project-based to ship. Then a small monthly for hosting + changes if you want. No retainer lock-in. I'm solo — you get me, not an account manager.
Pref returns, catch-ups, promote splits — encoded once, calculated forever. No more Excel tabs named "waterfall_FINAL_v7."
Notice → LP confirmation → wire tracking → receipt logging. Automated emails, signed PDFs, dashboard for you to see who's paid.
Bulk upload from your CPA, auto-match to LP, secure portal delivery, read receipts. No more 300 individual emails in March.
Sub docs, W-9s, accreditation verification, custodian routing — one flow. Cuts new LP onboarding from weeks to days.
Private deal rooms for LPs you want to pitch. Track views, gate documents, see who's engaged before the call.
Property-level performance, fund-level IRR/MOIC, LP-specific positions. All from one source of truth. Exportable everywhere.