Investment Range
$12,000 – $60,000
Timeline
5 – 12 weeks
One-time build. You own it forever. No monthly SaaS fees.
What I Build For You
Investor Portal
Each investor logs in and sees their exact position: invested capital, distributions received, current value, documents. No calls asking 'what's my return?'
Deal Room
Secure data room for active raises — NDA gate, document version control, investor interest tracking, and K-1 delivery at tax time.
Distribution Waterfall Engine
Input the deal structure once. The system calculates pref returns, promotes, and waterfall splits automatically. Audit-ready output.
Portfolio Dashboard
All assets in one view: NOI, occupancy, debt service, cap rate, IRR by deal and roll-up. Built for your actual data sources.
LP Onboarding Automation
Accreditation verification, subscription docs, wire instructions, and entity docs — collected and tracked in one flow instead of 40 emails.
Capital Call & Distribution Notices
Generate and send capital call and distribution notices with the right numbers for each investor. One click, not a spreadsheet marathon.
When to text PJ about Your investors deserve better than a Dropbox folder and a qu
Yes — text now
- You've read 2-3 articles, still don't know what to do
- About to spend $500+ on a tool / contractor / build
- Want a 30-second sanity check from someone not selling you
- Local to North County San Diego (faster routing depth)
No — figure it out
- You haven't tried the obvious built-in fix yet
- Looking for a free template you can DIY in 10 min
- Just casually browsing, no real decision pending
- Need a service we don't actually route (we'll say so)
Who this is for
CRE syndicators, private equity real estate firms, family offices, and developers managing 10+ investor relationships who've outgrown AngelList, IMS, or generic SaaS investor portals.
Not a fit: Single-deal sponsors or operators with fewer than 10 investors.
From PJ · Solana Beach, CA
I've built deal tracking and investor reporting tools for real estate operators in San Diego. The CRE space is chronically under-served by software — most operators are running $50M portfolios on Excel and email. That's the gap I build into.
208K
Pages live
$100
First hour
0
Team members
