Continue working in the familiar Outlook interface while leveraging the scalability and performance of Microsoft’s SQL Server and.NET architecture to centrally manage all information, contacts, and activities across the firm.

Consolidate deal knowledge, including documents, activities, and correspondence, and link all relevant third parties (e.g. buyers, sellers, developers, lenders, brokers, tenants, lawyers). Leverage real estate-specific fields (or create your own) to track information, such as property type, location, square footage, units, and monthly rent potential.

Track investor contacts, roles, and communication preferences to ensure the right person gets the right correspondence for each account. Log emails, phone calls, meeting notes, and tasks from Outlook, linking each activity to the applicable investors, properties, funds, and third parties.

Track investor account balances, calculate annualized individual return rate (IRR), and visually compare account performance with leading industry indices as well as how contributed capital has appreciated over time.

Get a 360 degree view of your firm’s activities, including fundraising and property pipelines, with dozens of industry-specific reports and dashboards. Have easy access to the data you need to make more informed decisions.