Skip to content

Implement best practices with templates.

All templates are easily adapted by users to fit your exact data and workflow requirements.

  • Manage your deal flow and investments, track your pipeline and portfolio with workflows and reporting tools.

  • Screen new targets, automate due diligence processes and seamlessly execute post-transaction integration.

  • Track new opportunities for impact investments and keep a system of record for industry standard impact metrics.

  • Intake new client matters, utilize multiple transactions workflows for efficient practice management.

  • Built for real estate brokerages and agents to track clients and efficient matching with residential and commercial properties.