[Platform — Tracking]

Deal & project tracking

Every site you are working, from the first look to the closing, in the same platform as the study that found it. Move deals through your stages, work the due diligence checklist, and keep the notes and the files with the site they belong to.

Your Studies☰ List⊞ Map
Stage: All 42Screening 28Feasibility 6Underwrite 3Permit 2Build 1Sell 2
Pine Hollow Townhomes
Wake County, NC · Feasibility
0 / 9
SummaryNotesDue Diligence
Edit items, assign to users, and set due datesReset to org default
What it does

Every site, from first look to closing.

01

Stage management

See every site by stage, from screening and feasibility through underwriting, permits, building and sale, and filter the pipeline to the deals that need you.

02

Due diligence checklists

Work the checklist on each site: utilities, stormwater, wetlands, surveys, access and impact fees, with items assigned to people and due dates set.

03

Notes and files

Keep the notes, the documents and the decisions with the site they belong to, so the whole team works from the same record.

What's inside

Every site includes

  • A pipeline of every study, in a list or on the map
  • Stages from screening to sale, with a filter for each
  • A due diligence checklist that starts from your organization's default
  • Checklist items assigned to teammates, with due dates
  • Notes on every site
  • File storage next to the study
FAQ

Questions teams ask.

No. It sits in the same platform as your studies, so a site moves from screening to closing without being re-entered anywhere else.
Yes. Edit the checklist items, assign them to people on your team and set due dates. Your organization keeps a default checklist that every new site starts from.
With the site. Each study keeps its notes and files next to its checklist and its analysis, so everyone on the team sees the same record.
Our team can take it from there: site plan packages in days, design packages in weeks, and development through construction.

Bring a parcel. We'll run it live.

A demo on a site you actually care about: the study, the capacity, the comps, and what our team would do with it next.

No setup. Bring a real parcel and we run it live on the call.