Everything connected
Each module shares the same portfolio engine, so a transaction recorded in one place updates every view, report, and allocation consistently.
Investor dashboard
Total value, invested capital, gains, income, allocation, and upcoming events at a glance.
Portfolio management
Multiple portfolios with holdings, transactions, contributions, and valuations.
Financial analytics
TWR, MWRR, realized/unrealized gains, cash-flow, and concentration analysis.
Real estate
Properties, rentals, mortgages, NOI, cap rates, cash-on-cash, and lease reminders.
Organizations
LLCs and firms with members, roles, ownership, and multi-tenant isolation.
Documents & deal rooms
Private storage, signed download links, access grants, and audit trails.
Opportunity discovery
Browse clearly-labeled opportunities with watchlists and saved searches.
Notifications
In-app notification center with configurable preferences and deduplication.
Security & audit
RLS, server-side authorization, least-privilege roles, and tamper-evident audit events.
Reports & export
CSV and PDF reports that reconcile with the underlying transactions.
Transactions
Immutable, auditable ledger with corrections and reversals, not silent overwrites.
Administration
Protected admin area for users, organizations, opportunities, and platform health.
One engine, many views
Every number on every screen comes from the same stored transactions and valuations — so the dashboard, portfolio detail, and exported reports always agree.
Record once
Add a transaction or valuation in one place; it updates every portfolio view and report.
Calculate consistently
The same finance engine powers the dashboard, analytics, and exports — no drift.
Report with confidence
CSV and PDF reports reconcile exactly with the underlying records.