Real estate developers.
Investor updates that put themselves together, one record of every investor and deal, and a chat on the site that captures new inquiries.
How can a real estate developer use AI to track deals, keep investors updated, and capture new inquiries?
Investors want to know where their money is, and the answer is scattered across schedules, draw requests, and email threads with the general contractor. Each project has its status in one place, its numbers in a spreadsheet, and a different set of people to update. Prospective investors ask the same early questions, and the answers sit in a deck from the last deal. A new project adds to the pile, and every update written by hand is time not spent on the next deal.
What we build.
CRM Automation
One record covers every investor, prospect, and commitment, with each conversation attached. The next raise starts from a clear picture of who has been told what.
Automated Reporting
Compiles each investor update from project status, budget, and schedule data, on a regular schedule. A person reviews it before it goes out.
Website Chat and Lead Capture
Answers visitors' questions about your projects, learns what each one is looking for, and books a call. Interested investors and buyers don't vanish after one visit.
Helpful resources.
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