Listing & Capital Operations
As of June 30, 2026 · data provided by the fund manager
Good morning, Demo User. Here's what's in market, who it reached, and what needs you today.
Listing Machine
Market a listing, reach the right capital, report what it produced
One system for the whole life of a deal — list it, fund it, report on it, pay it out.
Post a listing once and it reaches only the buyers and capital whose buy box actually fits — then every view,
enquiry, and call is tracked back to the channel that produced it, so you can hand the seller a report showing
exactly what their listing reached. Equity listings carry through to funding and investor reporting on the same
records, which is why both sides read from one set of numbers. This is a demonstration environment: the
Summit Equity entity, its investors and the other three listings are fictional sample data. Willow Lake RV
Park is the exception — it is a real Prescott park, assembled entirely from free public records, and it is not
for sale. Its property facts are sourced and badged; its demand figures are a modelled projection, never
observed performance.
View as
Investor (LP)
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Overview — your raise at a glance. Committed capital, what's wired, what's still in flight, and when the next
payout lands. Start here, then use the tabs for detail. Investors see their own version of these figures in the
.
Total Raised
$1,235,000
▲ $155k — last 2 wires funded
Committed · Not Wired
$150,000
2 wires pending
Active Investors
9
▲ 2 added this quarter
Average Check
$137,222
median $125,000
Next Distribution
Sep 15
Mesa Duplex · Q3 rental
Capital Raised
Cumulative committed capital, trailing 6 months · $1.235M to date · data provided by the fund manager
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Buyers — principals who purchase the asset themselves. These are the people a listing
is actually sold to: owner-operators, exchange buyers on a clock, syndicators buying to reposition. Each record is
a buy box, not a mailing-list entry — asset class, geography, ticket size, and how recently their funds were
verified. A listing reaches a buyer only when the buy box matches, which is why the funnel counts matched reach
rather than list size.
Buyer Buy-Boxes
Principals purchasing in their own name or entity. Sorted by how well they fit the selected listing.
| Segment | Provides | Typical ticket | Screens on | Verification |
|---|
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Capital — who funds someone else's purchase. Debt and equity that sits behind a buyer
rather than buying outright. Kept as a reference directory so a buyer can be pointed at the right kind of money for
the structure they are proposing — we do not broker loans, place capital, or take compensation from either side
of a financing. Segments marked Verification required can only receive a
securities listing once their accreditation is verified.
Capital Directory
Reference only — a map of who funds what, at what size, on what terms.
| Segment | Provides | Typical ticket | Screens on | Verification |
|---|
Arizona requires a licence to broker commercial mortgage loans (A.R.S. §6-903), so this directory is informational: borrowers contact lenders directly and no loan application is received, packaged, or forwarded here.
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Documents — who has signed what, across every investor. Subscription agreements, operating agreements, PPMs,
and K-1s in one board, so chasing a signature doesn't mean digging through email. Investors sign electronically from
their own , and the executed copy files itself against the deal.
Documents — Signature Status
Who has signed what, across all 9 investors
Subscription Agreement9/9
✓ All investors signed
Operating Agreement7/9
Daniel Okafor● Pending
Samuel Adeyemi● Pending
7 signed✓
Private Placement Memo8/9
Samuel Adeyemi● Pending
8 signed✓
K-1 Tax Document (2025)7/9
Daniel OkaforNot downloaded
Karen MitchellNot downloaded
7 downloaded✓
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Payouts — run a distribution without building a spreadsheet. Pick a deal, preview each investor's pro-rata
split, and post the whole run in one click. Every investor is notified and the distribution notice files itself in
their for signature and their K-1 trail.
Run Q3 Distribution
Preview per-investor splits, post in one click — investors are notified and the notice lands in their portal
| Investor | Entity | Capital in Deal | Share | Amount | Status |
|---|
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Listings — everything you have in market, in one board. A listing is any deal you put
in front of buyers or capital: an asset for sale, or an equity position in one. Post it once, choose who it
goes to, and it publishes to the investor deal room and starts reporting into
. Anything sold as a
security carries a Verification required gate — marked below and enforced on the
investor side. There is no lending lane: arranging commercial mortgage debt in Arizona needs a licence.
Active Listings
Every deal currently in market. Open a listing's funnel to see who it reached and what came back.
| Listing | Type | Headline terms | Status |
|---|
Asset sales are a property purchase, so they are open to any qualified buyer. Equity and debt positions are securities — those carry an Verification required badge and are only visible to investors whose accreditation is on file.
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Deal Distribution — where the interest in a listing actually came from. Pick a listing
below. Each one goes out only to the investor segments that fit it, and every view, enquiry, and call is tracked
back to the channel that produced it — so you can tell the seller exactly what their listing reached. Equity
listings feed the ; asset
sales end in a letter of intent.
Attribution Funnel
Bar widths are scaled for legibility across a wide range — every count and conversion percentage shown is exact.
Engagement by Investor Segment
| Segment | Views | Interest | Conv. |
|---|
Distribution Channel
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Deal Pipeline — every prospect between first interest and a funded wire. Cards move left to right as
documents go out, get signed, and the money lands, so you always know what's actually closeable this quarter.
The Interested column is produced by ,
which reports the channel behind each name.
Deal Pipeline
Prospects working toward a wire — $460,000 of target checks still in flight, plus $155,000 already funded. The three Interested prospects came in through Deal Distribution, which reports the channel that produced each one.
Interested3 · $185k
Victor Nguyen
LinkedIn inbound · intro call Jul 24
$100,000 target
Tunde Alabi
Met at Phoenix REIA · wants deck
$50,000 target
Jessica Marsh
Referred by Demo User
$35,000 target
Docs Sent2 · $125k
Hannah Cole
PPM sent Jul 14 · opened 3×
$75,000
Dev Patel
Subscription sent Jul 18
$50,000
Docs Signed2 · $150k
Michael Torres
Awaiting wire · instructions sent
$100,000 wire pending
Sofia Ivanova
Wire scheduled Jul 24
$50,000 wire pending
Wired ✓2 · $155k
Karen Mitchell
Wired Jun 12 · onboarded
$75,000 ✓ funded
Omar Haddad
Wired May 30 · onboarded
$80,000 ✓ funded
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What's New — the platform keeps shipping. Every release that has landed on the investor portal, newest first.
Enhancements reach all clients on the platform: no per-feature invoice, no waiting for a rebuild cycle. Full scope
and pricing for each product is on the offer sheet ↗.
What's New
Every release shipped to the investor portal. Enhancements land for all clients on the platform — you don't pay per feature, and you don't wait for a rebuild.
v1.5 — Sourced diligence, on a real property
Jul 28, 2026
New
- Provenance badges on every diligence field — each figure now says where it came from: a county or federal record, the operator's own material, a third-party directory, or a modelled estimate. A number with no source is a liability, not an asset.
- A real subject — the anchor listing is now Willow Lake RV Park in Prescott, assembled entirely from free public records (county assessor, treasurer, GIS, FEMA flood layer). It is a real park and it is not for sale; the package is a spec deal room, the exhibit you bring to win a listing.
- Projections are labelled as projections — a spec listing's funnel now carries an Illustrative projection marker on the panel itself, because that panel gets screenshotted on its own and a projection that travels without its label becomes a performance claim.
- No invented price, NOI or cap rate — on a property whose owner has not offered it for sale, those three lines would have to be made up. The package ends with what the public record cannot tell you instead.
v1.4 — Listing Machine, Buyers & Capital
Jul 28, 2026
- Renamed to Listing Machine — the console sells listing distribution, so it is named for the work it does rather than the outcome.
- Buyers and Capital split — one "investors" list conflated two different counterparties. Buyers purchase the asset; Capital funds someone else's purchase. Each is a buy box (asset class, geography, ticket size, verification), not a mailing-list row.
- Debt listings withdrawn — brokering commercial mortgage loans in Arizona requires a licence (A.R.S. §6-903), so the platform no longer carries a debt listing kind. Lenders remain as a reference directory only.
- Verification replaces "accredited-only" — the badge now names the control that actually exists.
v1.3 — Deal Distribution & Attribution
Jul 28, 2026
New
- Attribution funnel — track a raise from deal-room view through segment-matched reach, expressed interest, and intro calls, to a tracked pipeline prospect.
- Investor-segment matching — deals route to the segments whose published buy box actually fits the structure, instead of going to the whole list. Per-segment engagement and conversion are reported.
- Channel attribution — see which channel produced each prospect (referral, community/event, direct outreach). No manual source-tagging.
- Pipeline hand-off — the funnel now explains where the Interested column came from, closing the gap between marketing effort and committed capital.
v1.2 — Tabbed Fund Manager console
Jul 28, 2026
New
- Seven-section navigation — Overview, Deal Distribution, Raise Pipeline, Investors, Documents, Payouts, and What's New, replacing a single long scroll.
- Keyboard-accessible tabs with proper focus states, matching the Real Estate Ops console.
v1.1 — Drill-downs & reconciliation
Jul 27, 2026
- Detail views everywhere — every KPI tile, investor row, and distribution line opens a full capital-account breakdown.
- Portals menu — one header across all eight surfaces, so the portal, Real Estate Ops, Tax Center, and Finance HQ are one click apart.
- Exit arithmetic reconciled end-to-end: purchase, rehab, carry, sale, and profit now tie across the investor portal and Real Estate Ops.
v1.0 — Investor portal launch
Jul 23, 2026
Baseline
- Investor view — portfolio KPIs, per-deal drill-downs with budget-vs-actual, documents vault, distribution history, and e-signature.
- Fund Manager console — raise KPIs, investor roster, signature-status board, one-click distribution runs, and the capital-raise pipeline.
- Open raises — LPs can review and request an allocation in current raises directly from their portal.
Roadmap items are shown to platform clients as they enter build — nothing on this list is a commitment date. Sample data throughout; figures are illustrative.