Property investment: deals, dates and cash in one live system.
Engagement focus Custom operations platform + integrationsThe business
A fast-growing UK property investment business: hundreds of units across roughly 30 SPVs, scaling toward 1,000. No operating model connected deal agreement to execution. Information lived in heads, WhatsApp and email, refinance deadlines were tracked mentally, and the cash position was checked by hand across about 30 bank accounts.
What I built
A custom deal-intake app with voice dictation, feeding a custom operations platform built out of automations and workflows that move each deal through its stages and milestones (refinancing, bridging, refinance deadlines). A custom Google Drive integration keeps the documentation interlinked with every property and deal as it progresses. Live cash-position visibility across the SPVs sits on top, and dashboards report off the whole thing. Intake to integration to reporting, one fully fledged system.
What it delivered
- Deals captured the moment they land, by voice, no spreadsheets, no memory
- Refinance and key dates tracked automatically, nothing slips
- Documents linked to each property and deal as it moves, nothing filed by hand
- The true cash position across ~30 SPVs visible any morning, no manual pull
- Dashboards reporting across the portfolio off live data
- The team off chasing data and onto the actual investment work

