Cash / FundingCash available, reserve buffer, committed spend and whether another purchase is affordable.
Top Opportunities
Add sourced opportunities to see the top ranked deals.
Latest Alerts
No alerts yet.
Opportunities
Source, assess and evidence property opportunities from one place.
Decision Engine
Select a saved property and record the current family decision.
Save a property first, then record a decision.
Deal Sourcing
Add potential opportunities and rank them before deciding whether they deserve a full review.
Add an opportunity to generate an initial score.
Opportunity Pipeline
Add / Analyse Property
Stamp Duty is currently estimated using England/Northern Ireland SDLT bands. Professional costs are beta estimates only and should be checked against solicitor, survey and finance quotes.
Complete the fields and click Analyse & Save Deal.
Saved Properties
Decision Engine
Apply a decision status to the selected/latest deal.
No decision set yet.
AI Comparable Agent
Enter the target property details. In this beta, the agent creates a structured comparable-search brief and allows you to record real sourced comparables. Live data API connection comes later.
Create a comparable search brief, then add/import real sold-price evidence.
Real Comparable Evidence
Use this section for actual sold-price evidence from Land Registry, Rightmove sold prices, Zoopla or another property data source.
Only enter figures you have checked from a real source. The AI should interpret evidence, not invent it.
Add Comparable Sale
Add sold-price evidence directly here.
Comparable Sales Summary
Add comparable sales.
GDV Confidence
Add comparable sales to generate a GDV confidence view.
AI Comparable Analysis
Add real comparable evidence to generate AI interpretation.
AI Deal Report
This is rule-based for now. Later it can connect to live sold-price data and AI analysis.
Add a property to generate the first deal report.
Generate Deal Pack
Select a saved deal and create a consolidated review pack.
Save a deal first, then generate a deal pack.
Projects
Manage live projects, pipeline, tasks, budget, due diligence and documents.
Pipeline
Watching
Viewing
Offer
Purchased
Refurb
On Market
Sold
Family Project Management Area
Track refurbishment tasks, responsible people, budget impact and progress.
To Do
In Progress
Waiting
Complete
Project Budget Summary
Save a deal first, then calculate the budget position.
Add Manual Cost
Manual Cost Log
Viewing Checklist
Select a deal and save the checklist.
Saved Due Diligence Records
Upload / Register Document
Project Document View
Select a project to view its documents.
Photo Progress
Register before, during and after photos against a project. In this beta the filename is stored locally.
Alerts & Action Centre
Key warnings and follow-up actions across deals, budgets, due diligence and projects.
Current Alerts
Family & Investors
Manage capital contributions, ownership percentages and family roles.
Total Capital Committed£435,000
Capital Contributions
Enter each family group's capital commitment. Percentages update automatically.
JS
Jim & Sal
Partners
Leading operations and project management.
34.5%
NS
Nic & Steve
Members
Leading operations and project management.
34.5%
DH
Dave & Helen
Members
Leading operations and project management.
31.0%
Total Capital Committed£435,000
Total Percentage100%
Capital Remaining£0
Average investment per project£108,750
StatusFully Funded
How it works
1. Enter Amounts
Add each family group's capital commitment.
2. Automatic Percentages
Percentages update based on total committed.
3. Ownership Applied
Used to allocate profit and equity across the family.
ⓘ These percentages determine how profits and equity are shared across the family.
Ownership Breakdown
Distribution Summary
Use the Profit Distributions page for full deal-by-deal calculations. This view summarises current family ownership.
Investor Details
Jim & SalFamily group / partners
Current role: Leading operations and project management.
Nic & SteveFamily group / members
Current role: Leading operations and project management.
Dave & HelenFamily group / members
Current role: Leading operations and project management.
Investor Settings
Investor settings can later include voting rights, minimum approval thresholds, fee rules and exit rules.
Current beta setting: ownership percentages are calculated purely from capital contributions.
Offer Tools
Calculate the maximum offer price and generate refurb templates.
Maximum Offer Calculator
Work backwards from GDV, target profit and costs to calculate the highest sensible offer.
Enter figures and calculate the maximum offer.
Refurb Cost Templates
Choose a refurb template to quickly estimate cost and create starting tasks.
Select a refurb template.
Project Timeline
Track major project milestones from offer to sale.
Add Milestone
Timeline View
Project Photos
Upload and view before, during and after photos for each project.
Upload Progress Photo
Select a saved property/project, choose the stage and upload a photo.
Save a property first, then upload progress photos.
Photo Timeline
Cash / Funding
Track available funds, committed funds and whether another purchase is affordable.
Cash Position
Enter figures and calculate the cash position.
Trade Area
Store contractor details, trade categories, notes and preferred suppliers.
Add Contractor / Trade
Contractor Register
Calendar
Viewings, family meetings and project dates.
Calendar area.
Updates / Messages
Family messages, decision log and beta feedback in one place.
Generate Family Update
Saved Messages
AI Weekly Family Update
This generates a weekly update from saved deals, tasks, documents, photos, decisions, alerts and cash position.
Add Decision / Meeting Note
Decision Log
Add Feedback
Feedback Log
Beta Test Checklist
Use this checklist to test the system before sharing wider with the family.
Core Test Flow
Feedback Notes
Record anything that feels confusing, missing or broken during testing.
No test notes saved yet.
Shared Notes
Save family notes to Supabase so they can be seen across devices.
Supabase Connection
Paste these directly from your Supabase project. They are saved in this browser only and are not sent to ChatGPT.
Connection not saved yet.
Add Shared Note
These notes save to the Supabase notes table once the connection and table policy are ready.
Family Shared Notes Log
No shared notes loaded yet.
Settings & Backup
Export, restore or reset the family property investment data.
Data Backup
The app currently saves data in this browser. Use export regularly so you do not lose your property data.