Real Estate · Commercial Real Estate
One file the landlord, the tenant, and the broker all actually trust.
We build the deal room that tracks every party and term on one record, chases outstanding documents until they clear, and opens a self-serve portal for investors expecting more than a quarterly email.
Meridian Business Park · Ste 400
LOI executedLease terms
Outstanding · Certificate of insurance: 2nd reminder sent to broker, follow-up in 3 days
Meridian Ste 400 isn't a real address. The chase logic tracking it is.
The book, today
Open deals
One shared file
landlord, tenant, and broker on the same page
Diligence
Tracked to the day
no milestone slips without a flag
Outstanding items
Auto-chased
a reminder goes out before anyone has to ask
Investor reporting
Generates itself
generated from the same records every cycle
Where the file cools
Six ways a deal room quietly goes stale
A term sheet nobody re-reads
An LOI gets negotiated, signed, and then quietly forgotten while the actual lease drifts from what it said.
A signature with no deadline behind it
Someone owes a redline or a signature, but without a chase date attached it just sits in an inbox.
A diligence date nobody is watching
A financing contingency or inspection window closes on the calendar whether or not anyone was watching it.
A file that reads differently to each party
The landlord's version, the tenant's version, and the broker's version drift apart the moment a term changes.
A quarter-end scramble for the LP letter
Investor reporting gets assembled by hand from spreadsheets nobody has kept current since the last cycle.
A comp nobody can find in time
Underwriting a new deal means digging through old files for a number that should already be on hand.
What the room runs on
The layer that keeps every deal current
Deal pipeline & party tracking
Every deal, every party, and every next action lives on one shared file, so the landlord's inbox and the tenant's inbox stop drifting apart.
Outstanding-item chasing
The moment a document or signature is owed, a reminder goes out to whoever owes it, and it repeats until the item clears.
Investor portals & reporting
Distributions, statements, and documents live in a self-serve portal, so an LP stops emailing and starts logging in.
Runs inside the same deal room your team already watches, with no separate tool to check.
Analytics & underwriting data
Comparables and financial models pull from the same records the deal room already keeps.
Runs inside the same deal room your team already watches, with no separate tool to check.
Every row above reads live from the same file. Nothing here is a separate system to reconcile.
deal · meridian ste 400
chase list · 3 outstanding
Flagship · the chase list
Every outstanding item, and who is chasing it
A commercial deal dies in the gaps between three parties who each assume somebody else is chasing. An owner and a clock on every item is what removes the assumption, and the last line is what stops each side keeping its own version of the truth.
A document goes overdue and the chase list already knows who owes it, how long it's sat, and when the next reminder goes out, before anyone has to go looking for the answer.
- 01Every outstanding item has an owner and a clock running on it
- 02Reminders go out on a schedule, without anyone having to remember to ask
- 03An item that goes quiet too long escalates automatically
- 04The whole file reads the same to landlord, tenant, and broker alike
Put a real file in the room and watch it move
The five rows above are invented. In your actual deal room, each outstanding document carries a real party, a real clock, and an escalation path that fires without anyone remembering to chase it.
The paper trail
Diligence, tracked one document at a time
Every document a deal waits on sits on one checklist, so nobody has to ask whether the estoppel came back or guess who still owes a signature.
A cleared document stays on file for the next deal; an open one keeps its reminder running until it clears.
Diligence checklist · #CRE-2291
How the room comes online
Map how a deal actually moves
We trace your stages, parties, and the documents each one waits on, so the room mirrors how your team really closes deals.
Stand up the shared file
Every open deal moves onto one tracked record landlord, tenant, and broker can all see the same version of.
Wire the chase logic
Outstanding items get an owner and a reminder schedule, so nothing waits on someone remembering to ask.
Open the investor portal
Reporting, distributions, and documents go self-serve, generated from the same records the room already keeps.
What changes in the room
Fewer stalls, from sourcing to signature
Nothing outstanding goes unnoticed
Every open item has an owner and a reminder schedule, so a missing signature is a flag, not a surprise at closing.
One file, not three versions of it
Landlord, tenant, and broker work from the same record, so a term nobody agreed to stops showing up at signature.
Milestones hold their dates
Diligence, financing, and closing deadlines stay visible on the calendar, where the whole team can see them.
Reporting stops eating the quarter-end
Investor statements and distributions generate from records the room already keeps current.
Related services
What else goes into the room
Every deal room we build connects to the wider service work above where it makes sense.
Questions
What CRE teams ask first
Does it actually chase people, or just flag things?
Both. An outstanding item gets an owner and a reminder schedule automatically, and anything that stays quiet too long escalates without anyone having to notice first.
Can landlord, tenant, and broker all see the same file?
Yes. Each party works from the same shared record, so a term or a status never drifts into three different versions of the deal.
Do you build the investor portal too?
Reporting, distributions, and documents move into a self-serve portal, replacing the email thread most CRE firms still run investor updates on.
Will it track our actual diligence dates?
Financing contingencies, inspection windows, and closing dates all live on the file with the rest of the deal, with no separate calendar to check.
Does this replace our CRM or accounting system?
No. It connects to the CRM, accounting, and data sources your team already runs, so nobody has to migrate off them.
Elsewhere in real estate
More of Real Estate
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