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Screen Guide

Projects Directory Guide

Learn how to manage individual property deals, transition phases, and tracking files.

Projects Directory

The Projects page lists all properties and active development deals. You can initialize your first project, search/filter existing ones, and navigate into phase-specific workspaces.

Managing Projects

  • Create a New Project: Click "New Project" in the top right. This starts the onboarding wizard to input address, capital stack, and initial targets.
  • Phase Transition: Every project is structured into 4 sequential phases:
1. *Find & Fund* (Acquisition screening) 2. *Purchase* (Due diligence & Closing checklist) 3. *Hold* (Rehab & Construction tracking) 4. *Exit* (Net Proceeds & Settlement ledger)
  • Status Pills: Keep track of current project status, such as active, under contract, closed, or archived.