Intent REI OS

Department

Finance

8 modules

Finance systemCapital SourcesLenders, private capital, owner cash, and JV funding

Signal wire

Finance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performanceFinance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performance

Capital source command

Funding partners, returns, exposure, exit timing, and project capital stack control.

FinanceLive2 capital recordsFull workspace

Loading capital

Committed$650KFunding relationships

Funded$475KCapital already funded

Outstanding$475KDebt and draw tracking

Risks1Capital timing and risk

Capital stack

Funding partners and source exposure

Loans

Selected capital sourceIntent REI operating capitalGazebo Removal / Owner capitalOpen project workspace

OK$175K funded / $250K committed$175K outstanding$0 project forecast$0 project commitmentsOpen exitReturn not setTenant pendingAwaiting refresh

Sources2Owner capital

Committed$650K73% funded

Funded$475K$0 repaid

Outstanding$475K$45K expected return

Project budget$0$0 actual cost

Project forecast$0$0 commitments

Open2top status

Risk1OK

SourceProjectRiskFundedExit

Add source

New workspace record

ProjectPartnerSource typeStatusCommittedFundedExpected returnMaturity / exitRisk

Update selected

PREVIEW-CAP-1

ProjectPartnerSource typeStatusCommittedFundedRepaidOutstandingExpected returnActual returnInterest ratePreferred returnFunding dateMaturity / exitRiskRelated loanNotes

Adjacent workflow

Capital links

Project WorkspaceProject record, documents, capital stack, and operating history

Entity ManagementLegal entities and CPA exports

LoansLoans, draws, payoff tracking

FinanceFinancial dashboard and job costing

ProfitabilityProfitability and return tracking