Quick start guide

The project owner's workflow, step by step. Log in as admin and follow it with the example case Sierra Blanca.

1. Analyse the caseCase → + New caseEnter acquisition, rough project costs (project cost, furniture, other), running costs, sale, project period and kick-back. Check worst, base and best. Only you and SA see the case.
2. Compare and duplicateCase · Cards / ListCompare all cases with totals for purchase, investment and net profit. Duplicate to test another price or scope on the same property. Add photos and notes under Media bank and Comments.
3. Turn into projectThe case page → Turn into projectClick twice to confirm. The case moves to Projects with status Calculation and all figures. Project cost becomes Renovation project/contract; furniture and other keep their items.
4. Complete the calculationProject → CalculationSwitch to Itemised and fill in the other items (architect, kitchen, bathroom, pool …). Under 6. Investment options choose which options are offered.
5. Send the investment caseProject → Investment caseChoose recipients, photo and description, and keep "Give the recipients access to the offer" ticked. The investors simulate and send expressions of interest, shown under Investors. No email is sent in the demo.
6. Investors and agreementsProject → Investors · Agreement (PPA)Link the investors with share and option (A, B or C). Each investor downloads, signs and uploads their agreement.
7. Start the projectCalculation → Budget → Start the projectThe calculation is saved as the locked start budget (v1) and the status becomes Acquired. Later changes are saved as budget versions under Budget.
8. Run and follow upStatus Design → Renovation → For saleRegister costs under Follow-up, photos in the Media bank and news under Updates. The project manager (pedro) can do this too. Investors see budget against actual.
9. Sell, close and pay outStatus Sold → Completed → Paid outRegister the sale and lock the preliminary result, mark completed and lock the final result, then set the payout date. Reports and the settlement note give PDFs.

Log in as Property Invest SL (admin / demo).

1. CasesUnder Case (left of Projects in the menu) you analyse upcoming investments: acquisition, rough project costs (project cost, furniture, other), sale, kick-back and the scenarios worst, base and best. Only you see your cases. Duplicate a case to try a variant, and Turn into project when you want to present it to investors: the figures carry over.
2. ProjectsThe overview shows key figures for all projects. Open a project from its card, or create one with + New project.
3. CalculationEnter acquisition, project costs, sale and project period. Project costs are entered as one item (simple) or itemised (kitchen, bathroom, pool and more). Net profit, ROI and the three scenarios (worst, base, best) update directly. Start the project saves the calculation as the locked start budget. Later changes are saved as a new budget version, shown under Budget. Under 6. Investment options you choose which options are offered and whether the project is open to new investors.
4. InvestorsLink investors to the project with share and option (A, B or C). Create investor accounts under the menu Investors, where expressions of interest from investors also appear.
5. Investment caseUnder the tab Investment case in a project you email selected investors a photo, a short description and the project calculation (totals only) with a link to the portal. Recipients can be given access to the offer. No email is sent in the demo.
6. Agreement (PPA)Fill in the project owner and the property. The investor downloads their completed agreement, signs it and uploads it. The template is edited under Agreement template.
7. Follow-up and updatesRegister paid costs under Follow-up; budget against actual is shown to you and the investors. News for the investors is written under Updates.
8. Media bankUpload photos and short videos to the project under Media bank, also directly from your phone. Choose the cover image and what is shown to investors. The project manager can upload too.
9. StatusMove the project along: Calculation, Acquired, Design, Renovation, For sale, Sold, Completed, Paid out.
10. ClosingRegister the sale (Sold), lock the preliminary result, mark as completed and lock the final result, then set the payout date (Paid out). Reports and Balance statement give PDFs.
11. View as investorUnder Investors you can see the portal exactly as an investor sees it, with View as.