Ditch Disjointed Email Threads
Discuss assets, loop in your Portfolio Analyst, and collaborate with external partners directly inside the platform.
Dedicated channels for every record
Keep discussions anchored directly to the specific asset, fund, deal, or tenant they belong to.
- Entity-specific conversation threadsMaintain isolated chat histories tied directly to individual property pages, deal files, or tenant records.
- Eliminated inbox clutterReplace fragmented email chains with centralized messaging that stays permanently linked to the asset.
- Complete historical contextAccess past decisions, notes, and discussions instantly whenever reviewing a property or deal.
On-demand AI assistant in chat
Loop your Portfolio Analyst into any channel conversation to answer questions and run calculations live.
- Direct mention capabilityCall on your Portfolio Analyst using @mentions to query data without leaving the discussion.
- Instant data retrievalAsk for updated NOI figures, lease terms, or debt schedules right inside your team chat.
- Shared analytical answersProvide instant, data-backed answers to the entire team in a single, visible message response.
Secure external partner workspace sharing
Collaborate seamlessly with third-party property managers and investment partners without compromising internal environments.
- Multi-tenant chat channelsConnect external property managers and partners directly while each firm maintains its own isolated workspace.
- Direct vendor communicationResolve variance inquiries, tenant issues, and operational questions directly with third parties on-platform.
- Clean data boundariesShare specific project channels safely without exposing your firm's broader portfolio metrics or internal notes.
Granular role and asset permissions
Control access precisely by role, fund, or individual asset to ensure sensitive information stays secure.
- Custom permission tiersAssign viewing, editing, or administrative rights based on team roles and functional responsibilities.
- Asset-level access controlsLimit user visibility strictly to authorized properties, investment deals, or fund entities.
- Secure multi-team environmentManage internal teams, external managers, and investors safely within a single governed system.
See It on Your Own Portfolio
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