Development finance drawdowns and investor reports
We take off your hands: putting together drawdown packs, lender reports and investor reports by hand each month.
You get: a drawdown pack checked against the cost plan and certificates, monitoring report findings tracked and quarterly investor reports, for your finance team.
Get a price for thisOr check first: Are we ready for AI?
The problem
Lenders and investors all want the same numbers in a different format, and we pull every pack together by hand.
What is in this package
- Prepare development finance drawdown packs
- Compare development appraisals with actual costs and sales
- Track facility expiry dates, covenants and extension triggers across all schemes
- Turn progress meeting recordings into minutes with instructions and open requests
- Monthly development finance drawdownWhole process
- Turn monitoring surveyor reports into tracked actions
- Draft the monthly monitoring report from the site visit, drawdown request and cost records
- Keep each scheme's cash flow up to date from actuals, sales and drawdowns
- Check a drawdown request against the budget, invoices and progress
- Chase open actions from meetings and site walks until they are closed
- Give the owner one monthly view of every scheme, from land to funding
- Summarise title registers and plans for a site and flag ownership, charges and restrictions
- Track cost to complete and contingency on every monitored scheme
- Review the main contractor's monthly report for slippage and cost risk
- Produce quarterly joint venture and investor reports from scheme data
- Put together the development finance pack for brokers and lenders
- Track local plan stages and call-for-sites deadlines at your target councils
27 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Cost plans, certificates and facility terms
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Developers and housebuilders
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?