Produce quarterly joint venture and investor reports from scheme data
We take off your hands: rebuilding the same scheme figures every quarter in each investor's own report format.
You get: investor reports in each partner's format, with draft commentary for your investment director to sign off.
Get a price for thisOr check first: Are we ready for AI?
The problem
We spend days every quarter rebuilding the same numbers for each investor in their own format.
How it works
What comes in
- Scheme accounts, appraisal and forecasts, sales or letting data, programme, previous reports, partner templates
What AI does
Pulls figures from one source, fills each partner template, reconciles them and drafts commentary.
What you get
- Investor reports, reconciliation check and change summary
Who signs it off
Your investment director reviews and signs off each report before it is issued.
What it needs to work
- Consistent scheme data and partner templates
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?