Skip to content
Fund Flow

Raise capital with confidence.

Creating a Deal

Use this tool to track new investment opportunities and present them to potential investors. This is the first step in your fundraising workflow.

Prerequisites

  • You must be logged in as an Operator or Admin.
  • You should have a property identified for acquisition or rehab.

The Workflow

graph TD
    A[Start New Deal] --> B[Basic Info & Type]
    B --> C{Rehab or Acquisition?}
    C -->|Rehab| D[Enter Reno Budget]
    C -->|Acquisition| E[Enter Purchase Price]
    D --> F[Define Terms & Dates]
    E --> F
    F --> G[Deep Analysis]
    G --> H[Publish to Investors]

  1. Start a New Deal Navigate to the Deals section in the main menu and click the + New Deal button.

  2. Enter Basic Information

    Basic Info

    Select your Deal Type. Choose "Rehab" for fix-and-flip projects or "Acquisition" for buy-and-hold investments. Enter a clear Deal Name and select the Property Type (e.g., Single Family, Multi Family).

    📸 [SCREENSHOT TODO: Basic Info form with Deal Type highlighted]

    Financials

    Enter the Target Amount you need to raise and the Purchase Price. If this is a rehab project, define your Renovation Budget and estimated ARV.

    Tip

    The Projected IRR must be a positive percentage.

  3. Define Terms and Dates Switch to the Terms tab to enter the Property Address. The system will auto-complete the address as you type.

    Set the Target Purchase Date. If you enter a Term (Months), the system will automatically calculate the Target B-C Close Date, which helps you plan your exit strategy.

    Note

    Validation Rule: The Target B-C Close Date cannot be earlier than the Target Purchase Date.

    📸 [SCREENSHOT TODO: Terms tab showing the date calculation]

  4. Add Description In the Description tab, write your investment thesis. You can use the AI Generator to create a draft description based on your financial inputs.

  5. Save the Deal Click Save Changes to create the deal record. By default, the visibility will be set to "Private" so you can review it before publishing to investors.