R7M2
What this company does
Software platform for marketing to and raising capital from accredited investors for private real estate investments, with workflows across marketing, capital raising, deal sourcing, underwriting, investor offerings, asset management, and reporting.
Data mix
179K Deal files3.1K Pipeline records~750K LOC Codebase~65 Repositories
Comms access
CRM; email/SMS AvailableInvestor and deal decision context ShowsRealistic handoffs, follow-ups, and approvals UseScoped and redacted Status
Company Profile
Company type
Commercial real estate investment marketplace for accredited investors.
Operating status
Active
Founded
2015
HQ
New York, NY
Employee headcount
Peak: ~45; current: 20
Core products
Senior debt, preferred equity, common equity, income funds, notes, and portfolio products.
Unique Attributes
Operating history
Founded in 2015; ~11 years of operating history
Deal pipeline
3,093 deal records across 12 lifecycle stages
Deal-side corpus
179,373 files in pipeline deal folders
Codebase
~750K lines of code across ~65 repositories
Platform model
Proprietary marketplace, origination/admin system, and investor portal
Technology and Systems
Systems of record
- Google Drive: deal folders
- Airtable: pipeline status
- Salesforce: CRM
- Proprietary marketplace and admin systems
Supporting tools
- AWS / Heroku: hosting and infrastructure
- Segment / Mixpanel / Hotjar / LeadsRX: analytics and attribution
- Customer.io / Cordial / Twilio: email and SMS messaging
Platform stack
- Ruby backend
- TypeScript / React 18 frontends
- GraphQL with Apollo
- Redux Toolkit
- WordPress marketing site
Security posture
- Encryption in transit and at rest
- MFA
- Third-party penetration testing
- Software composition analysis
- Fractional CISO
- SOC 2 readiness in progress
Appendix
179,373 files
Deal folders
3,093 deals
Pipeline records
~750K LOC
Platform code
~11 years
Collection period
| Category | Count | Files / size |
|---|---|---|
| On Hold | 6 | 278 |
| Origination Screening | 26 | 143 |
| Lead Approval | 4 | 149 |
| Execution Screening | 3 | 614 |
| Sponsor Engagement | 3 | 148 |
| On Deck | 3 | 465 |
| Live | 17 | 779 |
| In Closing | 5 | 1,290 |
| Invested | 145 | 99,063 |
| Held for Sale | 0 | 0 |
| Exited | 225 | 46,433 |
| Lost | 2,656 | 30,011 |
| Total | 3,093 | 179,373 |