Public product preview
See the product shape before you sign up.
This page shows representative layouts of the investor dashboard, exchange room, and document workflow so you can evaluate the operating model before creating an account. These are preview compositions, not claims about hidden enterprise functionality.
Portfolio-level visibility
Investor dashboard view
One record for one exchange
Exchange room view
Organized support, not a dump folder
Document workflow view
Investor dashboard
Representative layout preview
Estimated deferred tax
Portfolio-level summary
$1.48M
Active exchanges
Open operational rooms
3
Next hard deadline
45-day identification
12 days
Exchange room
Representative layout preview
Relinquished sale date
Timeline anchor
Mar 15, 2026
Replacement stack
Identified legs
3 assets
Compliance posture
Current room state
On Track
Document workflow
Representative layout preview
Uploaded support
Statements, deeds, QI docs
18 files
AI extraction queue
Review before commit
2 pending
Workpaper exports
Tax/reporting outputs
Ready
Deadline-first workflow
The product is organized around sale date, 45-day identification, 180-day completion, and the record that supports those milestones.
Document-centered record
Closing support, tax workpapers, and exchange notes stay attached to the exchange and property lineage instead of living in disconnected folders.
Transparent scope
The preview is intentionally limited to currently explainable surfaces. If a feature is not live, the public site should say so explicitly.
Evaluate trust from multiple angles.
Product preview answers “what does it look like?” The next two pages answer “who built this?” and “how is sensitive data positioned?”