Partner Dashboard Directory
This page is for review purposes. In the live application, each partner will be directed to their role-specific dashboard automatically.
General Contractor
R² Remodeling
Construction management, project tracking, invoicing, and scope of work management for renovation projects.
Legal Services
Charlotte Legal Associates
Real estate closings, entity formation, contract review, title insurance, and legal matter management.
Bookkeeping & Accounting
Piedmont Financial Services
Project accounting, financial reporting, expense tracking, reconciliation, and distribution calculations for all investment LLCs.
Tax Planning & Strategy
Redoubt Capital — Tax Planning
K-1 preparation, cost segregation coordination, entity elections, estimated tax letters, and tax strategy optimization.
Capital Advisory
Meridian Capital Advisors
Capital sourcing strategy, cash readiness assessments, prospect pipeline tracking, and conversion metrics.
Project Financing
Trident Mortgage Group
Loan pipeline management, lender relationships, rate comparison tools, and draw schedule coordination.
Inspector
QC Inspect
Pre-acquisition, phase, and final property inspections with deficiency tracking and report management.
Deal Sourcing
CLT Wholesale Group
Off-market deal sourcing, property submissions, pipeline tracking, and commission management.
Brokerage
CLT Brokerage Partners
Property listings, buyer negotiation, closing coordination, market analysis, and transaction management.