Advisory

    A concierge service, not a platform to configure.

    Request a deal, we run the funnel, you receive the deliverable. A structured capital plan traced to every unit, every dollar, every source — delivered in days.

    What you get

    Request, watch it work, receive the outcome.

    Four states. That’s the whole surface. You see your deals move through it; we deliver what happens between the states.

    01

    Request

    You submit a site and the docs you have. Free to start — no plan, no procurement.

    02

    In Progress

    We run the funnel end to end. Follow along on the deal page; ask questions in comments.

    03

    Ready

    The deliverable is complete. You see it exists; you unlock it with your plan.

    04

    Delivered

    The full capital plan is yours — traced to every unit, every dollar, every source.

    The deliverable

    A structured capital plan, traced to every source.

    What lands on your deal page when work is complete. Every unit is tied to a program and a rule; every dollar is tied to a source. No screenshots of our tools, no black boxes — the outcome your IC can present.

    Site + zoning analysis

    Base zoning, QCT / DDA, resource area, redevelopment overlays, existing rights.

    Density-yield stack

    Density bonus + SB 79 + AB 2011 + local incentives, stacked — the maximum affordable units the site can hold.

    Program design

    Unit mix, bedroom distribution, AMI targeting — validated against TCAC and tuned to the credit path.

    Credit path + TCAC scoring

    9% vs 4%, tiebreakers, competitive score, path recommendation.

    Full pro forma

    TDC, tax credits, equity, sources & uses, gap analysis, DSCR, high-cost test.

    Go / no-go with decision score

    PROCEED / CONDITIONAL / PASS with strengths, weaknesses, risks — submittable to your IC.

    How engagement works

    Free request, paid delivery.

    You request a deal at no cost. You pay when the deliverable is ready. Plans are an allowance of analyses per month — you buy outcomes, not tool access, not seats.

    Free to request

    Submit a site and files at no cost. No plan required to start.

    Pay when it’s ready

    The deliverable is gated on an active plan — no charge if nothing gets to Ready.

    Plans are an allowance

    ~4 analyses / month at a ~1-week SLA. You buy outcomes, not seats.

    No ransom

    Easy cancel. No blurred teasers of your own deliverable. First delivery on us if you want it.

    How we deliver

    Agents on top of data on top of law.

    You don’t operate any of this. It’s how we get the outcome to you in days — three layers of built infrastructure behind every delivery.

    Layer 01

    Specialized agents

    One agent per funnel phase — screening, location, capacity, program, credit path, financials, decision — orchestrated end to end.

    Layer 02

    Curated data + comps

    Funded-deal comps, program limits, parcels, entitlement pathways — the inputs a capital stack and a density stack need, structured for the work.

    Layer 03

    Computable zoning + financing law

    Entitlement and financing programs as executable objects with real math — density bonus §65915, SB 79, AB 2011, LIHTC / TCAC, C-PACE.

    Behind the delivery

    Seven agents run your deal.

    You never see them; each one writes structured extractions and evaluations the next reads. No context lost, no hand-offs dropped.

    01

    Screening

    Fatal-flaw check on covenants, use, and program eligibility.

    02

    Location

    Census tract, QCT / DDA, resource area, base zoning.

    03

    Site capacity

    Buildable envelope, unit count by constraint, density-bonus scenarios.

    04

    Program design

    Unit mix, bedroom distribution, AMI targeting — tuned to the credit path.

    05

    Credit path

    9% vs 4%, TCAC competitive scoring, tiebreakers, path recommendation.

    06

    Financial underwriting

    TDC, tax credits, equity, sources & uses, gap analysis.

    07

    Go / no-go

    Aggregate findings, risk assessment, PROCEED / CONDITIONAL / PASS.

    The bar

    We run the AI like a hyper-observable analyst.

    Every step is engineered, human-validated, and auditable to the dollar. You don’t see the machinery — you see the standards it’s held to.

    Model-by-model routing

    Quality and cost tracked per model and per task — no lock-in to any provider.

    Version-controlled prompts

    Every change tracked; every run reproducible. Same question, same answer.

    Confidence + human review

    Automate the routine, flag the hard 20% for an expert. That’s what makes the service scale.

    Enterprise-ready

    Auditable outputs, access controls, and provenance your investment committee can present with confidence.

    Structure the extraordinary.

    We’ll run the whole funnel on one of your deals — density yield, capital stack, submittable go / no-go. No commitment. You keep the output either way.

    Book a call to learn more
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