ORGVIEWWhat you get
Built around your role, not a generic dashboard.
Investor Portal
A completely separate, minimal, read-only view — never the org's management dashboard with edit controls.
Scoped access, chosen by the housebuilder
Invited with read-only access to exactly the sections agreed — funding position and returns, without opening the full commercial picture.
Capital Finance packs
Timelines and information packs generated directly from the underlying project data, not rebuilt by hand for every investor update.
Governed, auditable access
Every investor invite is written to the audit log.