Hospitality and mixed-use development, Florida
Investor materials, generated from one model
We built InnvestFL a reverse-IRR return model and the investor materials that read from it, delivered as gated modules so each one was accepted before the next was started.
The problem
Investor materials were assembled by hand for every project, which meant the return model, the offering memorandum and the investor-facing numbers were three separate documents that had to agree with each other and periodically did not.
What we built
A reverse-IRR model that is the single source
Return targets solved backwards to the terms a deal has to hit, with an equity-multiple hurdle, a construction budget, a profit and loss view with its ramp-up, debt service, and an investor-specific return calculator. Built and reviewed against a live project rather than a template.
An offering-memorandum generator on top of it
Investor-facing documents produced from the model rather than retyped from it, in the client's own brand system, so the numbers in a teaser and the numbers in the model cannot drift apart.
Delivered module by module, each one gated
The engagement is structured as separate modules with an acceptance gate between them, so the client commits to one piece at a time against their own project rather than to a whole platform up front. In practice the modules have overlapped: work on the memo generator was under way while the calculator was still in review.
Where this stands
The investor portal is in technical integration, and the offering-memorandum generator is in launch. Neither is described above as finished, because neither is.