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Portfolio + Entity Rollups

Roll Up the Deals.
See the Partner Story.

Every scenario belongs to a property, an entity, and a cast of partners. The Portfolio and Entity tabs combine them so you can see the total committed capital, blended IRR, and repeat-investor roster across every deal you've modeled.

Active

123 Main St

Single-family rehab
Raise$200K
Partners2
LP IRR12.5%
Active

456 Oak Ave

4-unit syndication
Raise$850K
Partners4
LP IRR15.8%
Draft

789 Industrial Blvd

Value-add commercial
Raise$1.2M
Partners5
LP IRR17.2%
Portfolio rollup

All 3 Deals Combined

Total Committed
$2.25M
Unique Partners
7
Repeat (2+ deals)
3
Blended LP IRR
15.4%

Who Is In Each Deal, and for How Much

Repeat investors surface automatically — sorted by total committed across all your scenarios.

Partner 123 Main 456 Oak 789 Industrial Total Committed Deals
Operator LLC (GP) $60,000 $125,000 $200,000 $385,000 3
Pat Wilson $140,000 $300,000 $440,000 2
Sam Rivera $250,000 $500,000 $750,000 2
Jordan Kim $175,000 $250,000 $425,000 2
4 more partners… $250,000 1

Group Scenarios by Entity

Link each scenario to a holding LLC and roll up committed capital at the entity level.

Main Street Holdings LLC 2 deals Industrial Venture Partners 1 deal Unassigned 1 deal

Roll Up Every Deal You've Modeled

Portfolio-level committed capital, repeat investors, entity groupings — all automatic.

Get Started