🎯 Welcome to Your Partner Success Toolkit!

We've created comprehensive tools to help you gather all required data and complete your property submission with confidence. Whether you're a Silver, Gold, or Platinum partner, these tools will:

  • Calculate all financial metrics automatically with easy-to-use spreadsheets
  • Guide you through market research with step-by-step data collection templates
  • Provide checklists for all required documents and information
  • Generate professional reports ready for submission
  • Save you time by automating complex calculations

Select Your Partnership Tier

Choose your tier to see relevant tools and requirements

🥈 Silver

Investor Partner

5-Year Financial Pro Forma

🥇 Gold

Syndicator Partner

Full Due Diligence Package

💎 Platinum

Turnkey Partner

Investment-Grade Submission

📋 Silver Partner Data Requirements

As a Silver partner, you need to provide the following data categories:

Financial Data5-year pro forma, purchase price, renovation costs, operating expenses, debt structure
Market InformationMarket vacancy rates, average rents, rent growth trends, absorption data
Property DetailsAddress, type, units, square footage, year built, condition, amenities
Competitive Analysis3-5 comparable properties with rents, occupancy, and distance
Basic Legal DocsPurchase contract, title report, zoning letter, tax records
Capital StackDebt and equity breakdown, financing terms, minimum investment

📋 Gold Partner Data Requirements

As a Gold partner, you need everything Silver requires PLUS:

Advanced Financials10-year projections, IRR calculations, multiple exit scenarios, sensitivity analysis
Professional Market StudyDemographics, employment data, economic drivers, supply pipeline, absorption trends
Inspection ReportsProfessional property inspection, systems assessment, 5-year CapEx plan
Complete Legal PackageTitle commitment, Phase I ESA (if needed), all permits, insurance docs
Risk AssessmentTop 5 risks with probability, impact scores, and mitigation strategies
Operational PlanManagement structure, vendor network, marketing plan, 90-day transition

📋 Platinum Partner Data Requirements

As a Platinum partner, you need everything Gold requires PLUS:

Investment-Grade Financials10-year detailed model, waterfall structure, equity multiple, all tax considerations
Comprehensive Market StudyFull demographic analysis, economic forecast, detailed comp analysis with photos
Complete Due DiligenceAll inspections, environmental studies, surveys, zoning verification, utility analysis
PPM & Legal StructureDraft PPM, subscription agreement, operating agreement, securities compliance
Marketing PackageExecutive summary, pitch deck, property photos/video, one-sheet, sponsor bio
Investment StructureComplete waterfall, distribution terms, fee structure, GP/LP splits