Settings

Configure evaluation weights and scoring parameters.

General scoring

Who owns what

One person is responsible at every stage, and who it is depends on the deal type. Set the grid once — new deals inherit it and each handoff is emailed.

Edit matrix →

Underwriting — Standard Expenses library

The LOW / MED / HIGH per-unit bands behind every underwrite's Standard-* methods. Calibrate them against what our owned multifamily portfolio actually runs at, sliced by manager or state.

Calibrate →

Stage sign-off

Finishing a stage, you can put it in someone's court: they get a writeup and whatever the stage produced — new documents, notes, evaluations — by email, and either sign it off (which advances the deal) or send it back.

This blocks nobody. Anyone can move any deal to any stage at any time, and anyone can sign off a request. These settings only decide where a sign-off lands and where we offer to raise one.

Offer sign-offs on deals

Sign-offs go to

Requests land with Morgan Hale — but anyone can act on them.

Stages where we offer a sign-off

Initial Review Underwriting Due Diligence IC Review Negotiation Closing Invested

Where the deal page shows a Submit for sign-off button. Not offered on Screening, on moves backwards, or on killing a deal — none of those is a decision worth a signature.

Deal staleness

How many days a deal may sit quiet in each stage before we call it stale. Fast at the front of the funnel, where a quick no is the product; slower in the middle, where real work legitimately takes time.

Quiet means no progress on the deal — nobody wrote a comment, uploaded a document, attached an email, moved it a stage, ticked a checklist item, finished an evaluation, raised or decided a sign-off, set or closed a follow-up, scored the gut, built an underwrite, mapped a T-12 or rent roll into it, loaded comps, or recorded our commitment amount. Editing a field on the deal is not progress. Fixing the name or correcting a number leaves the clock running, which is the point: real work shows up in a deal's activity, not in its columns.

Screening

Default 7 days

Initial Review

Default 10 days

In use: 1 day, set per deal type in the stage-days grid. This box only applies where the grid has no entry.

Underwriting

Default 14 days

Due Diligence

Default 21 days

In use: 3–5 days, set per deal type in the stage-days grid. This box only applies where the grid has no entry.

IC Review

Default 5 days

In use: 2–5 days, set per deal type in the stage-days grid. This box only applies where the grid has no entry.

Negotiation

Default 10 days

Closing

Default 7 days

Invested

Default 90 days

Anything from 1 to 365 days. Clear a box to go back to that stage's default — an empty box means the default, not zero. Passed deals are not listed: nobody is driving a dead deal, so it can never be stale.

AI features

Master switch for all AI-powered features — document intake extraction, evaluation auto-scoring, and checklist / next-action suggestions. When off, no Anthropic tokens are used and the AI buttons are hidden. Leave this off unless you're actively using AI to save on token costs.

Weekly pipeline digest

An automated email summarizing the week's pipeline movement — new deals, stage moves, completed evaluations, upcoming deadlines, and deals needing attention. Sent from Outlook via Microsoft Graph.

Send the weekly digest automatically

Day

Time (Central)

Recipients

Defaults to investments@demo.example.com if left blank.

Family Office sync

Every invested deal is pushed to the Family Office Unfunded Commitments report — automatically on approval, on edit, and every few hours. Use this to force a full sync right now.