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Demonstration. Marisol Patrimonio SL does not exist and every figure here is invented. The software is the real thing — every screen, every model, every document — and nothing can be saved.
Demonstration. Marisol Patrimonio SL does not exist and every figure here is invented. The software is the real thing — every screen, every model, every document — and nothing can be saved. Walk the ninety seconds →
The firmThe investor
What every plan inherits where it leaves a field blank. Changes are audited.
Rates not yet checked against the MASTER v2 workbook — treat as provisional.
Named costs every plan inherits from the house — staff, licences, anything the fields above cannot say. A plan that names one of its own stops inheriting that line.
Reading…
Each month as a multiple of the year: 1 is an average month. A new plan's rate card opens on this; every deal corrects its own.
| Multiple of the year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Adds to |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Occupancy | 1,000 | ||||||||||||
| Rate | 1,000 |
What each stage demands before a deal belongs in it, and how long a deal may sit before the pipeline calls it stuck. The gap list and the stuck band read these rules; this is where they are written.
asking_pricerequiredA price is needed before a deal can be studiedasset_format_idrequiredFormat drives the underwriting approachunitsrequiredUnit count is needed to compute per-unit metricslicence_status_idrequiredDo not offer without knowing the licence positionneighbourhoodrecommendedNeeded for comparablestenant_idrequiredA deal must belong to a GP before it can be offeredagreed_pricerequiredRecord the agreed price before due diligencedd_statusrequiredSet the due diligence trackarras_amountrequiredDeposit amountarras_daterequiredDeposit datelicence_status_idrequiredLicence position must be settled before arrasexit_reasonrequiredWhy is this parked?exit_reasonrequiredWhy was this passed?The lists the whole product offers — what a deal is, how paper is filed, why one was passed. Rename them to the words this firm uses, put them in the order it wants them asked in, and retire the ones it never picks. A retired word disappears from every list without disturbing the records that already carry it.
The reason the pipeline records when a deal is parked or passed.
price1 dealregulation_licensingno dealsproductno dealscomplicated_developmentno dealssoldno dealsotherno deals the app uses itEvery metered call, last 30 days. The caps enforce themselves server-side; this is the meter.
| Feature | Calls | Tokens in | Tokens out |
|---|---|---|---|
| Lead dictation | 6 | 11.496 | 1.589 |
| Investor question | 1 | 1.017 | 168 |
Market data (PriceLabs): 0 of 20 trial calls used — each is asked for by a person, never automatic.