Track records family offices can actually underwrite.
Emerging sponsors have credible operating track records. They've also used their own balance sheets, never tracked deals against an institutional IRR framework, and don't present in a way family offices, MFOs, or HNW syndicate investors can underwrite. Onboard closes that gap.
Most emerging real-estate sponsors we meet have done good work — strong submarket conviction, real operating wins, defensible thesis. What they don't have is a comparable, source-linked track record they can hand to a family office. The numbers live in QuickBooks. The deal terms live in closing binders. The story lives in the sponsor's head. None of it is in a form an LP can underwrite without a month of due diligence.
Onboard reconstructs that record. Document by document, deal by deal — with every line tied to a source.
Each step produces a concrete artifact. You see your progress at every stage.
We learn about your portfolio, your target LP audience, and the shape of the story we're going to tell together.
The list of every deal we'll reconstruct a credible record for.
Closing docs, leases, tax returns, K-1s, QuickBooks exports, bank statements — pulled into one organized place.
A full map of every document you've provided.
Every checklist item scored: found, partial, missing. The gaps are surfaced explicitly so you know exactly what's still required.
Every purchase price, rent roll, cash flow, and capital event extracted and linked back to its source document. Cross-validated across legal documents, books, and public records — no single source is trusted blindly.
County records pulled to cross-check ownership, prices, and assessed values — independent of your books.
The IRR, equity multiple, and distribution history that family offices actually want to see — gross and net of fees, attributed by capital class.
The thesis, business plan, wins, and lessons that give the numbers meaning.
Aggregate metrics, vintage mix, and repeatability patterns across your deals.
Where you stand against family-office readiness, with a prioritized roadmap for what's still to build.
Pitch deck, per-deal case studies, track-record one-pager, and source-linked data room — ready to send.
Here's what a sponsor sees mid-engagement — a live progress page showing where their track record stands, what's been completed, and what's still needed. Sample data only; no real sponsor information.
Onboard is currently a concierge-led engagement. We work with a small number of sponsors at a time and walk every step of the journey alongside you.