We learn about your portfolio, target LP audience, and the shape of the story we're going to tell.
The list of every deal we'll reconstruct a credible record for.
We pull your closing docs, leases, tax returns, QuickBooks exports, and everything else into one place.
A full map of every document you've provided, organized for the analysis.
Every checklist item scored: found, partial, missing. Gaps surfaced so you know exactly what's still needed.
Every purchase price, rent roll, cash flow, and capital event extracted and linked back to its source document.
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.
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, and 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.
Follow up with your prior CPA on the 2019–2022 K-1s. Once those land, we unlock three steps at once: independent verification (Step 6), returns reconstruction (Step 7), and the start of your story (Step 8).