How it works

Six steps,
fully recorded.

Whichever pillar you choose, the journey follows the same disciplined arc — and each stage maps directly onto a clause in the underlying agreements, so the CRM and the contract never drift apart.

  1. 01

    Enquiry

    No capital, no commitment

    You reach out through the site, a referral, or an event. A lead record is created against your chosen pillar, capturing consent and source — the start of a clean, auditable trail.

  2. 02

    Qualification

    The right fit

    A short conversation confirms your goal, capital range and the pillar that suits. Qualified enquiries move forward; nothing proceeds without a clear fit.

  3. 03

    KYC & AML

    Verified, once

    Identity, sanctions and PEP screening establish a verified investor profile — held to UK GDPR standards, with documents referenced securely rather than stored in plain fields.

  4. 04

    Agreement

    On the record

    You sign the pillar-specific agreement via e-signature. The executed document is linked to you and the project, matching the reference code on the contract itself.

  5. 05

    Contribution

    Your share, defined

    Your verified contribution is logged against the project — driving your ownership percentage (SPV) or profit share (pooled), with every payment tracked and approved.

  6. 06

    Management & exit

    Through to the end

    The property progresses through its pipeline — acquisition, refurbishment, sale or let. Distributions and approvals are recorded and retained for at least six years.

Behind the scenes

One platform,
many integrations.

Leads arrive from the website and chatbot. Screening runs through dedicated KYC / AML providers. Agreements are e-signed, invoicing syncs with accounting, and corporate investors are verified against Companies House — all feeding one unified record.

  • Identity, sanctions & PEP screening on every participant
  • E-signed agreements, versioned to the signed document
  • Two-way accounting sync for invoicing, fees and VAT
  • Every contribution, payment and approval on an append-only trail
See how we handle data →

Begin at
step one.

An enquiry costs nothing and commits you to nothing. It just starts the record.

Enquire now →