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Assumptions · integrations · living build checklist
Build assumptions
Documented per the master spec — sound assumptions made to keep building
Seed portfolio (realistic, labeled demo) renders the full product first; persistence graduates to Postgres/Supabase behind the same UI. This wins partner buy-in fastest, which was the stated goal.
AI answers are deterministic over seed data in the demo. A provider adapter (OpenAI/Anthropic/Azure) is defined below; set the API key env var to switch on live generation. Chosen so models can be swapped without a rebuild.
Single-org executive session assumed for the demo. Role-based access + row-level security are specified and scaffolded; real auth (Supabase/Auth.js) turns on with the backend.
Modeled on a Dragonfly-style sponsor: industrial, retail, mixed-use development, preschool NNN, plus a preferred-equity-style JV — matching the demo-data requirements.
Underwriting/waterfall formulas are transparent (never hidden). Demo shows representative outputs; the calc engine + tests are the next backend milestone.
AI provider
Model-agnostic adapter — swap without rebuilding
AI_PROVIDER, AI_API_KEYSet the key to enable live generation, document extraction, and drafting. Critical AI actions still require human approval.
Integrations
Full UI + mock connectors until credentials are provided
EMAIL_PROVIDER + OAUTH credsSTORAGE_PROVIDER credsACCOUNTING_PROVIDER credsDOCUSIGN_API_KEYAI_PROVIDER + AI_API_KEYMARKET_DATA_KEYLiving build checklist
15/32 sections complete · maintained against the 47-section master spec
| § | Requirement | Status |
|---|---|---|
| 1–2 | Product vision & AI-native principles (source-cited, human-in-loop, exception-based) | Done |
| 3 | Technical architecture (Next.js/TS/Tailwind, provider adapters, export/deploy) | Partial |
| 4 | Roles & permissions model | Partial |
| 5 | Global navigation, command palette, global search, AI dock | Done |
| 6 | Executive home dashboard (priorities, approvals, alerts, pipeline, snapshot, changes) | Done |
| 7 | Property module (overview, financials, rent roll, loans, construction, readiness, AI) | Done |
| 8 | Entity & ownership structure | Planned |
| 9 | Deal & acquisition module (stages, thesis, risks, missing items) | Done |
| 10 | Underwriting engine (transparent formulas, scenarios) | Partial |
| 11–12 | Due diligence & closing command center | Partial |
| 13–14 | Leasing CRM + lease economics comparison + abstraction | Done |
| 15 | Tenant management | Partial |
| 16 | Loan management & covenant monitoring (DSCR, maturities, rate caps) | Done |
| 17 | Construction & capital projects (budget/forecast/variance) | Done |
| 18–19 | Investor relations, portal, distributions & waterfalls | Partial |
| 20–21 | Financial management + quarterly reporting engine (AI draft w/ verification flags) | Partial |
| 22 | Document management & intelligence | Partial |
| 23 | Email & communication intelligence | Planned |
| 24 | Contact & relationship CRM | Done |
| 25 | Tasks, workflows & approvals | Done |
| 26–27 | AI executive assistant + institutional memory | Done |
| 28 | AI risk engine + heat map | Partial |
| 29–30 | Decision log + timelines | Planned |
| 31–32 | Global search + notifications/alerts | Done |
| 33 | Reports & analytics catalog | Done |
| 34 | Integrations framework (mock connectors) | Partial |
| 35–36 | Data model + import tools | Partial |
| 37 | Premium institutional UX | Done |
| 38 | Realistic labeled demo data | Done |
| 39–40 | Security & auditability | Planned |
| 41–42 | Testing + error handling | Planned |
| 43 | Deployment & documentation | Partial |
Roles & permissions
Granular by org · fund · entity · property · deal · document · module · action