Module 1 — Foundation & Client Portal
Capture project intake, track completion in real time, collect required documentation and route each deal from broker submission through investment committee — in one governed workspace.
Pipeline snapshot
Everything Module 1 establishes for the platform: authentication, accounts, projects, dashboard, progress engine and governance.
Completion percentage is calculated live from questionnaire fields and required documents, and underwriting stays locked until intake is complete.
Every project carries a required-document checklist with secure file references and outstanding-item tracking.
Client, Broker, EPC, Underwriter, Engineering, Legal, Investment Committee and Administrator roles, enforced at the data layer.
Encrypted credentials, session management, inactivity timeout and an immutable audit trail of key actions.