From the firm's own write-upReceipt no. 8430
What sucked
The firm ran on fragmented systems: property management software for asset tracking, Excel for finance rollups, PowerPoint for investor reports, and email for deal management.
Quarterly closings demanded two weeks of manual reconciliation, and every investor inquiry became detective work across disconnected data.
What they built
Switchboard built an integrated operating platform consolidating deal pipeline management through screen, LOI, due diligence, and close stages; asset performance dashboards for NOI, occupancy, debt service, cap rate, and hold-to-date returns; automated investor report generation; and capital tracking with waterfall calculations.
What changed
2 weeks → 2 days
Quarterly close-to-investor-report time
$380K avoided
Hiring avoided as the book grew
Data on demand
100% investor-ready data, consolidating 60+ spreadsheets
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