Team and access

Pages each role can open

Tick or clear a page. The GP sees every page.

Pages each role can open on the sample deal
Page	GP (developer)38 of 38	LP (investor)4 of 38	Architect6 of 38	Contractor (GC)4 of 38	Lender13 of 38	Broker5 of 38
Company
Dashboard	GP (developer) can open Dashboard (locked)	LP (investor) can open Dashboard	Architect can open Dashboard	Contractor (GC) can open Dashboard	Lender can open Dashboard	Broker can open Dashboard
REO schedule	GP (developer) can open REO schedule (locked)	LP (investor) can open REO schedule	Architect can open REO schedule	Contractor (GC) can open REO schedule	Lender can open REO schedule	Broker can open REO schedule
Monday report	GP (developer) can open Monday report (locked)	LP (investor) can open Monday report	Architect can open Monday report	Contractor (GC) can open Monday report	Lender can open Monday report	Broker can open Monday report
Projected vs actual	GP (developer) can open Projected vs actual (locked)	LP (investor) can open Projected vs actual	Architect can open Projected vs actual	Contractor (GC) can open Projected vs actual	Lender can open Projected vs actual	Broker can open Projected vs actual
Find
Site selection	GP (developer) can open Site selection (locked)	LP (investor) can open Site selection	Architect can open Site selection	Contractor (GC) can open Site selection	Lender can open Site selection	Broker can open Site selection
Screen	GP (developer) can open Screen (locked)	LP (investor) can open Screen	Architect can open Screen	Contractor (GC) can open Screen	Lender can open Screen	Broker can open Screen
Aerials	GP (developer) can open Aerials (locked)	LP (investor) can open Aerials	Architect can open Aerials	Contractor (GC) can open Aerials	Lender can open Aerials	Broker can open Aerials
Underwrite
Summary	GP (developer) can open Summary (locked)	LP (investor) can open Summary	Architect can open Summary	Contractor (GC) can open Summary	Lender can open Summary	Broker can open Summary
Deal schedule	GP (developer) can open Deal schedule (locked)	LP (investor) can open Deal schedule	Architect can open Deal schedule	Contractor (GC) can open Deal schedule	Lender can open Deal schedule	Broker can open Deal schedule
Revenue	GP (developer) can open Revenue (locked)	LP (investor) can open Revenue	Architect can open Revenue	Contractor (GC) can open Revenue	Lender can open Revenue	Broker can open Revenue
Operating expenses	GP (developer) can open Operating expenses (locked)	LP (investor) can open Operating expenses	Architect can open Operating expenses	Contractor (GC) can open Operating expenses	Lender can open Operating expenses	Broker can open Operating expenses
Cash flows	GP (developer) can open Cash flows (locked)	LP (investor) can open Cash flows	Architect can open Cash flows	Contractor (GC) can open Cash flows	Lender can open Cash flows	Broker can open Cash flows
Total project cost	GP (developer) can open Total project cost (locked)	LP (investor) can open Total project cost	Architect can open Total project cost	Contractor (GC) can open Total project cost	Lender can open Total project cost	Broker can open Total project cost
Draw schedule	GP (developer) can open Draw schedule (locked)	LP (investor) can open Draw schedule	Architect can open Draw schedule	Contractor (GC) can open Draw schedule	Lender can open Draw schedule	Broker can open Draw schedule
Comps	GP (developer) can open Comps (locked)	LP (investor) can open Comps	Architect can open Comps	Contractor (GC) can open Comps	Lender can open Comps	Broker can open Comps
Returns	GP (developer) can open Returns (locked)	LP (investor) can open Returns	Architect can open Returns	Contractor (GC) can open Returns	Lender can open Returns	Broker can open Returns
Make it work	GP (developer) can open Make it work (locked)	LP (investor) can open Make it work	Architect can open Make it work	Contractor (GC) can open Make it work	Lender can open Make it work	Broker can open Make it work
Model inputs	GP (developer) can open Model inputs (locked)	LP (investor) can open Model inputs	Architect can open Model inputs	Contractor (GC) can open Model inputs	Lender can open Model inputs	Broker can open Model inputs
Build
Bids	GP (developer) can open Bids (locked)	LP (investor) can open Bids	Architect can open Bids	Contractor (GC) can open Bids	Lender can open Bids	Broker can open Bids
Loan package	GP (developer) can open Loan package (locked)	LP (investor) can open Loan package	Architect can open Loan package	Contractor (GC) can open Loan package	Lender can open Loan package	Broker can open Loan package
Lender quotes	GP (developer) can open Lender quotes (locked)	LP (investor) can open Lender quotes	Architect can open Lender quotes	Contractor (GC) can open Lender quotes	Lender can open Lender quotes	Broker can open Lender quotes
Construction	GP (developer) can open Construction (locked)	LP (investor) can open Construction	Architect can open Construction	Contractor (GC) can open Construction	Lender can open Construction	Broker can open Construction
City fees	GP (developer) can open City fees (locked)	LP (investor) can open City fees	Architect can open City fees	Contractor (GC) can open City fees	Lender can open City fees	Broker can open City fees
Mock unit	GP (developer) can open Mock unit (locked)	LP (investor) can open Mock unit	Architect can open Mock unit	Contractor (GC) can open Mock unit	Lender can open Mock unit	Broker can open Mock unit
Raise
Listing builder	GP (developer) can open Listing builder (locked)	LP (investor) can open Listing builder	Architect can open Listing builder	Contractor (GC) can open Listing builder	Lender can open Listing builder	Broker can open Listing builder
Deal page	GP (developer) can open Deal page (locked)	LP (investor) can open Deal page	Architect can open Deal page	Contractor (GC) can open Deal page	Lender can open Deal page	Broker can open Deal page
Raise status	GP (developer) can open Raise status (locked)	LP (investor) can open Raise status	Architect can open Raise status	Contractor (GC) can open Raise status	Lender can open Raise status	Broker can open Raise status
Methodology	GP (developer) can open Methodology (locked)	LP (investor) can open Methodology	Architect can open Methodology	Contractor (GC) can open Methodology	Lender can open Methodology	Broker can open Methodology
Sponsor track record	GP (developer) can open Sponsor track record (locked)	LP (investor) can open Sponsor track record	Architect can open Sponsor track record	Contractor (GC) can open Sponsor track record	Lender can open Sponsor track record	Broker can open Sponsor track record
Operate
Operations	GP (developer) can open Operations (locked)	LP (investor) can open Operations	Architect can open Operations	Contractor (GC) can open Operations	Lender can open Operations	Broker can open Operations
Loans	GP (developer) can open Loans (locked)	LP (investor) can open Loans	Architect can open Loans	Contractor (GC) can open Loans	Lender can open Loans	Broker can open Loans
Refinance	GP (developer) can open Refinance (locked)	LP (investor) can open Refinance	Architect can open Refinance	Contractor (GC) can open Refinance	Lender can open Refinance	Broker can open Refinance
Investors
Cap table	GP (developer) can open Cap table (locked)	LP (investor) can open Cap table	Architect can open Cap table	Contractor (GC) can open Cap table	Lender can open Cap table	Broker can open Cap table
Capital account	GP (developer) can open Capital account (locked)	LP (investor) can open Capital account	Architect can open Capital account	Contractor (GC) can open Capital account	Lender can open Capital account	Broker can open Capital account
Quarterly report	GP (developer) can open Quarterly report (locked)	LP (investor) can open Quarterly report	Architect can open Quarterly report	Contractor (GC) can open Quarterly report	Lender can open Quarterly report	Broker can open Quarterly report
Report approval	GP (developer) can open Report approval (locked)	LP (investor) can open Report approval	Architect can open Report approval	Contractor (GC) can open Report approval	Lender can open Report approval	Broker can open Report approval
More
Tour	GP (developer) can open Tour (locked)	LP (investor) can open Tour	Architect can open Tour	Contractor (GC) can open Tour	Lender can open Tour	Broker can open Tour
Model template (Excel)	GP (developer) can open Model template (Excel) (locked)	LP (investor) can open Model template (Excel)	Architect can open Model template (Excel)	Contractor (GC) can open Model template (Excel)	Lender can open Model template (Excel)	Broker can open Model template (Excel)
Defaults	Locked to all

See it as a role

About this preview (4 later refinements)

Preview of who sees what. In the live product, access is enforced by invitation and in the database, not by this page.

Use Viewing as in the sidebar, or a button above. The sidebar keeps only that role's pages, and a page it cannot open says so.

My profile and Pricing and Roadmap carry no deal data, so every role sees them. This page is the GP's only.

A page is shared whole or not at all for now. Marked in the matrix (an asterisk on wide screens, a note on phones) and planned as later refinements:

LaterArchitect, Bids: Architect sections only.
LaterArchitect, Comps: Unit mix only.
LaterContractor (GC), Bids: No returns, and no other contractors' bids.
LaterLender, Bids: The budget only.