The Dossier
This is what you walk out with.
A decision package, personalized to your asset. Generated from a short setup, updated as the project evolves, owned by your firm.
Like the architect's drawing set, but for the conversion decision.
Sample Flex Dossier
Commerce Plaza · 25,000 SF · Austin, TX
A representative example. Yours will be personalized to your asset, your firm, your timeline.
Prepared For
Apex Property Group
Asset: Commerce Plaza · 123 Main St, Austin TX
25,000 SF · Class B · Evaluation Stage
-
01
Internal Alignment Memorandum
Frames the asset, the opportunity, and the questions the committee needs to answer before capital commits.
-
02
Feasibility + Financial Model Memorandum
Demand, pricing power, capex envelope, ramp logic, and the assumptions that have to hold for the deal to pencil.
-
03
Space System Architecture Memorandum
Floor plan logic, product mix, circulation, and yield-per-square-foot tradeoffs.
-
04
Revenue System Architecture Memorandum
Rate strategy, discount governance, renewal logic, and margin protection.
-
05
Operating Model Memorandum
SOP cadence, staffing, QA, and the operational standards that make the model repeatable.
-
06
Technology + Data Control Memorandum
Tech stack, member access, billing, reporting, and the systems that govern the operating layer.
-
07
Occupancy Engine Memorandum
Positioning, pipeline, tour-to-close conversion, retention loops, and the sales motion that fills the asset.
-
08
Team Architecture Memorandum
Hiring profiles, community choreography, and the cultural design that supports the operating model.
-
09
Governance + Ownership Rhythm Memorandum
Decision rights, reporting cadence, and the governance design that lets ownership stay in control without running operations.
-
10
Scale Readiness Memorandum
Replication criteria, standardization rules, portfolio implications, and the conditions required before expanding beyond one asset.
How It Gets Built
A structured path from asset profile to decision package.
Create the asset profile, generate decision memorandums, and compile the Flex Dossier when the evaluation is ready for stakeholder review.
Setup
Tell the platform about your firm and the asset. Five minutes, three short steps - Firm, Asset, Process. Every section of the dossier reads from this profile, so personalization happens automatically.
What we ask: company name, your role, asset name and address, square footage, timeline, capex range, biggest constraint.
Setup wizard — Step 2: Asset details
Multi-step form with progress indicator, asset name, address, market, square footage
Generate
Each memorandum produces one section of the Flex Dossier, personalized to your asset. Read it, edit it, regenerate as your thinking evolves. Memorandums read like work product, not blog content.
Sections include the Internal Alignment Memorandum, Feasibility + Financial Model Memorandum, Operating Model Memorandum, Governance + Ownership Rhythm Memorandum, Scale Readiness Memorandum, and more.
Generated Internal Alignment Memorandum
A real memo output addressed to "Apex Property Group" with structured sections and CRE-grade language
Workspace
Sections collect into your Flex Dossier Workspace. Share with partners by secure link, export as PDF, forward to capital sources. The decision record travels with the project, not scattered across decks and email threads.
Every memo is timestamped and versioned. Regenerate after Setup updates without losing the prior version.
Flex Dossier Workspace
Sidebar nav with 9 modules listed; main panel showing 3-4 generated memos with status badges
Start the Dossier
Set up the asset. Generate the first section.
Free during beta. No credit card. Your first personalized section is ready in five minutes.