Services

Five desks, one point of contact. If your task is not listed, send it anyway.

Real Estate Acquisition

The front half of an acquisition: finding the property, reaching the owner, knowing what it is worth and keeping every lead moving.

Good fit forInvestors, land flippers, wholesalers, agents and acquisition teams.

Sourcing and research

  • Deal sourcing and market research
  • Skip tracing and owner contact research
  • Zoning and tax record research
  • Comparable market analysis (comps)
  • Market value, holding cost and utility cost analysis
  • Foreclosure and deceased estate property research

Outreach and pipeline

  • Cold calling and outreach
  • Lead generation
  • Facebook and Google Ads leads
  • CRM setup and lead management
  • Follow-up sequences and booking reminders
  • AI lead qualification

Land flipping support

Find parcels, trace the owners, check zoning and taxes, pull land comps and track every seller in one pipeline, so you can make offers with the facts in hand.

Financial Modeling

Institutional-style Excel models, from a quick LOI underwrite to a full multi-scenario model with the waterfall tied to your legal documents.

Good fit forSponsors, syndicators, investors and brokers who need numbers they can defend to a partner or lender.

Core metrics

  • NOI and cap rate
  • Cash-on-cash return
  • Debt analysis: LTV and DSCR
  • IRR and equity multiple
  • Cash flow modeling

Structure and scenarios

  • Equity waterfalls (GP and LP)
  • Scenario toggles and sensitivity analysis
  • Refinance and exit scenarios
  • Underwriting and due diligence reports

Lenders and markets

  • Lender and loan work
  • Agency loan research
  • How a property was financed, and the loan details
  • Market research

Asset types

  • Multifamily
  • Retail
  • Industrial
  • Office
  • Self storage
  • Foreclosures
  • Deceased estate properties
  • Hospitality, student housing, NNN and mixed-use

Automation

We connect your tools and replace repeated manual work with workflows that run on their own.

Good fit forAgents, agencies and small businesses running on spreadsheets and email.

Types of automation

  • Business automation
  • Lead automation
  • Marketing and outreach automation
  • Email drip campaigns
  • Operational automation
  • Financial and data automation
  • Data syncing between apps

Tools and builds

  • n8n, Make and Zapier workflows
  • GoHighLevel: pipelines, SMS and email follow-up, forms, calendars
  • Webhooks and API integrations
  • Python scripts
  • Google Sheets, CRMs, Gmail, Slack, Airtable, Notion and ClickUp
  • Scheduled reports and alerts by email, Slack or Telegram

AI add-ons

  • AI lead qualification
  • AI email summaries
  • Auto-drafted replies
  • AI chatbots

Trading

One-on-one education for traders at every level, and bots that run your own rules around the clock.

Good fit forTraders who want to understand the market, or want their own strategy automated.

Mentorship, basic to institutional

  • Market mechanics
  • Risk management and position sizing
  • Smart money concepts
  • Fair value gaps (FVG)
  • Volume profile
  • Order flow: footprint, delta, CVD, open interest, DOM and liquidity heatmaps
  • Trading journal and rules
  • 1-on-1 consultations on live charts

Trading bots and alerts

  • Python and Binance API bots (spot and futures)
  • Entry, exit, stop loss, take profit and trailing stops
  • Backtesting before real money is used
  • Binance Testnet first, then live with small size
  • Telegram alerts for trades, errors and daily summaries
  • Order flow based alerts
  • Fix or extend an existing bot
  • Other exchanges through CCXT
Education only. We do not give buy or sell signals, manage your funds or promise returns. A bot runs your strategy faster and without emotion. It does not make a weak strategy strong. Trading carries risk.

Executive General Researcher

A single point of contact for the problem that does not fit anywhere else. We take it from question to answer.

Good fit forAnyone with a hard question, a stuck deal or a task they do not know who to give.

What this covers

  • End-to-end deal solving
  • Internet detective: deep online and public-record research
  • Problem solving
  • Turnkey solutions
  • Obstacle clearance
  • Competitor analysis
  • Custom research, data collection and reports

Sample work

One example for each desk, so you can see the format of what you receive. All figures and names are illustrative. They are not real deals, clients or results.

Real Estate Acquisition

Sample

A land parcel research sheet: what we check on each parcel before an offer goes out.

Parcel research sheet

Sample County, 5 parcels screened

ParcelAcresZoningTaxesLand comp, per acreOwner
APN 0001-A2.4Residential, R-2Current$18,500Contact found
APN 0002-B5.1Agricultural2 years behind$9,200Contact found
APN 0003-C1.0Commercial, C-1Current$62,000Tracing
APN 0004-D10.0Rural residentialCurrent$7,800Contact found
APN 0005-E0.8Residential, R-11 year behind$24,000Tracing

Financial Modeling

Sample

The returns summary from the home page, with a sensitivity table showing how the answer moves.

Levered IRR sensitivity

5-year hold. Exit cap rate (down) against annual NOI growth (across).

Exit cap1%2%3%4%
6.4%9.3%12.3%15.2%17.9%
6.9%5.9%9.1%12.1%15.0%
7.4%2.5%5.9%9.1%12.1%
7.9%-0.9%2.8%6.1%9.3%

Base case highlighted: 6.9% exit cap, 3% NOI growth, 2% sale costs. Equity $2,308,800.

Waterfall tiers

How distributions are split between investors (LP) and sponsor (GP).

TierLPGP
Return of capital100%0%
Up to 8% preferred return100%0%
8% to 12% IRR90%10%
12% to 16% IRR80%20%
Above 16% IRR70%30%

Tiers are built to match the operating agreement, so the model and the legal documents agree.

Automation

Sample

A lead workflow: from the moment an ad lead arrives to a booked call, with no manual copying.

Facebook lead to booked call

Built in n8n or GoHighLevel, depending on your stack.

Lead formFacebook or Google Ads lead arrives
WebhookData sent to the workflow
CRMContact and pipeline stage created
AI checkLead scored against your criteria
Follow-upSMS and email within minutes
BookingCalendar link and reminders
Sample text message Hi Dana, thanks for your inquiry about the land on Mill Road. Do you want to talk this week? Pick a time here: [booking link]

Trading

Sample

The format of an order flow alert from a custom bot. It describes market conditions. It is not a trade signal.

Alert format

Delivered to Telegram. Rules are set by you, tested on Binance Testnet first.

ALERT BTCUSDT 15m CVD divergence: price made a higher high, CVD made a lower high Open interest: +3.2% over the last 15m Large resting ask: 2.1M at the level above Note Conditions only. No entry or exit advice.

Bot build path: write the rules, backtest on historical data, run on Testnet, then go live with small size. API keys are trade-only with withdrawals disabled.

Executive General Researcher

Sample

A competitor analysis in the format we deliver: short, comparable and sourced.

Competitor snapshot

Three fictional competitors in one local market

Competitor ACompetitor BCompetitor C
OfferCash offers on any conditionListing and agent referralLand only, rural
PricingFlat fee per dealPercentage of saleDiscount to land comps
StrengthFast closingStrong local brandDeep parcel data
GapSlow follow-up on leadsNo data on landThin online presence
Opening for youFaster responseLand specialistWider reach

Each real report lists the sources behind every row.

Want a sample for your own market or workflow? Tell us the task on the contact page and we will send a short plan.

Send the task. Get a written plan back.

Describe the deal, the data job or the workflow you want fixed. You get a short plan and a fixed price before any work starts.