Parsons Strategic Capital
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THIS DEAL
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Archived deals can be restored or permanently deleted. Permanent delete cannot be undone.
All Deals
New deal
Deal name*
Delete confirmation
Delete deal
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This will move the deal to the Archive. You can permanently delete it from there.
Delete confirmation · step 2 of 2
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will be moved to the Archive.
You can restore or permanently delete it from the Archive at any time.
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Confirm
Rename
Rename
Name*
Deal management
Archive
Archived deals can be restored or permanently deleted. Permanent delete cannot be undone.
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Enter inputs to see deal verdict.
Where the money goesevery figure ties
Deal Summary
← Enter an asking price and ARV in the sidebar to see deal summary.
Click any metric to see detailed calculation
Acquisition
Purchase Price
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Total Repair Cost
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Financing & Carry
Total Loan
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Origination Fee
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Interest Cost
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Property Tax
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Insurance
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Utilities
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All-In Cost
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Equity
Equity Down Payment
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Total Equity In
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Exit
Sale Price
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Excise / Transfer Tax
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Brokerage Commission
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Net Sale Proceeds
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Leverage
LTC
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LTARV
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$/Sq Ft (ARV)
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Offer Guidance
Binding constraint
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Enter asking price, sale price and a return threshold.
Your offer Asking Max ceiling
Return Metrics
← Enter an asking price and ARV in the sidebar to see deal metrics.
Click any metric to see detailed calculation
Net Profit
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Target ≥ —
ROI
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Target ≥ —
Net Profit %
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Target ≥ —
Returns
Returns & Risk
Returns
Cash-on-Cash ROI—
Annualized ROI—
Equity Multiple—
Profit / Month—
Downside & Risk
Break-even Sale Price—
Margin of Safety—
Enter inputs to calculate
Downside & Risk
Leverageloan against cost, value and area
Purchase Equity & Debt Structure
Equity comes back first and whole, then the lender, then what remains is
profit. At break-even the third bar is zero and the first two are still paid in full — which
is why break-even is a floor on the deal, not on the loan.
Scenario Test
Test how the deal performs under different assumptions. Move sliders or pick a preset.
Preset
Scenario
PP Change
0%
SP Change
0%
Cost Change
0%
Hold Change
0 mo
Stressed Net Profit
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Enter inputs to test scenarios
Stressed ROI
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Stressed Net Profit %
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Adjust scenario to see how the deal would shift.
Base scenario
Sensitivity Matrix
Net Profit · Purchase Price × Sale Price
Meets
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Borderline
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Below
Step $25k · 4 each side
Configure Matrix
PP Step
±$
CC Step
±$
SP Step
±$
Grid Size
2
What would have to changethe smallest single move that clears everything
Sale Price Basis
The source decides which figure the model uses. Everything else on this list is carried but ignored.
Comparable Sales
Upload a CMA PDF in the sidebar to view comps
Valuation Risk
The sale price is the most leveraged input in the model. What the profit becomes if the valuation is wrong:
Deal Analysis
All Deals
Every deal in the portfolio with key financials, status, and ROI. Click any row to edit.
Total deals ⓘ
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Active deals ⓘ
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Net profit SOLD ⓘ
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Avg ROI SOLD ⓘ
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All deals
| Status | Property | Town | Dates | Purchase | Total Loan | Proj Sale | Sale Price | UW Construction | Const. Var v UW | Net Profit | ROI | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | ||||||||||||
No deals yet
Get started by adding your first deal — use the + Add Deal button above.
* Estimated values — based on projected sale price. These will recalculate using actuals once the deal is sold.
Deal
Statistic
Pick a deal and statistic
Drill into the equity waterfall, draw schedule progress, or an IRR projection for any deal.
| Deal | Status | Equity | Debt | Outstanding |
|---|
No debt or equity events yet
Add a deal with a purchase date to see its equity and debt events here.
| Deal | Event | Category | Amount | Date due | Days | Status |
|---|
▾
No deal selected
Pick a deal above to view its full debt and equity breakdown.
Total Equity In ⓘ
$0
Equity Paid ⓘ
$0
Total Debt ⓘ
$0
Debt Paid ⓘ
$0
Combined ⓘ
$0
Equity Events
| Description | Date | Amount | Status |
|---|
Debt Events
| Description | Date | Amount | Status |
|---|
Deals Closed ⓘ
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Gross Realized Profit ⓘ
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Net Realized Profit ⓘ
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Median ROI ⓘ
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Median Hold ⓘ
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Capital At Work ⓘ
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Closed deals
0 deals selected
| Property | Town | Fund | Lender | Closed | Purchase | Loan | Sale price | Const. var ↗ | Net profit ↗ | After-tax | ROI ↗ |
|---|
No closed deals yet
Realized Performance fills in the moment a deal is marked Sold. Three steps:
- 1Open All Deals and click the status pill on a deal row.
- 2Choose Sold.
- 3Enter the sale price and the sale date.
Projected
Every figure below is modelled from projected sale prices and dates.
Active deals
0 deals selected
| Property | Town | Fund | Status | Lender | Sale date | Purchase | Loan | Sale price | Const. var ↗ | Net profit ↗ | After-tax | ROI ↗ |
|---|
No active deals with projection data
To populate this view, fill in Projected Sale Price and Projected Sale Date on any active deal.
Edit deals from All Deals.
Filter charts
Year
Fund
Lender
Headline
Where We Make Money
No deals match these filters
Rankings — By Town
| Rank | Town | Deals | Net Profit | $ Rank | Annualized ROI | % Rank | Δ |
|---|
No towns to rank yet — towns appear here as deals close (or have projected exits in Realized + Modeled view).
Δ legend
▲N outperforming on capital efficiency
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▼N bigger deals carrying the rank
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— ranks match
Trajectory
No deals to chart
More analytics ▼
Win Rate
Realized only
Win Rate needs projection data
Set Projected Sale Price on deals before they close to populate this chart.
Velocity
Velocity needs hold data
Deals need both purchase closing date and a sale (or projected sale) date.
Projection Accuracy
Realized only
Fund returns
No closed deals yet
Returns aggregates IRR, MOIC, and Capital & Profit across closed deals.
Click any deal's status badge → select Sold → enter sale price and date.
Can the book absorb this?
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Buffer after stress
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Absorbed by stress
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Equity available
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Deals at risk
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Stress Breakdown
ARV Loss—
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Extra Interest—
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Extra Carry—
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Overrun—
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Stress inputs
ARV drop
10%
Hold extension
3 mo
Cost overrun
15%
Loading scenarios...
Documents
Document management is coming soon. This section will hold deal files, invoice backup, and signed packets.
Reports
Reporting is coming soon. This section will generate portfolio and deal-level exports.
No deal loaded.
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Select a deal to begin
Use the dropdown above to load a deal's construction data.
Operations
Overview, Contractors, Permits, Timeline, Calendar, Job Log
Financials
Budget, Actual Expenses, Budget vs Actual, Draws
No deals to track yet
The Deal Hub tracks budgets, permits, timelines, contractors, and expenses per deal.
Add a deal in All Deals to start tracking.
Select a deal to view Permits
Permits are tracked per deal.
| Permit | Number | Issued | Status |
|---|
No permits yet
Track building, electrical, plumbing and demo sign-offs here — issue and expiry dates feed the deal Calendar automatically.
Budget
Plan-side construction budget broken down by section and line item. Edit amounts, then Save.
Budget not yet configured — all line item amounts are $0. Enter amounts below, then click Save Budget.
Deal Hub
Add Budget Section
What
Deal Hub
Add Cost Code
What
Deal Hub
Add Line Item
What
Select a deal to view Budget
Budgets are tracked per deal.
No budget structure yet
Add sections (Framing, Electrical, etc.), then cost codes, then line items with dollar amounts.
Actual Expenses
Every invoice and expense logged against this deal's construction budget.
Date Range
Custom Range
Category
Status
0 selected
Set Status:
Draw Eligible:
Date range
Budget category
Status
Optional columns
Select a deal to view Actual Expenses
Expenses are tracked per deal.
Project Timeline
Tasks and Gantt view of the construction schedule.
0 selected
Click tasks to select. Pick at least 2 to sequence them.
| Task | Start | Due | Progress | Status |
|---|
Progress
Reported — marked complete or a % entered by hand
Scheduled — derived from start and due dates
Past due — nothing reported
No tasks on this deal yet
New deals are seeded with the 65-task PSC schedule.
If this one is empty, add tasks one at a time.
If this one is empty, add tasks one at a time.
| Stage | Planned | Actual | Status | Notes |
|---|
No stages yet
Stages track the deal lifecycle — Closed, Permits, Rough, Finishes, Listed, Sold.
No timeline data yet
Add start and end dates to tasks — they will appear as colored bars here. Milestones with dates show as diamonds.
Select a deal to view Contracts
Contracts are tracked per deal.
| Subcontractor | Trade | Status | Term | Value | Billed | Paid | Balance |
|---|
Task Board
Layout:
Edit:
Complete
In Progress
Not Started
Overdue
No Dates
Search
Date Range
Custom Range
Category
Select a deal to view Job Log
Log entries are tracked per deal.
No entries yet
Log site visits, decisions, change orders and issues — a dated record of the project you can search later.
No entries match this filter.
Show
Contractor Directory
Shared across all deals — changes here show up everywhere.
| Name | Trade | Phone | On deals |
|---|
No contractors yet
Add the people you work with once — every deal's trade assignments, contracts and expense imports pull from this one list.
Deleting a contractor never touches past expenses or contracts — they keep the name as text.
Portfolio Statistics
Filter Deals
Deal Hub
Add Contractor
Who
Contact
Details
Spend Over Time
Contractor directory
Add a trade
New trades are shared with the whole team and appear everywhere a trade can be chosen.
Vendor not in directory
Add new contractor?
isn't in your contractor directory yet. Adding them keeps records organized and lets you assign them to trades later.
Construction
Choose a deal
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Pipeline
Construction
Under Contract
Sold
| Deal | Status | Acquired | Est. Completion | Est. Final Cost |
|---|
No deals yet
Add a deal to see it here.
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Capital
Tax rates & depreciation pool
Tax Rates
Fund-level rates applied to capital gains by hold-time classification. Not year-scoped.
%
%
Depreciation Pool
Annual pool consumed FIFO as deals close. No rollover — unused depreciation expires at year-end.
$
Deal Hub
Add Permit
What
When
Details
Documents PDF — attached on save
Deal Hub
Add Log Entry
Entry
Logging a change order here is for record-keeping only — remember to also update the Budget tab and Expenses tab to reflect the change.
Note
Documents PDF — attached on save
ADD EXPENSE
New Expense
Deal Hub
Invoice Information
Invoice Document PDF — attached on save
Amount & Budget
Link this expense to the applicable detailed-budget line item.
Status
Tag this expense to a subcontractor contract so it counts toward that contract's paid-to-date.
Details
NEW CONTRACT
New Contract
This deal
Subcontractor & Scope
Same list the contractor directory uses, so a known subcontractor's trade lines up with this one.
Links the contract value to a budget line — sets up future Committed-Costs reporting.
Contract Terms
Deposit
A deposit is a real expense — linking it keeps Actual Expenses, Budget-vs-Actual and Draws in sync (no double-counting). Pick one you've logged, or add it in Actual Expenses first.
Payments Against This Contract
Contract Document PDF — attached on save
Notes
Deal Hub
Categorize Expenses
Assign categories
Pick a budget line item for each expense below. Expenses without a category won't roll up into Budget vs Actual.
Tip: click a vendor name to apply the same category to all expenses from that vendor.
Tip: click a vendor name to apply the same category to all expenses from that vendor.
0 of 0 categorized
Deal Hub
Configure Draw Schedule
Schedule
UW projection used as the forecast — set the amount, % of construction budget, and target date for each draw. Actual funding is tracked on the Draws sub-tab.
Draws
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Deal Hub
Create Draw Request
DraftRequest Details
Available Invoices
| Date | Vendor | Description | Category | Amount |
|---|
DR-XXX
Approve Draw Request
Mark this draw request as inspected and approved for funding. The request stays at the lender for disbursement once approved.
Approved / Inspected Date *
Expected Funded Date *
When you expect the lender to disburse. Used for upcoming-obligation tracking until the draw actually funds.
Approved By — optional
Notes — optional
Reject this Draw Request?
The request will be marked Rejected and its invoices released back to the unassigned pool. The audit record stays visible.
Reason *
DR-XXX
Edit Draw Request
⚠ Editing a Funded Draw
Changes to the funded date or amount will recalculate interest, net profit, and ROI on this deal. Other deals are not affected.
Requested
Requested Date *
Requested Amount *
Requested Notes — optional
Approved
Approved Date *
Expected Funded Date *
Approved By — optional
Approved Notes — optional
Funded
Funded Date *
Funded Amount *
Funded By — optional
Funded Notes — optional
Rejected
Rejection Reason
To re-submit this draw, create a new request — rejected draws remain in the audit record.
Delete this Draw Request?
Extra protection: Click Confirm Delete twice within 5 seconds. This prevents accidental deletion of a real funded draw.
Waiting for first click…
DR-XXX
Draw Request Detail
DR-XXX
Mark as Funded
Confirm the funds hit the account. If the lender funded less than requested (e.g., a holdback for retainage), enter the actual amount below.
Funded Date *
Funded Amount *
$
Defaults to the requested amount. Edit if the lender funded less.
Funded By — optional
Notes — optional
Add Task
Derived from datesi
Basic Information
Schedule
days
Completion is calculated from the start date and duration using a 5-day work week (Mon–Fri).
Progress
Planned Progress0%
Auto-calculated from schedule
Actual Progress0%
%
Details
Dependencies
Define tasks that must be completed before this task can start.
No dependencies yet. Add a predecessor task that must finish (or start) before this one can begin.
Dependency dates update automatically. Circular dependencies are not allowed.
Lead times
No steps yet. Add procurement milestones (order, delivery, submittals) to back-schedule their deadlines from the task's start date.
Required-by dates are calculated from the task's start date and update when the schedule changes.
Chain selected tasks
Link tasks
Each task starts after the previous one ends, plus the offset below. Drag to reorder.
Order
Applies to every link in the chain. Use 0 for back-to-back, or set buffer days for cure / inspection time.
Deal Hub
Add Milestone
What
When
Status
Details
Deal Hub
Edit Stage
Name
Status
Dates
Details
Deal Math
Calculation
All Deals
Rename deal
Deal name*
Deal Detail
Property
Acquisition
Construction
Financing
Sale
Calculated Results
Notes
Deal · Import
Import from underwriting
Bring a saved model into the pipeline with its figures.
Deal · New
New Deal
Property
Construction
Build a line-item budget
›
Holding costs
Purchase
Debt
Exit
Sale / exit
Tax
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—
| Pre-tax net profit | — |
| − Depreciation applied | $0 |
| = Taxable gain | — |
| − Tax | — |
| After-tax profit | — |
Set fund tax rates in Capital → Tax & Depreciation to see the breakdown.
⚠
Required fields are missing.
Deal Detail · Calculation
Calculation
Delete confirmation
Delete deal
Are you sure you want to delete ?
This will move the deal to the Archive. You can permanently delete it from there.
Delete confirmation · step 2 of 2
Are you sure?
will be moved to the Archive.
You can restore or permanently delete it from the Archive at any time.
Funds & equity
Manage funds
Funds
Add a fund
Delete confirmation
Delete fund
Are you sure you want to delete ?
Any deals assigned to this fund will keep their current value.
Delete confirmation · step 2 of 2
Are you sure?
will be permanently removed from the fund list.
This cannot be undone.
Filter deals
Narrow the table by status, financials, or dates.
Categories
Financials
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Dates
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Filter deals
Narrow the table by year, town or fund.
Filters
Filter deals
Narrow the impact table by fund, town or risk tier.
Filters
Filter events
Narrow the bucket tables by event or deal. Category is set from the toolbar.
Filters
Filter tax deals
Filter events
Dates
to
Sort deals
Deal summary
Deal Summary
Filter closed deals
Narrow the table by category, financials, or returns.
Categories
Financials
to
to
to
to
to
to
Filter permits
Dates
to
Filter deals
Filter contractors
Filter budget summary
Filter expense history
Dates
to
Sort closed deals
Performance
Generate fund report
Select a fund to generate a performance report.
Fund*
Fund Report
Total Deals
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Closed Deals
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Avg Hold Period
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Average ROI
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Total Net Profit
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All Deals
| Property | Town | Status | Closed Date | Purchase Price | Total Loan | Sale Price | Net Profit | ROI |
|---|
Required to continue
Sale info required
Enter the sale info and closing costs below to mark this deal as Sold.
Sale price*
Sale date*
Brokerage*
%
Excise*
%
Cannot save
Missing required field
Performance · IRR
Calculation
New Deal
Detailed Construction Budget
Enter amounts by section. Leave blank for $0. Total will populate the Construction Budget field.
| Section | Amount |
|---|
Total Budget
$0.00