Complex Capital management

Simplify projects with complex requirements

Manage complex financing with scalable workflows that lower risk and exceed investor expectations. Automate fund allocation, simplify draw processes, and meet regulatory goals with confidence.

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Simplify projects with complex requirements

Commercial real estate

Deliver complex capital projects with precision

Ensure compliance with all regulatory and funding requirements across complex capital stacks. Automate draw processes and source allocation from pre-development through final disbursement. Prepare tailored reports that satisfy the needs of each financial partner.

Affordable Housing

Achieve LIHTC compliance with less effort

Turn key LIHTC processes like 50% test tracking and cost certification into automated workflows that lower project risk and improve decision-making. Prepare reliable draw reports that satisfy tax credit requirements and keep your affordable housing projects on track and compliant.

What Complex Capital Management Offers

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Deploy sources with confidence
Set up budget lines so invoices automatically draw against defined sources and document the transaction, creating a detailed utilization report for every source in a given draw period.
Anticipate funding needs sooner
Forecast your sources and uses through the end of a project to proactively monitor transitions between funding sources and identify early on if your costs are projected to exceed your funds.
Personalize reporting at scale
Define different versions of your budget line structure for your draw. Rename, reorder, roll up, and omit items to instantly create draw reports perfectly tailored to each of your financial partners.
Simplify LIHTC compliance tracking
Forecast tax-exempt bond funding for eligible budget lines, track sources by draw period, and report 50% test actuals to meet cost certification. Monitor WMBE utilization against goals with draw-based vendor reporting.