For Issuers

See your fund the way investors see it.

The same forensic methodology investors and dealers use to evaluate your fund — now available to help you improve it. Upload your documents, benchmark against peers, and close the gaps before your next capital raise.

The Reality

Investors are already analyzing you. Independently.

Institutional investors, dealers, advisors, and sophisticated individual investors are comparing your fund against every alternative — public and private — using standardized forensic metrics. Your fee structure, distribution sustainability, governance quality, and disclosure transparency are being scored and ranked whether you participate or not.

The question isn't whether your fund will be analyzed forensically. It's whether you'll see the analysis first and have the chance to improve before investors reach their conclusions.

We give you that chance.

Your Issuer Dashboard

Four tools to make your fund investor-ready.

Everything you need to understand how investors see you, where you stand versus peers, and exactly what to improve.

Independent Assessment
Your fund through an analyst's eyes.
The same five-section forensic assessment that investors and dealers receive — covering what they're buying, how the business performs, the real financials, what it costs, and how governance stacks up. Unvarnished. No spin. This is what the other side of the table sees.
Capital Readiness Scorecard
A structured report card with specific fixes.
Scored across disclosure quality, fee competitiveness, distribution sustainability, governance standards, and leverage positioning. Each item benchmarked against private peers and public comparables, with specific recommendations to move the needle.
Document Lab
Test documents before you publish them.
Upload a draft quarterly report, updated OM, or investor presentation. We'll compare it to the previous version, flag what changed, predict the questions investors will ask, and show how it shifts your assessment. Fix the issues before they become investor concerns.
Peer Positioning
Know exactly where you stand.
Automated comparison against the most similar private and public entities in coverage. See your fee structure, disclosure quality, leverage, and distribution sustainability ranked against actual peers — not industry averages, but specific comparable funds.
Document Lab

Upload a draft. Get it back stronger.

Every document you upload — draft or final — runs through the same forensic extraction pipeline that serves dealers. But instead of a static assessment, you get actionable intelligence on what changed and what to improve.

Period Comparison
What changed from the previous version of this document. Revenue trends, occupancy shifts, expense movements — with magnitude and direction flagged. "G&A increased 15% quarter-over-quarter — expect investor questions on corporate overhead."
Disclosure Delta
New information added or removed since the last filing. "You now disclose property-level cap rates — this will improve your disclosure score. The debt maturity schedule from Q2 is missing — investors will notice."
Investor Questions
Based on the changes and your current profile, the specific questions sophisticated investors and dealers will ask. Prepare your answers before the call.
Assessment Impact
How this document would shift your forensic assessment — disclosure score changes, sustainability rating updates, leverage repositioning. See the before and after.
Peer Shift
How the new numbers change your ranking against private peers and public comparables. "Your NOI margin moved from below-peer to above-peer average."
🔒 All uploads are confidential — visible only to your account
AI Analyst

Your own forensic analyst. On demand.

The Sidekick Analyst works differently for issuers. It has access to everything an investor or dealer would see about your fund — plus your private documents, draft analyses, and readiness scores. Ask it anything:

▶"How does our fee structure compare to Killam and Granite?"
▶"What would our disclosure score be if we added cap rate detail?"
▶"Build me a talking points document for our Q3 investor call."
▶"How does our payout ratio compare to public apartment REITs?"
▶"What questions will dealers ask about our related party fees?"
▶"Draft an FAQ section addressing our leverage concerns."

The AI has the full context of your fund, your peers, and the forensic methodology. It speaks to you as an advisor helping you improve — not as an analyst flagging risks.

Getting Started

Three steps to investor-ready.

1
Create your issuer account.
Sign up and identify your fund. If we already have an assessment from investor or dealer submissions, you'll see it immediately — this is how the market currently views your fund. If not, upload your key documents and we'll generate your baseline assessment within 24 hours.
2
Review your scorecard and peer positioning.
Your Capital Readiness Scorecard shows exactly where you stand on disclosure, fees, governance, distributions, and leverage — with specific recommendations to improve. The Peer Positioning report shows how you compare to the funds competing for the same investor capital.
3
Upload drafts, iterate, improve.
Before your next quarterly report, OM update, or investor presentation goes public, upload the draft. Document Lab tells you what changed, what investors will ask, and how it affects your scores. Make the improvements. Upload again. Watch your readiness score climb.
Data Security

Your data stays yours.

Every document you upload through your issuer account is encrypted and isolated. No dealer, no other issuer, and no public user can access your private documents or the analyses generated from them.

🔒Document isolation — private uploads are never visible to investors, dealers, or other users
🔒Assessment separation — your private analysis exists alongside but never merges with the public assessment
🔒Draft protection — pre-release documents are stored with issuer-only access controls
🔒Sidekick scoping — your AI analyst loads private context that no other user's session can access

The public assessment of your fund — based on publicly available documents — remains visible to investors and dealers as normal. Your private analysis layer exists solely to help you improve. The two streams never cross.

Ready to see how investors see you?

Create your issuer account to access your assessment, scorecard, peer positioning, and Document Lab. If your fund is already in our coverage, you'll see results immediately.

Create Issuer Account View Plans Schedule a Demo