Active Projects
8
Total Investors
47
Pending Invites
12
Revenue YTD
$892K
Partner Count
14
Active Deal Capacity
3
Pending Consultations
4
Prospect Pipeline
12
Deal Pipeline
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Monthly Revenue
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Project Status
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Portfolio Growth
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System Alerts
Recent Activity
View all →-
Ryan McMahon
user → created — Sarah Williams
Created new investor account — pending verification
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Jim McMahon
settings → updated — System Settings
Updated default invite expiration from 60 to 90 days
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Sheila Allison
invoice → paid — INV-2026-003
Marked invoice as paid — R² Remodeling HVAC, $8,200
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Ryan McMahon
deal → stage_changed — 890 Walnut Dr
Moved from validated to acquired stage
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Ryan McMahon
email → sent — Project Update — 123 Main St
Sent monthly update email to investor
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Robert Johnson
user → login — Robert Johnson
Successful login from Chrome/macOS