Portfolio Dashboard
8 active projects · Updated just now
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⚠️ 2 projects require your attention today
Riverside Lofts: draw request overdue 7 days · Harbor District: contractor payment dispute flagged by AI
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Resolve Now
+2 this Qtr
$184M
Total Portfolio Value
↑ 14% MoM
$4.2M
Payments This Month
Review
$1.8M
Pending Approvals
4 pending
$342K
Unapproved Change Orders
3 at risk
5 of 8
Projects On Schedule
Active Projects
View All 8 Projects →
Midtown Mixed-Use Tower
Commercial · Detroit, MI
$67M
Barton Malow · Phase 3 of 6
Harbor District Apts
Residential Dev · Detroit, MI
$42M
Sachse Construction · Phase 4 of 7
Riverside Lofts — Phase 2
Mixed-Use · Dearborn, MI
$29M
Walbridge Group · Phase 2 of 5
Oakland Medical Plaza
Medical Office · Royal Oak, MI
$18M
Roncelli Inc. · Phase 1 of 4
Corktown Brewhouse
Hospitality · Detroit, MI
$11M
Local GC · Phase 3 of 5
Woodbridge Townhomes
Residential · Detroit, MI
$17M
Barton Malow · Phase 5 of 6
📡 Portfolio Activity
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$450K payment released — Midtown Tower Milestone 3 · Barton Malow
Today, 2:12 PMMidtown Tower
Payment dispute flagged — AI detected invoice variance of $228K · Needs your review
Today, 10:48 AMHarbor District
Change order submitted — $42K for structural upgrade · Awaiting your approval
Yesterday, 3:30 PMCorktown Brewhouse
Schedule slippage detected — 3 weeks behind · Permit delay at Wayne County
Yesterday, 11:00 AMRiverside Lofts
Final draw approved — Woodbridge Townhomes punch list complete · $1.2M final
Oct 22Woodbridge
💵 Cash Flow — This Month
Full View →
Money In (Collected)
$4.2M
Money Out (Paid to GCs)
$3.1M
By Project
Alerts & Issues
5 items need your attention
Mark All Read
🔴 Critical — Act Today
| Issue | Project | Amount | Days Open | Action |
|---|---|---|---|---|
Invoice dispute — AI flagged $228K variance Billed amount doesn't match approved work scope |
Harbor District | $228,000 | Today | Review Now |
Draw request overdue — lender waiting Riverside Lofts Draw #4 not submitted — lender deadline was 10/17 |
Riverside Lofts | $1.4M | 7 days | Submit Draw |
⚠️ Warnings — Review Soon
| Issue | Project | Amount | Days Open | Action |
|---|---|---|---|---|
Change order pending approval — 4 days Structural upgrade CO blocking Phase 3 start |
Corktown Brew | $42,000 | 4 days | Approve / Reject |
Schedule slippage — 3 weeks behind Permit approval delayed at Wayne County — AI suggests timeline adjustment |
Riverside Lofts | — | 3 weeks | View Schedule |
3 lien waivers missing from subs Harbor District — blocking final draw disbursement |
Harbor District | $74,000 | 2 days | Request Waivers |
All Projects
8 active · $184M total portfolio
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All (8)
On Track (5)
At Risk (2)
Delayed (1)
Sorted by: Risk ▾
| Project | GC | Value | Progress | Cash Flow | Schedule | Status | Action |
|---|---|---|---|---|---|---|---|
Harbor District Apts Detroit, MI · Residential Dev |
Sachse Construction | $42M |
55%
|
-$228K dispute | On Time | 🔴 Dispute | Resolve |
Riverside Lofts Ph.2 Dearborn, MI · Mixed-Use |
Walbridge Group | $29M |
32%
|
Draw overdue | 3 wks late | ⚠ Delayed | Submit Draw |
Corktown Brewhouse Detroit, MI · Hospitality |
Local GC | $11M |
61%
|
$42K CO pending | Watch | ⚠ CO Pending | Review CO |
Midtown Mixed-Use Tower Detroit, MI · Commercial |
Barton Malow | $67M |
48%
|
+$450K ready | On Track | ● Healthy | Release Pay |
Woodbridge Townhomes Detroit, MI · Residential |
Barton Malow | $17M |
82%
|
Final draw ready | Near Done | ● On Track | Final Draw |
Oakland Medical Plaza Royal Oak, MI · Medical |
Roncelli Inc. | $18M |
22%
|
Current | On Track | ● Healthy | View |
Cash Flow
Portfolio-wide money in / money out
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This month
$4.2M
Collected from Owners
Paid out
$3.1M
Paid to Contractors
Net positive
$1.1M
Net Cash Flow
Pending
$1.8M
Awaiting Your Approval
💰 Payments Ready to Release
$1.35M total
AI
3 milestones verified and ready to pay. Releasing now via USDC averages 400ms. Releasing via ACH takes 1–2 business days. All lien waivers confirmed on Midtown Tower.
| Project | Milestone | Amount | Verified | Action |
|---|---|---|---|---|
| Midtown Tower | M3 — MEP Rough | $450,000 | ✓ AI Verified | Release 💸 |
| Woodbridge | M5 — Fixtures | $680,000 | ✓ AI Verified | Release 💸 |
| Oakland Medical | M1 — Mobilize | $220,000 | ✓ AI Verified | Release 💸 |
🏦 Draw Schedule — Lender Reporting
| Project | Draw # | Amount | Status |
|---|---|---|---|
| Riverside Lofts | DR-04 | $1.4M | 🚨 Overdue |
| Harbor District | DR-07 | $2.1M | In Dispute |
| Midtown Tower | DR-03 | $3.8M | Approved |
| Woodbridge | DR-05 | $1.2M | Final Draw |
Change Orders
4 pending approval · $342K total exposure
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4
Pending Your Approval
$342K
Total Pending Value
Avg 6 days
Time Waiting for Approval
📝 All Change Orders
| CO # | Project | Description | GC | Amount | Days Open | Status | Action |
|---|---|---|---|---|---|---|---|
| CO-024 | Riverside Lofts | Structural — unexpected soil condition Geotechnical issue requires extra pier footings |
Walbridge | $158,000 | 9 days | Urgent | ✓ Approve ✗ Reject |
| CO-031 | Harbor District | HVAC upgrade — owner-directed Owner changed spec to high-efficiency units mid-construction |
Sachse | $94,000 | 4 days | Pending | ✓ Approve ✗ Reject |
| CO-018 | Corktown Brew | Structural upgrade — load-bearing change |
Local GC | $42,000 | 4 days | Pending | ✓ Approve ✗ Reject |
| CO-009 | Oakland Medical | Added generator pad — MEP scope |
Roncelli | $48,000 | 2 days | In Review | ✓ Approve ✗ Reject |
| CO-022 | Woodbridge | Flooring upgrade — premium hardwood |
Barton Malow | $28,000 | Resolved | ✓ Approved | — |
Contractors & Subs
Performance scores across your portfolio
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AI
Barton Malow is your best performer — 0 disputes, avg 2-day milestone verification, 98% on-time pay. Walbridge Group has flagged 2 schedule slippages this quarter. Consider a performance review meeting.
| Contractor | AI Score | Active Projects | Avg Pay Speed | Disputes | Schedule | Action |
|---|---|---|---|---|---|---|
Barton Malow Company General Contractor · Detroit |
97 Excellent |
2 of yours | 1.8 days avg | 0 disputes | All On Time | View Profile |
Sachse Construction General Contractor · Metro Detroit |
72 Watch |
1 of yours | 3.4 days avg | 1 active | On Time | View Profile |
Walbridge Group General Contractor · Detroit |
61 Review |
1 of yours | 4.2 days avg | 2 this Qtr | 3 Wks Late | Schedule Review |
Roncelli Inc. Civil / GC · Metro Detroit |
84 Good |
1 of yours | 2.1 days avg | 0 disputes | On Track | View Profile |
Draw Requests
Lender disbursement management
+ New Draw Request
🚨 Riverside Lofts Draw #4 is 7 days overdue
Lender deadline was Oct 17 · $1.4M at risk of delay penalty · Submit today to avoid fee
Submit Now
| Project | Draw # | Amount | Lender | Due Date | Status | Action |
|---|---|---|---|---|---|---|
| Riverside Lofts Ph.2 | DR-04 | $1,400,000 | Flagstar Bank | Oct 17 (7 days late) | 🚨 Overdue | Submit Now |
| Harbor District | DR-07 | $2,100,000 | JP Morgan | Oct 30 | In Dispute | Resolve First |
| Midtown Tower | DR-03 | $3,800,000 | Huntington | Nov 5 | ✓ Approved | View |
| Woodbridge Townhomes | DR-05 (Final) | $1,200,000 | Comerica | Nov 1 | Final Draw | Prepare |
Compliance & Permits
Portfolio-wide compliance status
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| Project | Building Permit | Inspections | Insurance COI | Lien Waivers | Overall |
|---|---|---|---|---|---|
| Midtown Tower | ✓ Active | ✓ Current | ✓ Valid | ✓ All Filed | ● Compliant |
| Harbor District | ✓ Active | 1 Pending | ✓ Valid | ⚠ 3 Missing | ● At Risk |
| Riverside Lofts | Renewal Due | ✓ Current | ✓ Valid | 1 Pending | ⚠ Watch |
| Oakland Medical | ✓ Active | ✓ Current | ✓ Valid | ✓ All Filed | ● Compliant |
| Woodbridge | ✓ Active | Final Insp. | ✓ Valid | ✓ All Filed | Near Complete |
Document Vault
All contracts, permits, photos, and reports
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All
Contracts
Permits
Invoices
Photos
Lien Waivers
| Document | Project | Type | Uploaded | Action |
|---|---|---|---|---|
| Prime Contract — Midtown Tower | Midtown Tower | Contract | Oct 1, 2025 | View |
| Building Permit #DET-25-08821 | Harbor District | Permit | Aug 12, 2025 | View |
| Milestone 3 Photos (AI Verified ✓) | Woodbridge | Photos | Today | View |
| Sachse Construction — COI Insurance | Harbor District | Insurance | Sep 5, 2025 | View |
| Draw Request #4 — Incomplete | Riverside Lofts | Draw | Draft | Complete |
Bid Procurement
Invite, compare, and award bids
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| Bid Package | Project | Bids Received | Lowest | Highest | Due Date | Status |
|---|---|---|---|---|---|---|
| MEP Subcontractor — Phase 2 | Midtown Tower | 6 bids | $1.2M | $1.9M | Oct 28 | Bids In |
| Concrete & Masonry | Riverside Lofts | 3 bids | $840K | $1.1M | Oct 30 | Reviewing |
| Electrical Rough-In | Oakland Medical | Invited 8 | — | — | Nov 3 | Open |
Reports & Analytics
Portfolio performance at a glance
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Portfolio Summary
All projects · Cash flow · Risk scores
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Lender Draw Report
AIA G702/G703 formatted · Ready to submit
Export for Lender
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Contractor Scorecard
Performance · On-time rates · Disputes
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Master Schedule
All projects in one view
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| Project | Phase | Planned Start | Planned End | Actual Progress | Variance |
|---|---|---|---|---|---|
| Midtown Tower | Phase 3 — MEP Rough | Oct 1 | Nov 15 | On Track · 48% | On Time |
| Harbor District | Phase 4 — Interior | Sep 15 | Dec 1 | On Track · 55% | On Time |
| Riverside Lofts | Phase 2 — Foundation | Sep 1 | Nov 30 | Delayed · 32% | -21 days |
| Corktown Brew | Phase 3 — Finishes | Oct 5 | Nov 30 | Watch · 61% | -5 days |
| Woodbridge | Phase 5 — Punch List | Oct 15 | Nov 1 | Near Done · 82% | On Time |
| Oakland Medical | Phase 1 — Site Prep | Oct 10 | Dec 15 | On Track · 22% | On Time |