9 Stages. One Platform.
See exactly what UniversalContext does at every stage of real estate development. From raising equity through returning capital to investors.
Your Project, Start to Finish
Every real estate development moves through the same stages. Here is how UniversalContext supports each one.
Capital
Raise equity and secure debt to fund the deal.
Build
Find the site, get approvals, and construct.
Operate
Lease up, manage, and maximize value.
Exit
Sell the asset and return capital to investors.
Raising Equity Capital
From PPM to funded. Every term extracted. Every investor tracked.
Fund formation generates mountains of legal documents. PPMs, subscription agreements, side letters, investor decks. Key terms get buried. Commitments get missed. And your investor reporting still runs on spreadsheets.
What UniversalContext Does
Document IntelligenceAgentic WorkflowsEnterprise SecurityModel your entire entity stack: GP, LP, fund vehicles, co-invest vehicles. Track ownership percentages and promote structures in one place.
Upload a PPM and the waterfall terms are extracted. Upload a subscription agreement and the investor commitment appears in your capital accounts. No manual entry.
Create capital calls, generate notices, track funding status. Run waterfall calculations and generate distribution schedules automatically.
Give your investors a branded, read-only portal: capital account, documents, distributions, and quarterly reports. Always current.
Template-based investor letters auto-populated with project data, metrics, and performance figures. No copy-paste from five systems.
Track Reg D/506(c) status, accredited investor verification dates, and blue sky filings. The compliance agent monitors deadlines.
Juniper Square
Agora+ moreSecuring Debt & Loans
Every covenant tracked. Every draw managed. Zero surprises.
Loan documents are dense, covenant thresholds are buried in exhibits, and draw requests involve a multi-party dance of approvals and lien waivers. One missed deadline can trigger a default.
What UniversalContext Does
Document IntelligenceAgentic WorkflowsTrack every loan across your portfolio: terms, draw schedules, outstanding balances, maturity dates, and covenant thresholds. See everything on one screen.
Multi-step draw management: GC submits, architect certifies, lender inspects, funds released. Lien waiver collection built in.
The AI compares your operating metrics against covenant thresholds (DSCR, LTV, debt yield) on a schedule. You get alerted before you approach a violation, not after.
Generate monthly and quarterly lender reports from project data. Stop assembling them manually from three different systems.
Argus Enterprise
Dealpath+ moreSite Selection & Acquisition
Compare sites. Track diligence. Never miss a deadline.
Due diligence involves dozens of documents. Title commitments, surveys, Phase I ESAs, appraisals, PSAs. Contingency deadlines are scattered across emails and calendar reminders. One missed deadline can cost you your earnest money.
What UniversalContext Does
Document IntelligenceUniversalContext MapConfigurable checklists with deadline tracking, document attachment, and automated reminders. Know exactly what's done, what's outstanding, and what's overdue.
Compare candidate sites side by side across the metrics that matter: demographics, zoning, access, environmental risk, and price.
Track contingency periods, earnest money deadlines, extension options, and closing conditions. The AI extracts key dates from your PSA automatically.
CoStar
Placer.ai+ moreEntitlements, Design & Pre-Construction
Multi-month approvals. Dozens of stakeholders. One clear view.
The entitlement process can stretch months or years. Public hearings, zoning applications, design reviews, environmental impact reports. Stakeholder relationships matter as much as the application itself. And every architectural revision creates a new document trail.
What UniversalContext Does
Meeting IntelligenceUniversalContext MapTrack the full entitlement process from application through public hearing through approval. Dependencies, timelines, and status at a glance.
Track schematic design through construction documents with submission and review cycles. Every revision linked. Every decision traceable.
Track government officials, planning commissioners, and community groups. Map influence and sentiment. Know who matters and where they stand.
Autodesk (Revit/ACC)
Northspyre+ moreConstruction
Your GC runs the field. You run the intelligence.
Your GC uses Procore. Your subs use email. Your pay applications arrive as PDFs. Change orders pile up. And the question you really need answered: 'Are we on budget and on schedule?' takes hours to assemble.
What UniversalContext Does
Document IntelligenceAgentic WorkflowsConnectorsCost vs. budget variance, schedule adherence, change order trends, and safety metrics. The answers you need, updated automatically.
Import your Primavera or MS Project schedules. The AI tracks critical path drift and flags schedule risks before they become delays.
Upload site photos and daily reports. AI classifies progress by date, building area, and trade. No manual tagging. No lost photos.
ProcoreAutodesk Construction Cloud+ moreLeasing, Sales & Stabilization
From first showing to stabilization. Every unit. Every lease.
Unit inventory lives in one spreadsheet. Prospect tracking in another. Lease terms in a third. Nobody has a single view of where you stand on absorption, and your marketing photos are scattered across a dozen folders.
What UniversalContext Does
Document IntelligenceMyUCThe Intelligence FlywheelTrack every unit: type, availability, pricing, status. From available to reserved to leased. Floor plans and metadata attached.
Manage prospects from first contact through signed lease. Tour scheduling, application tracking, and approval workflows. All connected to the unit they're interested in.
Occupancy, absorption velocity, revenue per unit, concessions, and stabilization progress. See exactly where you stand and when you'll stabilize.
Track which photos, renderings, and collateral are approved for marketing. AI auto-tags every image by type, angle, and building area.
Yardi
RealPage
Entrata+ moreAsset Management & Operations
Maximize NOI. Catch problems early. Protect your investment.
Operating statements come monthly. Vendor contracts expire silently. Insurance certificates lapse. Reserve studies collect dust. And the question 'What's my actual NOI vs. plan?' requires pulling data from three systems.
What UniversalContext Does
The Intelligence FlywheelAgentic WorkflowsBudget vs. actual variance, NOI trending, expense ratios, cap rate tracking, and per-unit economics. All in one view, updated automatically.
Track maintenance requests from submission through resolution. Vendor assignment, cost tracking, and SLA monitoring built in.
Monitor reserve balances against planned capital expenditures. Know whether your reserves are adequately funded.
Track periodic valuations using cap rate, comparable, and income approaches. See valuation trends across your portfolio.
Yardi
MRI Software+ moreSelling the Property
From broker engagement to closing. Your data room, your intelligence.
Preparing a property for sale means assembling an OM, organizing a data room, fielding buyer questions, and managing a months-long closing process. The documents are everywhere. The Q&A is in email. And you can't see which buyers are actually serious.
What UniversalContext Does
Document IntelligenceEnterprise SecurityPermission-controlled document sharing with activity tracking, watermarking, and threaded Q&A. See exactly which buyers are engaged and what they're reviewing.
Track the full process: broker engagement, OM preparation, marketing, buyer tours, LOI, PSA, due diligence, and closing. Nothing falls through the cracks.
The AI compiles project data, financials, rent rolls, and market data into a structured OM draft. You edit. It assembles.
Track buyer prospects from first contact through closing. See who's in diligence, who's gone cold, and who's ready to close.
CoStarDealpath+ moreReturning Money to Investors
Final accounting to K-1 delivery. Close the loop.
The deal is done, but the work isn't. Final accounting, waterfall calculations, tax preparation, K-1 delivery, entity dissolution. And your investors want to know: What was my actual IRR? How did it compare to projections?
What UniversalContext Does
Document IntelligenceAgentic WorkflowsRun final waterfall calculations against realized proceeds. Verify against LP agreements. Generate distribution schedules. The AI checks the math.
Track every step: final audit, waterfall calculation, tax preparation, distribution, K-1 delivery, and entity dissolution. One checklist. No missed steps.
Generate final performance reports: realized IRR, equity multiple, holding period, fee summary, and comparison to original projections. Give your investors a clean close.
Track dissolution filings, guarantee releases, final lender payoffs, and post-closing obligations. Know exactly when you're truly done.
See the Platform That Powers It All
Workflow engine, CRM, photo management, development management, dashboards, contract intelligence, and more. All purpose-built for real estate.