Property investment group · Property · Live and in weekly use
The Friday reporting job cut from 7 hours to under 1
7h to 1h
weekly investor reporting, automated
71
leads generated, around 18 months, via the website
from the live ads dashboard
Before and after, measured
Before
A property investment group updating its investors by hand: a seven hour reporting job every Friday, pulled together from project tools and spreadsheets.
What we built
An investor portal that reads live project data, drafts the weekly investor updates with AI for human review, and gives investors secure magic-link access to their numbers.
After
The Friday job now takes under an hour, investors get cleaner and more consistent updates, and the team got a day a week back. The website itself has captured 71 investor enquiries in around 18 months, each one landing straight in the pipeline.