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| Line | Complete | Previously | Cumulative | This period |
|---|---|---|---|---|
| Total | ||||
| Line | Complete | Previously | Cumulative | This period |
|---|---|---|---|---|
Each opens in a new tab through a short-lived link.
Upload your report here. It is filed against this record straight away, and everyone on it can see it.
working…Attach each one and fill in its details. Each is filed against your firm as soon as it is submitted.
If there is a document you think is needed that was not asked for, add it here.
Recording a decision closes this link. Ask for a fresh one if anything else is needed.
Certifying requires your report to be uploaded first.
You can still read everything, open the attachments and upload your report.
They get their own link, so it can be revoked separately and their decision is recorded as theirs.
With an account you see every drawdown and valuation on this project as it moves, keep your reports in one place, and act without waiting to be sent a link.
This link was issued to for this record only. Please do not forward it.
If you believe this is a mistake, please contact the person who sent you the signing link.
You are reviewing this contract, not signing it. If a clause is wrong, raise it here rather than signing — the contract team will answer, and an accepted change is recorded.
You can now close this window. A confirmation will be sent to your email.
Everything that needs you right now — across every SPV, in one place.
Nothing needs your attention right now across any SPV.
Advisory flags from the anomaly engine — review and acknowledge.
Three jobs, one platform. Everything is still in the sidebar — this is just the quickest way to the one you came for.
Buy what the schemes need, on time, at a price you can defend. One order book over every site — order-by dates, suppliers, prices.
Run the schemes you hold: contracts and valuations, drawdowns and the facility, programme, cost plans, compliance and risk.
Test a consented site before you buy it: gross development value, total development cost, finance, profit and the split.
Your projects, invoices, contracts to sign, and compliance status.
The QS's assessed % on your priced lines, read from site evidence. If you disagree, raise a query — the QS will uphold or revise it.
Submitted invoices working their way through certify → board → payment. Nothing for you to do — informational.
Renew expiring documents before they expire — otherwise the SPV admin won't be able to certify your next invoice.
What needs your attention, what's at risk, and where each SPV stands.
Items only you (or a peer with the same role) can move. Click any row to act on it.
One row per active SPV. Bar shows committed vs facility; chip flags allocation risk (amber ≥75%, red ≥90%).
| Project | Health | Scheme | Facility | Committed | Headroom | Risk | Target PC |
|---|---|---|---|---|---|---|---|
| — |
|
Confirm the shares of certified work attributed to you. Confirmed shares are reserved to you on certification (fair payment). Silence past the deadline = accepted.
| Project | Main contractor | Trade | |
|---|---|---|---|
| Project | Contract | App | Line | Amount | Status | |
|---|---|---|---|---|---|---|
| (auto-accepted) |
Certified sums reserved to you. Each is released on its scheduled date (net-19 days from certification) unless a dispute is raised.
| Project | Amount | Release | Status | |
|---|---|---|---|---|
Keep your firm's details up to date. This is what sees across every project you work on.
Each company keeps its own profile, team and payments. Switch to edit the other.
Your CIS status is verified by with HMRC — provide your UTR so we can verify it.
People at your firm who can work on projects. Each teammate can be given specific functions.
Only a firm admin can invite or manage teammates. Ask a firm admin if your access needs to change.
Sign-in email can't be changed here.
What this teammate can do across the firm's projects.
Update your progress, add sub-tasks, post site photos, raise issues and actions, and log decisions. Changes apply immediately.
Claim materials delivered on/off site. The QS verifies your claim; the verified value can be included in the valuation.
| Description | Location | Claimed | Verified | Status | |
|---|---|---|---|---|---|
Propose a valued % for each instructed variation. The QS reviews and agrees it.
| Ref | Description | Instructed | Your proposal | Valued | Status |
|---|---|---|---|---|---|
|
%
|
not valued |
Milestones and tasks assigned to your firm that aren't part of a priced deliverable or fee stage. Post updates, upload output, raise issues, and invoice when complete. Status & progress changes are sent to the PM/admin for approval before they count.
Your work due in the next 14 days. Confirm each week so the team knows the plan holds.
Your priced work and earned value. Update each item on its card below — post updates, upload output, and raise issues from the same card; progress flows through to the totals automatically.
Your priced breakdown of the contract sum — your valuation basis. Update % directly.
Break this deliverable into sub-tasks (e.g. rebar caging, concrete slab, beam casting). Their average % becomes this deliverable's progress.
Your fee stages and earned value. Update % / status directly — this priced work applies immediately.
Break this stage into sub-tasks (e.g. coordination model, structural pack, M&E pack). Their average % becomes this stage's progress.
Your scheduled work ·
Invitations to tender for your firm. Submit or revise your bid before the deadline.
· ·
Each project is an SPV.
Headline ratios. Click any tile to jump to its source tab.
Drawn-to-date headroom + projection. Click the panel header to open the full Facility view.
Per-category committed vs paid against allocation. Click to open the Budget view.
Read-only mirror of Programme tab progression. Click to open the Programme view.
Cross-domain alerts requiring attention. Each row is a click-through to the action.
Every specified item, who supplies it, and the date it has to be ordered to reach site in time. Order-by is calculated from the need-on-site date and the lead time, so it never goes stale.
| Proposed item | From | Qty | Allowance | Typical lead | Needed on site | |
|---|---|---|---|---|---|---|
What was actually bought, against the register. A purchase order carries the quantity, unit and price already recorded for each item, and writes the order and delivery dates back onto the register when it moves. Every line starts with its VAT treatment undecided and the order will not place until each one is set — materials-only supply, zero-rated new build and the domestic reverse charge are different answers and the platform will not guess between them.
| Order | Supplier | Needed | Status | Lines | Net | VAT | Gross | |
|---|---|---|---|---|---|---|---|---|
Material the employer buys and issues to the contractor. Because the contractor priced that material in their schedule of values, free-issue only works if the contract sum comes down by the same amount — so an item cannot be instructed until a variation reducing the sum exists and the value being stripped has been agreed.
| Line | Lump sum | Free-issued | Still owed on it | Claimed | Over-claim |
|---|---|---|---|---|---|
What the cost plan says this scheme has to buy. Quantities come from each priced line's build-up as it was snapshotted — not from the library as it stands today — and they include waste, because the bricks you buy and the bricks that reach the wall are different numbers. Nothing here is on the register until you put it there.
| Item | Plan needs | To order | Allowance | Lead | On the register | Why | |
|---|---|---|---|---|---|---|---|
|
from
|
|
from this plan
entered already
—
|
contractor’s buy |
| Item | Outcome | Detail |
|---|---|---|
Measured quantities priced from the rate library, then preliminaries, overheads, fees, risk and inflation applied in order. Every line is priced at the plan's base date, so the whole plan shares one basis.
| Line | Basis | Rate | Amount | Running total |
|---|---|---|---|---|
| Derived quantity | Value | How it was worked out |
|---|---|---|
| Type | As named in the model | Elements | Measured | Storeys |
|---|---|---|---|---|
| Work item | Elements | Measured | Quantity | Unit | |
|---|---|---|---|---|---|
|
already on this plan — left alone
|
| Item | Quantity | Unit | Rate | Total | |
|---|---|---|---|---|---|
|
· own rate
· partly priced
|
Fund these by moving budget in from a bucket with headroom, or by raising the allocation. A transfer above the SPV threshold needs the board.
Configure maker-checker for this SPV — payment sign-offs (board / investor) and the programme baseline (a planning action, separately configurable). IMS and bank steps are unchanged.
Set consultant invoice approval to Not required and the board is left out of the invoice flow entirely — nobody is asked to sign and no one is emailed about it.
Add an investor to the SPV's Members with the "Investor" role so they can sign in and approve. At least one role must be selected.
Baselining the programme is a planning action, not a payment — so it can be signed by admin / PM (default admin), independent of who signs payments.
Incorporation, directors, bank and statutory documents for this SPV. Immutable + retained; replacing creates a supersede chain.
Work-package programme · earned of ·
| Activity | Owner | Status | % | Forecast | Var | ||
|---|---|---|---|---|---|---|---|
|
base
|
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|
Post an update
Updates
No updates yet.
in report
internal
edited
Output of work
No outputs uploaded.
Issues
blockinglinked
Decisions
Raise an issue
An open issue does not block by itself — say so if it does.
Log a decision
Raising a decision asks a question; it does not answer it.
Link an issue or decision that already exists
One problem affecting three activities stays one register record. Linking it here does not copy it,
so closing it anywhere closes it everywhere and the report counts it once.
|
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|
Latest
⚠
◆
📄 outputs uploaded
|
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⏳
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Key gates. Generate one per RIBA stage, then set each date — the baseline freezes them.
| Milestone | Package | Readiness | Sign-off | Forecast | Baseline | Variance | |
|---|---|---|---|---|---|---|---|
| No milestones yet. Add contractual milestones (Start on Site, Watertight, PC) or planning gates. | |||||||
|
not measurable
|
awaiting acceptance | ||||||
|
Deliverables this milestone needs
None linked. Readiness cannot be computed until at least one is.
· optional
Linking does not copy the deliverable or its tasks, and adds nothing to any total — the value stays
on its own schedule-of-values line and is counted once, wherever it is linked.
Sign off this milestone
Acceptance is recorded against a document. Outstanding required deliverables do not block it —
they are recorded on the acceptance so the record says what was accepted and what was not.
No documents on this project yet — upload the acceptance certificate first.
|
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Freeze the plan to measure slippage. Approval is a maker-checker action; once approved the dates lock.
| Ver | Label | Status | Approved | |
|---|---|---|---|---|
| No baselines yet. Propose one to freeze the current forecast as the plan of record. | ||||
What we committed to, what happened, and what happens next.
| Task | Owner | Why it is here | |
|---|---|---|---|
| committed | |||
| Output | Task | Owner | Weight | Achieved | Response | |
|---|---|---|---|---|---|---|
|
carried
cancelled
Still in the week's denominator —
|
||||||
| Nothing committed for this week yet. | ||||||
| Output | Task | Achieved | Response | |
|---|---|---|---|---|
The Schedule of Values lines this week's work touched, and where the money on each one stands. This is not what the week cost. A line's figures are cumulative and belong to the line — a task worked on this week may sit on a line certified months ago, and two weeks' work may share one line. Nothing here certifies anything.
| Line | Value | Assessed | Claimed | Certified | Paid | Since last report |
|---|---|---|---|---|---|---|
|
commitment(s) this week
|
n/a |
Differences since the previous programme snapshot.
Activity updates owners flagged to include in the periodic report.
| Stage | Earned | % |
|---|---|---|
| Milestone | Forecast | Baseline | Variance |
|---|---|---|---|
| ◆ |
A single work-package model: packages → activities, baseline vs forecast, cross-party dependencies, driving path. Builds from your existing SoV, appointments and tasks. You can keep working as normal.
Earned value across all priced work on this project — construction deliverables and consultant fees.
| Engagement | Party | Value | % complete | Earned | |
|---|---|---|---|---|---|
| Construction | — | ||||
| Consultancy | |||||
| Total priced work | |||||
Planned vs actual per milestone ·
Every dated work item — sub-tasks and priced consultant stages ·
RIBA-aligned lifecycle. Click any stage to expand its sub-tasks; click again to fold. The % bar reflects completed sub-tasks.
| Task | Status | Progress | Due | Completed | Actions |
|---|---|---|---|---|---|
|
Proposed:
|
|
%
|
|
| Payer | Received | Amount |
|---|---|---|
| Total equity received | ||
Forecast cumulative draw (S-curve) vs actual disbursements — on plan, ahead, or behind.
Each bucket's budget is its facility allocation — edit it inline. Equity & other sources are added below under Additional funding. Click a tile to open its lines.
Switch off a bucket this scheme doesn't use and it disappears from the budget and every picker. A bucket holding money stays visible whatever its switch says — turning one off never hides a figure.
Funding beyond the senior facility & equity — mezzanine, grants, JV cash. Each is allocated to buckets and must be approved by the board / investor before it counts toward budget.
Top-line loan headroom. Goes red when remaining drops below the tolerance threshold (configurable per project).
Forecast cumulative draw (from the financing assumptions S-curve) vs actual disbursements. Tells you at a glance whether the project is on plan, ahead, or behind.
Per-line budget vs to date vs remaining, with each drawdown's allocation against the line. Mirrors the IMS cost report.
| Description | Vendor / Contract | Budget | To date | Remaining | % | Equity | DD | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No budget line items yet. Add some in the Line items section below — set vendor + stage to power per-line tracking. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| TOTAL MONITORED FACILITY DRAWDOWN | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Agreed loan from the development finance lender. Per-bucket allocation, committed and paid figures now live on the Budget tab; use Manage allocations to set the lender caps.
Funding beyond the senior facility and equity — mezzanine, grants, JV cash, second charges. Allocate each to cost buckets; the buckets' Budget then reflects all funding.
Drawdown shape, fees, and interest treatment. Drive the projected interest, peak debt, and burndown forecast displayed above.
2 = gentle, 12 = sharp peak
0.3 = peak earlier · 0.7 = peak later
project_facility_drawdown_schedule.
Capitalised onto the facility balance at month 0.
Reported in peak debt; does not compound during the term.
Import bank statements (CSV) and link each outflow to the invoice, certificate, drawdown or land row it pays. Open Banking integration (TrueLayer) will replace the CSV step in a later release; the matched data stays unchanged.
| Account | Bank | Sort code | Last 4 | Currency | TrueLayer | Status |
|---|---|---|---|---|---|---|
|
|
Append-only ledgers for certified money. Drawdowns credit the Project bank pool; cert reservations + retention post here as later bundles land. Movements are immutable — corrections are compensating entries.
| Pool | In | Out | Balance | Moves | |
|---|---|---|---|---|---|
| No pools yet. | |||||
Hold certified money on trust in a ring-fenced account. When active, every escrow release needs two signatures — the SPV and an independent signatory (IMS) — so funds are protected from insolvency.
Every pool movement is hash-chained (tamper-evident). The tip hash commits to the entire money-flow history — the anchor for on-chain settlement when a substrate is adopted.
| # | Event | Detail | Amount | Hash |
|---|---|---|---|---|
| Date | Source | Memo | Credit | Debit | Balance |
|---|---|---|---|---|---|
Auto-drafted each quarter from the recorded input VAT on the expenses below (paid, standard-rated invoices) — review the draft and submit. Use "Run VAT cycle" to draft ad-hoc. Land legal VAT is reclaimed only when the solicitor cost is recorded as an expense with its VAT.
| Period | Status | Refund expected | Refund received | HMRC ref | |
|---|---|---|---|---|---|
Every cost on the project — consultant invoices, certificates, cash items, land and S106 / CIL. One ledger; the VAT reclaim above runs from these rows.
| # | Description | Date | Bucket | Supplier / payee | Source | Net | VAT |
|---|---|---|---|---|---|---|---|
| Total | |||||||
Residual development appraisal — forecast against realised. Revenue from the sales pipeline, costs from every penny spent. All assumptions are per-project.
| GDV | |
| less Sales commission | |
| less Purchaser's costs | |
| Net Development Value | |
| less Development costs (land, build, fees, contingency) | |
| less Senior finance (interest + arrangement/exit fees) | |
| = Total development cost (TDC) | |
| less Mezzanine finance | |
| less Other / debt fees | |
| less Investor coupons (cost of funds, before tax) | |
| Profit before tax | |
| less Tax | |
| Profit after tax | |
| JV — Developer | |
| JV — Partner |
| Contracted sales (exchanged + completed) | |
| less Sales commission | |
| less Purchaser's costs | |
| Net Development Value | |
| less Spend to date (incl. finance paid) | |
| less Investor coupons paid (cost of funds) | |
| Profit to date (pre-tax) | |
| less Tax | |
| Profit after tax | |
| JV — Developer | |
| JV — Partner |
Cap = greater of £2m de-minimis and % × EBITDA. Indicative — not tax advice.
Total Development Cost breakdown. Lender ratios derived against GDV + loan facility. Committed figures roll up live from contracts and consultant invoices.
Add budget line items (land, construction, finance, etc.) to see the total.
+ equity = funding
Sourced from Facility tab
Checking your access…
Investor and funding detail on this SPV needs an access code. Ask a global admin to grant you access.
Every unlock and failed attempt is logged.
Analyse the facility, break the development cost into buckets, determine the equity required and how it's being sourced — then activate the SPV.
Upload the bank's term sheet and/or the solicitor's completion statement. The analyst extracts the facility terms, the cost breakdown and the equity contributions, and populates everything below.
Re-analysing replaces the cost breakdown below. Your equity register is preserved.
No cost lines yet. Analyse the documents above, or add lines manually.
No equity sources recorded yet. Add each contributor and track it from Pledged through to AML-completed.
| Contributor | Source | Amount | Instrument | Ownership | Coupon | Status | Date | |
|---|---|---|---|---|---|---|---|---|
| Total sourced | ||||||||
| Investor | Capital | Owns | Coupon | Projected | Accrued | Paid | Overdue | Next due | |
|---|---|---|---|---|---|---|---|---|---|
| # | Period | Days | Balance | Coupon | Cumulative | Payable |
|---|---|---|---|---|---|---|
Principal Designer + Principal Contractor + Construction Phase Plan + F10 (if notifiable). Required from the start of construction, before any contract may move to In progress.
One card per consultant role — fee schedule per RIBA stage; invoices attach to a stage and are hard-capped at the agreed fee.
Invite consultants and contractors to competitively tender. Compare bids, then award — awarding a winner creates the appointment or contract, pre-filled from the bid.
· · Estimate · Closes
| Firm | Amount | vs estimate | Programme | Status | Notes | |
|---|---|---|---|---|---|---|
Decision notice → pre-conditions → submitted for discharge → discharged → consent clear to start, build and occupy.
A resubmission is linked to the refused application, so the trail from first attempt to discharge stays intact.
The council confirmed these never applied — they were not discharged.
S106 contributions and CIL liabilities tied to the planning consent. Triggers on commencement, occupation, fixed dates, or PC. Auto-flips to Due when its trigger fires.
| Kind | Type | Description | Trigger | Amount | Due | Status | Docs | |
|---|---|---|---|---|---|---|---|---|
| No planning obligations recorded yet. | ||||||||
|
Contract:
|
|
|
||||||
| Invoice no. | Consultant | Date | Gross | Status | Document |
|---|---|---|---|---|---|
| No consultant invoices yet. | |||||
| equity | |||||
Design drawings, reports, schedules and other deliverables uploaded by consultants and contractors. Each output is attached to a Project Stage task and linked back to its uploading party.
| File | Vendor | Stage | Task | Version | Uploaded | |
|---|---|---|---|---|---|---|
| No outputs match the filters yet. | ||||||
| v superseded | ||||||
Broader monthly site reports — distinct from the per-drawdown sign-off. Immutable + 12-year retention; revisions create a supersede chain.
A comprehensive monthly site report from the Monitoring Surveyor (typically 20–50 pages) issued each month regardless of drawdowns. Distinct from the per-drawdown sign-off attached on each drawdown request.
Insurance, AML, H&S, accounts & sector certs for each consultant, contractor and subcontractor on this project. Missing or expired items block invoice submission.
| Document | Status | Expiry | File |
|---|---|---|---|
|
|
| Party | Document | Note | Status | Raised | |
|---|---|---|---|---|---|
| Fulfilled Cancelled Open |
Risks · Decisions · Issues · Meetings across the programme. Each item can be assigned to a milestone. Risks publish to the Investor Portal's Dev Monitor on snapshot.
| Title | Milestone | Category | L | I | Severity | Status | Identified | ||
|---|---|---|---|---|---|---|---|---|---|
| No risks recorded for this filter. | |||||||||
| ▸ |
|
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|
Reference Owner Likelihood × Impact Identified Closed Mitigation
Notes
Discussion
Loading the discussion…
No discussion yet — start one below and it stays with this risk.
|
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| Action | Milestone | Priority | Status | Owner | Due | Link | Actions | |
|---|---|---|---|---|---|---|---|---|
| ▸ |
|
— | ||||||
|
Reference Owner Party / firm Raised Done Linked to
Notes
|
||||||||
| Title | Milestone | Status | Decided | Cost | Actions | |
|---|---|---|---|---|---|---|
| No decisions logged for this filter. | ||||||
| ▸ |
|
In variation | ||||
|
Context
Decision
Reference Status Decided on Approved by
Discussion
Loading the discussion…
No discussion yet — start one below and it stays with this item.
|
||||||
| Title | Milestone | Severity | Status | Owner | Due | Cost | Actions | |
|---|---|---|---|---|---|---|---|---|
| No issues raised for this filter. | ||||||||
| ▸ |
|
In variation | ||||||
|
Reference Owner Entity Opened Resolved Resolution notes
Discussion
Loading the discussion…
No discussion yet — start one below and it stays with this item.
|
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Announcements and messages for this SPV. Everyone here can send a message; announcements are posted by the SPV team.
Progress photos for this SPV, grouped by week. Uploaded photos can be selected into any report. RIBA-5 site images appear here read-through.
Per-unit sales schedule with the three-price model. Target & floor prices are internal-only. Use release waves to control the managed launch.
| Plot | Name | Beds | NIA (ft²) | Launch | £/ft² | Net-eff £/ft² | Wave | Status | |
|---|---|---|---|---|---|---|---|---|---|
| › | |||||||||
| No units yet. Add the apartment schedule to begin. | |||||||||
Reservation → exchange → completion. Reserving below the approval floor requires a board approval reference.
| Plot | Buyer | Agreed | AML | Stage | Exchange by | |
|---|---|---|---|---|---|---|
| ⚠ below floor | › | |||||
| No reservations yet. | ||||||
Verified facts for the sales pack — each with a sign-off owner.
| Field | Value | Verified by | |
|---|---|---|---|
| No material facts recorded. | |||
Every claim has an owner and a sign-off before it goes to market.
| Claim | Owner | Approved | |
|---|---|---|---|
| No claims recorded. | |||
Caps on incentives. A value above the cap is blocked unless an approval reference is recorded.
| Limit | Cap | Approver | |
|---|---|---|---|
| No limits set — incentives are unrestricted. | |||
A read-only live availability + pricing feed for the marketing website. Never exposes approval floor or target price.
Enquiry → qualified → viewing → offer. Convert a qualified lead to a buyer + reservation. Web enquiries arrive via the capture-lead form.
| Name | Contact | Source | Budget | Stage | Added |
|---|---|---|---|---|---|
| No leads yet. | |||||
Upload invoices (PDF, image, DOCX, TXT) or email them in. The AI extracts the fields and proposes a consultant + RIBA stage. Review, then accept into the invoice ledger — nothing files itself.
✉ Email invoices to
| Source | Vendor (extracted) | Invoice # | Gross | Suggested match | Conf. | Status |
|---|---|---|---|---|---|---|
| Inbox empty. Upload or email invoices to begin. | ||||||
Gross must equal Net + VAT — the fields keep themselves in step as you type.
This payment counts toward the chosen bucket's Committed & Paid on the Budget tab.
Snapshotted weekly / monthly / lender-monitoring / board-pack / ad-hoc reports with AI-written commentary. Once approved, a report is immutable + can be pushed to the Investor Portal.
| Type | Period | Status | Generated | AI cost | |
|---|---|---|---|---|---|
| No reports yet. Click + New report to create the first one. | |||||
| → | |||||
What was promised week by week and what was delivered. A published week is reproduced here exactly as it was published; a week still open is today's position and will move.
| Week | State | Source | Completion | Answered |
|---|---|---|---|---|
| frozen · live | * |
| Milestone | Status | Planned | Actual |
|---|---|---|---|
| Decision | Milestone | Status | Decided |
|---|---|---|---|
| Issue | Milestone | Severity | Status | Owner | Due |
|---|---|---|---|---|---|
| Risk | Category | Severity | Status | Mitigation |
|---|---|---|---|---|
Every artefact on this SPV — contracts, reports, drawdown memos, compliance documents, invoices, CDM, variations — in one filterable surface. Sorted newest first.
| Title | Party | Date | Folder | |
|---|---|---|---|---|
| Title | Party | Date | Move to | |
|---|---|---|---|---|
| — |
Vendors flagged ⭐ for fast re-appointment on new projects. Manage the flag from each vendor's profile.
No preferred or blocked vendors yet.
Open any vendor's profile and click ⭐ Preferred to add them here.
| Vendor | Profession / Trade | Co. number | Rating | |
|---|---|---|---|---|
| ⭐ | ★ /5 · unrated | → |
Vendors flagged 🚫 — the V4 appointment picker will require an override reason before allowing.
| Vendor | Reason | Updated | |
|---|---|---|---|
| 🚫 | → |
All organisations we transact with — consultants, contractors, lenders, councils, land vendors. Click any row to open the full vendor profile.
When an unsuccessful bidder clicks “remove my firm's profile” in their email, the request appears here for you to action.
| Company | Service | Contact | Company no. | VAT | CIS status | |
|---|---|---|---|---|---|---|
| No vendors yet. | ||||||
|
✓ Verified
📖 Directory
|
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| Firm | Profession | Services delivered | Engagements | Total agreed | Total paid | Compliance |
|---|---|---|---|---|---|---|
| No consultants match your filters. | ||||||
|
✓ Verified
|
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| Firm | Trade / Profession | Role | Contracts | Total value | Certified | Compliance |
|---|---|---|---|---|---|---|
| No contractors match your filters. | ||||||
|
✓ Verified
|
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| Name | Type | Company no. | VAT | CIS status | |
|---|---|---|---|---|---|
| No "other" vendors — every party has at least one consultant appointment or contract. | |||||
One business trading through several companies. Each keeps its own company number, contracts and invoices.
Not linked to a group. If this business also trades as another company — a contractor with its own architecture or engineering practice — link them.
Across the schemes you can see.
Firm admins in this group can open its other companies.
Per-service fee history across this firm's appointments. Use the median when sense-checking a new appointment.
| Service | Category | Samples | Min | Median fee | Max | Total |
|---|---|---|---|---|---|---|
| SPV | Role / Service | Status | Total fee | Awarded | Rating |
|---|---|---|---|---|---|
| ★ /5 — |
| Reference | SPV | Form | Role | Status | Effective sum | Certified | Executed |
|---|---|---|---|---|---|---|---|
Canonical list of users at this vendor. Per-SPV access is managed via the project's Members tab.
No users yet for this vendor. Grant a scope from the relevant project's Members tab — a vendor user row will be auto-created.
| Person | Role at firm | Platform access | SPVs | Status | |
|---|---|---|---|---|---|
|
⭐ Primary
✍ Signatory
🛡 Firm admin
|
no active scopes | Open |
Services this vendor offers, with default unit + rate. Used as fee defaults when adding to an appointment.
No services declared yet. Pick from the catalog above to add the first.
| Service | RIBA stages | Default unit | Default rate | |
|---|---|---|---|---|
|
Custom
|
Standing per-grade rates. Used as fee defaults when adding hourly/daily services to an appointment.
No rate card grades yet. Click "+ Add grade" to define one (e.g. Director, Senior Engineer, CAD Tech).
| Grade | £/hour | £/day | Effective | |
|---|---|---|---|---|
| → active |
Company-level distress signals. A CRITICAL signal blocks contracting with this firm.
| Observed | Source | Signal | Severity | Status | |
|---|---|---|---|---|---|
Latest 50 invoices raised by this firm.
| Invoice no. | SPV | Date | Net | Status | Factoring |
|---|---|---|---|---|---|
| ⚑ Factored |
Insurance, AML, H&S and other certs the bank requires. Upload on the vendor's behalf if they aren't onboarded to self-serve.
| Document | Status | Expires | Document |
|---|---|---|---|
Public registers — Companies House for the firm, HMRC for VAT, HMRC CIS for subcontractor tax treatment. Re-verify if a registered name has changed or before paying out.
Visible to internal team only. Use for performance commentary, working preferences, recurring quirks.
Contract already part-built and paid outside the platform? Record its cumulative certified-to-date in one step so Remaining and % complete reflect reality — instead of re-keying every past valuation.
Upload past payment certificates and lender drawdown certificates — the AI classifies each and files the matching historical payment certificate (building Certified-to-date) or historical drawdown (linked to this contract).
Facility drawdowns attributed to this contract. This is the loan-funding view — separate from Certified to date, which is driven by payment certificates.
| DD # | Detail | Disbursed | Amount |
|---|---|---|---|
| # historical |
Retention releases automatically on these dates (the 2nd moiety is held while any defect is open). Both automatic and manual releases post to the segregated retention pool.
| Date | Kind | Trigger | Amount | Notes | |
|---|---|---|---|---|---|
| No entries yet. Accruals are auto-recorded when a Payment Certificate with retention is issued. | |||||
| Reversed Reversal | |||||
| Role | Party | Company no. | |
|---|---|---|---|
| EMPLOYER | the SPV | ||
| No contractor appointed yet. | |||
Firms nominated under the main contractor. Accepted subs can be attributed shares of certified work (fair-payment cascade).
| Subcontractor | Trade | Status | |
|---|---|---|---|
Line-item breakdown of the contract sum. Payment applications claim against these lines.
The priced deliverables that sum to the contract sum. This is baked into the generated contract, forms the programme, and is what gets tracked and paid — agree it before issuing the contract.
| Code | Description | Lump sum | % done | Earned | Remaining | Ret? | Labour % | NRM2 | |
|---|---|---|---|---|---|---|---|---|---|
| Var Not required Claimed |
Bulk
Rolls up to
|
— | |||||||
|
Break this deliverable into sub-tasks (e.g. rebar caging, concrete slab, beam casting). The average % across its sub-tasks becomes this deliverable's progress.
⏳ after
%
|
|||||||||
Each payment application values these lines. Cumulative % and earned value per line, valuation on valuation — the trail a QS assesses the next claim against.
| Certificate figure |
Val #
|
|---|---|
| Gross valuation to date | |
| Movement this valuation | |
| Less previously certified | |
| Certified this valuation | |
| Retention held | |
| Net payable |
| SoV line | Value |
Val #
|
|---|---|---|
|
|
||
| Gross valuation to date | ||
| Movement this valuation |
Work in place () + verified stored materials + valued change control = the gross valuation to certify. Indicative — the payment certificate governs.
Retention shown on works + variations; stored materials per the contract terms. Stored materials and change control are not auto-added to the certificate — carry the verified figures into the payment application when you value.
The contractor's claimed % () against the AI evidence-based recommendation, ranked by value at risk. Internal QS view — assess a line from site photos, then accept or override. The recommendation never sets the money on its own.
already-decided line(s) left untouched. line(s) skipped — no photos linked yet.
Provenance hash + quality flags are recorded per photo. Duplicates and poor shots are surfaced as coverage gaps — the recommended % and the money are unchanged.
| Code | Description | Value | Claimed | Recommended | Difference | Reason | Conf. | Status | Coverage | |
|---|---|---|---|---|---|---|---|---|---|---|
| — | not assessed abstained |
| Code | Description | Claimed | Recommended | Decided | Diff | Reason |
|---|---|---|---|---|---|---|
Evidence-backed materials on/off site, verified separately from work-in-place. Not auto-added to the certificate — include the verified figure when you value.
| Description | Location | Claimed | Verified | Status | Evidence | |
|---|---|---|---|---|---|---|
Value the work done against each instructed change from site evidence — a % of the change executed. Not auto-added to the certificate; include the valued figure when you value.
| Ref | Description | Instructed | Valued % | Valued | Evidence | |
|---|---|---|---|---|---|---|
Rules that sit between the measured subtotal and the gross valuation, worked out again every period. Overheads & profit at a percentage of the measured work is the usual one. Enter the rule once and every valuation on this contract carries it.
A percentage rule is live on this contract. If the same overheads are also priced as a Schedule of Values line, every valuation pays them twice. Retiring the line stops it reaching any valuation that is still open; what has already been certified is untouched, and the line and its history are kept — a line that has been claimed cannot be deleted.
| Code | What it is | How it is worked out | Retention | Latest valuation | |
|---|---|---|---|---|---|
| Off |
|
||||
|
|
|||||
Nothing has been changed for you: the contract sum is what the parties signed. If a line was retired because a rule replaced it, the two figures are expected to differ until the contract sum is restated or a variation accounts for it.
Every line counts by default. Untick a line that is already priced inclusive of overheads — a variation agreed as a lump sum, say — or it will be uplifted and the overheads paid twice.
JCT lifecycle: PROPOSED → CVI → INSTRUCTED → COSTED → AGREED → INCLUDED.
| Issued | Description | Authorised | Used | Remaining | Status | |
|---|---|---|---|---|---|---|
| Reference | Description | Cost | Time | Status | |
|---|---|---|---|---|---|
Contract dates and how the linked RIBA stages burn down. Progress reflects the valuations you enter on the Schedule of Values (Valuations) tab — enter it once there, read it here.
Link this contract to the project's RIBA stages — it burns down as they complete and begins automatically once work starts.
Programme-shifting events. JCT D&B 2024 cl.2.25–2.27. REQUESTED → GRANTED / REJECTED.
| Reference | Description | Cause | Requested | Granted | Status | |
|---|---|---|---|---|---|---|
Contract-specific documents (RAMS, programme, surety, warranties).
| Document | Status | Expiry | Uploaded | |
|---|---|---|---|---|
Defects raised during the rectification period (PC → NCMG). NCMG can only be certified once all defects are CLOSED (JCT D&B 2024 cl. 2.39).
| Ref | Description | Severity | Status | Raised | Rectified | Inspected | |
|---|---|---|---|---|---|---|---|
| No defects yet. | |||||||
|
·
attachment
attachments
|
|||||||
Application ·
Next: ()
Predicted payment · confidence
AI estimate — the statutory final date for payment governs.
On the valuation day (minus the lead), the contractor is notified to raise their interim application if they haven't for the period.
What each valuation still needs before it is closed: its documents read, a difference settled, or the money accounted for against a bank transaction.
| App # | Valuation date | Certified | Paid | Outstanding | Still needs |
|---|---|---|---|---|---|
| Nothing to reconcile. | |||||
| App # | Valuation date | Due date | Final date | Amount | Status |
|---|---|---|---|---|---|
| No payment applications yet. | |||||
Fill the particulars, attach firm-standard documents, then generate or upload the contract and send it for signature.
These feed the approved template. Blank entries render as [TO BE CONFIRMED]. Save, then Generate / Regenerate. Traditional forms (IC/MW/SBC) use a Contract Administrator/QS and need a form-specific Schedule of Amendments from your solicitor before use.
Upload the contract for signature, send it to the employer & contractor, and it auto-executes once everyone signs.
This log is append-only — a further change is recorded as a new entry, never by editing an old one.
Consultants novated to the contractor or appointed directly by the contractor for this contract. Their ongoing fees sit within the contract sum — the SPV does not pay them separately.
The Employer's Requirements, drawings and specifications the works are built to — visible to the contractor and to board / bank / IMS. The appointed contractor can add their Contractor's Proposals and drawings.
| Ref | Title | Discipline | Rev | Status | Date | File | |
|---|---|---|---|---|---|---|---|
| — |
Building Regulations approval, inspections and certificates for this contract — visible to the contractor and to board / bank / monitoring surveyor.
| Date | Stage / type | Inspector | Outcome | Notes | Report | |
|---|---|---|---|---|---|---|
| — |
Structural warranty (NHBC / LABC / Premier …) — policy, technical audits and certificates for this contract. Visible to the contractor and to board / bank / monitoring surveyor.
| Date | Stage / type | Surveyor | Outcome | Notes | Report | |
|---|---|---|---|---|---|---|
| — |
| Cumulative | Previously | This period | |
|---|---|---|---|
Compares the breakdown, the valuation rules, the certificate and the contract against each other — and against the document's own totals if you give them. Everyone named on a finding is notified.
Leave these blank to check the valuation against itself only. Fill them in from the certificate and it also checks what the document claims against what the contract holds — which is where a missing variation and an understated prior show up. Give it the retention figure and the rate printed beside it and it also checks that the deduction is the rate it says — a sheet can print one and apply another.
Recorded from . line(s). This is what was sent — the certificate is unchanged by it.
| Contractor | Certified | Difference | |
|---|---|---|---|
| Cumulative to date | |||
| Previously claimed | |||
| This period |
| Code | Description | Cumulative | Previously | This period |
|---|---|---|---|---|
| not on the schedule | ||||
| No lines. | ||||
Money a breakdown could not place. It is not missing and nothing is mis-stated — the certificates stand — but nobody has yet said which lines it belongs to. Clearing one asks you to say how it was resolved.
This valuation was recorded as a single gross figure — , certifying — with no detail behind it. That happens when an opening position is filed from a certificate: the figure is right, but nothing says which lines it is made of, so the valuation ledger has no column for it and no line shows earned value from it.
Add the breakdown from the valuation document.
Upload the contractor's valuation (PDF, image, .xlsx, .xlsm, .xls or .csv). You pick the sheet or page, confirm the figure against each Schedule of Values line, and it is attached to this valuation. ⚠ The certificate is not altered, and the breakdown is measured GROSS, so it has to come to — the gross movement, not the certified after retention — if it does not, you are told by how much rather than left with a certificate and lines that disagree.
Only an admin, PM or QS on this SPV can fill in a breakdown.
This certificate carries no per-line breakdown of its own.
| Code | Description | Line value | Submitted | Prior | This period |
|---|---|---|---|---|---|
| unmapped | |||||
| Submitted, line(s) | |||||
| Certified this period | |||||
| Difference | |||||
Per-line claim as submitted. Snapshot — frozen once the QS picks the application up.
| Code | Description | Lump sum | Cum % | Cum £ | Prior £ | Period £ | Remaining £ |
|---|---|---|---|---|---|---|---|
| Bulk | |||||||
| Totals | |||||||
| Line | Period £ | Attributed | Subs | |
|---|---|---|---|---|
|
—
|
Everything the QS, the monitoring surveyor and the bank will see against this valuation — whether it was uploaded here or attached when the valuation was sent out for review.
Nothing attached to this valuation yet.
Add the measured quantities, site photographs, delivery tickets or subcontractor accounts behind the figures. Once added a file cannot be withdrawn — a correction is a replacement, and both are kept.
Only the contractor on this contract and the SPV's commercial team can attach material to this claim.
| File | Added | Size | |
|---|---|---|---|
|
replaces an earlier file, which is kept
|
Assessed outside the platform. This application was recorded from the certificate below, which is the record of the assessment and of the notified sum — there is nothing to assess again.
No QS assessment yet. The QS reviews the application, applies retention, computes CIS and VAT, and sets the notified sum.
Upload the contractor's application, the QS firm's own certificate or the employer's, and the figures are read and compared with this valuation — the period total, retention, the cumulative position and, where the document carries a schedule, line by line. A total that agrees can still hide two lines that do not. Nothing here changes a figure.
| What | This valuation | Difference | |
|---|---|---|---|
Issue the Payment Notice within 5 days of the due date. Late issuance is rejected by the database.
Served outside the platform. The certificate on file carries the notified sum; no notice is due on an opening position recorded after the event.
Complete the QS assessment first.
Optional. If the actual payable is less than the notified sum, issue a Pay Less Notice at least 5 days before the final date for payment.
Issue the Payment Notice first.
Net payable fanned into escrow per confirmed sub-attribution; each releases on its scheduled date (subs net-19, main net-30) unless disputed.
After the PLN window closes (or PLN is issued), issue the Payment Certificate. This is the artefact that drives the drawdown.
Issue the Payment Notice first.
AP invoices from architects, engineers, planning consultants, and other professional services. Standard VAT (not reverse charge).
| Invoice no. | Project | Consultant | Date | Due | Net | VAT | Gross | Status | |
|---|---|---|---|---|---|---|---|---|---|
| No invoices yet. | |||||||||
|
credited
|
equity | Awaits drawdown Awaits drawdown | |||||||
Composed from issued certificates and approved consultant invoices.
| Project | Req # | Period | Requested | IMS approved | Disbursed | Status | IMS sign-off |
|---|---|---|---|---|---|---|---|
| No drawdown requests yet. | |||||||
|
Signed
loadDrawdowns(), 800)" />
Pending
|
|||||||
Generated · model · tokens · £ One-page synthesis a lender can read in 60 seconds. Generates automatically when the drawdown reaches WITH_IMS; can be regenerated manually any time.
Recorded as already disbursed outside the platform (brownfield onboarding). It counts toward drawn-to-date, the facility burndown and the project-bank pool — no IMS / bank / board sign-off is required.
As Monitoring Surveyor, certify this drawdown (confirming the works claimed have been built) or raise queries back to the SPV. Upload your sign-off report below first.
As the lender, approve this drawdown for disbursement, or reject it back to the SPV with a reason.
| Approver | When |
|---|---|
Issued in this period and included in the drawdown.
| Issued | Contract | App # | Facility bucket | Certified | Retention | CIS | Net payable |
|---|---|---|---|---|---|---|---|
| No certificates included. | |||||||
|
IMS rejected —
|
|||||||
| Subtotal | |||||||
Approved invoices dated in this period.
| Date | Consultant | Invoice no. | Facility bucket | Net | VAT | Gross |
|---|---|---|---|---|---|---|
| No consultant invoices included. | ||||||
|
IMS rejected —
|
||||||
| Subtotal | ||||||
S106, CIL, utility connections and highways or sewer agreements. A line marked due is being funded so the deadline can be met; one marked paid is being reimbursed.
| Kind | Obligation | Due | Position | Amount |
|---|---|---|---|---|
| Subtotal | ||||
Cost-bucket draws (land, CIL, finance) with no certificate or consultant invoice behind them.
| Cost line | Amount |
|---|---|
| Subtotal |
| Ref | Description | Contract | Cost | Time | Status |
|---|---|---|---|---|---|
| Ref | Description | Contract | Days | Decided |
|---|---|---|---|---|
Party-level documents (insurance, AML, accreditations). Lender may query any non-OK row.
| Party | Required | Missing | Expired | Expiring soon | Status |
|---|---|---|---|---|---|
| Action needed Renewals due All current |
S106 / CIL obligations that have fallen due in or before this period — advisory only, lender to review against the LPA discharge position.
| Kind | Type | Description | Due | Amount | Status |
|---|---|---|---|---|---|
| Contract | Accrued | Released at PC | Released at NCMG | Other releases | Balance held |
|---|---|---|---|---|---|
Independent Monitoring Surveyor's Drawdown Recommendation Report.
A signed PDF (typically 5–15 pages) from the Monitoring Surveyor confirming the works claimed in this drawdown have been built. Required before "IMS certify".
| Stage | When | Who | Notes |
|---|---|---|---|
| Composed | — | ||
| Submitted to IMS | — | ||
| Queries raised | |||
| IMS certified Recorded on their behalf | |||
| Submitted to bank | — | ||
| Bank approved | — | ||
| Board queries raised | — | — | |
| Board approved | — | ||
| Disbursed | |||
| Reconciled | — | ||
| Rejected |
Copies of every invoice and certificate that makes up this drawdown, for the lender / IMS record.
| Net | VAT | Gross |
|---|---|---|
Board-report PDF view. To publish to the Investor Portal, use the Publish to investor portal button on the project page (snapshots Dev Monitor: Overview, Trade Packages, Programme, Risks).
| Req # | Period | Requested | Disbursed | Status |
|---|---|---|---|---|
| No drawdowns yet. | ||||
Every evidence decision waiting on you, across all your projects — ranked by the deadline it runs against, then by what is at risk. Deciding happens on the contract; nothing here moves money.
| Deadline | Type | Project | Contract | Item | At risk | Conf. | |
|---|---|---|---|---|---|---|---|
| → |
Deadlines come from each contract's open payment application — the certificate date the decision has to be made for. "No cycle open" means the work is real but nothing is running out yet.
Board approvals required, query follow-ups, drawdown disbursements, etc. Emailed when first created; the in-app list keeps a 100-deep history.
Turn off categories you don't want — for ordinary alerts this applies to both the in-app inbox AND the email send, because we skip the row entirely.
A request for your approval is the exception. Switching one off hides the badge only — the email still goes, because nobody should be able to turn off a request for their own signature.
These carry no date at all, so they are listed rather than drawn. A bar invented from nothing is worse than no bar: it reads as a plan somebody made.
| Task | Status | Started | Completed | Due |
|---|---|---|---|---|
Cross-SPV cost comparison. Use this when appointing a new consultant or sense-checking a contract sum.
Aggregate fee distribution across all AWARDED+ consultant appointments. Use the median as a rule-of-thumb; p25–p75 shows the typical range.
| Category | Service | Samples | Median fee | p25 – p75 | Median £/unit | Median % of build |
|---|---|---|---|---|---|---|
Per-SPV totals and ratios. Same metric definitions across every project, so figures are directly comparable.
| Project | Scheme | Units | GDV | Land | Construction | Prof fees | TDC / unit | Prof fees % of build | Build % of GDV |
|---|---|---|---|---|---|---|---|---|---|
| Description | Net | VAT rate | VAT | Gross |
|---|---|---|---|---|
| Total |
Append-only record of every state-changing action and every read of a sensitive object.
Anthropic spend per project per month. The £10 soft alert fires once per (project, month) — see notifications kind `memo_cost_alert`.
| Month | Project | Memos | Prompt tok | Output tok | £ | $ (raw) |
|---|---|---|---|---|---|---|
| Time | Severity | Actor | Project | Object | Action |
|---|---|---|---|---|---|
| No audit events match the current filter. | |||||
Who we buy from, and how well covered the material bank is. The supply base belongs to no project — it is maintained once and drawn on by every scheme.
| Supplier | Status | Trades | Items priced | Terms | |
|---|---|---|---|---|---|
Two is the number that matters. A single source is a price you cannot check and a delivery you cannot replace. Indicative library baselines are not counted — nobody has quoted them.
| Trade | Items | Priced | Two sources | Active suppliers | Covered |
|---|---|---|---|---|---|
|
|
The worklist the onboarding exercise should be run from — what is missing, item by item — rather than a list of merchants somebody thought of. Items already covered are hidden.
| Item | Trade | Offers | Priced sources | Products | Missing |
|---|---|---|---|---|---|
Every SPV's material register in one place. Order-by is the need-on-site date less the lead time, so this shows what has to be ordered now rather than what is merely outstanding. A catalogue of what residential construction buys, from a lift down to a box of nails, with the suppliers and prices for each. It belongs to no project — it is maintained once and drawn on by every scheme. Pick an item into a project, or add one and it joins the bank. What has actually been paid for each item, across every project you can see. The median treats a small order and a huge one alike, so the quantity-weighted figure sits beside it — a wide gap between the two means the price depends on order size.
| SPV | Items | Overdue | Blocked | Order soon | Ordered | Allowance | Potential | |
|---|---|---|---|---|---|---|---|---|
| › |
| Item | Trade | Unit | Lead | Best price | Suppliers | Brands | Used | |
|---|---|---|---|---|---|---|---|---|
|
allowance
|
|
| Item | Seen | Lowest | Median | Weighted | Highest | vs baseline | Last bought | |
|---|---|---|---|---|---|---|---|---|
|
|
|
| Product | Specification | Seen | Projects | Lowest | Median | Weighted | Live offer | Last bought |
|---|---|---|---|---|---|---|---|---|
|
|
Insurance, accreditation, and project documents that are nearing expiry or have already expired. Refresh the document with a new file to clear the row.
A project admin or PM has asked for these. Upload the matching document below — the request closes automatically.
| Project | Document | Note | Requested |
|---|---|---|---|
Standard documents required from parties. Upload a renewal at any time — the previous version is preserved.
| Document | Status | Expiry | Uploaded | |
|---|---|---|---|---|
| No compliance requirements set up for this party. | ||||
Insurance, accreditation, AML — carry across every SPV the party works on.
| Party | Type | Document | Expiry | Status |
|---|---|---|---|---|
| No party-level docs are expiring or expired. ✓ | ||||
RAMS, programme, surety — per contract.
| Contract | Party | Document | Expiry | Status |
|---|---|---|---|---|
| No contract-level docs are expiring or expired. ✓ | ||||
Preview and edit the JCT building-contract templates and the RIBA consultant-appointment template without creating a contract. Saved changes apply to new contracts of that form immediately — no deploy. All templates are drafts; a solicitor must approve changes before real execution.
{{contract.contract_sum_formatted}}, {{#if …}}, {{#each sov}}
Connect 's HMRC Construction Industry Scheme account once. The portal then verifies subcontractors and records HMRC's tax treatment (Gross / Net 20% / Unverified 30%) on each vendor.
These are 's HMRC references. You can find them on your CIS contractor registration confirmation.
Authorise 's HMRC account once. The portal stores the resulting access + refresh tokens and uses them on every CIS verification.
to the application's allowed redirect list.HMRC_CLIENT_ID and HMRC_CLIENT_SECRET.Each company self-manages its profile and branding, has its own admins, and owns its SPVs. Only a global admin sees every company.
Applies to all of this company's SPVs. An individual SPV can still override its own logo.
Admins manage the company and see all its SPVs. Members belong to the company. Per-SPV roles (board/PM/QS) are set on each SPV.
They receive an email invite and join this company on sign-up. Set per-SPV roles (board/PM/QS) on each SPV.
Internal users. External vendor contacts now live under each vendor on the Vendors page.
Platform-wide feature switches. Turning a module off hides its entire surface for everyone.
Investor and funding detail needs a second access code on top of the user's SPV role (admin, PM or finance). Grant it here and pass the code on securely. You can view a user's code again at any time with Show — every view is logged. Global admins don't need a code. A user enters their code once; access then stays open until you revoke it. Five wrong codes pause them for 15 minutes.
Nobody has been granted an access code yet.
| User | Scope | Code | Granted by | Granted | Last used | Status | |
|---|---|---|---|---|---|---|---|
| not viewable |
Rebrand the whole platform — the logo + name shown on the sign-in screen, sidebar, contract-signing page and mobile bar. Leave blank to keep the default.
Appears next to "· Dev Finance" and in the confidential footer.
PNG or SVG with transparency works best (shown on a dark navy panel). Max 5 MB.
Recolours buttons, active nav, dividers and links. Preview is live; click Save to keep it.
| Name | Company | Job title | Global role | SPVs | MFA | ||
|---|---|---|---|---|---|---|---|
| No team members yet. | |||||||
| Pending | → | ||||||
New users sign up via the emailed invite and pick their own password. Click any row to manage their professional details and SPV access.
Drives per-SPV RBAC. Internal team and embedded externals are listed here; pure external scopes appear below.
| SPV | Role | |
|---|---|---|
| Not a member of any SPV. | ||
A project admin or PM has asked you to upload these documents. Upload via the Compliance card below — once a matching document is uploaded, the request closes automatically.
| Project | Document | Note | Requested |
|---|---|---|---|
Standard documents required from parties on UK development finance. Upload a renewal at any time — the previous version is preserved as a supersede chain.
| Document | Status | Expiry | Uploaded | |
|---|---|---|---|---|
| No compliance requirements set up for this party. | ||||
Narrow per-SPV access for outside firms (contractors, IMS, banks, consultants).
| SPV | Type | Granted | Status | |
|---|---|---|---|---|
| No external scopes. | ||||
| Active Revoked | ||||
For each SPV this user belongs to, what they can and can't do — with the exact reason. Mirrors the same can() helper that gates every action button across the app.
| Action | Allowed | Reason |
|---|---|---|
| No actions match filter. | ||
External scopes don't flow through the matrix above. They unlock specific UI surfaces and RLS-gated reads on the rows their scope binds to.
Profile and multi-factor authentication.
Choose a new sign-in password. We verify your current password first as a safety check against unattended sessions.
Link your Microsoft account to sign in with one click. Your email & password keep working too.
Time-based one-time password (TOTP) — pair with Authy, Google Authenticator, 1Password etc.
Reset a user's authenticator pairing — they will need to re-enrol on their next sign-in. Action is audited (severity WARN).
| Name | Role | MFA | ||
|---|---|---|---|---|
| No users found. | ||||
| Enrolled Pending Not enrolled | ||||
Your role () requires multi-factor authentication. Pair an authenticator app — Authy, Google Authenticator or 1Password — to continue.
You're signed in as . Set a password now so you can sign in again later.
Choose a new password for .
or set up without a password
You'll sign in with Microsoft from now on — no password needed.
Attach the bank's indicative term sheet and the lawyer's completion statement. We extract the figures, allocate them to buckets, and compute the equity required.
Review & edit every line. Buckets marked Equity (LAND only) drive the equity requirement; everything else is facility-funded. The SPV is created in Indicative status until completion.
| Description | Amount | Bucket | Funded by | |
|---|---|---|---|---|
| No lines. | ||||
Re-bucket freely — e.g. move demolition from Land to Construction. Equity recomputes on save.
Guided 5-step setup. You can skip optional steps and return to fill them in later from the project page.
Setup complete. Review what got created below.
Review the particulars and Schedule of Values, then create the contract. Edit anything the AI got wrong — the PDF is attached to the contract on save.
| Code | Description | Value (£) | |
|---|---|---|---|
Files a one-off historical certificate so certified-to-date matches what's been drawn. No cascade, retention ledger or notifications fire.
Upload past payment certificates and/or lender drawdown certificates (PDF or image — multiple allowed). Each is read and classified; review below, correct the type/amount if needed, then file them as historical records on this contract.
| File | Type | Amount (£) | Date | Reference | |
|---|---|---|---|---|---|
|
AI read failed — enter manually
Read from the certificate — correct anything wrong
No gross valuation — this files as a single period with nothing before it. Enter the gross to file the full stack.
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— every sheet was read and what was found in each is shown below. The recommendation is the sheet whose value column totals closest to the contract sum. Confirm it before anything is written.
— tick every that shows the valuation / Schedule of Values. All selected are read together as one document. Each page was scored from its own text and the likely ones are already ticked — check them.
Read from the document and compared against what this contract has already processed. Movement is this period's value per line — prior claimed deducted. Nothing is written until you apply.
The latest certificate values the Schedule of Values line-by-line. Confirm how each certificate line maps to this contract's SoV, and the % complete to set. Nothing is written until you apply.
| Document line | Contract SoV line | Now | New % / count | Prior | Cumulative £ | Movement | |
|---|---|---|---|---|---|---|---|
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→ |
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This contract has no Schedule of Values yet. The AI read these work-packages — with each line's code and its section category (lines are grouped into chapters by category). Edit anything that's wrong, then create them — the % complete sets earned value. Nothing is written until you create.
| Code | Category (chapter) | Description | Value (£) | % complete | |
|---|---|---|---|---|---|
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priced as “” in the document
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·
Contractor claims · lump . The AI observation is internal while you deliberate; only your decided position (accept/override) becomes visible to the contractor, who may then query it. It never sets the money on its own.
Materials on/off site, valued separately from work done. Verify a figure from the evidence — it isn't auto-added to the certificate.
Save the claim first, then verify.
Instructed value . Value the work executed against this change from the evidence — not auto-added to the certificate.
What this vendor can sign into, which projects they're scoped to, and the portals they'd see. Fix issues here, or preview the app as them.
A firm appointed to a contract only sees it in their portal (My Programme, contract, valuations) once they hold portal access to it.
Every agreed change is set out in a Schedule of Amendments appended to the contract. Tick a change to mark it on the face of the document: drag the red bar over the wording it replaces, and drag the green box holding the agreed wording to where it should read. Your original upload is never altered; this produces a separate marked-up PDF.
The AI proposed the page and rough positions; drag each signature onto its line below — what you see is exactly what gets drawn. Your uploaded original is kept unchanged; this produces a separate executed PDF.
These are the positions that were drawn last time. Set the right page against each signature, then drag it onto its line. Applying rebuilds the executed PDF from the original contract — the signatures in the wrong places are replaced, not added to.
★ = deed execution wording. Click a page to show it, then set that page against the right signature.
Drag a signature onto its line. Use − / + to resize. Only signatures assigned to this page are shown.
Each signature is drawn with the signatory's name and the date they signed. The detection and your confirmation are both recorded in the contract's audit trail.
For . The levy itself is tracked with the other obligations; what is recorded here are the filings that must happen before development commences.
If nobody assumes liability it falls on the landowner, with a surcharge.
Serve this before development commences. Start without it and the right to pay by instalments is lost, a surcharge applies, and the relief claimed is withdrawn. Until it is served, this consent blocks Start on site.
Every compliance upload link on this SPV and what it actually points at. A link only opens if it points at a firm.
Tick exactly what goes. The recipient sees these and nothing else — the pack never widens on its own as documents are added to the SPV.
Each person gets their own link to — valid until you revoke it, and good for this record only. An IMS or bank link lets them act; anyone else can read, export and upload.
These travel on the email and are openable on the page.
The schedule, the QS pack, a cover note. It joins the record, so everyone you send to sees it alongside the certificates and valuations.
An IMS or bank link can take the decision that belongs to them, exactly as they would with an account. Re-sending to the same address reuses their link rather than issuing a second one. The link on its own opens nothing: they must enter their 5-character code, shown above, so a forwarded link is worthless without it. Add as many people as you need — each gets their own link and code, and they all go out together. Anyone who already has a login is told so in the email and can simply sign in instead.
What the council portal lists against . Last checked . Nothing is written until you import it.
Record it with its council reference and link. Once the link is on it, the portal check tracks its progress for you.
The portal is what the council published — it is not guaranteed complete. Some councils file discharge applications so they only appear under an address search.
The executed contract and its execution sheet are attached to each email, so the recipient keeps the document itself. Everyone gets their own email — nobody sees who else received a copy.
Anyone who only reviewed the contract is left unticked — tick them to send a copy deliberately.
Every address you add is recorded in the contract's audit trail.
These are four separate readings of the same task and none of them implies another. Attaching a photograph is not verification, and verification is not certification.
Access code for —
| Published | Type | Description | Drawing no. | |
|---|---|---|---|---|
| · no longer on the portal |
Upload the decision notice. The AI reads the consent details and every condition, sorts each by type, and says whether it needs details submitted to the council. You check everything on the next screen — nothing is saved until you confirm.
PDF or photo, up to 20 MB in total. The files are kept with the consent.
This usually takes one to three minutes. Keep this window open.
· submitted · decision due · decided
| # | Condition | Condition status | Council outcome | Note |
|---|---|---|---|---|
· blocks · due · consent
A refused attempt stays on the record — the trail from first submission to discharge is what evidences the condition was properly cleared.
AI-generated lender memo for the drawdown pack.
Every message linked to this item. New messages here are auto-linked, so the whole discussion stays with the item.
Photos from this SPV's Photos tab, grouped by week. Click a photo to add / remove it. Upload straight into a week with its + Upload to this week link. Cover shown first in exports.
Set each line's level with the type dropdown — Section › Chapter › Item › Sub-item — to nest it (changing a line re-levels its sub-lines too). Reorder with ↑ ↓ (moves the whole section). Only the deepest lines take a value; every heading sums up from its lines, up to the Section. Codes are optional (auto-numbered). Lines claimed on a payment app show 🔒 — supersede those from the SoV instead of deleting.
| Code | Description | Unit | Qty | Rate | Lump sum | R | L% | NRM2 | Parent |
|---|---|---|---|---|---|---|---|---|---|
| Stage | Base fee | + Variations | Effective | Billed | Remaining | Status |
|---|---|---|---|---|---|---|
|
%
No breakdown — this stage is priced as a whole.
Lines total ·
the stage fee follows this total.
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||||||
| No stage fee schedule on this appointment. | ||||||
| Ref | Stage | Description | Cost impact | Status | |
|---|---|---|---|---|---|
| Date | Description | Amount | Reference |
|---|---|---|---|
| Party | User | Note | |
|---|---|---|---|
| Date | Description | Amount | Suggested match | |
|---|---|---|---|---|
The figures are read from the document and compared with this valuation. Nothing is changed: you decide what to do with each difference.
It is on the record, and each difference is worded from it — "differs" is unreadable without knowing from whom.
PDF, image or CSV, up to 20 MB. The figures are kept with the check; the file itself is not filed as a document — put it in Documents if it belongs on the record.
| Activity | Cost plan lines | Crew hours | Working days |
|---|---|---|---|
| Project | Supplier | Unit price | Quantity | Line total | Status | Bought |
|---|---|---|---|---|---|---|
| Work item | Element | Unit | Rate | |
|---|---|---|---|---|
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· no build-up, so no rate
|
| Component | Quantity | Waste | Rate | Cost |
|---|---|---|---|---|
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· no price found
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| Type | Name | As named | Storey | Measured | Line |
|---|---|---|---|---|---|
| Step | Day offset | Time | What happens |
|---|---|---|---|
| Their line | Matched to | Now | New | Change | Decision |
|---|---|---|---|---|---|
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suggestion
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| Line | Qty | Unit price | Needed | VAT treatment | Net | VAT | |
|---|---|---|---|---|---|---|---|
| Date | Amount | Description | Drawdown | |
|---|---|---|---|---|
| No cash items recorded. | ||||
| Requested | ||||
| File | Vendor | Version | Uploaded | |
|---|---|---|---|---|
| No outputs uploaded against this task yet. | ||||
| v superseded | ||||
| Category | Budget | Committed | Paid |
|---|---|---|---|
/ AI questions used today
Browse reference + feature + workflow guides — no AI call needed
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Hi — I can help you find things, explain how features work, or (from AI4) draft up actions for you to review.
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