Today
Every actionable item awaiting your attention across all SPVs.
Nothing pending
No items awaiting your action right now.
Heads up
Advisory flags from the anomaly engine — review and acknowledge.
Invoices awaiting your action
Drawdowns awaiting your action
Contracts to send / chase
Reports awaiting your action
Planning obligations due
Compliance documents to renew
High-severity risks open
CDM gate attention
Your projects, invoices, contracts to sign, and compliance status.
Contracts awaiting your signature
Invoices needing your action
Outstanding invoices
Submitted invoices working their way through certify → board → payment. Nothing for you to do — informational.
Compliance attention
Renew expiring documents before they expire — otherwise the SPV admin won't be able to certify your next invoice.
Active appointments
Your project access
Dashboard
What needs your attention, what's at risk, and where each SPV stands.
Awaiting your action
Items only you (or a peer with the same role) can move. Click any row to act on it.
Approaching deadlines
Portfolio status
One row per active SPV. Bar shows committed vs facility; chip flags allocation risk (amber ≥75%, red ≥90%).
| Project | Scheme | Facility | Committed | Headroom | Risk | Target PC |
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Projects
Each project is an SPV.
| Name | SPV | Scheme | Units | GDV | Target PC |
|---|---|---|---|---|---|
| No projects yet. Create the first one. | |||||
| archived | |||||
Financial snapshot
Headline ratios. Click any tile to jump to its source tab.
Facility position
Drawn-to-date headroom + projection. Click the panel header to open the full Facility view.
Budget consumption
Per-category committed vs paid against allocation. Click to open the Budget view.
Delivery reference
Read-only mirror of Programme tab progression. Click to open the Programme view.
Actions
Cross-domain alerts requiring attention. Each row is a click-through to the action.
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Project 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 |
|---|---|---|---|---|---|
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Proposed:
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Facility burndown
Top-line loan headroom. Goes red when remaining drops below the tolerance threshold (configurable per project).
Burndown forecast
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.
Budget summary
Per-category Budget · Committed · Invoiced · Certified · Paid · Variance · % Drawn. Click a row to drill into its lines and invoices.
| Category | Budget | Committed | Invoiced | Certified | Paid | Variance | % Drawn | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Land recordsNo land records yet. Add one per title acquired.
Total cost
Purchase
SDLT
Legal
Other fees
Planning consent:
—
Budget lines —No lines under this category yet.
Invoices —No invoices logged against this category yet.
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| TOTAL | ||||||||||||||||||||||||||||||||||
Budget & drawdowns
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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Development finance facility
Agreed loan from the development finance lender. Categorical allocations are lender-imposed caps; live committed + paid figures roll up from contracts, consultant invoices, and planning obligations.
| Category | Allocated | Committed | Paid | Remaining | Burndown |
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| Total allocated | |||||
Financing assumptions
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.
Bank reconciliation
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 |
|---|---|---|---|---|---|---|
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VAT reclaim
Quarterly returns to HMRC. Input VAT on paid professional fees + land legal fees (assumed 20%, standard-rated) is reclaimable on a zero-rated new-build SPV. The first sale of a new dwelling is zero-rated, so the return is effectively a refund request.
| Period | Status | Expected refund | Received | HMRC reference | Filed | |
|---|---|---|---|---|---|---|
| → |
VAT reclaim — invoice pack
One row per VAT-bearing invoice. Download the supporting document HMRC needs for reclaim: the supplier-issued VAT invoice if uploaded, otherwise a system-generated record from the captured data.
| Invoice no. | Date | Supplier | Net | VAT | Status | Return | Doc | VAT invoice |
|---|---|---|---|---|---|---|---|---|
| 📎 vendor none |
Development budget
Total Development Cost breakdown. Lender ratios derived against GDV + loan facility. Committed figures roll up live from contracts and consultant invoices.
Includes projected finance cost — fallback while no lines exist.
Sourced from Facility tab
Contracts
| Reference | JCT form | Status | Sum | Executed |
|---|---|---|---|---|
Planning obligations
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. | ||||||||
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Contract:
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CDM 2015
Principal Designer + Principal Contractor + Construction Phase Plan + F10 (if notifiable). Required before any contract may move to In progress.
Consultant appointments (PCSA)
One row per consultant role. Each appointment has a fee schedule per RIBA stage. Invoices attach to a specific stage and are hard-capped at the agreed fee.
| Role | Firm | Status | Total fee | Billed | Paid | Remaining | |
|---|---|---|---|---|---|---|---|
| Invited | |||||||
| Totals | |||||||
Consultant invoices
| Invoice no. | Consultant | Date | Gross | Status |
|---|---|---|---|---|
| No consultant invoices yet. | ||||
Project outputs
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 | ||||||
Monthly progress reports (IMS)
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.
- Executive summary + RAG status
- Site-visit photos and progress narrative
- Programme position vs. target PC + EoT register
- Budget position vs. cost-to-complete
- Variations register summary
- Risks, H&S observations, defects log
- Insurance + warranty position
Vendor compliance
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 |
|---|---|---|---|
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| Party | Document | Note | Status | Raised | |
|---|---|---|---|---|---|
| Fulfilled Cancelled Open |
Risk register
Programme, commercial, design, regulatory and other project risks. Published to the Investor Portal's Dev Monitor on snapshot.
| Title | Category | Likelihood | Impact | Severity | Status | Identified | |
|---|---|---|---|---|---|---|---|
| No risks recorded for this filter. | |||||||
Project Intelligence Reports
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. | |||||
| → | |||||
Documents room
Every artefact on this SPV — contracts, reports, drawdown memos, compliance documents, invoices, CDM, variations — in one filterable surface. Sorted newest first.
| Title | Group | Party | Date | Status | |
|---|---|---|---|---|---|
| Loading documents… | |||||
| No documents match the current filters. | |||||
⭐ Preferred Vendors
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 | → |
🚫 Blocked
Vendors flagged 🚫 — the V4 appointment picker will require an override reason before allowing.
| Vendor | Reason | Updated | |
|---|---|---|---|
| 🚫 | → |
Vendors
All organisations we transact with — consultants, contractors, lenders, councils, land vendors. Click any row to open the full vendor profile.
| Company | Service | Contact | Company no. | VAT | CIS status | |
|---|---|---|---|---|---|---|
| No vendors yet. | ||||||
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✓ Verified
📖 Directory
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| Firm | Profession | Services delivered | Engagements | Total agreed | Total paid | Compliance |
|---|---|---|---|---|---|---|
| No consultants match your filters. | ||||||
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✓ Verified
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| Firm | Trade / Profession | Role | Contracts | Total value | Certified | Compliance |
|---|---|---|---|---|---|---|
| No contractors match your filters. | ||||||
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✓ 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. | |||||
⭐ 🚫 ✓ Verified
Services delivered
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 |
|---|---|---|---|---|---|---|
Appointment history
| SPV | Role / Service | Status | Total fee | Awarded | Rating |
|---|---|---|---|---|---|
| ★ /5 — |
Contract history
| Reference | SPV | Form | Role | Status | Effective sum | Certified | Executed |
|---|---|---|---|---|---|---|---|
People at this firm
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 | |
|---|---|---|---|---|---|
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⭐ Primary
✍ Signatory
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no active scopes | Open |
Services offered
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 | |
|---|---|---|---|---|
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Custom
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Rate card
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 |
Recent invoices
Latest 50 invoices raised by this firm.
| Invoice no. | SPV | Date | Net | Status |
|---|---|---|---|---|
Compliance
| Document | Status | Expires |
|---|---|---|
Verification
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.
Internal notes
Visible to internal team only. Use for performance commentary, working preferences, recurring quirks.
Contract position
Payment cycle (HGCRA s.110)
Retention ledger
Accrued per certificate · released in tranches per the schedule below| Date | Kind | Trigger | Amount | Notes | |
|---|---|---|---|---|---|
| No entries yet. Accruals are auto-recorded when a Payment Certificate with retention is issued. | |||||
| Reversed Reversal | |||||
Parties
| Role | Party | Company no. | |
|---|---|---|---|
| No parties linked. | |||
Schedule of Values
Line-item breakdown of the contract sum. Payment applications claim against these lines.
| Code | Description | Lump sum | Remaining | Ret? | Labour % | NRM2 | |
|---|---|---|---|---|---|---|---|
| Var | Bulk |
Variations
JCT lifecycle: PROPOSED → CVI → INSTRUCTED → COSTED → AGREED → INCLUDED.
| Reference | Description | Cost | Time | Status | |
|---|---|---|---|---|---|
Extensions of Time
Programme-shifting events. JCT D&B 2024 cl.2.25–2.27. REQUESTED → GRANTED / REJECTED.
| Reference | Description | Cause | Requested | Granted | Status | |
|---|---|---|---|---|---|---|
Compliance —
Contract-specific documents (RAMS, programme, surety, warranties).
| Document | Status | Expiry | Uploaded | |
|---|---|---|---|---|
Defects register
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. | |||||||
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·
attachment
attachments
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Payment applications
| App # | Valuation date | Due date | Final date | Amount | Status |
|---|---|---|---|---|---|
| No payment applications yet. | |||||
Statutory deadlines (HGCRA 1996)
Application figures
Schedule of Values breakdown
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 | |||||||
1 · QS assessment
Complete PendingNo QS assessment yet. The QS reviews the application, applies retention, computes CIS and VAT, and sets the notified sum.
2 · Payment notice s.110A
Issued Awaiting issue LockedIssue the Payment Notice within 5 days of the due date. Late issuance is rejected by the database.
Complete the QS assessment first.
3 · Pay Less Notice s.111 · optional
Issued Window open LockedOptional. 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.
4 · Payment Certificate
Issued Ready LockedAfter 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.
Consultant invoices
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. | |||||||||
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credited
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Awaits drawdown Awaits drawdown | ||||||||
Drawdown requests
Composed from issued certificates and approved consultant invoices.
| Project | Req # | Period | Requested | IMS approved | Disbursed | Status | IMS sign-off |
|---|---|---|---|---|---|---|---|
| No drawdown requests yet. | |||||||
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Signed
Pending
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— Drawdown #
Lender memo (v) Stale — regenerate Generation failed
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.
Board approvals
Two distinct board members must sign off before disbursement.
| Approver | When |
|---|---|
Cover summary
Payment certificates
Issued in this period and included in the drawdown.
| Issued | Contract | App # | Budget line | Certified | Retention | CIS | Net payable |
|---|---|---|---|---|---|---|---|
| No certificates included. | |||||||
| Subtotal | |||||||
Consultant invoices
Approved invoices dated in this period.
| Date | Consultant | Invoice no. | Budget line | Net | VAT | Gross |
|---|---|---|---|---|---|---|
| No consultant invoices included. | ||||||
| Subtotal | ||||||
Scope & programme changes in period
| Ref | Description | Contract | Cost | Time | Status |
|---|---|---|---|---|---|
| Ref | Description | Contract | Days | Decided |
|---|---|---|---|---|
Contractor compliance
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 |
Planning obligations
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 |
|---|---|---|---|---|---|
Retention position
| Contract | Accrued | Released at PC | Released at NCMG | Other releases | Balance held |
|---|---|---|---|---|---|
IMS sign-off
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".
- Site-visit confirmation (date, attendance, photos)
- Verified % completion against claimed valuation
- Reassessed cost-to-complete vs. budget
- Variations reviewed (instructed / agreed / disputed)
- Programme position vs. target PC
- IMS-recommended drawdown figure (may differ from requested)
- Any caveats, queries, or hold-points
State trail
| Stage | When | Who | Notes |
|---|---|---|---|
| Composed | — | ||
| Submitted to IMS | — | ||
| Queries raised | |||
| IMS certified | |||
| Submitted to bank | — | ||
| Bank approved | — | ||
| Board queries raised | — | — | |
| Board approved | — | ||
| Disbursed | |||
| Reconciled | — | ||
| Rejected |
Investor summary —
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).
Programme
Defects register
Planning obligations
Recent drawdowns
| Req # | Period | Requested | Disbursed | Status |
|---|---|---|---|---|
| No drawdowns yet. | ||||
Notifications
Board approvals required, query follow-ups, drawdown disbursements, etc. Emailed when first created; the in-app list keeps a 100-deep history.
Notification preferences
Turn off categories you don't want — applies to both the in-app inbox AND the email send (we skip the row entirely, so the email path goes nowhere either).
Progress report
| Task | Status | Started | Completed | Due |
|---|---|---|---|---|
Benchmarks
Cross-SPV cost comparison. Use this when appointing a new consultant or sense-checking a contract sum.
Service benchmarks
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 |
|---|---|---|---|---|---|---|
Project comparison
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 |
Audit log
Append-only record of every state-changing action and every read of a sensitive object.
Drawdown memo cost
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. | |||||
Compliance
Insurance, accreditation, and project documents that are nearing expiry or have already expired. Refresh the document with a new file to clear the row.
Pending document requests
A project admin or PM has asked for these. Upload the matching document below — the request closes automatically.
| Project | Document | Note | Requested |
|---|---|---|---|
My documents —
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. | ||||
Party documents
Insurance, accreditation, AML — carry across every SPV the party works on.
| Party | Type | Document | Expiry | Status |
|---|---|---|---|---|
| No party-level docs are expiring or expired. ✓ | ||||
Contract documents
RAMS, programme, surety — per contract.
| Contract | Party | Document | Expiry | Status |
|---|---|---|---|---|
| No contract-level docs are expiring or expired. ✓ | ||||
HMRC CIS connection
Connect Elveden'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.
Contractor identity
These are Elveden Capital Limited's HMRC references. You can find them on your CIS contractor registration confirmation.
OAuth connection
Authorise Elveden's HMRC account once. The portal stores the resulting access + refresh tokens and uses them on every CIS verification.
HMRC_CLIENT_ID and HMRC_CLIENT_SECRET.Elveden team
Internal Elveden Capital users. External vendor contacts now live under each vendor on the Vendors page.
| Name | Job title | Global role | SPVs | MFA | ||
|---|---|---|---|---|---|---|
| No team members yet. | ||||||
| → | ||||||
New users sign up via the emailed invite and pick their own password. Click any row to manage their professional details and SPV access.
Profile
Professional indemnity insurance
SPV team memberships
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. | ||
Pending document requests
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 |
|---|---|---|---|
Compliance —
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. | ||||
External scopes
Narrow per-SPV access for outside firms (contractors, IMS, banks, consultants).
| SPV | Type | Granted | Status | |
|---|---|---|---|---|
| No external scopes. | ||||
| Active Revoked | ||||
Permissions matrix
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 — what each grants
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.
Account
Profile and multi-factor authentication.
Profile
Change password
Choose a new sign-in password. We verify your current password first as a safety check against unattended sessions.
Multi-factor authentication
Time-based one-time password (TOTP) — pair with Authy, Google Authenticator, 1Password etc.
Admin: User MFA
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 | ||||