Execution
Run acquisition before execution takes over.
Use Deal Board for acquisition tasks, Activity for cross-deal attention, and Project Tracker handoff when selected closed-deal work should become execution milestones.
- Deal Board keeps To Do, Doing, Blocked, and Done tasks scoped to each acquisition.
- Task details capture priority, due dates, waiting states, blockers, labels, checklists, contacts, and notes.
- Cross-deal Activity surfaces due, blocked, waiting, and high-priority acquisition work.
- Project Tracker handoff moves selected closed-deal tasks into execution milestones.
- Archived board history preserves acquisition context after handoff, with reopen support for owners and editors.
- Premium Project Tracker milestones stay aligned with profit projections after acquisition.
- Premium Plus receipt itemization turns upload review into material, permit, and phase actual costs.
- Appliance Quote Basket saves selected Best Buy quotes into material orders.
- Partnership tools stay available when equity splits get nuanced.
- Tenant lease and contractor agreement draft generation keeps contract planning beside the deal record.
Why it matters
Built for investor workflows—not slide decks.
Every surface ties back to the same property record so underwriting stays coherent when assumptions move.
Acquisition has its own workflow
Before a deal becomes a renovation project, investors still need to chase seller follow-up, offer work, inspections, title, escrow, financing, and partner diligence. Deal Board keeps that acquisition work separate from post-close execution.
Activity is the attention layer across deals. It does not duplicate every task; it calls out the work that needs a decision, a follow-up, or a blocker removed.
Contract generation stays part of the workflow: tenant lease drafts and contractor agreement drafts can start from the property context instead of a blank document.
Handoff is deliberate
Project Tracker owns execution after acquisition. When a deal is ready, BuildoBox lets users choose which open Deal Board tasks should continue as Project Tracker milestones.
The board can become archived acquisition history after handoff, so the reasoning behind the purchase remains visible without pretending acquisition tasks and renovation work are the same workflow.
Explore more capabilities
Jump between dedicated guides—or browse everything on the features hub.
- One workspace. Every line item where it belongs.BuildoBox keeps strategy, inputs, and results on a single property so you iterate without re-keying or losing context.Read guide →
- Flip and rental math that stays on speaking terms.Compare flip ROI with rental cash-on-cash, BRRRR refinance math, DSCR scenarios, reserves, and hold projections from one property record.Read guide →
- Renovation dollars that roll into the deal.Estimate repairs with structured line items so rehab feeds flip margins and partnership stacks cleanly.Read guide →
- Comps and context without browser-tab roulette.Pull comps, filtered comps, location quality, and market comparisons without breaking flow.Read guide →
Ready to put this workflow on your next deal?
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