Problem
Growth Outpaced the Systems
This consulting firm was managing two fast-scaling business lines—real estate development and private lending—on a patchwork of spreadsheets, task boards, and chat messages. Each investor needed their own spreadsheet. Every transaction was double-entered. Tracking project progress required combing through task comments and inbox threads.
As the team grew from one to six in just a few months, clarity collapsed. “It was set up like shit, and I need to improve it so I can actually scale,” the Founder admitted.
Real estate projects had their own addresses and financials. Loans to individuals needed contracts, amortization records, and repayment tracking. But there was no easy way to see what belonged to whom, let alone generate a clean dashboard by investor or project.
Q1
Solution
One System for Loans, Projects, and People
SmartSuite became the firm’s unified source of truth. Projects, expenses, client profiles, and contracts were imported and linked—no more duplicating records across spreadsheets. For real estate, addresses, investors, and financials were tied into a single app. For lending, loans, contracts, payments, and borrowers were structured with relationships and visibility rules.
Custom dashboards filtered financials by investor, so limited partners could view only their relevant projects. The firm even built master contract repositories with integrated document uploads and project-level tagging. “I like how SmartSuite makes the data usable. It’s not just a readout,” the Founder noted.
With SmartSuite’s permission controls, each investor saw only what they needed. Staff task tracking moved off chat threads into SmartSuite workflows—with stages like “To Do,” “In Progress,” “Needs Review,” and “Complete”—giving operational clarity across the team.
Q2
Result
Ready to Scale Without the Spreadsheet Chaos
Today, this professional services firm can manage investor portfolios, project timelines, and team tasks in one place. No more duplicating records, sharing broken links, or risking manual errors from outdated Excel sheets.
Dashboards track each project’s financials, investor assignments, and expense categories. SmartSuite’s structure has eliminated missed transactions, duplicate entries, and spreadsheet versioning nightmares. The firm is now building for scale, with investor confidence rising and internal bandwidth freed.
As the Founder put it: “Now we can just build one master sheet—and SmartSuite handles the rest.”
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