Change log

v1.4.0

Experience improvements

• Fixed

  Agreement signing flow

  Eliminated blank redirect states after agreement completion.

v1.2.0

Mobile responsiveness

• Fixed

  Mobile horizontal scroll on forms

  Fixed layout overflow on Contact and the bottom CTA section.

v1.3.0

Investment agreements and compliance.

• New

  DocuSign e-signature integration

  Execute subscription and partnership agreements via the DocuSign eSign API.

• New

  Configurable sponsor flow

  Sponsor-specific sign-off stages and entity routing.

• New

  Individual vs. corporate investing entities

  Entity recognition on the legal agreement pages.

• Compliance

  KYC validation standards

  Standardized SSN masking and ISO country codes in accredited-investor onboarding.

• Fixed

  Dynamic position calculations

  Removed hardcoded position values from agreement summaries.

• Improved

  Empty asset-intelligence states

  Added fallbacks when asset-intelligence data is pending or unavailable.

v1.1.0

Services expansion, asset guides, and lead routing.

• New

  Dedicated Services page

  New /services route covering consulting, platform deployment, and FORGE builder.

• New

  Contextual guide delivery

  CRE Analyst Guide on ADR and FORGE Builder's Guide on Services, with per-guide lead tagging in alert emails.

• New

  Dynamic OpenGraph assets

  Added social preview / link-card images for /services.

• Improved

  Services hero and FAQ polish

  Styled FORGE badges and CTAs; expanded categorized FAQ accordions on product pages.

v1.2.0

Marketplace 2.0 and asset intelligence.

• New

  Marketplace dashboard

  Portfolio KPIs, top-yield assets, and a market snapshot.

• New

  Token tracking and watchlists

  Live market activity, watchlist management, and a My Tokens summary.

• New

  Purchase and secondary listings

  Token purchase and listings pages with order book and pricing breakdown.

v1.4.0

Offering Memorandum suite and role-based auth.

• New

  Automated OM generation

  End-to-end CRE Offering Memoranda with modular sections (Executive Summary, Financials, Comparables) and a first-run walkthrough.

• Security

  Dual login and isolated admin tokens

  Separate auth flows and token scopes/session lifecycles for users vs. platform admins.

• Security

  Mandatory email verification

  Required email verification at signup for data-room access.

• New

  Admin console overhaul

  Expanded dashboard for user management, role assignment, and org-wide usage monitoring.

• Improved

  Workspace library and glossary

  Workspace-scoped library filters, shared sample datasets, and an interactive financial glossary.

v1.1.0

Account settings and marketplace controls.

• New

  Multi-tab settings portal

  Segmented Profile, Personal Information, Business Details, and Verification.

• New

  Business tab API integration

  Connected corporate KYC and entity documentation services.

• New

  Marketplace visibility toggle

  Show/hide marketplace modules by investor jurisdiction and tenant.

• Improved

  Deep linking to account tabs

  URL hash/query routing for direct navigation to a specific tab.

• Improved

  Theme and visual polish

  Dark/light styling for charts, datalabels, and platform icons.

v1.3.0

CRE skills, trading bots, and a credit system.

• New

  CRE analysis skills

  Underwriting and due-diligence skills, incl. lease abstracting and rent-roll verification.

• New

  Automated trade bot

  Configurable trade workflows with Risk:Reward metrics and email trade alerts.

• Compliance

  Trading safeguards

  Execution limits and compliance restrictions on automated trading actions.

• New

  Credit and usage engine

  Per-user/org credit metering and quota enforcement, synced on workspace switch.

v1.2.0

SEC EDGAR integration and multi-tenancy.

• New

  SEC EDGAR integration

  Automated 10-K/10-Q/8-K categorization, standardized CIK mapping, and filing dashboards.

• Security

  Organization-based task access (RBAC)

  Multi-tenant policies restrict task and workflow visibility to authorized org units.

• Fixed

  Stock pitch automation

  Fixed edge-case failures in AI-assisted pitch-deck generation.

v1.0.0

Foundation and document management.

• New

  Capital stack visualization

  Interactive debt, equity, and mezzanine breakdown for tokenized assets.

• New

  Tax documents hub

  View, generate, and download K-1s and annual investor tax documents.

• New

  Parallel Markets KYC and Web3 wallets

  Integrated Parallel Markets KYC/AML and MetaMask/Ethers wallet connectors.

• Improved

  Mobile-responsive overhaul

  Reworked mobile layouts, navigation, and funding-target progress displays.

v1.1.0

CMBS and capital markets engine.

• New

  CMBS underwriting

  Commercial mortgage-backed securities deal structuring and pool analysis.

• New

  Document AI pipeline

  Google Cloud Document AI for loan-agreement parsing and OCR.

v1.0.0

Core marketing platform and brand launch.

• New

  Solutions and products directory

  Showcases for ADR, workflow automation, and custom LLM integrations.

• New

  News and insights hub

  Articles, case studies, and press (including CoStar features).

• New

  Lead capture with anti-bot protection

  reCAPTCHA v2/v3 with SendGrid notifications for demo and contact inquiries.

• Improved

  SEO and performance

  Dynamic XML sitemap, metadata tags, and robots configuration.

v1.0.0

Core platform foundation.

• New

  Next.js and React core

  App Router with TypeScript, Tailwind, and Radix UI.

• New

  Multi-LLM orchestration

  Anthropic Claude SDK, Google Gemini, and Agent0 SDK.

• New

  Vector and storage architecture

  Google Cloud Storage and vector search for document indexing.