01Evaluate the site
Make the site decision before the commitment.
Keep the site notes, early budget, plans, due diligence, and go/no-go decision in one project record before you move forward.
Site decision ready
Boutique real estate software Built for builders & developers
Every project.
One clear picture.
See every project’s site, budget, plans, approvals, construction, documents, and next move in one decision-ready view.
Capital LedgerActive development
1417 Maple Ridge Ct
FOUR-UNIT INFILL · CONSTRUCTION IN PROGRESS
DFW
042
042
Projected value$1,280,000
Site + construction
Lot price$320,000
Construction budget$645,000
Draws released$376,500
Project costs to date$696,500
Change item
Utility scope: $28,500 to review
Built for builders & developersYour workspace. Your record.Know what needs attention today.
You should not need a weekly spreadsheet check to know what needs attention.
Stop digging through spreadsheets
to see the whole project.
Open a project and see what needs attention, where the numbers stand, and what moves next—without rebuilding the picture from a spreadsheet.
See a Project Ledger in action02Project Ledger
One Project Ledger
from lot to closeout.
From the first site review through closeout, keep the cost, approvals, documents, and next move visible in the same project record.
02Plan, approve & build
Catch cost changes before they become surprises.
Keep contractor costs, draw requests, approvals, inspections, and budget changes tied to the project—so a problem is visible while there is still time to solve it.
Cost changes caught early
03Close out & hand off
Know the project is truly finished.
Keep final inspections, punch items, warranties, final costs, and key documents ready for the next handoff.
Closeout record ready
Your
workspace
workspace
03Built around the way you work
A Project Ledger built around the way you work.
Capital Ledger gives every deal a Project Ledger—one living view of the work, record, and next move from site review through closeout.
A Project Ledger is more than the numbers: it keeps costs, plans, approvals, documents, decisions, and next steps connected.
Start with the spreadsheet you already trust.See how the same information can become a clear Project Ledger.
Then shape the first Project Ledger around your work.Build only after the approach makes sense for your team.
Your projects.
Your process.
Built around both.
Built around your work
Your stages, budget categories, plans, documents, roles, and decisions appear in the view your team uses every day.
Your workspace. Your record.
Your projects, documents, and operating record stay in a workspace configured for—and controlled by—your company.
See the next move sooner
Costs, documents, approvals, and open issues stay connected, so your team can act before a small detail becomes a project delay.
05Getting built
You do not sign up.
You get built for.
Start with a proven before-and-after example. When the approach fits, build the first Project Ledger around the project work your team needs to see and act on.
01
See the before-and-after
See the same project information before and after: the spreadsheet first, then a clear Project Ledger with costs, plans, approvals, documents, and next steps connected.
Simple example, clear outcome02
Shape the view around your work
We shape the Project Ledger around your projects, budget categories, plans, documents, team roles, and flow of work—directly with the person you spoke to.
Two focused conversations03
Open the project.
No digging required.
The current numbers, documents, open issues, and next steps are already in view—without sorting through a spreadsheet or chasing details across tools.
Sift less. Decide sooner.Before & after
walkthrough15Minutes
Live
Example
walkthrough15Minutes
Live
Example
06See the transformation
See what the spreadsheet
can show.
See the same project information before and after: spreadsheet rows first, then a clear view of costs, plans, approvals, documents, and the next move.
07The transformation
The same numbers.
A clearer project.
Keep the numbers your team already trusts, then connect them to the project details and next move that make decisions easier.
Spreadsheet
Project Ledger
Compare the spreadsheet with the Project Ledger
The same numbers. A clearer way to run the project.See a Project Ledger in action
08Questions
A few practical questions.
The practical questions developers ask before changing how projects are run.
You will see a before-and-after example of the same project information: first the spreadsheet, then a Project Ledger that connects costs, plans, approvals, documents, and next steps.
Capital Ledger is built around one company’s projects, routines, and information, so the team sees the record in the way it actually runs work.
We begin with the project information or decision that is hardest to see today, then build the first useful view around that need.
CLEAR PROJECTCONTROL
09See the result
See every project at a glance.
Turn clarity into momentum.
See how the numbers and documents your team already tracks can become a clear project view for faster cost, approval, construction, and closeout decisions.