3 Steps to Ace Your Funding Review
Funding reviews stress real estate teams. GrowEasy Builders, a $10M firm, faced delays in investor reporting. Construction Dive (2025) says 60% struggle with financial clarity. Our team at Fortune Forbes simplifies processes with your tools or scalable options, keeping data private.
The Problem: Reporting Delays
Manual reporting caused errors (60% of firms face this).
Your Tools, Your Choice
We optimize QuickBooks for reporting or suggest Procore for advanced needs when ready, ensuring budget-friendly solutions.
3 Funding Steps
Track Costs with QuickBooks
Enhance QuickBooks to cut errors by 25%.
Action Steps:Set up QuickBooks job costing.
Tag expenses by project.
Monitor reports.
Share with investors.
Automate Reports
Generate reports in QuickBooks or Procore, saving 15 hours.
Action Steps:Use your tool’s reporting module.
Import one month’s data.
Generate reports.
Share with CFO.
Use Templates
Google Docs templates ensure consistency.
Action Steps:Draft a financial template.
Include project costs, revenue.
Save in Google Docs.
Reuse for reviews.
The Impact
GrowEasy secured $2M in funding.
Prepare for Funding
Our 15-minute consultation delivers one fix and a free Real Estate Efficiency Guide, with your privacy protected.
hello@fortuneforbes.com
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