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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.

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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

  1. 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.

  2. 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.

  3. 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.