Today

Deal pipeline

Example figures. Replace them with your deal, then press Save deal.

Address Postcode Property type Bedrooms Status

Add a room or area

Timeline Works start date Purchase to works startmonths Selling or letting after worksmonths

Stage	Weeks	Starts	Dates

Costs logged

Date	Supplier	Trade	Amount	Status

The pitch Headline The opportunity Highlights (one per line)

Evidence

Sold comparable	Beds	Price	Sold

The area Exit strategy Risks and how they are managed Include schedule of works by trade Include timeline

Send documents with this pack

Ticked documents are added to the end of the pack PDF, with blank investor details to fill in and sign. For documents filled in for one investor, use their record in Investors.

Privacy notice NDA Terms of business Complaints procedure

Photos Add photos

Fee and how to secure the deal Sourcing fee£ How to secure the deal

Deal Foundry wall

Public share link

Share with investors

Your details (on every pack) Company nameContact namePhoneEmailRedress scheme and numberICO registration numberAML supervision (HMRC) number

Your logo (on deal packs, documents and invoices)

Upload logo

My logo is white or light (show it on the dark header without a white background) PNG or JPG. Without a logo, your company name is shown instead.

Contact NameCompany (if investing through one)EmailPhoneAddress (shown on invoices)How you metStatus

Investment criteria Cash available to invest£FundingMinimum return (ROCE or ROI)%Areas (comma separated)

Compliance and onboarding

How it was checked Check reference Date verified Review due

Keep ID documents with your AML check provider. Record the result here, not copies of passports or bills.

Documents

Send the privacy notice and NDA before you share an address or a full deal pack. Terms of business are signed once, before you start sourcing for them.

Deals sent Log a deal you’ve sent

Deal	Sent	Outcome

Notes

Fees across all deals

Deal	Investor	Agreement	Fee	Fee status	Needs attention

Shows saved deals. Save a deal to include its latest agreements here.

Compliance hub

Registrations and renewals

Anti-money laundering programme Nominated officer

Data protection

Watch out for regulated activity

If you pool money from several investors into one project, manage investors’ money, or advertise fixed or guaranteed returns, you may stray into activity regulated by the FCA. Take legal advice before structuring a deal this way.