01Planned
Screen
Reach a sourced first decision before the team opens another workbook.
Acquisitions and development teams screening individual pursuits.
- Address-to-decision multifamily screening
- Conceptual Site Fit and budget band
- Versioned Decision Memo
- Cost Basis Quarterly release notes
- DealVeto Field Guide
02Planned
Decide
Turn development and preconstruction review into one controlled basis.
Cross-functional teams moving live deals toward committee review.
- Everything in Screen
- Baseline, current basis, delta, and review workflow
- Organization cost-book calibration
- Veto answers grounded in approved workspace knowledge
- Basis of Estimate and review-ready exports
03Planned
Govern
Standardize decision controls across a portfolio without hiding local judgment.
Enterprise development, preconstruction, and investment leadership.
- Everything in Decide
- Portfolio policy, administration, and audit controls
- SSO, retention, and permission controls
- Managed integrations and custom reference libraries
- Quarterly cost-basis governance review
◇Screen, Decide, and Govern describe the intended post-pilot packaging. Exact entitlements, pricing, and enforcement will be published only after pilot validation.