Syndication Investor Updates for Real Estate Developers with Procore
The Problem
LPs in Commercial Development syndications want quarterly updates with real metrics — and the GP either ghosts or rebuilds the deck from Procore every quarter.
What We Build in Procore
AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
Procore Integration Approach
Audit your Procore configuration
We map the specific Procore objects, custom fields, and workflows the automation needs to touch for your commercial development practice.
Build on the Procore API or agent
Integration happens inside Procore — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Procore with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Procore instance
30-minute call. We'll look at your actual Procore setup and show exactly how this workflow fits.