Beginner Academy guide
Save and track your first deal
Turn a surviving underwriting pass into a saved scenario or pipeline item with next actions, open risks, squad roles, and decision history.
SummarizeIncluded in: Core Investor Curriculum · Pro Deal Execution Mastery · Deal Analyzer learning path
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A deal is only useful if you can return to it
The first saved deal should capture the property, assumptions, open diligence questions, financing path, team needs, and the next decision. Saving is not paperwork; it is how you stop restarting from memory.
Track only what helps the next action. If the deal is alive, keep it in the workflow. If it is dead, keep the reason so your next search gets sharper.
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Investor Offer Review Scorecard
A pre-offer scorecard for comparing buy-box fit, return strength, neighborhood risk, team readiness, and downside exits.
Post-Close Stabilization Plan
A 30-day post-close plan for utilities, insurance, tenant handoff, rent collection, repairs, reserves, and operating rhythm.
Open the workflow
Keep your first serious deal visible alongside its assumptions and next steps.
Track the deal