The PocketSquad squad workspace

The product layer is organized around one daily-use promise: keep active deals, sourcing, execution training, trusted operators, and copilot guidance pointed at the next action — together.

Product direction turned into one workspace

Build the squad workspace a small investor team opens every day.

These surfaces orbit the active deal workspace, not a pile of separate feature pages. The goal is simple: one investor can source, underwrite, learn, and coordinate alone, then bring the rest of the trusted squad into live work.

Visual reference • POC-181

The PocketSquad ecosystem map

The six core surfaces (Dashboard, Deal Copilot, Marketplace, Academy, Squad Network, and Portfolio Management) are deeply interconnected. This map shows the primary relationships and flows that give the platform its operating depth. It is published here for external explorers and used internally for strategy, onboarding, and positioning.

How the six surfaces interlock as your squad's operating systemPocketSquadInvestor Operating SystemDashboard • Deal Copilot • Marketplace • AcademySquad Network • Portfolio ManagementDashboardDaily command center & readinessnext actions • widgets • previewsDeal CopilotWorkflow-native deal intelligencechat • skills • memoryMarketplaceListings • Drafts • InquiriesPublic network deal flowSquad NetworkTeams • Profiles • LeadsCollaborator discovery & workspacesPortfolio ManagementCommand center • Saved scenariosRollups, cash flow & reportingAcademyExecution training & labsWebinars • Glossary • PracticeCopilot augments every surfaceCopilot augments every surfaceNetwork powers MarketplaceDashboard unifies PortfolioAcademy trains users into active useAll six surfaces are one click from the signed-in Dashboard or Deal Copilot. The full graph is the reference model for platform depth.Internal strategy • External education • Onboarding • Positioning

One interconnected system. No silos. The map makes the depth visible and usable for everyone exploring PocketSquad.

Priority 1 / Underwriting automation
LivePro required

Address Auto-Import

Start with the address, not a blank form.

Auto-import property facts, tax burden, rent comps, and ARV assumptions so investors can move from an address to a go or no-go decision without rebuilding the deal by hand.

Availability
Address-first Deal Analyzer and imported deal facts are usable for Pro members now.
Access
Pro unlocks address import, comps, records, and source discovery. Manual calculators remain public.
View Pro access
Priority 2 / Market intelligence
BetaPublic

Neighborhood Heatmaps

Compare zip codes in markets you haven't visited yet.

Heatmaps, rent strategy comparisons, and simple market grades help you build conviction about a neighborhood before you commit time — or a plane ticket — to a property. Make your shortlist before you book the flight.

Availability
Source-backed ZIP snapshots, daily trend history, and watchlist change alerts are live. Investor activity, distress, and permit friction have no integrated source yet, so those pillars show as not available.
Access
Public market views are open now. A Free account adds saved watchlist context.
Explore beta
Priority 3 / Pipeline operations
LiveFree account

Workflow

Move active deals through execution.

A collaborative Kanban workflow keeps lead intake, underwriting, offers, and due diligence attached to the active deal workspace — whether your squad is in the same city or spread across three states. Coordinate with your property manager in Memphis, your lender in Ohio, and your contractor on-site while you manage the work from anywhere with the people who matter.

Availability
Signed-in teams can move saved opportunities through the workflow.
Access
A Free account is required because deal records and team activity are private.
Sign in to open
Priority 4 / Deal workspace
LiveFree account

Active Deal Workspace

Make the dashboard the place deals stay alive.

The dashboard frames saved scenarios, active pipeline work, marketplace sourcing, readiness, and follow-up as one daily workspace instead of separate product areas.

Availability
Saved scenarios, active work, sourcing context, and dashboard widgets are already part of the workspace.
Access
A Free account unlocks the private workspace and saved deal context.
Sign in to open
Priority 4B / Portfolio reporting
BetaFree account

Portfolio command center

Track what you own after closing.

Record owned properties with lifecycle status, log actual income and expenses, track loans and refinances, and see equity as value minus outstanding debt. Unknown debt stays unknown.

Availability
Owned-property records, cash-flow ledger, loans, refinance history, valuations, and equity are live in beta. Signed-out visitors see sample data.
Access
A Free account covers ownership records, ledger, loans, and equity. Hold/sell/refi analysis and owner report exports require Pro.
Sign in to open
Priority 5 / Field workflow
BetaPublic

Mobile Deal Analyzer

Underwrite deals from anywhere — curbside or cross-country.

Review deals from your phone while your boots-on-the-ground partner walks the property on FaceTime. The mobile-first workflow turns an address, a few taps, and a quick strategy choice into a screening flow that works whether you're curbside or cross-country.

Availability
The responsive web workflow is available for evaluation; native App Store launch remains paused.
Access
The web preview is public. Pro is required when the flow imports live address data.
Explore beta
Priority 6 / Execution training
LivePublic

Academy execution training

Teach execution, then route people back into active work.

PocketSquad Academy combines scenario practice, structured lessons, and glossary pages so training pulls investors toward active underwriting, sourcing, and follow-through instead of ending at passive reading.

Availability
Academy paths, glossary content, and progress tracking are available now.
Access
Public lessons are open now. A Free account preserves progress and unlocks the member workspace.
Open feature
Priority 7 / Lead flow
BetaFree account

Community lead flow

Get deal flow from markets you're watching, not just markets you live in.

Opt in to share a redacted copy of a private lead with all members, verified members, specific roles, or a state market. Members filter the feed by state, ZIP radius, and lead type, save market alerts, request to claim, and convert an accepted lead into their own Workflow with source attribution.

Availability
Sharing, discovery, claims, reports with moderator review, and saved alerts are new. Owner contact and exact address unlock only for the accepted claimant.
Access
A Free account can browse, share, claim, and save alerts. Your private Lead Flow is never shared unless you publish a specific lead.
Sign in to open
Priority 8 / Execution relationships
BetaFree account

Network execution relationships

Find trusted operators first, then execute the same deal together with your squad.

Network is the execution-relationship layer: public professional discovery helps investors find the trusted operators you can actually work with, while shared pipelines, saved analyses, and role-based permissions stay inside private workspaces for confirmed collaborators.

Availability
Discovery and private workspaces are live. Matching by market, role, deal stage, availability, and trust, plus targeted campaigns with delivery and response tracking, are new. Pro members get a disclosed, capped ranking boost.
Access
A Free account is required for private invitations, teams, and shared deal context.
Sign in to open