PBooksPro is now BuilderOnesame company, same team, a much bigger product. What this means

BuilderOne
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Investor Management

The partners funding the project belong in the ERP

Most property businesses track investor capital in a spreadsheet, because their software has nowhere to put it. BuilderOne has a module: who invested, into which project, what their position is now, what profit has been allocated to them and what has actually been paid out — each movement a posting, and profit allocated from certified project profit rather than an estimate.

Request accessHow the modules connect
Screens
8
Governed reports
6
Posting adapters
3
Lifecycle stage
Finance & People

The flow

How the work runs

  1. InvestCapital is recorded against a project and posted.
  2. HoldThe position register tracks it; transfers move it.
  3. AllocateProfit is distributed from certified project profit.
  4. PayPayouts settle against the position.
  5. ReconcileThe investor ledger proves the position.

What it does

Investor Management capabilities

Everything below is implemented and running. Nothing here is planned.

Investors and positions

Investor parties with a position register showing what each holds, per project.

Capital investments

Capital in is a recorded, posted event against a project — not a note on a bank line.

Project transfers

Capital moves between projects as an explicit transfer with a history.

Profit distributions

Allocations draw on certified project profit produced by Accounting, through a narrow contract. The distribution rests on the ledger, not on a working file.

Payouts and investor ledger

What has been paid, what remains, and the ledger that reconciles the two.

Current position

The at-a-glance view of every investor’s standing across the portfolio.

Accounting

How it reaches the ledger

Documents post through governed adapters — no export, no re-keying, and a closed accounting period refuses the posting.

  • Investor investment — capital in
  • Investor profit allocation — profit assigned to a position
  • Investor payout — cash out against the position

Screens in this module

  • Current Position
  • Investors
  • Position Register
  • Capital Investments
  • Project Transfers
  • Investor Payouts
  • Profit Distributions
  • Investor Ledger

Works closely with

AccountingThe general ledger every other module posts into — chart of accounts, periods, fiscal years, reconciliation and financial statements.ConstructionContracts, contractor bills, progress billing, retention and site costs — priced against a budget and posted to the ledger.

See Investor Management on your own numbers

Tell us how your business runs today. We will set up your company, switch on the modules you need and send your administrator an activation link.

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