Groundbreaker

Groundbreaker is an all-in-one investment management software for small to medium commercial real estate investment firms that raise outside capital. Our tools help teams increase productivity and investor satisfaction by automating fundraising, reporting and investor relations workflows.

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9.8/10 (Expert Score) ★★★★★
Product is rated as #16 in category Real Estate CRM Software
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Groundbreaker is an all-in-one suite of tools for small to medium sized commercial real estate investment firms that raise outside capital. Our tools help teams increase productivity and investor satisfaction by automating fundraising, reporting and investor relations workflows.

The application covers six primary functions in streamlining back-office operations of real estate investment firms. These six functions are fundamentally integrated, lending to an all-in-one investment platform that provides value across much of an investment organization. Here are some of the functionality and impacts of each.

1- Investor Reporting
Gives your accounting team a system of record of commitments and distributions that is helpful when creating K-1s and answering one-off investor requests immediately.

Provides your investors with periodic or ad-hoc reports.

Gives back-office team tools to distribute K-1s privately, securely, and in bulk.

Our automation of these time-intensive, non-revenue producing tasks, and aggregation of investor data will save many hours of manual work and allow your team to focus on high impact activities and manage more investors.

2- Fundraising Automation
Our fundraising tools accelerate the subscription process by automating publishing and marketing of offerings, electronic signing and even receiving funding from your investors via an integrated ACH transfer tool.

Gain a better understanding of prospect intent and progress, allowing you or your investor relations team to focus on the investors, rather than the busy-work, to close deals faster.

3- Investor Portal
Give your firm the investment experience your stakeholders are coming to expect and reflect the level of professionalism you bring to the table. Outdo the internally built portals offered by the biggest firms and elevate your firm’s brand in the short amount of time it takes to deploy a Groundbreaker powered solution.

Investors bank and manage their stock market holdings online and are coming to expect more transparency and accessibility via their devices. CRE sponsors need to keep up with the times to effectively recruit and retain investors and earn more of their allocations to real estate.

Firms that delight their investors will have a competitive advantage over firms that do not upgrade their systems. Our investor portal lets you recruit and retain investors, and earn more of their real estate allocations in a manner that is scalable to your internal budget and operations.

4- Investment Management
Give your team an investment management funnel built specifically for real estate investment firms that raise outside capital. From inviting investors into a deal room, to receiving or adjusting offers, to receiving funds and every step in between.

Expedite the processes of supporting an investor through the investment onboarding process while boosting internal transparency by keeping all activity and data in one system of record that syncs everyone from the investor relations to investment accounting teams.

5- CRM
A CRM developed specifically for real estate investment firms. Help accounting, investor relations, and third parties like fund administrators and legal by bringing all of the firm’s investments, activity and files under one roof, therefore eliminating the need to sync up manually or switch between software applications and file folders of excel and other files.

Disconnected data silos and fragmented teams take longer to respond to investor requests and lose an edge to firms with the bandwidth to fulfill investors expectations.

6- Security
Stop sending tax documents to notoriously unsecure email inboxes. With Groundbreaker, documents are stored on your investor portal and you maintain control over removing or adding these documents as needed.

You can find more details on our data security process on our website’s security page. In summary, we deploy a layered “Defense in Depth” approach. Data is hosted in SOC I, II, III compliant data centers and encrypted at rest and in transit. These are the same standards used by the world’s largest banks.

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Customer Reviews

Groundbreaker Reviews

Connor S.

Advanced user of Groundbreaker
★★★★★
Groundbreaker has had a major positive impact on our business operations, we're extremely happy!

What do you like best?

Groundbreaker has made it possible to remain organized with ease when dealing with many investors on a single deal. You're able to have everything consolidated to a single platform when working these real estate deals. Our investors love the ability to check on the deal in real time, and they've continually complimented how easy to UI is.

What do you dislike?

I believe with any newer company there's going to be growing pains. Groundbreaker had a couple glitches when they were first on boarding us as an early user. The good side of this, is that their response time and ability to resolve the issue was impeccable. Instantly we were able to set up a call where a representative would be able to hear about our issue and begin working to fix it.

What problems are you solving with the product? What benefits have you realized?

The side of our business that has been most positively impacted by the integration of groundbreaker is our organization and productivity. Before, not having a single platform to manage all the responsibilities of a real estate syndicator, made it difficult to juggle all of the moving parts.

Review source: G2.com

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