How you start depends on where your deals live.

Where do your deals live today?

DealsShared drive

Deals tracker.xlsx9 open deals, last edited by three people

North Quay Works13 files

NQW model v7.xlsxEdited yesterday

Conditions checklist.docxv4, with tracked changes

Credit paper template.docxCopied from the last deal

Harbour PointJamie Chen

Westfield StudiosSam Patel

Mill Lane DepotJamie Chen

Your dealsNot set upNothing here yet0 of 5 done

Your pipelineNo deals yetImport Deals tracker.xlsx

Each deal's documentsNo files yet

Your modelNot set up yet

Your checklistNot set up yet

Your credit paper templateNot set up yet

Your Operion lead moves your deals across.

Your lead works with one person from your team, and each deal arrives with its documents in place.

9 deals imported from Deals tracker.xlsx, each with its documents

DealStageOwnerLatestUpdated

Harbour PointScreeningJCJamie ChenResearch ready for review12m

North Quay WorksAssessmentAMAlex MorganDrafting the credit paperNow

Westfield StudiosDiligenceSPSam PatelLease request drafted2h

Mill Lane DepotScreeningJCJamie ChenResearch ready for review1h

Canal Street YardDiligenceSPSam PatelValuation request draftedMon

Foundry RowAssessmentAMAlex MorganCost plan request drafted4h

Ropewalk YardScreeningJCJamie ChenScreening note drafted38m

Dyehouse LaneDiligenceSPSam PatelTitle request draftedFri

Weaver's CourtCommitteeAMAlex MorganCredit paper ready for committeeYesterday

You can keep your current CRM.

The people who manage your relationships go on working in it as they do today.

North Quay HoldingsCRM

2 peopleContacts

Alex MorganRelationship owner

Yesterday, by emailLast contacted

LeedsAddress

Real estateIndustry

North Quay WorksCanal-side warehouse · Alex MorganAssessment

OverviewWhat changedModelCredit paperDocuments

ContactsNorth Quay HoldingsIn your CRM

Documents13 files

ModelCredit model · Interest cover 2.14x

Credit paperSection 4 drafted for committee

RequestsRent roll requested · Outstanding

Your other tools stay where they are.

Operion holds the work on each deal. Money and servicing stay in the systems that handle them today.

ConnectionsYour team's other tools

Drafts

MailRequests, reminders and notesYour team sends

Not connected

AccountingFees and drawdowns

PaymentsPayments and settlement

Loan systemLoan servicing

We check Operion's figures against your spreadsheet.

Operion runs your own model on every deal. At set-up, we go through its figures with you one by one, before your team relies on them.

NQW model v7.xlsxSpreadsheet

North Quay Works

Base case

Net operating income900,000

Interest420,000

Interest cover2.14x

Equity cash flow, years 1 to 4480,000

Sponsor IRR18.87%

North Quay WorksCanal-side warehouse · Alex MorganAssessment

OverviewWhat changedModelCredit paperDocuments

Net operating incomeFrom the operating statement, page 3GBP 900,000

InterestFrom the credit model's assumptionsGBP 420,000

Interest coverNet operating income over interest2.14x

Equity cash flow, years 1 to 4Income less interestGBP 480,000

Sponsor IRRFrom the equity cash flows and the sale18.87%

Operion is $2,000 a month for your team.

There is no set-up fee.

See pricing

How you start depends on where your deals live.

Your Operion lead moves your deals across.

You can keep your current CRM.

Your other tools stay where they are.

We check Operion's figures against your spreadsheet.

Operion is $2,000 a month for your team.

See how Operion fits your team.