Small teams
Add an acquisitions person and a project manager with different views of the same deal.
Feature — Platform
Let the team run deals without handing over the checkbook
Growing past yourself means giving other people access — but not to everything. FoundREI combines role-based permissions, per-event notifications across in-app, email, and SMS, and an append-only audit trail so delegation does not cost you control.
Inside the feature
What it is
The platform layer is what makes FoundREI usable by a team rather than a solo operator. Permissions decide who can approve a change order, record a payment, reassign a deal, or see a contract amount. Notifications decide who finds out — and how fast.
Underneath both sits the evidence chain: an append-only log of mutations that produces a defensible record of the decision history on every deal.
- Custom roles built from domain-level permissions
- Money visibility gated separately from operational access
- Notifications per event: in-app, email, and SMS
- Per-person channel preferences and a communications log
- Email and SMS failures surfaced, not silently dropped
- Append-only, hash-chained audit log with CSV export
From input to outcome
How it works
A clear workflow that keeps every decision attached to the same deal.
STEP 01
Define roles
Start from a preset or compose a custom role from the permission list.
STEP 02
Invite the team
Members join your organization and inherit the role you assign.
STEP 03
Tune notifications
Choose which events notify, and let each person pick their channels.
STEP 04
Review the record
Use the activity feed and export to see exactly what happened on a deal.
Built for the work
Who it's for
Operators with partners
Give a capital partner visibility without giving them edit rights.
Anyone with contractors
Keep external parties on private links instead of inside your workspace.
Frequently asked questions
How granular are permissions?
Roles are built from permissions grouped by domain — deals, budgets and ledger, financial figures, assignment, and more. You can start from a system preset or build a custom role, so a project manager can run the schedule without seeing contract amounts.
How do notifications reach my team?
Every event can notify in-app, by email, and by SMS. Each person controls their own channel preferences per event, and delivery is recorded in a communications log with failures surfaced rather than swallowed.
Do I need my own SMS account?
SMS sends through your own Twilio account connected in settings, with A2P 10DLC registration guidance included. Email delivery is built in.
Is there an audit trail?
Yes. Mutations write to an append-only, hash-chained event log with an activity feed and CSV export, giving you a legal-grade record of who changed what and when.
Can several entities share one login?
FoundREI is multi-tenant. Each organization has its own data, members, roles, branding, and billing, and users switch between the organizations they belong to.
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