Automations
Automate repetitive tasks — reports, alerts, digests, and more. 5 of 7 automations active.
Weekly Capital Deployment Report
Generates a weekly summary of capital deployed, deal volume, and originator performance across all offices.
Investor Digest Email
Sends a daily digest of new investors, pipeline updates, and key deal activity to the leadership team.
Beacon Alert Notifications
Monitors deal flow and pipeline metrics in real-time, triggering alerts when thresholds are breached.
Competitor Market Tracking
Tracks competitor activity, market trends, and developer announcements to inform investment strategy.
Pipeline Stage Reminders
Sends automated reminders to originators when deals stall at specific pipeline stages for too long.
Monthly Financial Summary
Compiles a monthly financial summary of capital deployed, returns, and portfolio performance by office.
Lead Follow-Up Sequence
Automatically triggers follow-up reminders and draft outreach for prospects who haven't been contacted within a set timeframe, based on their pipeline stage.
Let Nodal set up automations for you
Nodal studies your business and recommends automations tailored to your workflow — reports, alerts, and reminders that run in the background.