How we work
A private investor portal that turns the team’s own project data into weekly, AI-drafted updates, reviewed in minutes instead of hours.
Dugard run a growing portfolio of property investments backed by private investors. Keeping everyone informed meant the operations lead spent most of a day every week pulling updates together by hand and emailing investors one by one, while investor conversations lived in scattered WhatsApp threads with no shared record.
Weekly investor updates were swallowing hours of skilled time, and investors had nowhere central to see how their money was performing. They needed updates that took minutes to produce, and one trustworthy place for investors to stay informed.
We connected the portal to the way the team already track their projects, and let AI draft each weekly update in their own tone of voice.
Every draft lands in a simple review queue to approve, tweak or reject before it goes out, and the drafting gets sharper over time from that feedback.
A branded portal where each investor signs in to see the properties they hold, their target dates and a full history of updates, replacing scattered messages.
A private dashboard shows where every project is on track and where it is slipping, at a glance.
What used to take most of a day every week now takes minutes to review. Investor communication moved off WhatsApp into one branded, audited space, and leadership has a real-time view of portfolio health, on a foundation the team can reuse for other property clients.