Executive Summary
Governed Property Assessment & Compliance Platform
7GPros Consulting unifies 3D scans, drone thermal data, AI-driven document analysis, and statutory compliance into a single, audit-ready platform for property managers, HOA boards, independent landlords, and commercial syndicators — replacing fragmented spreadsheets, paper inspection forms, and disconnected tools with one governed, evidence-driven pipeline.
Market Opportunity
A large, fragmented, and underserved market
Fragmented toolchains
Property managers stitch together spreadsheets, PDF forms, email, and disconnected SaaS products. Data silos make cross-property insight impossible and increase human error.
Manual compliance risk
Statutory deadlines — architectural review responses, cure periods, board disclosures — are tracked by hand. Missed deadlines expose associations to litigation and regulatory penalties.
Opaque reserve health
Most associations cannot answer whether their reserves are fully funded. Underfunding surfaces as surprise special assessments — the #1 driver of owner litigation and board turnover.
No evidence trail
Inspection findings and maintenance decisions lack a defensible chain of custody. When disputes arise, boards and managers cannot prove what was observed, when, or by whom.
Platform Capabilities
One governed pipeline from evidence capture to investor delivery
Evidence Capture & 3D Integration
Ingest Matterport 3D scans, LiDAR point clouds, BIM models, drone RGB and thermal imagery, and client documents into an immutable evidence vault with deterministic geometry and thermal analysis.
Multi-Model AI Analysis
Tiered AI pipeline separates routine analysis (GPT-5.6 Terra) from complex synthesis (GPT-5.6 Sol) and independent professional review (Claude Opus). Regulated findings route to human gates; non-regulated findings auto-advance.
MCIOA Compliance & Governance
Built-in Minnesota Common Interest Ownership Act logic enforces statutory deadlines, written denial requirements, board disclosure timelines, and records-availability windows with immutable audit trails.
Reserve Studies & Financial Modeling
Full reserve study workflow: asset inventory, component life calculation, 30-year cash flow projection, special assessment risk detection, and funding health scoring with percent-funded analysis.
Community Dues & Billing Automation
Automated monthly dues invoicing, late-fee engines, Stripe-powered checkout, payment tracking, and professional HTML invoice generation delivered via SharePoint and Outlook.
Covenant Violation Management
Track violations with offense counting, repeat-offense detection, automated cure periods, statutory notice deadlines, and AI-generated warning letters with full escalation audit trails.
Architectural Review (ARC) Automation
Homeowner submission portal, automatic response-deadline computation, auto-approval for standard requests, mandatory written-denial enforcement, and board decision logging.
Board Governance & Audit Trails
Immutable governance records for board resolutions, member votes, financial disclosures, budget approvals, and meeting minutes — with distribution tracking and records-availability windows.
Offline-Capable Field Inspector
Progressive web app for technicians: offline punch-list inspections, photo capture, local queueing, and automatic background sync. Self-contained HTML inspection sheet export with email-to-tech delivery.
Document Ingestion & AI Extraction
Upload CCRs, bylaws, and maintenance agreements. AI extracts maintenance obligations, inspection schedules, and responsible parties — automatically synced to reserve studies and punch lists.
Investor Relations & Syndication
Portfolio-level dashboards, distribution calculators, investor statements, anomaly detection, and investment sandbox modeling for commercial syndicators and capital partners.
White-Label & Multi-Tenant
Full white-label branding, custom domains, configurable billing policies, and per-client portal isolation — enabling property management firms to offer the platform as their own.
Module Inventory
40+ functional modules across nine operational domains
Pipeline & Evidence
Command Center Dashboard
Role-based home with urgent actions, compliance alerts, financial pulse, and operational panels.
Property Workspace
Per-property hub with overview, ingest, findings, actions, finance, and report tabs.
Upload Center
Centralized evidence upload for 3D scans, drone imagery, and client documents.
Bulk Import
CSV/XLSX import for property and maintenance records at portfolio scale.
Email Intake
Outlook-powered ingestion of client communications into the pipeline.
Inspection & Field
Field Inspector PWA
Offline-capable progressive web app with local queueing and automatic sync.
Inspection Punch List
Categorized punch-list management with priority and status tracking.
Inspection Report
Self-contained HTML inspection sheet export with email delivery to technicians.
AI Analysis & Findings
HOA Document Ingestion
AI extraction of maintenance obligations from CCRs, bylaws, and agreements.
Findings Pipeline
Multi-model AI analysis with regulated vs. non-regulated routing and human review gates.
Action Register
Tracked remediation actions linked back to source findings.
Recommendations
AI-synthesized recommendations with evidence traceability.
Compliance & Governance
MCIOA Governance
Statutory deadline enforcement, compliance checklists, and board disclosure reports.
Covenant Violations
Violation tracking with cure periods, offense counting, and warning letter generation.
Architectural Review (ARC)
Homeowner submission portal with auto-deadline computation and written-denial enforcement.
Compliance Calendar
Expiration tracking and automated compliance renewal notifications.
Board Dashboard
Governance records, vendor contracts, and community announcements for board members.
Financial & Reserve
Reserve Inventory
Component-level reserve asset tracking with condition ratings.
Reserve Financial Model
30-year cash flow projections with funding health and special assessment risk detection.
Reserve Study Dashboard
Multi-association reserve health overview with filtering and analytics.
Reserve Study Workspace
Per-association reserve study with what-if modeling and component management.
Reserve Study Report
Client-ready PDF reserve study with executive summary and cash flow projections.
Billing & Payments
Community Dues
Homeowner dues management with Stripe checkout and payment tracking.
Dues Invoicing
Automated monthly invoice drafts and summary accounting reports.
Invoices
Invoice management with HTML generation, SharePoint storage, and Outlook delivery.
Bulk Import
CSV/XLSX import for transactions and property records.
Vendor Management
Seasonal Vendors
Vendor contract and seasonal task management with SLA tracking.
Vendor Performance
Quoted cost vs. actual spend and completion time analysis across properties.
Property Budget vs Actual
Per-property contracted budget vs. incurred costs with variance drill-down.
Vendor Performance Reports
Vendor-level analytics with on-time rate and cost variance scoring.
Investor & Portfolio
Syndication
Portfolio-level investor relations with distribution modeling.
Investment Sandbox
What-if investment modeling and scenario analysis.
Portfolio Audit
Cross-portfolio compliance and financial health auditing.
Inspector Performance
Individual inspector throughput and accuracy analytics.
Documents & Branding
Mutual NDA Generation
Branded mutual non-disclosure agreement PDF generation.
Client Reports
Client-facing and certified inspection report generation with approval workflows.
Board Disclosure Reports
Consolidated PDF reports cross-referencing MCIOA sections.
White-Label Hub
Full branding, custom domains, and per-client portal configuration.
System Settings
Centralized configuration for brand, billing, communications, and support.
Automation & Workflow Engine
24+ automated workflows delivering a zero-click executive experience
AI & Analysis
- ▸ Nightly Pipeline Run — automated batch evidence analysis across all properties.
- ▸ Auto-Analyze Evidence — triggers AI analysis the moment new evidence is uploaded.
- ▸ Non-Regulated Auto-Approval — routine findings advance without human bottleneck.
- ▸ Regulated Reviewer Notification — code/safety/structural findings route to certified reviewers.
- ▸ Stale Gate Reminder — flags findings stuck in review beyond SLA thresholds.
Financial Operations
- ▸ Late Fee Engine — applies late fees and NSF charges per configurable billing policy.
- ▸ Overdue Payment Reminders — tiered reminder cadence for past-due invoices.
- ▸ Ops Overdue Payment Alert — notifies operations when payments cross critical thresholds.
- ▸ Monthly Recurring Invoicing — auto-generates recurring dues and service invoices.
- ▸ Payment Success — triggers receipts, acknowledgments, and status updates on checkout completion.
- ▸ Distribution Calculator — computes investor distributions from collected revenue.
- ▸ Financial Anomaly Detection — flags unusual transactions for review.
Compliance & Governance
- ▸ Compliance Expiration Tracker — monitors license, contract, and certification expirations.
- ▸ Annual Reserve Life Recalculation — recalculates component remaining life each year.
- ▸ Special Assessment Risk Scan — detects reserve deficits and recommends contributions.
- ▸ High-Priority Finding Review Meeting — auto-schedules meetings for critical findings.
Communications & Digests
- ▸ Daily Attention Digest — each user's prioritized action list, delivered daily.
- ▸ Weekly Summary Digest — portfolio-wide executive summary, delivered weekly.
- ▸ Client Report Follow-up — automated follow-up cadence after report delivery.
- ▸ Urgent Action Auto-Create — escalates critical findings into tracked urgent actions.
- ▸ Outlook Email Ingestion — routes inbound client emails into the pipeline automatically.
Data Health
- ▸ Data Health Check — nightly scan for missing data, orphaned records, and integrity issues.
- ▸ Generate Inspection Report — assembles and delivers inspection reports on schedule.
Competitive Advantages
Why 7GPros wins against fragmented incumbents
One governed pipeline, not five tools
From evidence capture to investor delivery, every step lives in a single governed workflow. No data re-entry, no version drift, no gaps in the audit trail.
Statutory compliance baked in
MCIOA deadlines, cure periods, written-denial requirements, and disclosure windows are enforced by the platform — not remembered by staff. The platform flags violations before they become lawsuits.
Evidence-driven, defensible reporting
Every finding traces back to its source evidence — a 3D scan coordinate, a thermal reading, a document clause. Reports are not opinions; they are traceable, auditable records.
Cost-optimized multi-model AI
Routine analysis runs on efficient models; complex synthesis escalates to powerful models only when needed. Independent Claude Opus review adds a second model's judgment on regulated findings.
Works offline, syncs automatically
Field inspectors work without connectivity. Photos, statuses, and notes queue locally and sync the moment connectivity returns — no lost inspections, no manual re-entry.
Built for the enterprise stack
Azure Blob Storage, SharePoint, Power Automate, and Power BI are first-class citizens — not bolted on. Organizations already invested in Microsoft get immediate, native integration.
Business Model & Revenue Streams
Diversified, recurring, and expanding
SaaS Subscription
Per-property or per-association monthly subscription with tiered plans (Essential, Professional, Enterprise) scaled by unit count and feature access.
Professional Services
Fee-based reserve studies, property assessments, and compliance audits delivered through the platform by 7GPros consultants or certified partners.
Payment Processing
Transaction fees on community dues collection, assessment payments, and vendor invoices processed through integrated Stripe checkout.
White-Label Licensing
Property management firms and professional service providers license the platform under their own brand, creating a recurring revenue multiplier.
Technology Architecture
Enterprise Microsoft stack with multi-model AI
Frontend
- ▸ React + Vite PWA
- ▸ Tailwind CSS
- ▸ Offline-capable field tools
- ▸ Responsive iOS/Android publish
AI Pipeline
- ▸ GPT-5.6 Terra (routine)
- ▸ GPT-5.6 Sol (synthesis)
- ▸ Claude Opus (independent review)
- ▸ Azure AI Search retrieval
Cloud & Storage
- ▸ Azure Blob Storage
- ▸ SharePoint document management
- ▸ OneDrive file delivery
- ▸ Power Automate approvals
Integrations
- ▸ Microsoft Outlook & Teams
- ▸ Google Workspace
- ▸ Slack notifications
- ▸ Stripe payments
Data & Reporting
- ▸ Power BI dashboards
- ▸ Traceable PDF reports
- ▸ Immutable audit logs
- ▸ Realtime entity subscriptions
Security
- ▸ Row-level security
- ▸ Role-based access control
- ▸ OAuth 2.0 authentication
- ▸ Audit trail logging
Integrations & Connectors
Native connectivity to the tools organizations already use
Microsoft Outlook
Email ingestion, invoice delivery, and client communications.
Microsoft SharePoint
Document management, report storage, and version control.
Microsoft Teams
Board and operations notifications and alerts.
Microsoft OneDrive
File delivery and technician document distribution.
Google Calendar
Meeting scheduling and review deadline calendar events.
Stripe
Dues collection, invoice checkout, and payment processing.
Google Workspace
Calendar and document connectivity for Google-based clients.
Slack
Operations notifications and pipeline alerts.
Compliance & Governance Framework
Statutory enforcement, not staff memory
MCIOA Statutory Enforcement
Automatic computation of architectural review response deadlines (60 days), cure periods (30 days), notice-of-hearing requirements, and annual records-availability windows.
Regulated vs. Non-Regulated Workflow
Findings classified as regulated (code, safety, structural) are routed through mandatory human review gates. Non-regulated findings auto-advance, reducing bottleneck on routine items.
Immutable Audit Trails
Every governance decision, vote, financial disclosure, and board action is logged with timestamp, actor, and distribution method — creating a tamper-evident record for legal defensibility.
Board Disclosure Reporting
Consolidated PDF disclosure reports cross-reference MCIOA sections, ensuring boards can demonstrate compliance with annual disclosure and records-availability obligations.
Growth Strategy
Phased market expansion from Minnesota to national
Onboard pilot HOA associations and property management firms in Minnesota. Validate MCIOA compliance workflows, reserve study accuracy, and field inspector adoption.
Extend compliance logic to additional state statutes (Florida, California, Texas, Arizona). Launch white-label program for mid-market property management companies. Establish partner network for reserve study delivery.
National rollout with multi-state compliance engine. Enterprise contracts with national property management firms and commercial syndicators. API marketplace for third-party integrators.
Investment Opportunity
Why now, why us
- 1. Large, underserved market: 358K+ U.S. HOAs managing $110B+ annually, with 70% underfunded on reserves and fragmented tooling.
- 2. Regulatory tailwinds: Increasing state-level scrutiny on reserve funding transparency and board governance accountability.
- 3. Defensible moat: Statutory compliance logic and multi-model AI pipeline are difficult to replicate.
- 4. Multiple revenue streams: SaaS subscriptions, professional services, payment processing, and white-label licensing.
- 5. Land-and-expand model: Start with one workflow (e.g., reserve study or dues billing), expand to full platform adoption.
- 6. Enterprise-ready: Microsoft stack integration, row-level security, and audit trails meet enterprise procurement requirements.
- 7. Comprehensive module coverage: 40+ functional modules spanning evidence capture, compliance, reserves, billing, vendors, and investor relations.
- 8. Automated operations: 24+ workflow automations reduce manual oversight and deliver a zero-click executive experience.
Engineering & AI
Scale multi-model AI pipeline, expand state compliance coverage, harden offline field tools.
Sales & Partnerships
Build partner network of reserve study professionals and property management firms.
Compliance & Legal
Statutory review across additional states, legal defensibility validation, and SOC 2 readiness.
Customer Success
Onboarding, training, and white-label implementation support.
Infrastructure
Cloud scaling, AI inference costs, and security hardening.
Partnership & Investment Inquiry
We are seeking strategic investors and partners who bring distribution channels in property management, HOA governance, or commercial real estate. Let's discuss how 7GPros Consulting can scale together.
CONFIDENTIAL — Prepared for prospective investors and partners. Distribution restricted.