majordome.The Monday before
A partner’s question, on a Monday morning. Where does this deal stand? The answer exists. It is in a SharePoint document, in an Agora record, in a GHL opportunity, in an Excel tab, in an email thread, and in the memory of whoever took the last call. You have to open all five, check that they are talking about the same stage, then wait until the sixth source is available.
LandQuire buys, develops and resells land in the United States, financed by hundreds of private investors. Acquisition, entitlement, disposition, finance, compliance, marketing, investor relations: seven functions that touch the same deals, each from its own tool. The data existed. What was missing was a place to pick up the thread of a deal without knowing in advance which tool each piece had been dropped into.
What it was costing
A fund sells two things to its investors: land and trust. Trust is decided by the speed and the accuracy of the answers. When every question costs a partner an interruption and costs the person who asked it a wait, it is no longer an annoyance. It is the speed of the fund being set by people’s availability rather than by the quality of the work.
So the problem put to me was not “build us one more screen”. One more screen is one more place to search. The sources had to be connected, their reading organised by function, and someone had to decide who can see what.
How we worked
May 2026. Access first. I check what the interface of Agora, the investor platform, actually lets you retrieve, rather than assuming it. I map what each tool knows and what it does not.
On 26 May, a first component goes into production: compliance first. Then, in stages, in contact with the running system: individual logins and role-based rights in July, compliance automation with Zoho, a CRM workspace for finance, a communications hub, then a unified desk and an assistant able to search thirty thousand SharePoint documents, with the corpus refreshed every night.
In August, the marketing data joins the desk, the finance and investor relations views are reworked, every deal gets its page in six chapters, and all of it is available in French, English, Spanish and Portuguese. At the end of August, we go back to the source again: a full extraction from Agora, closing dates read directly from the transaction documents, attribution for the contacts that came through LinkedIn.
The method comes down to four moves. Open the access. Check the data. Deliver a first usable part. Then build and correct in contact with the real thing, week after week.
What is running today
A central online desk, with a view per function: acquisition, entitlement, disposition, finance, compliance, marketing. Each person sees their own scope, and the rights depend on the role.
An assistant that answers from the document collection, refreshed every night. Deal pages, in four languages, with a question-and-answer space per project. Read-only pages for what can be shown outside. Finance and investor relations views that start from the same sources as the rest.
Technical: Agora, SharePoint, GHL and Zoho integrations, role-based access, document search, automated extractions and refreshes.
What changed, and what remains
A question about a deal is put to the desk, not to a partner. The answer comes back with its history and its source. The fund, which raises several million from hundreds of private investors, has worked on it every day since May.
What remains: some connections are still incomplete, the accounting has not yet been migrated into the new tool, and operations continue. That is the point: a system in production is not a finished project, it is a system that someone answers for.
If this sounds familiar
If answering a simple question about your company still means crossing several tools and waiting for someone, the diagnostic starts exactly there: by mapping where the information lives, and where it should live.