Welcome to the Executive Portal
Robert Nichols III
Chief Financial Officer
You now have full access to the BSIG internal command center. This portal is how we operate, track, allocate, and grow — all in one place.
Your Access
Full Partner Access
⊞
Dashboard
Live snapshot of all BSIG assets, financials, open deals, and your goal progress.
⚖️
Allocations
Review and approve fund allocation requests. Your approval is required on all distributions.
🏠
Real Estate & Deal Pipeline
Track property deals, land closings, and active acquisition opportunities.
How Allocations Work
Mutual Approval System
📝
Either partner submits a request
When a deal closes or funds are available, either you or Antonio creates an allocation with a full breakdown by category.
✓
The other partner approves or rejects
You cannot approve your own request. Both partners must agree. All decisions are permanently recorded.
📋
Full audit trail
Every allocation — approved or rejected — is saved permanently with timestamps and notes.
How We Operate
Stabilize. Optimize. Maximize.
Every decision we make at BSIG runs through this framework. This portal is built to support that mission — giving us the visibility, records, and coordination to move as one unit.
Stabilize
Build the foundation. Lock in systems and structure.
Optimize
Refine every vertical. Cut waste. Increase efficiency.
Maximize
Scale what works. Deploy capital strategically.
You're all set
Welcome to the team,
Robert.
The portal is live, connected, and ready. Let's build something that lasts.
Enter your PIN to continue
My Work Center
Your work, deadlines, approvals, and operating priorities generated directly from Summit records.
Loading today's executive brief...
MY DAY
—Open Tasks
—Due Today
—Overdue
—Approvals
Executive Capital
The six numbers Antonio and Robert should see first.
Capital Commitments
—
Investor capital committed
Deployable Capital
—
Available to move
Reserve Balance
—
Stabilize reserve
Portfolio Value
—
Real estate + businesses + assets
Monthly Revenue
—
Operating revenue
Monthly Net
—
Net income / profit
Financial
—
Operations
—
Growth
—
Capital
—
Capital Allocation
Where should the next dollar go?
Decision View
OpportunityCapital NeededReturnStatus
Loading...
Waiting On You
Executive decisions and approvals.
Loading...
Real Estate Snapshot
Wholesale, flips, rentals.
View
Wholesales Open
—
Projected profit
Fix & Flips
—
Active projects
Rentals
—
Portfolio units
Closing Soon
—
Next 14 days
Business & Asset Management
Businesses and operating assets.
View
Companies
—
Operating / tracked
Assets
—
Physical + business assets
B.A.M Revenue
—
Monthly operating revenue
Asset Health
—
Performance indicator
Upcoming Deadlines
Real estate + B.A.M generated from tasks and close dates.
Loading...
What Changed
Recent updates attached to your files.
Latest 5
Loading...
Health Drivers
What improved and what needs work.
Improved
  • Loading...
Needs Work
  • Loading...
Business Portfolio
Businesses owned or managed by BSIG.
Loading...
← Back to Businesses
Overview
HR / Workforce
Financials
Operations
Investor Info
Documents
Business Profile
Quick Metrics
People & Onboarding
Add team members, review onboarding, manage compensation and access, and preserve offboarding history.
Active Team
Pending Onboarding
Archived
🔍
Loading team members...
Investment Opportunities
Capital-ready Funds, Business Investments, and SPVs / Specific Assets available for BSIG investor enrollment.
All Opportunities
Funds
Business Investments
SPVs / Specific Assets
Closed
Asset Portfolio
Physical and income-producing assets owned or managed by BSIG.
Summit Sign
BSIG document library organized by functional folder. Executed onboarding documents remain on the team member profile.
Reports
Generate AI-powered business reports & correspondence
📈
Marketing Performance
GBP, Facebook, ad spend, calls, customers served
💰
Weekly P&L Report
Revenue, expenses, net profit — with AI summary
✉️
Letter Generator
LOI, offer letters, demand letters, proposals & more
Financial Input Center
Enter and maintain source financial numbers used by BSIG dashboards and reports. CEO, CFO, and Bookkeeper access only by role.
Single Source of Truth
Update each B.A.M. asset here instead of editing dashboard cards individually. Existing executive and asset dashboards already read from these financial records.
Admin Settings
Workforce & Access Overview
Access health and organization setup. Add, onboard, edit, archive, and restore team members in HR / Workforce.
Loading workforce access overview...
Departments & Access
Open a department to manage its roles, assigned people, and permission packages. People may hold multiple roles; duplicate permissions are combined automatically.
Loading departments...
Activity Log
collapsed
▶
Portal Configuration
System Info
Portal Host: Cloudflare Pages
Database: Supabase
Session Timeout: 4 hours
Email: Resend
Version: 2.0 — Day 3 Build
Company Addresses
Used on reports, documents, and investor communications
📬 Mailing Address
🏢 Physical Office Address
Archive Team Member
End active portal access while preserving the employee record.
Archiving removes this person from active assignments and disables active portal access. Their profile, signed onboarding documents, lead history, deal history, notes, and compensation records remain preserved.
Add Team Member
Compensation Profile
These terms are saved with this team member and included in their onboarding package. Deal percentages can still be overridden on an individual deal.
Permissions inherited from selected roles are automatically selected and cannot duplicate. Use individual permissions only to add access beyond the assigned roles.
Invite the employee here, copy the onboarding email, and send it yourself. The employee stays Pending Onboarding until they complete the wizard on first login.
Flow: Invite Employee → Pending Onboarding → Employee Logs In → Onboarding Wizard → Active Employee
Onboarding Documents
Required documents load automatically based on the selected position.
Department
Roles, people, and permissions
Add Department
Departments contain roles. Department creation is restricted to authorized HR and executive leadership.
Create Role
Roles are reusable permission packages. Changes apply to future assignments and existing users assigned to the role after profile refresh.
Portal Page Access
Select only the areas this role needs to perform its job.
Controlled Capabilities
Approval capabilities are intentionally separate from page visibility.
BSIG Investor Registry
Company-wide investor relationships, qualification, portal access, and investments
Prospects
—
In Qualification
—
Approved Investors
—
Active Investments
—
Total Committed
—
Total Contributed
—
Acquisition Pipeline
Evaluate businesses and operating assets from initial review through funding and closing
Summit Liquidators
High-value asset disposition — cars, equipment, business assets
Total Assets
—
Active Listings
—
Sold
—
Total Invested
—
Total Revenue
—
Total Profit
—
Add Asset
Projected Profit
$0
Initial description — permanent deal notes can be added after saving.
Real Estate
Real estate dashboard, open wholesale files, fix and flips, and future rentals
Goals & Progress
Fiscal year goals, quarterly actuals, and BSIG annual reporting
BSIG Fiscal Year Command Center
FY 2026 revenue goals by vertical.
Calendar fiscal year: January 1 through December 31. Track goals and actual net for Real Estate, Assets, and Retirement Wealth Management, then generate a full-year executive report from portal data.
Annual Goal
$0
Actual Net
$0
Remaining
$0

Annual Report Builder

Pulls FY goals, actual net, real estate activity, liquidator/assets activity, open deals, active assets, workforce, and approved allocations into one report.

Car sales fit best under Assets because they are liquidation / cash-flow assets, not the real estate vertical.
Total BSIG Net Revenue
Goal vs. actual across all tracked verticals
Actual $0 Goal $0 0% Complete
Q1
Goal$0
Actual$0
Q2
Goal$0
Actual$0
Q3
Goal$0
Actual$0
Q4
Goal$0
Actual$0
RE
Real Estate
Wholesales · Fix and flips · Land · development opportunities
$0
Actual Net YTD
0%—
Q1 Goal
$
Q2 Goal
$
Q3 Goal
$
Q4 Goal
$
Annual Goal $0
Q1 Actual
$
Q2 Actual
$
Q3 Actual
$
Q4 Actual
$
AS
Assets
Upick · car sales · business assets · liquidations · management fees
$0
Actual Net YTD
0%—
Q1 Goal
$
Q2 Goal
$
Q3 Goal
$
Q4 Goal
$
Annual Goal $0
Q1 Actual
$
Q2 Actual
$
Q3 Actual
$
Q4 Actual
$
RW
Retirement Wealth Management
1 Mission Financial · annuities · rollovers · advisory cash flow
$0
Actual Net YTD
0%—
Q1 Goal
$
Q2 Goal
$
Q3 Goal
$
Q4 Goal
$
Annual Goal $0
Q1 Actual
$
Q2 Actual
$
Q3 Actual
$
Q4 Actual
$
Milestone Goals
Smaller targets that build toward the annual milestones above
Capital & Fund Operations
Launch funds, approve investment deployments, manage company payouts, and review capital activity.
Active Funds
—
Development through wind-down
Fund Commitments
—
Accepted investor commitments
Contributions
—
Capital actually received
Fund Cash Available
—
Estimated available fund cash
Pending Deployments
—
Awaiting management decision
Capital Deployed
—
Fund deployment recorded
Funds & Launch
Deployment Requests
Company Transactions
Capital Overview
Allocation Calculator
History
Funds & Launch
Start with a Fund Proposal, then move through development, approval, formation, fundraising, deployment, management, and close.
01Fund ProposalStrategy + target raise
02Build & ModelTerms + economics
03Approve & OpenFormation + documents
04Capitalize & DeployInvestors + investments
Loading funds...
Work Management
Tasks, projects, checklists, updates, and deadlines in one place.
OPEN—
DUE TODAY—
OVERDUE—
IN PROGRESS—
TASK

Task

Progress0%
Task filesFiles attached through task updates remain with the task work record.
Contacts
Cash buyers, vendors, shops, and partners
⌕
New Vault Entry
Worker Profile
Employee
Contractor
Monthly Financial Filing
Enter the month once. Summary cards and reports read from this filing.
Operating Activity
Approved filings remain in monthly history; later months do not overwrite prior periods.
Edit Investor Info
Add System Access
Upload Document
📎
Click to browse or drag & drop
Multiple files supported — PDF, Word, Excel, images

Confirm Delete

Are you sure? This cannot be undone.

Employee Profile
Loading employee file…
Customize Employee Copy
Changes here apply only to this team member. The master signature-section library is not changed.
Deal Payouts
Designate each contributor's compensation for this deal. Team members see only their own payout.
Signature Section Preview
Employee view preview
Welcome to Blue Summit Onboarding
Complete your assigned onboarding package before entering the portal.
1. Confirm Basic Details
2. Review & Sign Assigned Sections
Only signature sections selected by the administrator are shown here. Draw your signature and type your full legal name at the bottom of each section to e-sign.
3. Payroll Receiving Information
Add from Document Library
Add a one-off document for this person. This does not change the standard position packet.
Manage Onboarding Document Library
Create, edit, version, or archive reusable onboarding documents. Position packets select documents from this library.
New Project
Create a team-led project and organize tasks beneath it.
PROJECT
Project
Project Tasks
New Task
Rename Document
New Contact
New Wholesale Deal
$0
Deal Assignment
Assign the responsible team member as soon as the file is created. Assignment immediately adds the file to that person’s workspace and creates the initial file-review task.
Offer Authorization (OAR)
Management sets the approved amounts for this file. Any team member may submit an OAR; requests outside the pre-approved authority require management approval before action.
This saves with the deal record. Use the Deal Notes thread below for ongoing updates — those are permanent and cannot be edited.
Deal Workspace
DEAL WORKSPACE / OWNERSHIP RESOLUTION
Ownership Resolution
Case Overview
Track ownership defects, heirship, probate, trusts, and curative work.
People Identified0
Living Heirs0
Open Requirements0
Completion0%
Source Documents
Affidavits, wills, deeds, probate records, obituaries, and title correspondence. Files uploaded here automatically appear in the main Deal Documents library.
Upload Ownership Document or Photo
Upload the actual affidavit, obituary, death certificate, ID, probate record, photo, or title correspondence. Maximum 25 MB per file.
Drop ownership documents or photos hereThey will also appear automatically in Deal Documents
Family Tree & Heir Directory
Add every known person from affidavits and interviews. Use parent/branch to map the family.
NameRelationship / ParentLiving StatusFiles
Family Interviews
Save each meeting separately and connect follow-up information to the case.
Research Log
Record where you searched, who you researched, what you found, and the next step. This prevents duplicate work and creates a defensible history for title.
Use this for: county clerk searches, probate searches, obituary searches, cemetery calls, family interviews, and unsuccessful searches. Every entry should state the result, even when nothing was found.
Title Requirements
Turn every title request into a trackable requirement.
Custom Document Checklist
Build the checklist specifically for this file. Add only the documents, signatures, and approvals title requires.
Title Company Heirship Report
Executive case view, family branches, signatures, documents, and outstanding title items.
Add Family Member
Documents & Photos
Attach driver licenses, obituaries, death certificates, funeral programs, family photos, affidavits, or other supporting records. Maximum 2.5 MB per file.
Drop this person’s documents or photos hereIDs, obituaries, certificates, family photos, and supporting records
New Fix and Flip
Identity
Relationship
Creating this profile does not add the person to a fund, create a commitment, or activate investor portal access. Those actions occur only after qualification and approval.
Use this when an investor commits capital toward a real estate deal, asset, or business opportunity. This updates the investor profile, Allocations, and the Executive Dashboard.
Investor Profile
Add Property
Set Goal
Process Distribution
Payout allocations are for money already received.
Unallocated Remaining: $0.00
New Fund Proposal
Open an internal development file for a proposed Blue Summit fund.
01
This starts fund development — it does not raise or deploy money.Once saved, the proposal opens the Fund Workspace where management completes terms, economics, approval, formation, documents, investors, and capital activity.
What happens nextFund Development → Economic Modeling → Management Approval → Formation & Documents → Open for Investment → Capitalization → Deployment.
Review Allocation
Capital Deployment Review
Review an existing Fund's proposed use of capital before deployment.
Fund Workspace
Add Deal
This field saves with the deal record. For ongoing activity log, open the deal and use the permanent Deal Notes thread.
Add Asset
INVESTMENT OPPORTUNITY
Opportunity
Add Summit Sign Document
This is the master portal-editable template. Editing a new hire's copy later will not change this master.
Use Replace File for PDF/DOCX source documents. Portal template wording above remains editable separately.
Manage Library Folders
Create, rename, or remove Summit Sign library folders. A folder with documents must be emptied or moved before deletion.
Annual Report — FY 2026
Add Deal Task
Create an action item tied directly to this acquisition.
Business Deal Workspace
Add Operation
Create an ongoing operating line under this business and optionally connect its launch project.
NotificationsSystem-generated from your Summit records