On behalf of a company specializing in real estate debt advisory, STRATON handled the entire design and implementation of a customized digital platform for structuring, managing, and conducting real estate financing tenders—designed to support five languages and intended for international use.
The scope of services included, in particular,
- Requirements Analysis and Design of the Platform's Overall Architecture: Process Modeling of Typical Debt Advisory Workflows, from Client Onboarding to the Closing of a Financing Transaction
- Development of a structured database for lenders: Collection and management of lender profiles for senior debt, junior debt, mezzanine capital, and equity—with filtering by capital type, ticket size, asset class, region, and risk appetite
- Development of detailed investor profiles: Presentation of investment criteria, reference projects, points of contact, and historical terms and conditions for the targeted preselection of relevant investors for each transaction
- Module for recording and organizing real estate investments and project developments: standardized input format for property data, financing requirements, project status, cash flow parameters, and collateral structure
- Design and implementation of a fully digital, multilingual tender management system in five languages (German, English, French, Spanish, Italian): automatic language selection based on the funding source, consistent terminology across all language versions
- Integrated Q&A module: structured collection, consolidation, and response to inquiries from funding providers during the bidding process—with version control, access control, and a complete audit trail
- Digital Data Room: Role-Based Access Management for Property Documentation, Appraisals, Financing Models, and Due Diligence Documents—with Versioned Upload Workflows and Download Logging
- Integrated messaging feature: direct, transaction-based communication between clients, debt advisors, and lenders within the platform, with message history and notifications
- Process Management and Status Tracking: transparent overview of the tender process, receipt of bids, deadline management, and automated reminder functions for all parties involved
- Supporting development, testing, and rollout, as well as creating user documentation and training materials in multiple languages
The result is a fully functional, internationally deployable platform that digitally and efficiently maps the entire debt advisory process—from accepting a mandate, through investor selection and multilingual tendering, to bid evaluation and contract negotiation. The platform significantly reduces the administrative burden in the financing process while simultaneously increasing transparency and professionalism in dealings with international lenders.
