One-Stop for Real Estate Investment Management
[Note from editor: The “Mastermind Showcase” highlights companies and news from members of the GEM. Today’s showcase: Groundbreaker.]
A real estate investment management platform, Groundbreaker gives teams access to CRM, portfolio management, fundraising automation, distribution tracking, and real-time reporting. Its software also handles compliance and security using a built-in investor accreditation questionnaire and hosting data in SOC 1- (AKA “SSAE 16”), SOC 2-, and SOC 3-compliant data centers.
Real estate underwriter Jake Marmulstein founded the company in 2017.
What we like: The investor portal is a clear win over the piecemeal spreadsheets, decks, document file storage, and email historically used in preparing investment materials and managing investor relations.