Solution · Investment properties
Institutional processes.
Without institutional cost.
From the anonymised teaser through the NDA gate and integrated data room to the structured bidding process – the entire institutional sales process for yield properties, in one tool. For CHF 99 a month.
Pipeline
Every investor, every stage – in view.
From longlist to award, every interested party moves through clearly defined stages. You always see who's where – and the Autopilot follows up when something stalls.
Controlled disclosure
The right information
at the right time.
You release sensitive figures in stages – first the anonymised teaser, then the data room after an NDA, then the binding offer. Every stage documented.
Anonymised until the NDA – you control who sees what.
Data room – fully integrated
A professional, NDA-protected data room, right in the property. No separate provider, no extra cost, no media break.
- Access only after a signed NDA
- Release documents in stages, access logged
- Binding offers straight from the data room
- Valuation report PDF
- Lease agreements PDF
- Rent roll PDF
- Land register extract PDF
- Insurance policy PDF
Bidding process & metrics
Indicative (NBO) and binding offers per investor in one view – the highest always in sight. Gross yield and factor computed automatically from your anchor price.
- NBO optionally required for data-room access
- Binding offers cleanly compared
- % vs. asking, gross yield and factor automatic
The value
Investment-bank processes,
at a subscription price.
What large firms handle with expensive specialist tools is simply included with Heimster – in the investment-properties module.
Data room, NDA gate, bidding process, pipeline and reporting – institutional processes, fully integrated. No separate data-room provider, no extra subscription.
Get started- Virtual data room: a separate provider, easily several thousand francs per transaction
- NDA gate & bidding process: manual, over email and Excel
- In competing CRMs: not integrated
Ready for your next yield property?
See Heimster in a short demo – or get started right away.
Coming from another system? See how easy switching is.