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
Executive Command Center
Good morning, Antonio.
Capital, real estate, business performance, assets, deadlines, and CEO-level decisions in one view.
Loading today's executive brief...
90
BSIG Health
Stable
Calculated from financial, operational, growth, and capital health.
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
Companies 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...
Asset Portfolio
All BSIG-owned business assets
Loading...
← Back to Assets
Overview
HR / Workforce
Financials
Operations
Investor Info
Documents
Asset Profile
Quick Metrics
HR / Workforce
All workers across BSIG assets
Employees
Contractors
Active Workers
🔍
NameTypeRoleAssetHire DatePayStatusActions
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
Admin Settings
Employee Invitations
Only visible to Antonio — invite employees, assign access, and manage onboarding status
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
Invite Employee
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
Investors
Manage investor relationships and deal assignments
Total Investors
Active
Capital Committed
Deal Pipeline
Track opportunities through acquisition stages
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
Allocations
Manage payout allocations, capital deployment, reserves, approvals, and allocation history.
Capital Committed
From investor commitments
Deployable Capital
Available to allocate
Reserve Balance
Stabilize reserve
Capital Deployed
Approved/funded allocations
Owner Distributions
Paid / approved
Reinvestment
Back into growth
Payout Allocations
Capital Requests
Capital Overview
Allocation Calculator
History
Payout Allocations
Owner distributions, reserves, asset funding, reinvestment, PM fees, and contingency.
Loading...
Allocation Breakdown
$0Total Allocation
Tasks
All active tasks across BSIG verticals
Total Active
To Do
In Progress
Blocked
Companies
All BSIG verticals — operations, finance, admin overview
Contacts
Cash buyers, vendors, shops, and partners
New Vault Entry
Worker Profile
Employee
Contractor
Edit Financial Summary
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.

Welcome to Blue Summit Onboarding
Complete these steps before entering the portal.
1. Confirm Basic Details
2. NDA + Confidentiality Agreement
By signing below, worker agrees not to disclose BSIG deal information, seller/buyer information, investor information, portal access, documents, pricing, strategy, or confidential business information.
3. Payroll Receiving Information
New Task
New Contact
New Wholesale Deal
$0
Transaction Coordinator Handoff
Use this once seller and buyer contracts are secured. Assigning a TC automatically creates her first file-review task.
This saves with the deal record. Use the Deal Notes thread below for ongoing updates — those are permanent and cannot be edited.
New Fix and Flip
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
New Payout Allocation
Unallocated Remaining: $0.00
Review Allocation
Add Deal
This field saves with the deal record. For ongoing activity log, open the deal and use the permanent Deal Notes thread.
Annual Report — FY 2026