For Advisors & Brokers

Bring cleaner opportunities to capital.

LodeLedger helps brokers, introducers, and advisors convert fragmented project files into review-ready evidence packages before serious buyer or investor conversations begin.

Submit a Project
Advisor Use Case

Move from a project story to an evidence record.

The goal is not to replace your relationship or transaction work. It is to make the project easier for serious capital to understand and review.

01
Improve buyer confidence before outreach
02
Show what evidence supports the opportunity
03
Flag gaps before they slow momentum
04
Give capital providers a cleaner starting point
Process

From scattered files
to review-ready
evidence.

LodeLedger does not replace diligence. It makes diligence portable — organized once, inherited across every subsequent transaction.

LodeLedger structures evidence. Counsel, QPs, lenders, and committees remain responsible for judgment and sufficiency determinations.
01
Submit Materials
Project files, CP source documents, transaction context, and available evidence are provided by the project owner, broker, or advisor.
→ Intake Record
02
Enumerate Conditions
LodeLedger identifies the relevant conditions or evidence categories from a defined source — project type, jurisdiction, transaction stage, and capital requirements determine the scope.
→ CP Index
03
Map Evidence
Documents are linked to conditions, labeled with source metadata, and organized into a coverage map. Each exhibit is indexed with author, date, status, scope limits, and supersession notes.
→ Coverage Map + Exhibit Index
04
Surface Gaps & Conflicts
Missing, partial, stale, or conflicting materials are flagged using the controlled state vocabulary. No legal conclusions are drawn — gaps and conflicts are surfaced for the appropriate professional.
→ Missing + Conflicts Appendices
05
Deliver CP Packet
The output is a circulation-ready CP Packet Binder, Tracker, and Exhibit Index — timestamped, versioned, and ready to forward to counsel, buyers, or capital providers.
→ Versioned CP Packet
06
Version Forward
As new materials arrive or the project advances, the packet updates instead of being rebuilt from zero. Diligence compounds across transitions instead of resetting.
→ CP Packet v2, v3…
Evidence Maturity Progression — Illustrative
01 · Intake
–
02 · Enumerated
–
03 · Mapped
68%
04 · Gap-Flagged
—
05 · Reviewer-Ready
—
06 · Circulation
—
Next Step

Represent a project?

Submit a Project