A one-time, £99 toolkit built around the 25 most common red flags in property deals. Screen the deal for free, then use this pack to organise the questions, evidence requests, risk register and decision memo that come next.
Most private investors review deals the same way: read the deck, trust the sponsor, move fast because someone else might. This pack exists to slow that down, just slightly, at the one point it actually matters — before exclusivity, before adviser fees, before the deal has its own momentum.
25 common red flags across sponsor, financial, debt, asset, planning and legal/structural categories. Five minutes, no documents uploaded, a Red Flag Summary Report at the end.
Every unresolved or insufficient-information flag becomes a structured follow-up question, an evidence request, a risk-register row and — eventually — a short decision memo.
Seven documents plus a seven-tab Excel workbook. Read or fill in directly — nothing here requires automation to work.
| Document | What it does |
|---|---|
| How to Use This Pack | Explains the workflow, order of use, language rules and what to avoid. Read this first. |
| Worked Fictional Example — Project Atlas | Shows the complete workflow from screener output to completed templates in practice, for both an equity and a lender reviewer. Read this early. |
| Due Diligence Request List | A formal document and information request list by category, including prompts for risks beyond the screener's 25 flags. |
| Sponsor / Developer Questions | A sendable question bank covering track record, alignment, fees, reporting, downside behaviour, delivery and conflicts. |
| AI Deal Review Assistant — Setup Guide | Configuration instructions for Claude and ChatGPT to help draft Risk Register entries, sponsor questions and a first pass at your memo. Optional. |
| Deal Review Memo Template | A short internal decision record: facts reviewed, assumptions tested, open issues, adviser input required and next review actions. |
| The Workbook | One Excel file, five working tools: Risk Register, Debt Assumptions Tracker, Development Appraisal Review Sheet, Deal Decision Scorecard, Red Flag Mapping reference. |
Yes, in the sense that the pack is built to receive its output. Screen your deal, read the Red Flag Summary Report, then use this pack to work through what it found. The screener stays free regardless of whether you buy the pack.
No. This is an educational toolkit for organising your own review process. It does not tell you whether to invest, and it is not a substitute for independent legal, financial, tax or valuation advice.
PDF and Word documents, plus one Excel workbook. Everything is designed to be filled in by hand — no software or add-ins required.
Yes. It's a one-time purchase with no per-deal or per-screening charge. Use a fresh copy of the workbook for each new deal you screen.
Contact us within 14 days of purchase if the pack isn't right for you. As with all digital products, please review the document descriptions on this page carefully before buying.
Five minutes, no documents uploaded. See where your deal actually stands before deciding whether the pack is worth it for you.
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