Lender and Investment Advisory
Square Edge provides independent advisory services that protect capital and confirm project viability. We review contracts, budgets, and schedules, assess project teams, and monitor construction with site visits and clear reporting. By identifying risks early and recommending corrective actions, we help ensure projects are properly managed, financially sound, and delivered as promised—giving lenders and investors confidence throughout.
Key Tasks
1. Due Diligence & Project Documentation
We conduct comprehensive reviews of project documents, contracts, permits, entitlements, and insurance programs, while also assessing the development team’s qualifications to ensure the project is properly structured from the outset.
Document & Design Review
Contract Review
Permitting & Entitlement Verification
Insurance Program Review
Development Team Assessment
2. Financial Oversight & Budget Validation
Our team validates budgets against market conditions, monitors cost controls, and tracks funding draws and change orders to safeguard lender and investor capital.
Budget & Cost Evaluation
Change Order & Cost Tracking Protocols
Funding & Draw Readiness Review
3. Schedule & Procurement Management
We evaluate project schedules for accuracy and feasibility, while overseeing procurement and subcontractor buyout progress to confirm alignment with delivery goals.
Schedule Analysis
Review of Procurement & Buyout Progress
4. Ongoing Monitoring & Reporting
Square Edge provides consistent site monitoring and transparent monthly reporting on construction status, budget, and schedule, while identifying and mitigating risks before they escalate.
Monthly Construction Monitoring & Reporting
Risk Identification & Mitigation
Square Edge provides independent, disciplined oversight for lenders and investors, validating budgets, schedules, and risks with clear reporting that protects capital and ensures project viability.
Core Skills & Competencies
Financial Oversight
Deep knowledge of construction budgeting, cost validation, estimating, and draw process management, combined with an understanding of schedule feasibility and procurement practices.
Due Diligence Experts
Proven ability to assess entitlements, contracts, insurance programs, and development team qualifications, while identifying gaps and red flags that could impact project viability.
Schedule & Procurement Analysis
Advanced ability to assess construction schedules, procurement progress, and buyout strategies, identifying risks before they impact delivery.
Transparent Monitoring & Reporting
Clear, consistent communication through site inspections, monthly progress updates, and risk reporting tailored to lenders and investors.
Independent Representation
Objective, evidence-based advisory that prioritizes lender and investor interests, providing confidence and accountability at every stage of the project lifecycle.
