Sunrise Capital Executive
← All dashboards built by Lightmark Media
Executive Suite

Leadership dashboards

Tools built for the executive committee — portfolio-level analysis, capital raise forecasting, and operational KPI tracking. These pages sit behind a separate access policy and are not visible from the main dashboard hub.

🔒 Restricted access — authorized email addresses only
SUNRISE CAPITAL INVESTORS Portfolio Performance Review YTD NOI $7.79M +4.9% vs budget YTD INCOME $12.40M YTD EXPENSE $4.60M CASH RUNWAY ~1.2 yrs What is working The portfolio delivers $7.79M in NOI through fourmonths, running $367K or 4.9% ahead of budget onthe strength of expense control rather than revenue… What needs attention Eight assets sit below the 1.25x DSCR threshold,with Mancuso Village at 0.68x and Princess at0.64x representing acute refinancing risk… FUND IV · MHP · AHEAD OF BUDGET Charlotte — Property Spotlight YTD NOI $1.19M INC VS BUD +16.3% EXP VS BUD -2.0% DSCR 3.06x
Portfolio analysis · CFO reporting

Portfolio Review

Budget vs actual across the entire portfolio.
  • Portfolio KPIs: YTD NOI, income, expense, and cash runway at a glance
  • AI-generated executive narrative: what's working, what needs attention, actions, and risks — editable before publish
  • Fund-level performance table with NOI margin and variance
  • Property spotlight cards for winners and underperformers with SVG bar charts
  • Click any property name to open a detail drawer with full line-item P&L
  • Date picker in drawer: Jan, Feb, Mar, Apr, Q1, Q2, or YTD view — switches instantly
  • Also generates a PowerPoint deck (54 slides) from the same data
Open builder ↗
KPI Tracker v2.1 June 2026 6/1–6/7 6/8–6/14 6/15–6/21 6/22–6/28 MTD Discovery Calls Set Closing Ratio (60d) Soft Commits Signed $ Soft Commits Monthly Capital Raise Projected Weekly Projected Monthly Annual Capital YTD New Capital Repeat Capital 121511—38 18.2%19.1%17.8% $425K$650K$380K$1.46M $1.8M$2.1M$3.2M
Weekly tracking · leadership KPIs

KPI Tracker

The weekly scorecard Kelvin reviews with the team.
  • Weekly columns within the month — discovery calls, closing ratio, soft commitments, capital raised
  • Projected capital raise: manual entry for weekly and monthly forecasts from pipeline review
  • New vs repeat capital breakdown with partner/referral tracking
  • Rolling closing ratio (60-day window, new investments only, no-shows excluded)
  • All data pulled live from HubSpot — no manual data entry except projections
Open dashboard ↗
Predictive Capital Raising v3.0 Input Assumptions Monthly Ad Spend $45K AI Lead Rate Intro Book Rate Discovery Conversion Avg First Investment 12-Month Projection NEW CAPITAL $14.2M REPEAT CAPITAL $5.8M TOTAL PROJECTED $20.0M
Forecasting · scenario planning

Predictive Capital Raising

Model the future with real conversion data.
  • Full-funnel sliders: ad spend, AI lead rate, intro booking, discovery conversion, average investment
  • Reinvestment kernel model (v3.0): 60-month empirical curve calibrated from 917 investors — repeat capital lags correctly
  • Two-component repeat: base run-rate from existing investor base + new-investor repeat from the kernel
  • Forward and reverse modes: "what will this spend produce?" or "what spend do I need for this target?"
  • Horizon flag when projection window captures less than 80% of the reinvestment curve
Open calculator ↗