November 11, 2026 · Case study

A deal-sourcing dashboard, built in 22 days, ready by 6 AM

How an investment firm got one morning list of off-market deals, owners and who to call, built by Westward in 22 days from first code to review.

Work for an investment firm · by Orion Jones

An investment firm went from a brief to a working review in 22 days. The build started on October 6, 2026 and went to the firm for review on October 28. Every morning at 6 AM it has one list ready: which deals to act on, who to call, and who is overdue.

Before

The firm wanted one place each morning that shows which deals are worth a call, who owns them, and which follow-ups are late. That was the brief, and it was the whole test of the build.

What runs every night

Each night the dashboard pulls public records, matches them to one record per property, scores each property from 0 to 100, traces the owner to a person, reads broker deal emails, and drafts the first email. It never sends anything on its own. The firm reads each draft and decides.

The number after

The build ships with more than 2,400 automated tests on the scoring, the owner matching and every data source. They run before each change, so an update does not break the morning list.

What we do not claim

We do not publish the firm's deals, markets or results. No closed deal has been reported to us, so we make no claim about deals won. The firm now runs the dashboard on its own accounts.

Need one tool set up in days instead of a full build? See the quote follow-up tool, or book a call below.