Klik · Investment platform

The private real-estate dealflow platform for firms connecting banks, funds and investors

Multi-portfolio catalogue, managed access and request pipeline: your firm's entire dealflow on one private platform.

Private access Multi-portfolio Request pipeline GDPR

01 — Who it's for

For firms that manage dealflow with discretion

Legal-financial boutiques

Portfolios scattered across spreadsheets and emails, with no trace of who saw what or where each request stands.

An investment platform with managed access and every request in an auditable pipeline.

Servicers & portfolio managers

Thousands of assets from different sources that must be published, kept current and withdrawn without errors.

Sync with providers and file importers over a single data model.

Family offices & investment clubs

Opportunities arriving through informal channels, unfiltered by investment criteria and with no interest tracking.

Interest-based digest, favourites and per-investor activity to prioritise commercial work.

02 — Capabilities

All your dealflow, one data model

Capabilities verified in production.

C1

Lead capture with veiled data

A public landing with sample assets and server-side veiled prices; full detail for members only.

C2

Multi-portfolio catalogue

Six verticals — REO, secured debt/NPL, premium selection, yield, coast and singular opportunities — on a single data model.

C3

Pipeline & per-deal conversation

Requests with a seven-state flow, investor–team chat on every deal and automatic notification to the owning fund.

C4

Recommendations & digest

Suggestions based on declared investment preferences and an email newsletter of new assets.

C5

NEA, the catalogue assistant

Ask in natural language and NEA answers only about the assets visible to you — confidential portfolios and reserved figures are never exposed.

C6

Membership, payments & fees

Full club-model management: annual membership with online payment, per-deal success fee and linked fee refunds.

C7

Private access & compliance

Invitation-only sign-up, two-factor for administration, action auditing, consent before analytics and one-click unsubscribe.

03 — Success case

From law firm to digital investment club

A firm specialised in bank and fund operations manages lead capture, catalogue, requests, membership and assistant on one platform, operated with auditing and encrypted backups, for a closed group of qualified investors.

  • Assets published13,650+
  • Investment verticals6
  • Request pipelineIn production
  • InvestorsClosed, qualified group

See the platform on a real instance

Private demo with fictitious data: catalogue, pipeline and communication, end to end.

Request a private demo