Release Date: 15 March 2026
Versions Included: v2.0.0 to v2.0.6

Overview

This is easily the biggest Portal release we have shipped.

Across desktop and mobile, the InvestorKit Portal has had a massive glow-up. It is faster, cleaner, easier to move around, and a lot more useful across properties, due diligence, cash flow, ARI, chats, tasks, learning, and mobile.

The simple way to think about this release is this: the Portal is turning into an all-in-one property investing super app. Not just somewhere to message clients or check a task list, but one place to learn, analyse, collaborate, and move work forward.

There is a lot in this release, so this note is here to make it easy to understand what has changed, what is already live, what feels noticeably better, and what is still being polished over the next few days.

What You'll Notice First

When staff log in, the first thing they will notice is that the Portal feels different.

• The app is noticeably faster across day-to-day use

• The sidebar makes a lot more sense

• Tasks are much harder to miss

• Properties feel like a proper analysis tool now

• Mobile finally feels useful, not secondary

The big win is not just polish. It is that the Portal now asks less of the user. Less tab switching, less double handling, less manual admin, and less hunting around to find the thing you need.

Discover, Learn, and Community

Discover

There is now a dedicated Discover section in the sidebar.

This is the new learning and content hub inside the Portal. It brings InvestorKit articles and blog content directly into the app, so staff and users can explore content without leaving the Portal. On top of that, users can ask questions about articles and get answers in context.

This makes Discover more than a content library. It becomes a way to learn from our material, revisit ideas quickly, and use AI to pull out the key points without having to read everything end to end. The AI is also tuned to stay on-brand and answer sensibly within the InvestorKit context, so it is not just a generic chatbot sitting on top of articles.

The big idea here is that Discover becomes the place where our content lives inside the product, not just on the website. Articles are there, white papers are part of the direction, and podcast listening inside the app is coming too.

Learn

Under Discover, there is now a dedicated Learn experience for LMS content and training materials.

This includes existing course content such as:

• Market Categorisation Course

• Due Diligence Course

• Masterclass

• Buying Markets content, with more to be added

These courses are also important because they help teach clients how to work through the InvestorKit way of thinking, especially around things like the Market Categorisation Cycle.

What makes this especially important is that Learn is not only a place to consume training. It is also a place to create it.

Course creation now supports:

• Course titles, chapters, and topics

• Rich text, embeds, and video content

• AI-assisted content generation

• Image uploads to help AI create content

• Voice support

And it is not just a little AI helper either. The course builder is heading toward being able to help create large chunks of the course itself, which is huge for getting more training material into the Portal faster.

In practical terms, this means the team can build and expand InvestorKit training directly inside the Portal rather than relying on disconnected systems.

There is also more research content starting to sit alongside these learning surfaces, which makes the whole experience feel a lot more connected. Instead of content, research, and training living in separate worlds, they are starting to sit together inside the same product.

Community

There is also a new Community section in place.

At launch, this is intentionally light and will focus mainly on Learn content and articles. The bigger point is that the Portal now has a home for community-driven experiences in future if and when the business decides to take that further.

Assistant and AI Across the Portal

The assistant is much more useful in this release.

It is no longer just a chat box. It is starting to behave more like a real assistant that understands InvestorKit content, Portal activity, and what people actually need help with day to day.

You can now use it to:

• Ask questions about InvestorKit articles and content

• Ask what tasks are due in the next 7 days

• Ask what messages need catching up on

• Work faster inside areas like Due Diligence

• Help turn messages and context into next actions

AI is also appearing in more practical places throughout the Portal:

• In article and content experiences

• In course creation

• In Due Diligence workflows

• In messages, where dates and actions can be turned into tasks or calendar items

The assistant also feels much closer to having ChatGPT connected into our own world. It can pull on content and context from across what we already publish and use, which makes it far more practical than a blank AI chat.

The goal here is not novelty. It is usefulness. The assistant should save time, reduce manual work, and make it easier to move from information to action.

That same idea now shows up across the app in smaller but very useful ways too. AI can help with article Q&A, course creation, due diligence, suggested next steps, and turning message context into tasks or calendar items. It starts to feel much more baked into the Portal rather than bolted on.

Referrals

The new referral experience is one of the bigger additions in this release, although it is not launching broadly right away.

This is currently going through review with Arjun before wider rollout.

Once active, it will give users the ability to:

• Copy or send referral invites directly from the Portal

• Track the progress of their referrals

• See where referred people are in the journey

• Estimate what they could earn from referrals

There is also role-based visibility built into it, so people only see what is relevant to them. Staff can see the broader picture, clients can see the client side, and business partner views can be handled separately as that rolls out.

Users will also be able to track their own referrals in a much clearer way, so instead of referrals disappearing into a black box, people can actually see where things are at.

For admin and internal use, there is also a much stronger management interface where the team can:

• Review referrals

• Update milestones

• Record payments

• Manage payment statuses

• View details in one place

This is important because it turns referrals from a loose process into something visible and trackable.

Opening the Portal Up

One of the more important strategic shifts in this release is that the Portal is being prepared for broader access over time.

That means the Portal is no longer being thought about only as a private area for existing InvestorKit clients and staff. It is being shaped into a place where more people can sign up, explore content, use tools, and start engaging with InvestorKit earlier in their journey. Non-customers would not see workspaces, tasks, and the full collaboration side, but they would see tools, Discover content, and property features they can use.

In practical terms, that opens the door to things like:

• Signing up to access exclusive content

• Reading white papers inside the Portal

• Listening to exclusive content in the Portal over time

• Using tools like ARI without needing the full client experience

• Exploring a lighter version of portfolio and property tools

This matters because it changes what the Portal can become. Instead of only serving people once they are already deep into the InvestorKit process, it can increasingly support people earlier, help them learn, and give them reasons to keep coming back.

That is a big part of the long-term play here. The more useful the Portal becomes outside of pure client collaboration, the more it starts to look like a proper all-in-one property investing super app.

Properties - The Biggest Glow-Up

The properties experience is where some of the biggest changes have happened.

Property List

The property list is now much more useful day to day.

It pulls property data into a cleaner, more actionable view and makes it far easier to focus on the properties that matter to you.

Staff can now use Assign to Me to quickly see properties where they are:

• Brief assigned to

• Sourced by

• Allocated to

• Settlement support coordinator

That means if someone is acting as the settlement support coordinator, they can immediately focus on the properties relevant to them without hunting through everything else.

The list also surfaces the properties that were recently added or recently modified, which makes it much easier to get a quick read on what is moving.

Address search has been improved, and filtering is much more flexible, so it is easier to narrow in on delayed properties, allocated properties, and other key slices of the property list.

It also means the list feels a lot closer to a proper property command centre. You can get to the right properties faster, sort out what needs attention, and spend less time digging through records. In a real sense, the Portal is starting to build its own property management layer rather than relying on external systems for everything.

Property Detail

Once you open a property, the experience is far richer than before.

The property page now includes:

• A more useful property summary

• Better map controls

• Drawing and annotation tools

• Distance measurements

• Different map and satellite views

• Data layers such as transmission lines, substations, and transport

• Google Street View

This means the property page is no longer just a record. It is becoming a proper analysis and collaboration space.

You can also add comments and notes directly onto the map. This creates a much better way to capture observations visually, especially when teams are reviewing a property together.

Support for richer annotations, such as Loom videos and images, is also on the way.

The mapping and annotation tool is our own, which is important. It means we can keep adding whatever features we need over time rather than being limited by a third-party tool.

This is one of the clearest examples in the release of the Portal becoming something bigger. Instead of jumping between maps, notes, listings, and external research, more of that work can now happen in one place.

The DataHub side is also a big part of that. Being able to turn layers on and off, see things like transmission lines, substations, and transport, and keep expanding that data set over time means the property view can keep getting smarter without needing a whole new workflow each time.

Local Area Context

The property page now gives far more context around the area itself.

You can:

• View local news generated with AI, with prompts that can be tailored to our needs

• Ask follow-up questions about the suburb or location and get real-time answers from the web

• Open the relevant links

• Search for nearby places like supermarkets or amenities

• See how far those places are from the property

This is a big shift. The property page is starting to combine property details, location context, research, and practical due diligence in one experience.

It also makes the page much more useful in real conversations. If someone wants to understand not just the property but the area around it, that context is now much easier to surface straight away.

Street View helps with that too. You can get a much more immediate feel for the property and its surroundings without leaving the Portal, which sounds small, but in practice saves time constantly.

Due Diligence - Faster, Cleaner, and Smarter

Due Diligence has had a major upgrade and is now one of the strongest parts of the release.

The key improvement is speed. The experience has been redesigned so the team can move through DD much faster than before.

There are now multiple ways to complete Due Diligence:

1. Standard Editing

This is a much cleaner yes/no workflow than the older forms. It is easier to click through and easier to review.

2. Ask AI

You can ask AI to help complete Due Diligence and even upload images or photos to support that process.

AI can pre-fill the form for review, which helps reduce repetitive manual work.

3. Quick Edit

This is likely to become the fastest mode for a lot of the team.

Using keyboard-friendly quick responses, staff can move rapidly through the DD process instead of spending time on slower form interactions. Progress is visible as you move, which also makes the experience feel lighter and clearer.

For a lot of people, this will probably become the default way to work. It keeps the speed up without stripping away the structure DD needs.

Listing Extraction

The Portal can now also help pull property details from online listings.

If you add a listing link, the system can bring through details such as:

• Beds

• Baths

• Pricing

• Agent details

• Land size

In the future, this will also expand to include things like gallery images and other property-level details that can be pulled through.

This saves time and reduces repeat entry.

It is also designed carefully so that it does not blindly overwrite existing information. If something is already there, the system will flag it and ask before replacing it.

Another nice improvement here is that DD is becoming better for summarising and sharing as well, not just filling fields in. It is easier to build clearer summaries, add supporting context, and make the final output easier to work with.

You can also add links, create sections, build a cleaner summary, use merge tags, and drop in Loom links that embed automatically. That makes DD feel much stronger not just as an internal checklist, but as something you can present and use more effectively afterwards.

Where This Is Heading

One of the most exciting next steps here is pre-fill from data sources.

The direction is clear: if the Portal already knows useful map and research information, the team should not have to enter that manually again during Due Diligence. Things like railway and train station distance, flood maps, transformer lines, and other location data can increasingly help pre-fill DD. The Strategists just need to confirm rather than manually enter what the system already knows.

That is the bigger theme with DD now: keep the human judgement, but get the system to do more of the repetitive lifting.

Cash Flow and ARI

Cash Flow

ARI has had a major glow-up too.

It can now be used as a stronger standalone tool, which matters both for clients and for future public-facing use cases.

You can generate ARI reports in different ways, including guided and AI-assisted flows, and the overall experience is much richer than before. There is also a clearer path into using it more freely as a standalone model, not only as part of a full property report flow.

The report and model views are better positioned to help people understand:

• Investment milestones

• 30-year total performance

• Cash flow summary and projections

• Property-specific modelling

• Better presentation of property-level cash flow

• Equity composition and wealth creation views

• Support for multiple income sources

• Support for custom expenses with different frequencies

• Better handling of employment income and purchase structures

• Better handling of acquisition costs and annual holding costs

• Support for property use types such as owner-occupied, investment, and mixed use, which adjusts the tax rates and LMI sliders accordingly

• Support for structures such as SMSF and trust

• A better way to handle annual holding costs and custom expenses

That matters because ARI is one of the clearest examples of where the Portal is heading. It is not just about showing information. It is about giving people a better way to model, test, and understand a property.

It is also important because ARI does not have to be locked to a full property report flow. As a standalone tool, it can become something people use more freely, which is a big part of the wider Portal direction.

That matters for another reason too. If people use ARI on properties we do not already have, it creates a path for those properties to be captured back into the Portal ecosystem over time, helping grow the database rather than letting that activity disappear.

Commercial ARI

Commercial ARI is now being brought into the product as well.

This part is still being refined and is currently draft-stage, but it already points to where the platform is heading next.

It is being worked through with Chris over the next few days and will continue to evolve. Even in draft form, it is a strong sign that the product is expanding beyond residential use cases and into a much broader investing toolkit.

That commercial side already points toward things like CapEx, NOI, loan balances, cumulative returns, rent structures, cash flow, vacancy cycles, and exit thinking living inside the product rather than outside it.

Chats, Workspaces, and Tasks

The communication side of the Portal has been heavily improved.

Chats

Chats are now much faster, and the organisation around chats is much better.

You can now:

• Create custom views

• Filter for things like unread messages or channels that need attention

• See drafts and sent messages in one place

• Work with groups more easily

• Pin important workspace chats

• Access AI chat history in one place

This is a big operational improvement because it helps the team stay on top of conversations without relying on memory.

The custom views are especially useful here. Being able to quickly surface things like unread conversations, chats that need a reply, channels assigned to certain people, or anything that has gone quiet for too long gives the team a much better grip on follow-up and accountability.

You can also see drafts, sent items, scheduled messages, direct messages, pinned workspace chats, and your assistant history in one place, which makes the whole area feel much more organised.

Workspaces

Inside workspaces, messaging is more useful and more actionable.

You can now:

• Search across messages more easily

• Ask AI about workspace history and context

• Turn message references into tasks, created either in the workspace or in your personal task list

• Turn date references into calendar items, with the event pre-filled with context, time, date, and a description based on the conversation

• Access templates more smoothly while composing

• Open supporting panels for files, details, agreements, and properties

• Move through message history with highlighted search results

• See calendar cards and task cards drop into the message as you type, so recipients can act on them directly

This helps move work forward faster. Instead of reading a message and then manually creating the follow-up somewhere else, the Portal can help bridge that gap directly.

That is a small change on paper, but a big quality-of-life improvement in practice. Dates in messages, task ideas, context panels, templates, and quick actions all start to reduce the friction inside the workspace itself.

There is also more flexibility around the workspace layout itself now. Files, details, agreements, properties, custom links, and other panels are easier to move through, and you can close things down to give yourself more room when you need it.

For internal users, there is also more control from the workspace details side, including things like impersonation when needed.

Tasks

Tasks have been moved into a more visible position in the sidebar so they stay front of mind.

The aim here is simple: make accountability easier.

Instead of feeling tucked away, tasks are easier to see, easier to revisit, and easier to manage in the flow of everyday work.

The result is that it is much clearer what is due now, what is coming up next, and what still needs action. And if you want the more traditional milestone-style view, you can still get to that by clicking through to all tasks.

Database and Admin Views

The Database area is becoming more useful as an internal admin and operations layer.

This includes:

• Buying Markets

• People

• Users and clients

• CRM views

• Agreements

• Properties

• Message Templates

Some of these areas are still beta and will continue to improve, but the direction is important. The Portal is increasingly bringing operational data into one place in a way that is easier to work with than raw systems.

Message Templates also now have a more useful shared management space, making it easier to organise and work with templates over time.

That matters because it gives the team a more usable home for the things that normally end up scattered across tools, hidden inside CRM columns, or hard to manage at scale.

Buying Markets is a good example of where this is heading. Right now it is still a view into existing data, but over time the experience can move away from clunky raw fields and closer to a proper research view for each market.

People is also broader now, with users, clients, and CRM data sitting closer together. Even where it is still beta, it points in the right direction.

Agreements and Properties in this area are still beta too, and that is called out clearly in the experience so people know those surfaces are still being improved.

Message Templates deserve their own mention too. They are no longer tucked away. They are moving toward being something the team can properly manage in one universal place, with folders, merge tags, visibility, and better organisation.

Statuses and Personal Tools

There are also a few smaller features in this release that are easy to miss but will be genuinely handy.

Users can now set statuses such as:

• Away

• Busy

• Active

• Short custom away windows, like being away for the next 30 minutes

There is also more support around personal setup, like downloading the app and subscribing to a calendar so tasks stay synced more easily.

Mobile - A Major Step Forward

Mobile has had one of the biggest practical upgrades in this release.

The experience is faster, cleaner, and easier to navigate. More importantly, it is now useful for real work rather than just light access.

On mobile, users can now do much more comfortably, including:

• Search across the app

• Access My Tasks

• Land in the right task experience depending on whether they are staff or a customer

• Set statuses such as Away, Busy, or Active

• Access notifications and database shortcuts more easily

• Work with properties

• Add properties

• See properties on the map

• Complete Due Diligence with a much better mobile experience

• Use chats more effectively

• Access workspace conversations and AI-suggested messages

• Search within messages

• Share and invite more cleanly from mobile flows

The mobile property and DD experience is especially important. This is one of the clearest signs that the Portal is being designed as a true field tool, not just a desktop app squeezed onto a smaller screen.

You can feel that shift in the basics too. Search is easier to get to, tasks are more accessible, chats are quicker to move through, and property flows make a lot more sense on a phone.

It is still early in the sense that there is more to come, but it already feels like a major step forward rather than a small mobile tidy-up. Even where there are little bits still to polish, the direction is obvious.

Mobile App Update Coming Next

In the next few days, a new mobile app update will be going out as well.

That update is expected to bring further improvements around:

• Video support

• Push notifications

• Mobile speed

• Overall mobile experience

So while this release already makes mobile much better, there is still another important mobile step landing shortly after.

Speed, Stability, and Quality of Life

One of the strongest parts of this release is how much better the Portal feels in normal use.

The app is now more than 4x faster overall, and that holds up even in less-than-ideal conditions like being on a hotspot.

That shows up in the moments that matter:

• Moving between pages

• Opening chats

• Switching workspaces

• Loading content

• Working on mobile

• Jumping between key parts of the app without it feeling heavy

On top of that, a lot of bug fixing and cleanup has gone into this release. Rather than list technical items, the important outcome is this:

• Login and access flows are more reliable

• Notifications are more dependable

• Message editing and message visibility are better

• Search behaves better

• Task counts, status changes, and task handling are more consistent

• Referral links and related flows have been corrected

• ARI and other key areas are more stable

• A lot of the small annoying rough edges have been cleaned up

This is not just a feature-heavy release. It is also a major cleanup and reliability release.

That is part of why the release feels so different. It is not only that there is more in the product. It is that a lot of what was already there now feels faster, smoother, and more thought through, even when moving around quickly or using it in less-than-perfect conditions.

Still Being Refined

This release is big, and a few parts are intentionally still being refined rather than treated as fully final.

• Referral system - built and reviewed internally, but not rolling out broadly straight away

• Commercial ARI - active draft and being worked through over the next few days

• Cash flow depreciation elements - still being tested

• Some Database surfaces - still beta and will continue to improve

• Community - live in an early form, with more direction still to come

• Discover additions - white papers and podcast support are still to come

• Further DD pre-fill - more data-assisted DD help is planned

This is a major milestone, but it is also a launch pad for what comes next.

Final Take

The real headline here is that the Portal is becoming far more than a workspace.

It is becoming an all-in-one property investing super app for:

• Communication

• Learning

• Property analysis

• Due Diligence

• Modelling

• Portfolio context

• Mobile work

For staff, this means faster execution, better visibility, and more powerful tools in one place.

For clients and future users, it points to a much richer product experience where the Portal can help well beyond simple collaboration.

This is a major milestone for the team, and there is still more to come over the next few days as rollout polish continues. The speed improvements alone will keep getting better from here.

Tech may have felt quiet from the outside for a while, but this is why. A lot has gone into this release, and it sets up a much bigger next phase for the Portal from here.