GridLedge

AI document intelligence · LIHTC construction period

Your deal's documents don't agree with each other.

GridLedge reads every construction-period document on a deal, cross-checks the numbers against each other and the rulebook, and shows you exactly where they diverge — sourced to the page.

Every project is built on connected documents.

GridLedge continuously understands documents across the entire construction lifecycle.

Carryover AllocationG702 Draw RequestG703 ContinuationChange OrderCost WorkbookDCFInspection ReportRulebookDAS BulletinQuarterly ReportOwner Reconciliation8609 PackageLien WaiverCarryover AllocationG702 Draw RequestG703 ContinuationChange OrderCost WorkbookDCFInspection ReportRulebookDAS BulletinQuarterly ReportOwner Reconciliation8609 PackageLien Waiver

Construction-period documents include: Carryover Allocation, G702 Draw Request, G703 Continuation, Change Order, Cost Workbook, DCF, Inspection Report, Rulebook, DAS Bulletin, Quarterly Report, Owner Reconciliation, 8609 Package, Lien Waiver.

Track what you'll need at cost cert—while you're still building.

Every stakeholder sees only part of a project. GridLedge continuously connects the documents, so what you need at cost certification and 8609 is already tracked during construction.

The gap

Five parties. Five partial pictures. One late cross-check.

Developers, syndicators, lenders, investors, and agencies each hold a slice of the deal. Nobody connects every draw, change order, and rule citation until the agency does — at the worst moment.

Deal visibilityFragmented
  • DeveloperPartial
  • SyndicatorPartial
  • LenderMinimal
  • InvestorMinimal
  • AgencyNone until PIS

Developer

Runs the site day to day — rarely tracks what cost cert will demand months later.

Draw #6 · site view
Approved budget$2.02M
G702 · ln 14This draw only

Syndicator

Underwrites a deal they don't operate — capacity hinges on stale quarterly packs.

Quarterly pack · Q2
  • Construction reportReceived
  • Change Order #14Pending review
  • Cost basis roll-forwardNot attached

Lender

Money is in the ground first — rate-lock and adjuster risk live between draws.

Disbursement desk

Rate lock

18 days

Open adjusters

2

Draw #6 · retainage check

Investor

Sees what moved between reports — not the linked trail underneath.

Portfolio snapshot

Between quarterly reports · no source trail

Agency

Reviews against QAP and DAS by date — usually after the trail has already gone cold.

HFA review queue
  • 8609 packageAwaiting PIS
  • QAP · DAS Bulletin 2026.1Cited by date

Watch GridLedge investigate a deal.

Documents connect, the trail builds, and a divergence surfaces with its sources attached — then GridLedge stops.

  1. Read

  2. Extract

  3. Cross-reference

  4. Validate

  5. Evidence

  6. Continuous monitoring

Synthetic Ohio 9% deal · investigation

Live investigation

Document Explorer

3 open
  • G702 · Draw #6Parsed · today 09:14
  • Contract · §4.2Retainage terms
  • Change Order #14+$48,200

Investigation

Ready
Comparing retainage across Draw #6 and Contract §4.2

Δ Divergence detected

Retainage on Draw #6 diverges from Contract §4.2.

Validation Timeline

  1. 09:14:02

    Draw #6 ingested

  2. 09:14:08

    Linked to Contract §4.2

  3. 09:14:11

    Cross-check running

  4. 09:14:14

    Divergence surfaced

Evidence Panel

Draw #6 · G703, ln 14Contract · §4.2 · retainage

2 sources cited.

What it means is your call.

Same mechanism — document vs. document, or document vs. rulebook.

Document vs. document

Cross-document comparison · continuous

Draw requestsG702/G703 · Draw #6
Change ordersChange Order #14
Cost workbookOwner/contractor reconciliation

Δ Divergence detected

Change Order #14 shifts the cost basis Draw #6 already assumed.

Draw #6 · G703, ln 14Change Order #14 · §2

Document vs. rulebook

Validation engine · live

Project documentDesign & Construction Features form
Validation engine
State rulebookOHFA QAP · 2026
Bulletin2026.1 · eff. Feb

Requirement matched

The granite-countertop restriction is lifted for projects without an 8609 before Bulletin 2026.1.

DAS §L.1.5.1.3Bulletin 2026.1

Confidence, backed by evidence.

Every number here — like every finding GridLedge surfaces — is sourced, repeatable, and checked again the moment a document changes.

812
Checks
42
Documents parsed

Carryover · Construction · Cost cert · 8609

Carryover → 8609 coverage

Why not ChatGPT?

Generalist models answer questions one query at a time. GridLedge is deal-wide memory built for LIHTC compliance.

Generalist AI

One-off queries

Treats every upload as a new conversation. Answers lack memory of past draws, context, or the rules.

Chat session · lost on closeIsolated
  • Upload document
  • Receive answer
  • Conversation ends

GridLedge

Continuous

A structured understanding of the entire deal over months — compared, validated, and sourced.

Deal memory · liveMonitoring
  • Continuous monitoring
  • Connected documents
  • Rule validation
  • Evidence preservation
  • Project memory
  • Audit trail
Draw #6 · G703, ln 14Bulletin 2026.1

Rails, not referee.

GridLedge surfaces evidence, connects documents, and preserves provenance. It never makes compliance decisions for the user.

What it means is your call.

It says

Surfaces where documents diverge

Not

Does not decide compliance

It says

Cites every source to the page

Not

Does not issue a verdict

It says

Preserves the audit trail

Not

Does not replace your judgment

Liability

Findings stay evidence. Meaning stays with the people who carry the risk.

Durability

Provenance outlives a chat thread, an email forward, or a single underwriting pass.

Trust

Rails hold the work in place. A referee would decide for you — and that is not the job.

Enterprise security by design.

What is live today — stated plainly, without certifications we do not hold.

Encryption in transit and at rest

Deal documents and findings are encrypted in transit and at rest on Azure.

Tenant isolation

Each client's data is isolated by tenant — no shared deal workspace across organizations.

Private Azure processing

Documents are processed in a private Azure environment with Document Intelligence and OpenAI Foundry. They are not used to train shared models.

Access-controlled infrastructure

Infrastructure access is controlled and limited to the people who need it to operate the product.

Bring a deal you're worried about.

Schedule a conversation. We will walk a real construction-period package with you — no exaggerated promises, just the documents and the trail.