LIHTC Syndicators & Investors
Tax Credit Syndication & CRA Investment Management Platform
ProLinkAIM is a web-based software application that enables tax credit investors and syndicators to manage lower-tier deals and fund investments on a single platform.
Get PricingDeal Lifecycle Management
From pipeline to closing, construction, and asset management
Manage all your lower-tier deals and funds on a single platform
DEAL SCREENING, DUE DILIGENCE, and PIPELINE REPORTING
Deal Origination
- Low Income Housing Tax Credit (LIHTC)
- State Low Income Housing Tax Credit
- New Markets Tax Credit (NMTC)
- Federal and State Historic Tax Credit (HTC)
KEEP YOUR EXCEL UNDERWRITING MODEL; WE WILL MAP IT TO THE ProLinkAIM DATABASE
Deal Underwriting
- Map All Relevant Data Points in Your Underwriting Model
- Transfer Deal Data to a Central Database at a Click of a Button
- Store Underwriting Guidelines and Document Exceptions
- Capture Partnership Agreements
- Manage Deals Across Multiple Origination Stages
SYNDICATE LIHTC DEALS INTO YOUR REGIONAL OR NATIONAL FUNDS
Tax Credit Syndication
- Pool Lower-tier LIHTC Deals into a Fund Based on Fund Ownership Percentages
- Assign Investors to a Fund Based on Ownership Percentages
- Track Capital Contribution Amounts and Timing per Each Equity Investor
- Manage Community Reinvestment Act (CRA) Investment Allocations
- Map Your Fund Model, such as Fund Load and Credit Price
Manage construction draws & capital calls
Construction Monitoring
- Set up Construction Budgets
- Input and Track Monthly Draws against the Budget
- Track Capital Calls per Each Investor
- Generate Monthly Construction Progress Report
- Track Lease-up Progress
AHIC RISK RATING, LOWER-TIER AND FUND BENEFIT SCHEDULES, AND MUCH MORE
Asset Management
- Risk Assessments based on Affordable Housing Investors Council (AHIC) Standard Risk Criteria
- Quarterly Lower-tier and Fund Performance Reporting
- Property Financials Data Intake and Analytics
- Benefit Schedule Updates
- Ad Hoc Reporting Tools
CRA reporting from a single source of truth
Investor Reporting
- Monthly Investment Book Balances based on the Proportional Accounting Method or the Equity Method
- Monthly Accounting Outputs for the General Ledger Import
- Quarterly CRA Reporting Broken out by Investments Made in Prior and Current Exam Cycles
- Reporting based on all CRA Investment Vehicles, Including LIHTC, SBIC, and MBS