Case Study: Stone Beam consolidates deal management and documents with Builders Patch

Stone Beam consolidates tech stack and preserves 30+ years of deal data with Builders Patch

Stone Beam, a developer of affordable housing, faced significant challenges managing its complex development deals. The company relied on a fragmented patchwork of general-purpose tools like Excel, Dropbox, and various project management platforms, which led to critical documents being scattered and created compliance risks. To solve this, they turned to Builders Patch, an AI-powered workflow and deal management platform built specifically for multifamily housing finance.

By implementing Builders Patch, Stone Beam consolidated its entire tech stack into a single, intuitive platform. The solution provided a centralized source of truth for all deal data and documents, complete with version control and contextual notes. The results included the organization of 30+ years of legacy deal data, a drastic reduction in internal email traffic, and smoother handoffs between teams. Builders Patch provided the accurate, consolidated foundation essential for the company's continued growth.

Stone Beam