Personal workspace

Your private ledger.

The flip you're doing on the side. The partner deal you're not looping the crew into. The money view you'd rather your dispo lead never see. Personal is a full workspace that belongs only to you.

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Included on every tier — even Solo · invisible even to the org owner

✓ Ryan · Personal

Private

Only you can see this workspace — not your team, not the org owner.

Money overview

Cash on hand

$142,300

3 accounts

In flips

$418,750

2 active

Net rentals

$8,240

monthly

Tax reserve

$54,000

Q3 target

Entities 4 active

Entity Role YTD net State

Blackhorne Ops LLC

Wholesale · operating

$318,400

Palm Holdings LLC

Rentals

$62,150

BH Capital LLC

Flips

$186,900

Cambridge JV

Partner deal · 50/50

$47,200

Private note

Don't roll the Cambridge JV back into Blackhorne — need to keep it clean for the partner buyout in Q4.

The privacy promise

Invisible even to your org owner.

Every real estate CRM stops at "the team can see everything." DealOS starts there and adds a workspace that only you can see — encrypted, isolated, and outside the org's view.

Isolation

Personal data lives in a separate schema — different row-level security rules than any org workspace.

Visibility

The org owner sees that you have a Personal workspace (for billing) — never what's inside it.

Nothing in Personal appears in org-wide search, activity feeds, or exports the org can generate.

Deletion

Delete Personal at any time. It disappears — including from backups after 30 days.

What's inside

Everything an operator keeps to themselves.

Private flip tracking

Basis, spread, timeline, entity — the flip you're doing on the side, tracked properly and never mixed into the wholesale pipeline your team sees.

Entities & JVs

LLCs, partnerships, JVs. Role, state, YTD net income. When you have four entities on the books, this is the one screen you'll actually keep updated.

Money overview

Cash on hand, in flips, rentals, tax reserve. Not accounting software — an operator's dashboard for what you own and where it is.

Personal notes

The line-item reminders that don't belong in a team CRM. "Don't roll Cambridge back into Blackhorne." "Buyout Chris Q4." Yours only.

Truly private — including from the org owner

Separate database rows. Separate audit trail. If you're on someone else's Team or Brokerage plan, they can see that you have a Personal workspace. They cannot see what's in it.

Follows you if you leave

Change orgs, spin up your own brokerage, move to a competitor — your Personal workspace comes with you. Export any time, or take it live at the new account.

The workspace that follows you.

Personal is included on every DealOS plan — even Solo. Seven-day trial for $1.

Start 7-day trial · $1

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