One state's tax credit deal, from site to Form 8609, laid out in order: what to do, why it matters, what proves it, and the rule it comes from. Source-cited, narrative and interactive.
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Eighteen milestones in a California deal; a dozen or so in most states. Each one opens to its tasks, each task to its actions and the proof package it must produce. Every page is written to be read: what this task validates, why it matters, where it sits in the pathway, what “done” looks like, the watchouts, and the requirement it comes from — the regulation section, the application exhibit, the agency letter.
The deal in time. Working time is drawn solid; the waits that sit with the agency, the lender or the municipality are drawn as waits, because they are not yours to shorten. A gate closes every milestone, and the Gantt shows what the gate needs before it opens. Zoom to one milestone or see the whole deal.
The state's clocks, each with the event that starts it, how long it runs, the condition it depends on and where the rule is written. The ones that decide a round, a reservation, a carryover, a placed-in-service date.
An Atlas is one state and one program: California 9%, Florida 9%, and so on. Inside: the milestones, gates, tasks, actions, proof packages and documents of that program's full deal lifecycle, written in Insika's voice and traced to the state's current rules and application. It is read on the web, signed in; it is not a PDF. Editions are updated as the state's rules and rounds change, and your subscription carries the updates.
California 9% is on sale now. Thirty 9% editions this fall; 4% editions follow. A team seat plan comes when a company asks for one.
Developers, consultants and counsel who are responsible for knowing what a deal in that state requires, and for being right about it. If a new project manager could run your next application from it without asking you twice, it did its job.
Insika LIHTC OS plans the work from the Atlas and keeps the status true.